Workflow Templates

This n8n template demonstrates how to create a comprehensive marketing automation and booking system that combines Excel-based lead management with voice-powered customer interactions. The system utilizes VAPI for voice communication and Excel/Google Sheets for data management, making it ideal for restaurants seeking to automate marketing campaigns and streamline booking processes through intelligent voice AI technology. Good to know Voice processing requires active VAPI subscription with per-minute billing Excel operations are handled in real-time with immediate data synchronization The system can handle multiple simultaneous voice calls and lead processing All customer data is stored securely in Excel with proper formatting and validation Marketing campaigns can be scheduled and automated based on lead data How it works Lead Management & Marketing Automation Workflow New Lead Trigger: Excel triggers capture new leads when customers are added to the lead management spreadsheet Lead Preparation: The system processes and formats lead data, extracting relevant details (name, phone, preferences, booking history) Campaign Loop: Automated loop processes through multiple leads for batch marketing campaigns Voice Marketing Call: VAPI initiates personalized voice calls to leads with tailored restaurant offers and booking invitations Response Tracking: All call results and lead responses are logged back to Excel for campaign analysis Booking & Order Processing Workflow Voice Response Capture: VAPI webhook triggers when customers respond to marketing calls or make direct booking requests Response Storage: Customer responses and booking preferences are immediately saved to Excel sheets Information Extraction: System processes natural language responses to extract booking details (party size, preferred times, special requests) Calendar Integration: Booking information is automatically scheduled in restaurant management systems Confirmation Loop: Automated follow-up voice messages confirm bookings and provide additional restaurant information Excel Sheet Structure Lead Management Sheet | Column | Description | |--------|-------------| | lead_id | Unique identifier for each lead | | customer_name | Customer's full name | | phone_number | Primary contact number | | email | Customer email address | | last_visit_date | Date of last restaurant visit | | preferred_cuisine | Customer's food preferences | | party_size_typical | Usual number of guests | | preferred_time_slot | Preferred dining times | | marketing_consent | Permission for marketing calls | | lead_source | How customer was acquired | | lead_status | Current status (new, contacted, converted, inactive) | | last_contact_date | Date of last marketing contact | | notes | Additional customer information | | created_at | Lead creation timestamp | Booking Responses Sheet | Column | Description | |--------|-------------| | response_id | Unique response identifier | | customer_name | Customer's name from call | | phone_number | Contact number used for call | | booking_requested | Whether customer wants to book | | party_size | Number of guests requested | | preferred_date | Requested booking date | | preferred_time | Requested time slot | | special_requests | Dietary restrictions or special occasions | | call_duration | Length of VAPI call | | call_outcome | Result of marketing call | | follow_up_needed | Whether additional contact is required | | booking_confirmed | Final booking confirmation status | | created_at | Response timestamp | Campaign Tracking Sheet | Column | Description | |--------|-------------| | campaign_id | Unique campaign identifier | | campaign_name | Descriptive campaign title | | target_audience | Lead segments targeted | | total_leads | Number of leads contacted | | successful_calls | Calls that connected | | bookings_generated | Number of bookings from campaign | | conversion_rate | Percentage of leads converted | | campaign_cost | Total VAPI usage cost | | roi | Return on investment | | start_date | Campaign launch date | | end_date | Campaign completion date | | status | Campaign status (active, completed, paused) | How to use Setup: Import the workflow into your n8n instance and configure VAPI credentials Excel Configuration: Set up Excel/Google Sheets with the required sheet structure provided above Lead Import: Populate the Lead Management sheet with customer data from various sources Campaign Setup: Configure marketing message templates in VAPI nodes to match your restaurant's branding Testing: Test voice commands such as "I'd like to book a table for tonight" or "What are your specials?" Automation: Enable triggers to automatically process new leads and schedule marketing campaigns Monitoring: Track campaign performance through the Campaign Tracking sheet and adjust strategies accordingly The system can handle multiple concurrent voice calls and scales with your restaurant's marketing