Workflow Templates

Integrate Xero with FileMaker using Webhooks Workflow Description This n8n workflow automates the integration between Xero and FileMaker, allowing for seamless data transfer between the two platforms. By listening for webhooks from Xero (e.g., new invoices, payments, or contacts), this workflow ensures that data is automatically sent and recorded in a FileMaker database. Who is This For? This workflow template is ideal for: Accountants** who need a streamlined process to sync financial data between Xero and FileMaker. Business Owners** looking to automate data entry and improve accuracy across their systems. Developers** building solutions for clients that require integration between accounting software and databases. Operations Teams** focused on minimizing manual work and improving efficiency. Key Steps Xero Webhook Trigger: The workflow starts by capturing events from Xero via a webhook. Data Processing: Transforms and maps the incoming data to match FileMaker’s required format. FileMaker Node: Utilizes the FileMaker node to create or update records directly in the FileMaker database. Logging & Error Handling: Tracks successful entries and manages any errors with automated alerts. Setup Instructions Set Up the Xero Webhook: Create a webhook in Xero and point it to your n8n webhook node URL. Configure the types of events to trigger the workflow (e.g., new invoices or payments). Xero will then send some test calls to test you are doing proper hash control. Connect the FileMaker Node: Set up your FileMaker node with the appropriate credentials and database configuration. Map the fields between the incoming Xero data and your FileMaker database structure. Customize Data Processing: Adjust data transformations as needed to ensure compatibility with your FileMaker schema. Test and Deploy: Run the workflow with sample data to ensure everything is functioning correctly. Monitor the execution log to verify data transfer and make any adjustments as needed. Error Handling Configuration: Configure error-handling nodes or alerts to notify you of any issues during data processing. Benefits This setup facilitates real-time data synchronization between Xero and FileMaker, reducing the need for manual data entry and improving overall operational efficiency.

Enhance Security Operations with the Qualys Slack Shortcut Bot! Our Qualys Slack Shortcut Bot is strategically designed to facilitate immediate security operations directly from Slack. This powerful tool allows users to initiate vulnerability scans and generate detailed reports through simple Slack interactions, streamlining the process of managing security assessments. Workflow Highlights: Interactive Modals**: Utilizes Slack modals to gather user inputs for scan configurations and report generation, providing a user-friendly interface for complex operations. Dynamic Workflow Execution**: Integrates seamlessly with Qualys to execute vulnerability scans and create reports based on user-specified parameters. Real-Time Feedback**: Offers instant feedback within Slack, updating users about the status of their requests and delivering reports directly through Slack channels. Operational Flow: Parse Webhook Data**: Captures and parses incoming data from Slack to understand user commands accurately. Execute Actions**: Depending on the user's selection, the workflow triggers other sub-workflows like 'Qualys Start Vulnerability Scan' or 'Qualys Create Report' for detailed processing. Respond to Slack**: Ensures that every interaction is acknowledged, maintaining a smooth user experience by managing modal popups and sending appropriate responses. Setup Instructions: Verify that Slack and Qualys API integrations are correctly configured for seamless interaction. Customize the modal interfaces to align with your organization's operational protocols and security policies. Test the workflow to ensure that it responds accurately to Slack commands and that the integration with Qualys is functioning as expected. Need Assistance? Explore our Documentation or get help from the n8n Community for more detailed guidance on setup and customization. Deploy this bot within your Slack environment to significantly enhance the efficiency and responsiveness of your security operations, enabling proactive management of vulnerabilities and streamlined reporting. To handle the actual processing of requests, you will also need to deploy these two subworkflows: Qualys Start Vulnerability Scan Qualys Create Report To simplify deployment, use this Slack App manifest to quickly create an app with the correct permissions: { "display_information": { "name": "Qualys n8n Bot", "description": "n8n Integration for Qualys", "background_color": "#2a2b2e" }, "features": { "bot_user": { "display_name": "Qualys n8n Bot", "always_online": false }, "shortcuts": [ { "name": "Scan Report Generator", "type": "global", "callback_id": "qualys-scan-report", "description": "Generate a report from the latest scan to review vulnerabilities and compliance." }, { "name": "Launch Qualsys VM Scan", "type": "global", "callback_id": "trigger-qualys-vmscan", "description": "Start a Qualys Vulnerability scan from the comfort of your Slack Workspace" } ] }, "oauth_config": { "scopes": { "bot": [ "commands", "channels:join", "channels:history", "channels:read", "chat:write", "chat:write.customize", "files:read", "files:write" ] } }, "settings": { "interactivity": { "is_enabled": true, "request_url": "Replace everything inside the double quotes with your workflow webhook url, for example: https://n8n.domain.com/webhook/99db3e73-57d8-4107-ab02-5b7e713894ad"", "message_menu_options_url": "Replace everything inside the double quotes with your workflow message options webhook url, for example: https://n8n.domain.com/webhook/99db3e73-57d8-4107-ab02-5b7e713894ad"" }, "org_deploy_enabled": false, "socket_mode_enabled": false, "token_rotation_enabled": false } }

