Workflow Templates

Smart Customer Support AI Agent with Gmail and Telegram Who is this for? This workflow is perfect for: Small to medium businesses** looking to automate customer support E-commerce stores** handling order inquiries and customer questions SaaS companies** providing technical support to users Service providers** managing appointment bookings and general inquiries Startups** wanting to provide 24/7 customer service without hiring full-time staff Agencies** managing client communications across multiple channels What problem is this workflow solving? Customer support is essential but resource-intensive. Common challenges include: Slow response times** leading to frustrated customers Repetitive questions** consuming valuable staff time Inconsistent responses** across different support agents Limited availability** outside business hours Scaling support costs** as business grows Context loss** when customers switch between channels This workflow eliminates these pain points by providing instant, consistent, and intelligent responses 24/7. What this workflow does Core Functionality Multi-Channel Monitoring: Simultaneously watches Gmail and Telegram for customer inquiries Intelligent Processing: Uses AI to understand customer intent and context Knowledge Base Integration: Accesses your company's FAQ and support information Contextual Responses: Provides personalized, helpful replies maintaining conversation history Smart Escalation: Automatically escalates complex issues to human agents Comprehensive Logging: Tracks all interactions for analytics and improvement AI Agent Capabilities Natural Language Understanding**: Comprehends customer questions in plain English Context Awareness**: Remembers previous conversations with each customer Knowledge Retrieval**: Searches your knowledge base for accurate information Response Generation**: Creates professional, brand-appropriate responses Escalation Decision**: Identifies when human intervention is needed Multi-Channel Support**: Handles Gmail and Telegram with channel-specific formatting Automation Features Auto-Response**: Replies to customers within seconds Email Management**: Marks processed emails as read Conversation Threading**: Maintains context in email threads and Telegram chats Error Handling**: Gracefully handles failures with admin notifications Analytics Tracking**: Logs interactions for performance monitoring Setup Prerequisites Active Google Workspace or Gmail account Telegram account for bot creation OpenAI API access Google Sheets access n8n instance (cloud or self-hosted) Step 1: Credential Setup Gmail OAuth2 Configuration Go to Google Cloud Console Create new project or select existing one Enable Gmail API Create OAuth 2.0 credentials Add authorized redirect URIs for n8n In n8n: Settings → Credentials → Add Gmail OAuth2 Enter Client ID and Client Secret Complete OAuth flow Telegram Bot Setup Message @BotFather on Telegram Create new bot with /newbot command Choose bot name and username Copy the bot token In n8n: Settings → Credentials → Add Telegram Enter bot token Set webhook URL in bot settings OpenAI API Configuration Sign up at OpenAI Platform Generate API key in API Keys section In n8n: Settings → Credentials → Add OpenAI Enter API key Choose appropriate model (gpt-4o-mini recommended) Google Sheets Setup Use existing Google account from Gmail setup In n8n: Settings → Credentials → Add Google Sheets OAuth2 Complete authorization flow Step 2: Google Sheets Preparation Create three Google Sheets in your Google Drive: Knowledge Base Sheet Sheet Name**: "Knowledge Base" Columns**: ID, Category, Question/Topic, Answer/Response, Keywords, Last_Updated Import sample data from the Knowledge Base example Customize with your company's FAQs and policies Escalation Tracker Sheet Sheet Name**: "Escalations" Columns**: Timestamp, Customer_Name, Customer_Contact, Inquiry_Summary, Escalation_Reason, Priority, Status, Assigned_To This will be auto-populated by the AI agent Interaction Log Sheet Sheet Name**: "Interaction Log" Columns**: Timestamp, Channel, Customer_Name, Customer_Contact, Inquiry_Subject, Customer_Message, AI_Response, Response_Time, Status This tracks all customer interactions for analytics Step 3: Workflow Configuration Import Template Copy the workflow JSON from the template In n8n: Import workflow from JSON Replace placeholder Sheet IDs with your actual Google Sheet IDs Update Sheet References Open each Google Sheets node Select your created