needs. Requirements VAPI account** for voice processing and natural language understanding Excel/Google Sheets** for storing lead, booking, and campaign data n8n instance** with Excel/Sheets and VAPI integrations enabled Valid phone numbers** for lead contact and compliance with local calling regulations Customising this workflow Multi-location Support**: Adapt voice AI automation for restaurant chains with location-specific offers Seasonal Campaigns**: Try popular use-cases such as holiday promotions, special event marketing, or loyalty program outreach Integration Options**: The workflow can be extended to include CRM integration, SMS follow-ups, and social media campaign coordination Advanced Analytics**: Add nodes for detailed campaign performance analysis and customer segmentation

Who is this for? This workflow is perfect for: Companies that manage invoices through Google Drive Business owners who want to minimize manual data entry and maximize accuracy Accounting teams and finance departments seeking to automate invoice processing What problem is this workflow solving? Processing invoices manually is time-consuming, error-prone, and inconsistent. This workflow solves those issues by: Automating invoice processing** from detection to data extraction to storage Improving accuracy** by using AI to extract key invoice data fields reliably Reducing human workload** while maintaining compliance and consistency What this workflow does This workflow creates a fully automated invoice processing system by: Monitoring a Google Drive folder for new PDF invoices in real time Downloading the PDF files and extracting their content using OCR technology Using AI (OpenAI) to parse and extract key invoice fields such as invoice number, date, total amount, vendor name, itemized details, tax, and category Validating the extracted data to ensure compliance with a structured JSON schema Storing structured data in Google Sheets for easy access, review, and reporting Key Features: AI-powered extraction handles both text-based and scanned PDF invoices Provides a structured, searchable invoice database in Google Sheets Configured to run as frequently as the user needs, ensuring timely processing. Setup Copy the Google Sheet template here: 👉 PDF Invoice Parser – Google Sheet Template Connect your Google Drive account to the Drive Trigger and File Download nodes Add your OpenAI API key in the AI Parser node Link the Google Sheet in the final storage node Drop a test invoice PDF into the monitored Drive folder Required Credentials: OpenAI API Key** Google Drive Credentials** Google Sheets Credentials** How to customize this workflow to your needs Modify the polling interval** (default: every minute) for higher/lower frequency. Integrate with your accounting software** by adding nodes (e.g., QuickBooks, Xero). Use alternative LLM** such as Gemini, Claude.

📚 Automated School Fee Reminder Workflow with Payment Link Automatically sends fee reminders (via email and WhatsApp) to parents with secure payment links, 3 days before the due date. 🔧 Main Components Daily Fee Check – 8 AM** Scheduled trigger that starts the workflow daily at 8 AM. Read Pending Fees** Fetches student fee records from an Excel sheet (using getAll method). Process Fee Reminders** Filters records to find pending fees due within the next 3 days. Prepare Email Reminder** Generates personalized email messages with payment links. Wait for Email Preparation** Adds delay/wait condition for email logic readiness. Send Email Reminder** Sends the fee reminder email with a secure payment link to the parent. Prepare WhatsApp Reminder** Generates WhatsApp-friendly messages with fee and payment details. Wait for WhatsApp Preparation** Waits for WhatsApp message logic to complete. Send WhatsApp Message** Sends the message to the parent’s WhatsApp number using a message API. Update Reminder Status** Updates the Excel file to mark reminders as sent to avoid duplicates. 🧩 Channels Used 📧 Email – with personalized payment link 💬 WhatsApp – formatted reminder message 🔐 Payment Integration Secure payment links are auto-generated per student to enable direct and safe online fee payments. ✅ Essential Prerequisites Excel sheet with fee records (student_fee_data.xlsx) SMTP credentials for sending email WhatsApp API or provider integration (like Twilio or Gupshup) Access to a payment gateway or service for link generation File storage access to update reminder status in Excel 📁 Required Excel File Structure (student_fee_data.xlsx) | Student ID | Name | Email | Phone | Fee Due Date | Amount | Reminder Sent | | ---------- | ---- | ----- | ----- | ------------ | ------ | ------------- | 🧾 Expected Input Format Example { "studentId": "ST123", "name": "Ria Mehta", "email": "ria.mehta@example.com", "phone": "+919123456789", "dueDate": "2025-08-10", "amount": "₹5000", "reminderSent": "No" } 🚀 Key Features ⏰ Scheduled Daily Execution – Fully automated at 8 AM 🧮 Due-Date Filtering – Only targets fees due in the next 3 days 💬 Multi-Channel Notifications – Sends reminders via both Email and WhatsApp 🔗 Secure Payment Links – Auto-generated for each student 🔄 Reminder Tracking – Prevents duplicate reminders by updating status ⚙️ Quick Setup Guide Import Workflow JSON into your n8n instance. Configure schedule in the “Daily Fee Check” node (default: 8 AM). Set Excel file path in the “Read Pending Fees” node. Update your fee processing logic in the “Process Fee Reminders” node. Add email credentials in the “Send Email Reminder” node. Integrate WhatsApp provider API in the “Send message” node. Define how you generate secure payment links. Test with sample data and activate workflow. 