Video Guide I prepared a detailed guide that showed the whole process of building a call analyzer. .png) Who is this for? This workflow is ideal for sales teams, customer support managers, and online education services that conduct follow-up calls with clients. It’s designed for those who want to leverage AI to gain deeper insights into client needs and upsell opportunities from recorded calls. What problem does this workflow solve? Many follow-up sales calls lack structured analysis, making it challenging to identify client needs, gauge interest levels, or uncover upsell opportunities. This workflow enables automated call transcription and AI-driven analysis to generate actionable insights, helping teams improve sales performance, refine client communication, and streamline upselling strategies. What this workflow does This workflow transcribes and analyzes sales calls using AssemblyAI, OpenAI, and Supabase to store structured data. The workflow processes recorded calls as follows: Transcribe Call with AssemblyAI: Converts audio into text with speaker labels for clarity. Analyze Transcription with OpenAI: Using a predefined JSON schema, OpenAI analyzes the transcription to extract metrics like client intent, interest score, upsell opportunities, and more. Store and Access Results in Supabase: Stores both transcription and analysis data in a Supabase database for further use and display in interfaces. Setup Preparation Create Accounts: Set up accounts for N8N, Supabase, AssemblyAI, and OpenAI. Get Call Link: Upload audio files to public Supabase storage or Dropbox to generate a direct link for transcription. Prepare Artifacts for OpenAI: Define Metrics: Identify business metrics you want to track from call analysis, such as client needs, interest score, and upsell potential. Generate JSON Schema: Use GPT to design a JSON schema for structuring OpenAI’s responses, enabling efficient storage, analysis, and display. Create Analysis Prompt: Write a detailed prompt for GPT to analyze calls based on your metrics and JSON schema. Scenario 1: Transcribe Call with AssemblyAI Set Up Request: Header Authentication: Set Authorization with AssemblyAI API key. URL: POST to https://api.assemblyai.com/v2/transcript/. Parameters: audio_url: Direct URL of the audio file. webhook_url: URL for an N8N webhook to receive the transcription result. Additional Settings: speaker_labels (true/false): Enables speaker diarization. speakers_expected: Specify expected number of speakers. language_code: Set language (default: en_us). Scenario 2: Process Transcription with OpenAI Webhook Configuration: Set up a POST webhook to receive AssemblyAI’s transcription data. Get Transcription: Header Authentication: Set Authorization with AssemblyAI API key. URL: GET https://api.assemblyai.com/v2/transcript/<transcript_id>. Send to OpenAI: URL: POST to https://api.openai.com/v1/chat/completions. Header Authentication: Set Authorization with OpenAI API key. Body Parameters: Model: Use gpt-4o-2024-08-06 for JSON Schema support, or gpt-4o-mini for a less costly option. Messages: system: Contains the main analysis prompt. user: Combined speakers’ utterances to analyze in text format. Response Format: type: json_schema. json_schema: JSON schema for structured responses. Save Results in Supabase: Operation: Create a new record. Table Name: demo_calls. Fields: Input: Transcription text, audio URL, and transcription ID. Output: Parsed JSON response from OpenAI’s analysis.