sheets from the dropdown Verify column mappings match your sheet structure Customize AI Prompts Edit the "Customer Support AI Agent" node Update system message with: Your company name and description Brand voice and tone guidelines Specific policies and procedures Escalation criteria Configure Error Notifications (Optional) Set up Slack webhook or email notifications Update error notification node with your webhook URL Customize error message format Step 4: Testing Test Gmail Integration Send test email to your support Gmail account Check workflow execution in n8n Verify response is sent and email marked as read Check interaction logging in Google Sheets Test Telegram Integration Send message to your Telegram bot Verify bot responds appropriately Test conversation memory with follow-up messages Check escalation functionality with complex request Test Knowledge Base Ask questions covered in your knowledge base Verify AI retrieves and uses correct information Test with variations of the same question Ensure responses are consistent and helpful How to customize this workflow to your needs Brand Voice Customization Update the AI system prompt to include: Your company's tone (formal, casual, friendly) Key phrases and terminology you use Brand personality traits Communication style preferences Knowledge Base Expansion Add industry-specific FAQs Include product documentation Add troubleshooting guides Create category-specific responses Escalation Rules Customize when to escalate by modifying the AI agent instructions: Billing disputes over $X amount Technical issues requiring developer help Angry or dissatisfied customers Requests outside standard services Legal or compliance questions Additional Channels Extend the workflow to support: Slack**: Add Slack triggers and response nodes WhatsApp**: Integrate WhatsApp Business API Web Chat**: Add webhook triggers for website chat Discord**: Connect Discord bot integration Analytics Enhancement Add sentiment analysis to customer messages Implement customer satisfaction scoring Create automated reporting dashboards Set up alert thresholds for escalation rates Integration Opportunities CRM Integration**: Connect to HubSpot, Salesforce, or Pipedrive Ticketing System**: Link to Zendesk, Freshdesk, or Jira Service Desk E-commerce Platform**: Integrate with Shopify, WooCommerce, or Magento Calendar Booking**: Connect to Calendly or Acuity for appointment scheduling Advanced Features Multi-language Support**: Add translation capabilities Voice Messages**: Integrate speech-to-text for Telegram voice notes Image Recognition**: Process customer screenshots for technical support Proactive Outreach**: Send follow-up messages based on customer behavior Workflow Maintenance Daily Tasks Review escalation queue Monitor error notifications Check response quality in interaction log Weekly Reviews Analyze customer interaction patterns Update knowledge base with new common questions Review escalation reasons and optimize AI prompts Monthly Optimization Export interaction data for detailed analysis Calculate key metrics (response time, resolution rate, escalation rate) Update AI model parameters based on performance Expand knowledge base with seasonal or trending topics Key Metrics to Track Response Time**: Average time from customer message to AI response Resolution Rate**: Percentage of inquiries resolved without escalation Customer Satisfaction**: Based on follow-up surveys or sentiment analysis Escalation Rate**: Percentage of conversations requiring human intervention Channel Performance**: Effectiveness of Gmail vs Telegram vs other channels Knowledge Base Usage**: Which topics are accessed most frequently Peak Hours**: When customers contact support most often Troubleshooting Common Issues Gmail not triggering**: Check OAuth permissions and API quotas Telegram bot not responding**: Verify bot token and webhook configuration AI responses seem off**: Review and update system prompts Escalations not logging**: Check Google Sheets permissions and column mapping High escalation rate**: Expand knowledge base and refine AI instructions Performance Optimization Monitor OpenAI API usage and costs Adjust AI model temperature for response consistency Optimize knowledge base for faster searches Set appropriate conversation memory limits This workflow provides a solid foundation for automated customer support that can be extensively customized to match your specific business needs and grow with your company.