🛠️ Parameters to Configure | Parameter | Description | | ------------------ | ------------------------------------------ | | excel_file_path | Path to the fee tracking Excel file | | smtp_host | SMTP server for sending email reminders | | smtp_user | Email username | | smtp_password | Email password | | whatsapp_api_key | WhatsApp API key for sending messages | | payment_api_url | URL for generating payment links | | admin_email | (Optional) Admin email for error reporting |

Google Sheets Company Enrichment with Explorium MCP Template Download the following json file and import it to a new n8n workflow: google\_sheets\_enrichment.json Overview This n8n workflow template enables automatic enrichment of company information in your Google Sheets. When you add a new company or update existing company details (name or website), the workflow automatically fetches additional business intelligence data using Explorium MCP and updates your sheet with: Business ID NAICS industry code Number of employees (range) Annual revenue (range) Key Features Automatic Triggering**: Monitors your Google Sheet for new rows or updates to company name/website fields Smart Processing**: Only processes new or modified rows, not the entire sheet Data Validation**: Ensures both company name and website are present before processing Error Handling**: Processes each row individually to prevent one failure from affecting others Powered by AI**: Uses Claude Sonnet 4 with Explorium MCP for intelligent data enrichment Prerequisites Before setting up this workflow, ensure you have: n8n instance (self-hosted or cloud) Google account with access to Google Sheets Anthropic API key for Claude Explorium MCP API key Installation & Setup Step 1: Import the Workflow Create a new workflow. Download the workflow JSON from above. In your n8n instance, go to Workflows → Add Workflow → Import from File Select the JSON file and click Import Step 2: Create Google Sheet Create a new google sheet (or make a copy of this template) Your Google Sheet must have the following columns (exact names): name - Company name website - Company website URL business_id - Will be populated by the workflow naics - Will be populated by the workflow number_of_employees_range - Will be populated by the workflow yearly_revenue_range - Will be populated by the workflow Step 3: Configure Google Sheets Credentials You'll need to set up two Google credentials: Google Sheets Trigger Credentials: Click on the Google Sheets Trigger node Under Credentials, click Create New If working on n8n Cloud, Click the 'Sign in with Google' button Grant permissions to read and monitor your Google Sheets If working on n8n Instance, Follow the OAuth2 authentication process here Fill the Client ID and Client Secret fields Google Sheets Update Credentials: Click on the Update Company Row node Under Credentials, select the same credentials or create new ones (The same you did above) Ensure permissions include write access to your sheets Step 4: Configure Anthropic Credentials Click on the Anthropic Chat Model node Under Credentials, click Create New Enter your Anthropic API key Save the credentials Step 5: Configure Explorium MCP Credentials Click on the MCP Client node Under Credentials, click Create New (Header Auth) Fill the Name field with api_key Fill the Value field with your Explorium API Key Save the credentials Step 6: Link Your Google Sheet In the Google Sheets Trigger node: Select your Google Sheet from the dropdown Select the worksheet (usually "Sheet1") In the Update Company Row node: Select the same Google Sheet and worksheet Ensure the matching column is set to row_number Step 7: Activate the Workflow Click the Active toggle in the top right to activate the workflow The workflow will now monitor your sheet every minute for changes How It Works Workflow Process Flow Google Sheets Trigger: Polls your sheet every minute for new rows or changes to name/website fields Filter Valid Rows: Validates that both company name and website are present Loop Over Items: Processes each company individually AI Agent: Uses Explorium MCP to: Find the company's business ID Retrieve firmographic data (revenue, employees, NAICS code) Format Output: Structures the data for Google