Overview This workflow aims to provide data visualization capabilities to a native SQL Agent. Together, they can help foster data analysis and data visualization within a team. It uses the native SQL Agent that works well and adds visualization capabilities thanks to OpenAI’s Structured Output and Quickchart.io. How it works Information Extraction: The Information Extractor identifies and extracts the user's question. If the question includes a visualization aspect, the SQL Agent alone may not respond accurately. SQL Querying: It leverages a regular SQL Agent: it connects to a database, queries it, and translates the response into a human-readable format. Chart Decision: The Text Classifier determines whether the user would benefit from a chart to support the SQL Agent's response. Chart Generation: If a chart is needed, the sub-workflow dynamically generates a chart and appends it to the SQL Agent’s response. If not, the SQL Agent’s response is output as is. Calling OpenAI for Chart Definition: The sub-workflow calls OpenAI via the HTTP Request node to retrieve a chart definition. Building and Returning the Chart: In the "Set Response" node, the chart definition is appended to a Quickchart.io URL, generating the final chart image. The AI Agent returns the response along with the chart. How to use it Use an existing database or create a new one. For example, I've used this Kaggle dataset and uploaded it to a Supabase DB. Add the PostgreSQL or MySQL credentials. Alternatively, you can use SQLite binary files (check this template). Activate the workflow. Start chatting with the AI SQL Agent. If the Text Classifier determines a chart would be useful, it will generate one in addition to the SQL Agent's response. Notes The full Quickchart.io specifications have not been fully integrated, so there may be some glitches (e.g., radar graphs may not display properly due to size limitations).

Who is this workflow for? This workflow is the baseline workflow for anyone who needs to automate the process of posting 1-4 images to Bluesky using the Bluesky API. It is ideal for anyone looking to streamline their social media posting process, saving time and ensuring consistent content delivery. Use Case / Problem Solved Manually posting images and captions on Instagram can be time-consuming, especially for businesses and content creators managing multiple accounts. This workflow automates the process from image preparation to publishing, reducing manual effort and increasing efficiency. What this workflow does Trigger Initialization: The workflow starts with a manual trigger that can be adapted to other triggers (e.g., HTTP webhook or schedule). Set Parameters: The workflow includes a node that sets essential parameters, such as the Bluesky account ID, image URLs, and caption. Prepare Bluesky Session: A node creates the authenticated session data used by the upload and post operations later in the workflow. Publish Media: Nodes retrieve image files from the specified URLS and uploads them as blobs to Bluesky, a necessary pre-requisite for a Bluesky post to have images attached. Post text caption + images: A node does the final call to the Bluesky API, including the text caption and relevant image references. Setup Sign-in to Bluesky and create an App Password Add your username and App Password to the Define Credentials node. Set the caption (text content) of your post in the Set Caption node. Set 1-4 image URLs in the Set Images node Adapt the initial trigger as needed to fit your workflow's requirements (e.g., schedule, webhook). Adapt the caption and images nodes to accept dynamic parameters. Limitations This workflow assumes a minimum of 1 image URL to function. If you want a text-only post, remove the whole embed section from the JSON in last Post to Bluesky node, as well as relevant image attachment nodes. The 300-character limit in Bluesky includes the caption + hashtags + image alt text. Going over 300 will return a Record/description must not be longer than 300 graphemes error.