7 nodes2260 views

Parse and Extract Data from Documents/Images with Mistral OCR

by Jimleuk

Mistral OCR is a super convenient way to parse and extract data from multi-page PDFs or single images using AI. What makes it special and differs it from the competition is that Mistral OCR also performs document page splitting and markdown conversion. This helps reduce dependencies required for document parsing workflows where tools like StirlingPDF. Read the official documentation on Mistral OCR API here: https://docs.mistral.ai/capabilities/document/#tag/ocr/operation/ocr_v1_ocr_post How it works To access Mistral-OCR, you'll need to use Mistral Cloud API via the HTTP request node Mistral OCR can only accept 2 file types: PDF and Image. Here, we use 2 different request to the Mistral-OCR API to parse a bank statement PDF and an screenshot of a bank statement to extract the tables. Next, we explore a more secure method of uploading documents to the Mistral OCR API by using Mistral's cloud storage. In example 2, we first store a copy of our documents to Mistral cloud and then generate a signed URL to retreive the file before sending it to Mistral OCR. This ensures the file is not accessible publicly and protects it from unauthorised access. Finally, another way to use Mistral-OCR is via document understanding. This allows you to ask questions about the document rather than extract contents from it. In example 3, I demonstrate this use-case asking Mistral-small to tell me how many deposits are shown in the bank statement. How to use Ensure your documents are either publicly accessible for Mistral-OCR or upload them to Mistral Cloud. Alternatively, signed urls from AWS S3 or Cloudflare R2 should also work. Requirements Mistral Cloud account and API Key. You'll also need credit on your account to use Mistral-OCR. Customising the workflow Mistral-OCR also works for images such as charts and diagrams so try using it on Financial Reports. Mistral-OCR is even cheaper with batching enabled. This returns your results within 24hrs but is half the price per page.

Generating New Keywords and their Search Volumes using the Google Ads API

by Zacharia Kimotho

Generate new keywords for SEO with the monthly Search volumes This workflow is an improvement on the workflows below. It can be used to generate new keywords that you can use for your SEO campaigns or Google ads campaigns Generate SEO Keyword Search Volume Data using Google API and Generating Keywords using Google Autosuggest Usage Send the keywords you need as an array to this workflow Pin the data and map it to the set Keywords node Map the keywords to the Google ads API with the location and Language of your choice Split the results and set them data Pass this to the next nodes as needed for storage Make a copy of this spreedsheet and update the data accordingly Having challenges with the google Ads API? Read this blog Setup Replace the trigger with your desired trigger eg a webhook or manual trigger Map the data correctly to the set Keywords node On the Generate new keywords, Update the {customer_id} on the url and login-customer-id with your actual one. Update the developer-token` also with your values. The url should be corrected as below https://googleads.googleapis.com/v18/customers/{customer-id}:generateKeywordIdeas You should send the headers as below { "name": "content-type", "value": "application/json" }, { "name": "developer-token", "value": "5j-tyzivCNmiCcoW-xkaxw" }, { "name": "login-customer-id", "value": "513554 " } and the json body should take the following format { "geoTargetConstants": ["geoTargetConstants/2840"], "includeAdultKeywords": false, "pageToken": "", "pageSize": 2, "keywordPlanNetwork": "GOOGLE_SEARCH", "language": "languageConstants/1000", "keywordSeed": { "keywords": {{ $json.Keyword }} } } Troubleshooting If you get an error with the workflow, check the credentials you are using Check the account you are using eg the right customer id and developer token Follow the guide on the blog to set up your Google ads account Made by @Imperol

Monitor Authentication IPs from SaaS Alerts & Email Reports via SMTP2Go

by Benjamin Jones (SaaS Alerts)