Sheets Update Company Row: Writes the enriched data back to the original row Trigger Behavior First Activation**: May process all existing rows to establish a baseline Ongoing Operation**: Only processes new rows or rows where name/website fields change Polling Frequency**: Checks for changes every minute Usage Adding New Companies Add a new row to your Google Sheet Fill in the name and website columns Within 1 minute, the workflow will automatically: Detect the new row Enrich the company data Update the remaining columns Updating Existing Companies Modify the name or website field of an existing row The workflow will re-process that row with the updated information All enrichment data will be refreshed Monitoring Executions In n8n, go to Executions to see workflow runs Each execution shows: Which rows were processed Success/failure status Detailed logs for troubleshooting Troubleshooting Common Issues All rows are processed instead of just new/updated ones Ensure the workflow is activated, not just run manually Manual test runs will process all rows First activation may process all rows once No data is returned for a company Verify the company name and website are correct Check if the company exists in Explorium's database Some smaller or newer companies may not have data available Workflow isn't triggering Confirm the workflow is activated (Active toggle is ON) Check that changes are made to the name or website columns Verify Google Sheets credentials have proper permissions Authentication errors Re-authenticate Google Sheets credentials Verify Anthropic API key is valid and has credits Check Explorium Bearer token is correct and active Error Handling The workflow processes each row individually, so if one company fails to enrich: Other rows will still be processed The failed row will retain its original data Check the execution logs for specific error details Best Practices Data Quality: Ensure company names and websites are accurate for best results Website Format: Include full URLs (https://example.com) rather than just domain names Batch Processing: The workflow handles multiple updates efficiently, so you can add several companies at once Regular Monitoring: Periodically check execution logs to ensure smooth operation API Limits & Considerations Google Sheets API**: Subject to Google's API quotas Anthropic API**: Each enrichment uses Claude Sonnet 4 tokens Explorium MCP**: Rate limits may apply based on your subscription Support For issues specific to: n8n platform**: Consult n8n documentation or community Google Sheets integration**: Check n8n's Google Sheets node documentation Explorium MCP**: Contact Explorium support for API-related issues Anthropic/Claude**: Refer to Anthropic's documentation for API issues Example Use Cases Sales Prospecting: Automatically enrich lead lists with company size and revenue data Market Research: Build comprehensive databases of companies in specific industries Competitive Analysis: Track and monitor competitor information Investment Research: Gather firmographic data for potential investment targets

An intelligent WhatsApp-based chatbot designed for restaurants to automate customer interactions related to table bookings, menu inquiries, opening hours, services, and offers. Built using the n8n automation platform and powered by an AI language model, this solution streamlines communication, boosts efficiency, and improves customer satisfaction. Objectives Automate replies to common customer queries on WhatsApp Handle table booking requests with confirmation Provide menu item details, pricing, and dietary information Share restaurant timing, location, and service availability Promote offers and handle promotional queries Operate 24/7 without manual intervention Store bookings and conversations for reporting and analytics Workflow Summary Step 1: Message Reception Node: WhatsApp Trigger (Webhook or API-based) Function: Listens for incoming customer messages. Step 2: Intent Recognition Node: AI Query Processor (e.g., OpenAI API) Function: Detects customer intent (e.g., booking, menu, timing). Step 3: Conditional Routing Node: Switch or IF Node Function: Routes flow based on detected intent: General information (menu, timing, services) Table booking Step 4A: Respond to General Info Queries Node: AI Response or Static Reply Node Function: Returns relevant information (menu, timing, address, etc.). Step 4B: Process Booking Requests Nodes: Collect Booking Details** (via chatbot interactions) Store Booking Info** (to DB or Google Sheets) Send Booking Confirmation** (to customer) Step 5: Context Management Node: Set/Update Customer Data Function: Maintains conversation state and tracks follow-up messages. Database or Google Sheet Columns for Table Booking | Column Name | Description | | ----------------- | ----------------------------------------------- | | reservation\_id | Unique reservation identifier | | guest\_name | Full name of the guest | | contact\_number | Customer’s WhatsApp or mobile number | | email | (Optional) Email address | | booking\_date | Reservation date (YYYY-MM-DD format) | | booking\_time | Reservation time (HH\:MM format) | | party\_size | Number of guests | | table\_id | (Optional) Table number or identifier | | special\_requests | Allergies, seating preferences, etc. | | status | Booking status: Confirmed / Cancelled / Pending | | created\_at | Timestamp when booking was made | | updated\_at | Timestamp when booking was last modified | Prerequisites Verified WhatsApp Business Account with API access n8n instance (Cloud or self-hosted) Access to an AI service (e.g., OpenAI, Claude) Google Sheets, Airtable, MySQL, or other DB integration Setup Instructions Connect WhatsApp API using webhook or third-party WhatsApp provider (e.g., 360Dialog, Twilio). Integrate AI using HTTP Request or OpenAI node for response generation. Create Data Store (Google Sheet, Airtable, or MySQL) with defined booking columns. Design Workflow in n8n with intent detection, conditional logic, and response nodes. Test End-to-End by sending different WhatsApp queries and checking logs and stored data. Example Conversation Customer: “Can I book a table for 2 people tomorrow at 8 PM?” Bot: “Sure. Please provide your name and contact number to confirm the reservation for 2 people at 8:00 PM tomorrow.” \[Booking details are saved, and a confirmation is sent.] Benefits Fully automated customer interaction Supports real-time table reservations Accurate and quick responses Scales without increasing staff effort Operates 24/7 Centralized booking data for analytics Analytics and Reporting Track key performance metrics such as: Number of bookings per day/week Average response time Customer satisfaction scores (via feedback node) Popular menu items or query types Booking conversion rates Security and Compliance End-to-end encrypted WhatsApp messages Role-based access to sensitive data Compliance with data protection regulations (e.g., GDPR) Secure API integrations and storage solutions Conclusion This WhatsApp chatbot serves as a reliable, AI-powered digital front desk for restaurants. Built using n8n and scalable components, it automates customer support, manages bookings, and enhances operational efficiency while offering a seamless customer experience.

Build an AI Agent which accesses two MCP Servers: a RAG MCP Server and a Search Engine API MCP Server. This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Tutorial Click here to watch the full tutorial on YouTube! How it works We build an AI Agent which has access to two MCP servers: An MCP Server with a RAG database (click here for the RAG MCP Server An MCP Server which can access a Search Engine, so the AI Agent also has access to data about more current events Installation In order to use the MCP Client, you also have to use MCP Server Template. Open the MCP Client "MCP Client: RAG" node and update the SSE Endpoint to the MCP Server workflow Install the "n8n-nodes-mcp" community node via settings > community nodes ONLY FOR SELF-HOSTING: In Docker, click on your n8n container. Navigate to "Exec" and execute the below command to allow community nodes: N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true Navigate to Bright Data and create a new "Web Unlocker API" with the name "mcp_unlocker". Open the "MCP Client" and add the following credentials: How to use it Run the Chat node and start asking questions More detailed instructions Missed a step? Find more detailed instructions here: Personal Newsfeed With Bright Data and n8n What is Retrievel Augmented Generation (RAG)? Large Language Models (LLM's) are trained on data until a specific cutoff date. Imagine a model is trained in December 2023 based data until September 2023. This means the model doesn't have any knowledge about events which happened in 2024. So if you ask the LLM who was the Formula 1 World Champion of 2024, it doesn't know the answer. The solution? Retrieval Augmented Generation. When using Retrieval Augmented Generation, a user's question is being sent to a semantic database. The LLM will use the information retrieved from the semantic database to answer the user's question. What is Model Context Protocol (MCP)? MCP is a communication protocol which is used by AI agents to call tools hosted on external servers. When an MCP client communicates with an MCP server, the server will provide an overview of all its tools, prompts and resources. The MCP server can then choose which tools to execute (based on the user's request) and execute the tools. An MCP client can communicate with multiple MCP servers, which can all host multiple tools.