Video Guide I prepared a detailed guide that showed the whole process of building a resume analyzer. Who is this for? This workflow is ideal for recruitment agencies, HR professionals, and hiring managers looking to automate the initial screening of CVs. It is especially useful for organizations handling large volumes of applications and seeking to streamline their recruitment process. What problem does this workflow solve? Manually screening resumes is time-consuming and prone to human error. This workflow automates the process, providing consistent and objective analysis of CVs against job descriptions. It helps filter out unsuitable candidates early, reducing workload and improving the overall efficiency of the recruitment process. What this workflow does This workflow automates the resume screening process using OpenAI for analysis. It provides a matching score, a summary of candidate suitability, and key insights into why the candidate fits (or doesn’t fit) the job. Retrieve Resume: The workflow downloads CVs from a direct link (e.g., Supabase storage or Dropbox). Extract Data: Extracts text data from PDF or DOC files for analysis. Analyze with OpenAI: Sends the extracted data and job description to OpenAI to: Generate a matching score. Summarize candidate strengths and weaknesses. Provide actionable insights into their suitability for the job. Setup Preparation Create Accounts: N8N: For workflow automation. OpenAI: For AI-powered CV analysis. Get CV Link: Upload CV files to Supabase storage or Dropbox to generate a direct link for processing. Prepare Artifacts for OpenAI: Define Metrics: Identify the metrics you want from the analysis (e.g., matching percentage, strengths, weaknesses). Generate JSON Schema: Use OpenAI to structure responses, ensuring compatibility with your database. Write a Prompt: Provide OpenAI with a clear and detailed prompt to ensure accurate analysis. N8N Scenario Download File: Fetch the CV using its direct URL. Extract Data: Use N8N’s PDF or text extraction nodes to retrieve text from the CV. Send to OpenAI: URL: POST to OpenAI’s API for analysis. Parameters: Include the extracted CV data and job description. Use JSON Schema to structure the response. Summary This workflow provides a seamless, automated solution for CV screening, helping recruitment agencies and HR teams save time while maintaining consistency in candidate evaluation. It enables organizations to focus on the most suitable candidates, improving the overall hiring process.

This n8n template builds upon a simple appointment request form design which uses AI to qualify if the incoming enquiry is suitable and/or time-worthy of an appointment. This demonstrates a lighter approach to using AI in your templates but handles a technically difficult problem - contextual understanding! This example can be used in a variety of contexts where figuring out what is and isn't relevant can save a lot of time for your organisation. How it works We start with a form trigger which asks for the purpose of the appointment. Instantly, we can qualify this by using a text classifier node which uses AI's contextual understanding to ensure the appointment is worthwhile. If not, an alternative is suggested instead. Multi-page forms are then used to set the terms of the appointment and ask the user for a desired date and time. An acknowledgement is sent to the user while an approval by email process is triggered in the background. In a subworkflow, we use Gmail with the wait for approval operation to send an approval form to the admin user who can either confirm or decline the appointment request. When approved, a Google Calendar event is created. When declined, the user is notified via email that the appointment request was declined. How to use Modify the enquiry classifier to determine which contexts are relevant to you. Configure the wait for approval node to send to an email address which is accessible to all appropriate team members. Requirements OpenAI for LLM Gmail for Email Google Calendar for Appointments Customising this workflow Not using Google Mail or Calendar? Feel free to swap this with other services. The wait for approval step is optional. Remove if you wish to handle appointment request resolution in another way.

Who is this template for? This workflow template is designed for any professionals seeking relevent data from database using natural language. How it works Each time user ask's question using the n8n chat interface, the workflow runs. Then the message is processed by AI Agent using relevent tools - Execute SQL Query, Get DB Schema and Tables List and Get Table Definition, if required. Agent uses these tool to form and run sql query which are necessary to answer the questions. Once AI Agent has the data, it uses it to form answer and returns it to the user. Set up instructions Complete the Set up credentials step when you first open the workflow. You'll need a Postgresql Credentials, and OpenAI api key. Template was created in n8n v1.77.0

This is a simple workflow that grabs HackerNews front-page headlines from today's date across every year since 2007 and uses a little AI magic (Google Gemini) to sort 'em into themes, sends a neat Markdown summary on Telegram. How it works Runs daily, grabs Hacker News front page for this day across every year since 2007. Pulls headlines & dates. Uses Google Gemini to sort headlines into topics & spot trends. Sends a Markdown summary to Telegram. Set up steps Clone the workflow. Add your Google Gemini API key. Add your Telegram bot token and chat ID. **Built on Day-01 as part of the #100DaysOfAgenticAi Fork it, tweak it, have fun!**