Collect and Email Authentication IP Addresses from SaaS Alerts (Last 24 Hours) Description This n8n workflow automates the process of collecting sign-in IP addresses from SaaS Alerts over the past 24 hours and emailing the results using SMTP2Go. Designed for security teams, IT administrators, and compliance officers, this workflow helps monitor user authentication activity, detect unusual sign-ins, and respond to potential security threats in real time. By automating data collection and email alerts, organizations can proactively track login patterns, ensure compliance with security policies, and mitigate risks associated with unauthorized access. Use Case This workflow is ideal for businesses and IT teams that need to: Monitor user authentication activity across SaaS applications. Identify login attempts from suspicious IPs. Automate security reporting and compliance tracking. Receive real-time alerts for unusual sign-in behaviors. Pre-Conditions & Requirements Before using this workflow, ensure you have: A SaaS Alerts account or another system that logs authentication IPs. An SMTP2Go account for sending email notifications. n8n set up with proper API credentials and database access (if applicable). Setup Instructions Configure SaaS Alerts API Obtain API from the SaaS Alerts Platform under the Settings menu. Set Up SMTP2Go for Email Alerts Create an SMTP2Go account if you don’t have one. Generate a SMTP2Go API key Verify that your sending email address has been configured and verified. Define recipient email addresses for security alerts. Customize the Workflow Modify filtering rules to track specific users, IP ranges, or flagged login attempts. Adjust email content to include relevant details for your team. Test & Deploy Run the workflow manually to verify data retrieval and email notifications. Schedule the workflow to run daily for automated monitoring. Workflow Steps Trigger – Starts manually or on a scheduled interval (e.g., every 24 hours). Fetch Authentication Logs – Retrieves sign-in IPs from SaaS Alerts or a custom API. Filter & Process Data – Extracts relevant login attempts based on defined criteria. Format Data for Reporting – Structures the data for readability in an email alert. Send Email Notification via SMTP2Go – Delivers the security report to designated recipients. Customization Options Modify Filtering Rules** – Track specific login behaviors, flagged IPs, or unusual patterns. Change Email Recipients** – Update the recipient list based on security team needs. Integrate with Security Dashboards** – Expand the workflow to log data into a SIEM system or incident response platform. Add Additional Triggers** – Configure alerts for specific login anomalies, such as failed login attempts. Keywords n8n security automation, authentication monitoring, login IP tracking, SMTP2Go email alerts, SaaS Alerts workflow, IT security automation, login anomaly detection

beginner

1 nodes880 views

AI-Powered Reservation Reminder Calls for Restaurant with Twilio & Grok-4

by Davide

🤖📞 This workflow automates the process of calling customers to remind them of their booking reservations using AI-generated messages and a Twilio phone number. It can easily be adapted for other venues. Key Benefits Time-Saving Automation**: Eliminates the need for manual calls by staff, saving hours per week. Human-like AI Messages**: Uses a custom language model to generate polite, natural phone messages tailored to each customer. Multi-Channel Integration**: Google Sheets for reservation tracking. Twilio for automated calling. OpenRouter (or other LLMs) for generating speech content. Error Reduction**: Ensures all customers receive reminders exactly on the reservation day, minimizing no-shows. Scalable**: Easily adapts to growing reservation lists and more complex message logic. Suitable** for restaurants, hairdressers, offices and any other business How It Works Trigger: The workflow can be triggered manually (via "When clicking ‘Execute workflow’) or automatically at 11 AM daily (via Schedule Trigger). Data Fetch: Retrieves today’s reservations from a Google Sheet, filtering rows where DATE = today and CALLED is empty. AI-Generated Call Script: For each reservation, the Secretary Agent (powered by OpenRouter’s Grok-4) generates a phone script using the guest’s name, time, and party size. Twilio Call: The script is sent to Twilio, which calls the guest’s phone number (from the sheet) and reads the message aloud using text-to-speech. Update & Loop: Marks the reservation as called (CALLED = "x") in the sheet and waits 2 minutes between calls to avoid rate limits. Set Up Steps Twilio Configuration: Sign up for Twilio, buy a phone number, and: Enable text-to-speech (set language to Italian). Configure geo permissions for the target country. Add credentials to the Twilio node (sender number in From field). Google Sheets Setup: Clone the Google Sheet template and ensure: Phone numbers include the international prefix (without "+"). Columns: DATE, TIME, NAME, N. PEOPLE, PHONE, CALLED. OpenRouter API: Connect the OpenRouter Chat Model node to your account (using Grok-4 or another model). Deploy: Activate the workflow and test with manual execution. Note: The workflow is currently inactive (active: false). Enable it after setup. Need help customizing? Contact me for consulting and support or add me on Linkedin.