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. How it works This workflow is a simple AI Agent that connects to Langfuse so send tracing data to help monitor LLM interactions. The main idea is to create a custom LLM model that allows the configuration of callbacks, which are used by langchain to connect applications such Langfuse. This is achieves by using the "langchain code" node: Connects a LLM model sub-node to obtain the model variables (model name, temp and provider) - Creates a generic langchain initChatModel with the model parameters. Return the LLM to be used by the AI Agent node. 📋 Prerequisites Langfuse instance (cloud or self-hosted) with API credentials LLM API key (Gemini, OpenAI, Anthropic, etc.) n8n >= 1.98.0 (required for LangChain code node support in AI Agent) ⚙️ Setup Add these to your n8n instance: Langfuse configuration LANGFUSE_SECRET_KEY=your_secret_key LANGFUSE_PUBLIC_KEY=your_public_key LANGFUSE_BASEURL=https://cloud.langfuse.com # or your self-hosted URL LLM API key (example for Gemini) GOOGLE_API_KEY=your_api_key Alternative: Configure these directly in the LangChain code node if you prefer not to use environment variables Import the workflow JSON Connect your preferred LLM model node Send a test message to verify tracing appears in Langfuse

Workflow Documentation Description: This workflow is designed to optimize prompts by enhancing user inputs for clarity and specificity using AI. The workflow takes a user-provided prompt as input and uses a Natural Language Processing (NLP) model to refine and improve the prompt. The optimized prompt is then sent back to the user, ready for use in further workflows or processes. Setup: This workflow is suitable for users who want to improve their prompts for better communication and understanding in their workflows. The workflow utilizes an AI Agent powered by an OpenAI Chat Model to enhance user prompts. Expected Outcomes: Users can provide vague or imprecise prompts as input to the workflow. The AI Agent will refine and optimize the prompt, adding clarity and specific details. The optimized prompt will be delivered back to the user via Telegram or can be input for the next nodes. Extra Information: A. A Telegram node is used to deliver the optimized prompt back to the user. B. Ensure you have the necessary credentials set up for Telegram and OpenAI accounts. C. Customize the workflow's settings, such as the AI model used for prompt optimization, to suit your requirements. D. Activate the workflow once all configurations are set to start optimizing prompts efficiently.

Template for Kids' Story in Arabic The n8n template for creating kids' stories in Arabic offers a versatile platform for storytellers to captivate young audiences with educational and interactive tales. It allows for customization to suit various use cases and can be set up effortlessly. Check this example: https://t.me/st0ries95 Use Cases Educational Platforms: Educational platforms can automate the creation and distribution of educational stories in Arabic for children using this template. By incorporating visual and auditory elements into the storytelling process, educational platforms can enhance learning experiences and engage young learners effectively. Children's Libraries: Children's libraries can utilize this template to curate and share a diverse collection of Arabic stories with young readers. The automated generation of visual content and audio files enhances the storytelling experience, encouraging children to immerse themselves in new worlds and characters through captivating narratives. Language Learning Apps: Language learning apps focused on Arabic can integrate this template to offer culturally rich storytelling experiences for children learning the language. By translating stories into Arabic and supplementing them with visual and auditory components, these apps can facilitate language acquisition in an enjoyable and interactive manner. Configuration Guide for Nodes OpenAI Chat Model Nodes: Functionality**: Allows interaction with the OpenAI GPT-4 Turbo model. Purpose**: Enables communication with advanced chat capabilities. Create a Prompt for DALL-E Node: Customization**: Tailor prompts for generating relevant visual content. Summarization**: Define prompts for visual content generation without text. Generate an Image for the Story Node: Resource Type**: Specifies image as the resource. Prompt Setup**: Configures prompt for textless image creation within the visual content. Generate Audio for the Story Node: Resource Type**: Chooses audio as the resource. Input Definition**: Sets input text for audio file generation. Translate the Story to Arabic Node: Chunking Mode Selection**: Allows advanced chunking mode choice. Summarization Configuration**: Sets method and prompts for story translation into Arabic. Send the Story To Channel Node: Channel ID**: Specifies the channel ID for sending the story text. Text Configuration**: Sets up the text to be sent to the channel. By following these node descriptions, users can effectively configure the n8n template for kids' stories in Arabic, tailoring it to specific use cases for a seamless and engaging storytelling experience for young audiences.