This guide will show you how to use a workflow as a reusable tool in n8n, such as integrating an AI Agent or other specialized processes into your workflows. By the end of this example, you'll have a simple, reusable workflow that can be easily plugged into larger projects, making your automations more efficient and scalable. With this approach, you can create reusable workflows like "Scrape a Page," "Search Brave," or "Generate an Image," which you can then call whenever needed. While n8n makes it easy to build these workflows from scratch, setting them up as reusable components saves time as your automations grow in complexity. Setup Add the "Execute Workflow Trigger" node Add the node(s) to perform the desired tasks in the workflow Add a final "Set" or "Edit Fields" node at the end to ensure all external workflows return a consistent output format Details In this example, the "Execute Workflow Trigger" expects input in the following JSON format: [ { "query": { "url": "https://en.wikipedia.org/wiki/some_info" } } ] Once your external workflow is ready, you can instruct the AI Agent to use this tool by connecting it to the external workflow. Set up the schema type to "Generate from JSON Example" using this structure: { "url": "URL_TO_GET" } Finally, ensure your external workflow includes a "Set" or "Edit Fields" node at the end to define the response format. This helps keep the outputs of your reusable workflows consistent and predictable.

Transform your local N8N instance into a powerful chat interface using any local & private Ollama model, with zero cloud dependencies ☁️. This workflow creates a structured chat experience that processes messages locally through a language model chain and returns formatted responses 💬. How it works 🔄 💭 Chat messages trigger the workflow 🧠 Messages are processed through Llama 3.2 via Ollama (or any other Ollama compatible model) 📊 Responses are formatted as structured JSON ⚡ Error handling ensures robust operation Set up steps 🛠️ 📥 Install N8N and Ollama ⚙️ Download Ollama 3.2 model (or other model) 🔑 Configure Ollama API credentials ✨ Import and activate workflow This template provides a foundation for building AI-powered chat applications while maintaining full control over your data and infrastructure 🚀.

Description This workflow automates email categorization in Gmail using the Gmail API and OpenAI's language model. It periodically checks for new emails, reads their content, and categorizes them based on existing Gmail labels. If no matching label is found, the workflow creates a new label and assigns it to the email. Key Features Polling for Emails**: The workflow triggers every 5 minutes to check for new emails using the Gmail Trigger node. Reading Labels**: Existing Gmail labels are fetched to determine the most relevant match for email categorization. Dynamic Labeling**: If no existing label matches, a new label is created dynamically based on the email's content. OpenAI Integration**: The workflow uses OpenAI's Chat model to analyze email content and suggest or create appropriate labels. Email Categorization**: Labels are applied to emails, ensuring they are organized in Gmail's structure. The workflow also removes less relevant emails (e.g., ads) from the inbox. Nodes in Use Gmail Trigger: Polls Gmail every 5 minutes for new emails. Gmail - Read Labels: Fetches all existing Gmail labels. Gmail - Get Message: Retrieves the full content of a specific email. Gmail - Add Label to Message: Assigns a chosen label to the email. Gmail - Create Label: Creates a new label if necessary. OpenAI Chat Model: Analyzes email content for categorization. Memory Buffer: Retains context for email analysis across multiple iterations. Wait Node: Adds a buffer period to manage email processing. Prerequisites Gmail API Setup**: Ensure Gmail OAuth2 credentials are configured in n8n. OpenAI API Key**: Configure OpenAI credentials for email analysis. Labeling Standards**: Maintain a consistent Gmail label structure for better organization. Instructions Add your Gmail API credentials to the Gmail nodes. Add your OpenAI API credentials to the OpenAI Chat Model node. Activate the workflow. It will start polling for new emails every 5 minutes. Monitor and refine the categorization logic if necessary to ensure alignment with Gmail's organizational needs. Use Case Ideal for individuals or teams handling high email volumes who want to maintain an organized inbox and automate repetitive categorization tasks. Note: You can improve the prompt to get better results from the agent by giving it more personal rules on how to categorize.