Amazon Affiliate Links to Mastodon with AI Descriptions & Shlink Tracking

by Joachim Hummel

This n8n workflow automates posting Amazon affiliate products to Mastodon — complete with image upload, description, and a shortened tracking URL using Shlink. 🔧 How it works Input Source: The workflow starts by reading from a connected Google Sheet that contains: SHlink (Shortlink) Amazon Link Description (Optional) PicURL Send /NO or YES A Send column (used as a flag to check if the row was already posted) Image Upload: It fetches the product image via HTTP and uploads it directly to a Mastodon instance via the /media API endpoint. URL Shortening (Shlink): The original Amazon URL is shortened using your self-hosted or cloud-hosted Shlink instance to enable click tracking and better presentation. Text Generation: A two-line promotional text is automatically generated using a Language Model (LLM), based on the product description. Posting to Mastodon: The post is then published on Mastodon with: The image The generated text The shortened Shlink URL Row Update: Once published, the Send column in the Google Sheet is updated to "YES" to prevent duplicates. Requirements ✅ Shlink – Required for shortening and tracking Amazon URLs ✅ Google Sheet – Used as a product queue and post ✅ Google Sheet Example https://link.unixweb.home64.de/w7VqY ✅ Mastodon account – OAuth2 credentials with write scope ✅ Product image URL – Must be valid and accessible ✅ n8n credentials – Set up for Google Sheets, Mastodon, and optionally OpenRouter or other LLM providers This workflow is ideal for content creators, affiliate marketers, and automation fans who want to save time and optimize reach across the Fediverse. #affiliate #amazon #mastodon #advertisment

Automated LinkedIn Content Creation with GPT-4 and DALL-E for Scheduled Posts

by Samuel Kimutai

How it works Automatically generates trending LinkedIn content topics using AI Researches current industry angles and hooks Writes posts in your authentic voice using OpenAI Creates professional images with DALL-E Posts everything on schedule without manual intervention Set up steps Connect OpenAI API for content generation and image creation Link LinkedIn API for automated posting Configure scheduling triggers (daily/weekly posting) Customize prompts to match your writing style and industry Set up content approval workflows (optional) Results you can expect 400% increase in profile views within 3 weeks Generate 120+ posts per month vs manual 12 posts Free up 15+ hours weekly for revenue-generating activities Consistent posting schedule that builds audience engagement Professional content that converts followers to clients Time to set up: 30-45 minutes Technical level: Beginner to intermediate APIs required: OpenAI, LinkedIn API Cost: OpenAI usage fees only (approximately $5-15/month) This workflow transforms LinkedIn content creation from a time-consuming daily task into a fully automated system that works while you sleep. Perfect for entrepreneurs, marketers, and content creators who want consistent LinkedIn presence without the manual effort.

🤖AI & Machine Learning

6 nodes20561 views

🔐🦙🤖 Private & Local Ollama Self-Hosted AI Assistant

by Joseph LePage

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 🚀.

Send Cryptocurrency Price Threshold Alerts from CoinGecko to Discord

by LukaszB

Crypto Price Alert – n8n Workflow A simple and effective crypto alert system for anyone who wants to stay up to date with coin price changes — without refreshing charts all day. This workflow checks the current price of your chosen cryptocurrency (via CoinGecko) and sends you an alert on Discord if it goes above or below your target range. It’s lightweight, easy to set up, and runs on autopilot. What the Workflow Does Checks the live price of a selected coin using the CoinGecko API. Compares it to the max/min prices you define manually. Decides if the price is too high or too low. Sends an alert message to Discord depending on the result. How It Works The flow is triggered manually or on a schedule (your choice). It pulls the current price of the coin you set. Compares that price with your min and max values. Sends a “high” or “low” message to your Discord webhook. Setup Steps Enter your coin ID and price thresholds in the “Set Low and High” node. Paste your Discord webhook URLs in the "Message High" and "Message Low" nodes. Optional: Adjust the schedule trigger to run every X minutes/hours. Run once manually to test — takes under 1 minutes. Full instructions and config tips are in sticky notes inside the workflow.