Description This intelligent n8n automation streamlines the process of collecting, extracting, and scoring resumes sent to a Gmail inbox—making it an ideal solution for recruiters who regularly receive hundreds of applications. The workflow scans incoming emails with attachments, extracts relevant candidate information from resumes using AI, evaluates each candidate based on customizable criteria, and logs their scores alongside contact details in a connected Google Sheet. Who Is This For? Recruiters & Hiring Managers**: Automate the resume screening process and save hours of manual work. HR Teams at Startups & SMBs**: Quickly evaluate talent without needing large HR ops infrastructure. Agencies & Talent Acquisition Firms**: Screen large volumes of resumes efficiently and with consistent criteria. Solo Founders Hiring for Roles**: Use AI to help score and shortlist top candidates from email applications. What Problem Does This Workflow Solve? Manually reviewing resumes is time-consuming, error-prone, and inconsistent. This workflow solves these challenges by: Automatically detecting and extracting resumes from Gmail attachments. Using OpenAI to intelligently extract candidate info from unstructured PDFs. Scoring resumes using customizable evaluation criteria (e.g., relevant experience, skills, education). Logging all candidate data (Name, Email, LinkedIn, Score) in a centralized, filterable Google Sheet. Enabling faster, fairer, and more efficient candidate screening. How It Works 1. Gmail Trigger Runs on a scheduled interval (e.g., every 6 or 24 hours). Scans a connected Gmail inbox (using OAuth credentials) for unread emails that contain PDF attachments. 2. Extract Attachments Downloads the attached resumes from matching emails. 3. Parse Resume Text Sends the PDF file to OpenAI's API (via GPT-4 or GPT-3.5 with file support or via base64 + PDF-to-text tool). Prompts GPT with a structured format to extract fields like Name, Email, LinkedIn, Skills, and Education. 4. Score Resume Evaluates the resume on predefined scoring logic using AI or logic inside the workflow (e.g., "Has X skill = +10 points"). 5. Log to Google Sheets Appends a new row in a connected Google Sheet, including: Candidate Name Email Address LinkedIn URL Resume Score Setup Accounts & API Keys You’ll need accounts and credentials for: n8n** (hosted or self-hosted) Google Cloud Platform** (for Gmail, Drive, and Sheets APIs) OpenAI** (for GPT model access) Google Sheet Make a Google Sheet and connect it via Google Sheets node in n8n. Columns should include: Name Email LinkedIn Score Configuration Google Cloud: Enable Gmail API and Google Sheets API. Set up OAuth 2.0 Credentials in Google Console. Connect n8n Gmail, Drive, and Sheets nodes to these credentials. OpenAI: Generate an API Key. Use the HTTP Request node or official OpenAI node to send prompt requests. n8n Workflow: Add Gmail Trigger. Add extraction logic (e.g., filter PDFs). Add OpenAI prompt for resume parsing and scoring. Connect structured output to a Google Sheets node. Requirements Accounts: n8n** Google** (Gmail, Sheets, Drive, Cloud Console) OpenAI** API Keys & Credentials: OpenAI API Key Google Cloud OAuth Credentials Gmail Access Scopes (for reading attachments) Configured Google Sheet OpenAI usage (after free tier) Google Cloud API usage (if exceeding free quota)

AI Proposal Generator System Categories* Sales Automation Document Generation AI Business Tools This workflow creates a complete AI-powered proposal generation system that transforms simple form inputs into professional, personalized proposals in under 30 seconds and can be deployed during live sales calls, allowing you to send polished proposals before the call even ends. Benefits* Instant Proposal Generation - Convert 30-second form inputs into professional proposals automatically High-Value Business Tool - Generates $1,500-$5,000 per client implementation Live Sales Integration - Generate and send proposals during active sales calls Complete Automation Pipeline - From form submission to email delivery with zero manual work Professional Presentation - Produces proposals indistinguishable from manually crafted documents Dual Platform Support - Works with both Google Slides (free) and PandaDoc (premium) integration How It Works* Smart Form Interface: Simple N8N form captures essential deal information Collects prospect details, problems, solutions, scope, timeline, and budget Designed for rapid completion during live sales conversations Advanced AI Processing: Uses sophisticated GPT-4 prompting with example-based training Converts basic form inputs into professionally written proposal sections Applies consistent tone, formatting, and business language automatically Dynamic Document Generation: Creates duplicate proposal templates for each new prospect Replaces template variables with AI-generated personalized content Maintains professional formatting and visual consistency Automated Email Delivery: Sends personalized email with proposal link immediately after generation Includes professional messaging and clear next steps Optionally includes invoice for immediate payment processing Premium PandaDoc Integration: Advanced version includes built-in payment processing Combines proposal, agreement, and invoice in single document Enables immediate signature and payment collection Business Use Cases* Service-Based