Automated Email Assistant for Suppliers using OpenAI and Google Sheets

by Omar Hdez

Automated Email Assistant for Busy Professionals This assistant is designed for people who don't have time to write and send emails to suppliers. With just one request, it drafts and sends clear, professional messages automatically. How It Works The user makes a request (e.g., “Send an email to my fruit supplier asking for a quote on 1 crate of mangoes.”). Workflow: The AI agent searches for the supplier in a Google Sheets database. It automatically drafts the email using OpenAI (with the tone and style you define). It sends the email using your Gmail account connected through n8n. This assistant uses: Google Sheets to manage your suppliers (name and email). OpenAI to generate clear, natural messages. MCP (client-server logic) to handle request processing. Gmail as the sending channel for automated emails. Setup Instructions Create a Google Sheets document with the supplier name and email, like this: |Supplier name|Email| |-|-| |Proveedor de frutas Alvarez|fruteriaalvarez@alvarez.com| Connect your Google Sheets and Gmail accounts within n8n. Add your OpenAI API key. Test the automation by chatting with the integrated assistant. It will generate and send the email automatically to the indicated supplier. Requirements OpenAI API key to generate email content. Gmail account connected via OAuth2. Google Sheets document with your supplier database. n8n instance (cloud or self-hosted). Customization Adjust the OpenAI prompt to make the email tone more formal, casual, or technical. Add custom fields to your supplier sheet (location, notes, special conditions). Replace Google Sheets with a real database like Supabase or PostgreSQL for greater scalability.

5 nodes918 views

Automate Email Filtering & AI Summarization. 100% free & effective, works 7/24

by ARRE

Good to know: This workflow automatically processes incoming emails (you can filter them base on your needs) and creates concise AI-powered summaries, then logs them to a Google Sheets spreadsheet for easy tracking and analysis. Who is this for? ➖Business professionals who receive many emails and need quick summaries ➖Customer service teams tracking email communications ➖Project managers monitoring email correspondence ➖Anyone who wants to automatically organize and summarize their email communications What problem is this workflow solving? This workflow solves the problem of email overload by automatically reading incoming emails, generating concise summaries using AI, and organizing them in a structured format. It eliminates the need to manually read through every email to understand the key points and maintains a searchable record of communications. What this workflow does: ✅Monitors your Gmail inbox for new emails ✅Filters emails based on specific criteria (sender validation) ✅Extracts key information (sender, date, subject, content) ✅Uses AI to generate concise summaries of email content ✅Automatically logs all data including the AI summary to a Google Sheets spreadsheet How it works: 1️⃣Gmail trigger monitors for new emails at specified intervals 2️⃣Email data is processed and formatted using JavaScript 3️⃣A conditional check validates the sender 4️⃣AI agent (powered by Groq's language model) reads the email content and generates a summary 5️⃣All information is automatically appended to a Google Sheets document How to use: Set up Gmail OAuth2 credentials in n8n Configure Google Sheets OAuth2 credentials Set up Groq API credentials for AI processing Create a Google Sheets document and update the document ID Customize the sender validation criteria as needed Activate the workflow Requirements: ✅n8n instance (cloud or self-hosted) ✅Gmail account with OAuth2 access ✅Google Sheets account ✅AI API ✅Basic understanding of n8n workflow Customizing this workflow: 🟢Modify the Gmail trigger filters to target specific labels or criteria 🟢Adjust the sender validation logic in the conditional node 🟢Customize the AI prompt to change summary style or focus 🟢Add additional data fields to the Google Sheets output 🟢Change the polling frequency for checking new emails 🟢Switch to different AI models by replacing the Groq node