Businesses - Generate proposals for consulting, agencies, and professional services Automation Agencies - Offer proposal generation as a high-value service to clients Sales Teams - Accelerate proposal creation and improve close rates Freelancers - Professionalize client interactions with instant custom proposals Consultants - Streamline business development with automated proposal workflows B2B Companies - Scale personalized proposal generation across entire sales organization Difficulty Level: Intermediate Estimated Build Time: 2-3 hours Monthly Operating Cost: $20-150 (depending on Google Slides vs PandaDoc) Watch My Complete Live Build* Want to see me build this entire $2,485 proposal system from scratch? I walk through every component live - including the AI prompting strategies, form design, Google Slides integration, and the advanced PandaDoc setup that enables payment collection. 🎥 See My Live Build Process: "I Built A $2,485 AI Proposal Generator In N8N (Copy This)" This comprehensive tutorial shows the real development process - including advanced AI prompting, template design, API integrations, and the exact pricing strategy that generates $1,500-$5,000 per client. Required Template Setup* Google Slides Template: Create a professional proposal template with these variable placeholders (wrapped in double curly braces): {{proposalTitle}} - Main proposal heading {{descriptionName}} - Project subtitle/description {{oneParagraphProblemSummary}} - Problem analysis section {{solutionHeadingOne}}, {{solutionHeadingTwo}}, {{solutionHeadingThree}} - Solution titles {{shortScopeTitleOne}} through {{shortScopeTitleThree}} - Scope sections {{milestoneOneDay}} through {{milestoneFourDay}} - Timeline milestones {{cost}} - Project pricing Form Field Requirements: The N8N form must include these exact field labels: First Name, Last Name, Company Name, Email, Website Problem (textarea) - Client's current challenges Solution (textarea) - Your proposed approach Scope (textarea) - Specific deliverables Cost - Project pricing How soon? - Timeline expectations PandaDoc Setup (Premium): Configure PandaDoc template with token placeholders matching the AI-generated content structure. Template must include pricing tables and signature fields for complete proposal-to-payment automation. Set Up Steps* Form Design & Integration: Create N8N form with optimized fields for proposal generation Design form flow for rapid completion during sales calls Configure form triggers and data validation AI Content Generation Setup: Configure OpenAI API for sophisticated proposal writing Implement example-based training with input/output pairs Set up JSON formatting for structured content generation Google Slides Integration (Free Version): Create professional proposal templates with variable placeholders Set up Google Cloud Console API access and credentials Configure template duplication and text replacement workflows Email Automation Setup: Configure Gmail integration for automated proposal delivery Design professional email templates with proposal links Set up dynamic content insertion and personalization PandaDoc Integration (Premium Version): Set up PandaDoc API for advanced document generation Configure payment processing and signature collection Implement proposal-to-payment automation workflows Testing & Quality Control: Test complete workflow with various proposal scenarios Validate AI output quality and professional presentation Optimize form fields and content generation based on results Advanced Features* Premium system includes: Payment Processing Integration: Collect payments immediately after proposal acceptance Digital Signature Collection: Streamline agreement execution with electronic signatures Custom Branding: Apply company branding and visual identity automatically Multi-Template Support: Generate different proposal types based on service offerings CRM Integration: Automatically sync proposal data with existing sales systems Why This System Works* The competitive advantage lies in speed and professionalism: 30-second generation time vs. hours of manual proposal writing Professional presentation that matches or exceeds manual proposals Live sales integration - send proposals during active conversations Consistent quality - eliminates human error and formatting inconsistencies Immediate follow-up - maintain sales momentum with instant delivery System Architecture* The workflow follows a simple but powerful 6-step process: Form Trigger - Captures essential deal information AI Processing - Converts inputs to professional content Template Duplication - Creates unique document for each prospect Content Replacement - Populates template with AI-generated content Email Delivery - Sends proposal with professional messaging Payment Collection (PandaDoc) - Enables immediate signature and payment Check Out My Channel* For more high-value automation systems and proven business-building strategies, explore my YouTube channel where I share the exact systems used to build successful automation businesses and scale to $72K+ monthly revenue.

Who is this for? This workflow is designed for: Database administrators and developers working with MongoDB Content managers handling movie databases Organizations looking to implement AI-powered search and recommendation systems Developers interested in combining LangChain, OpenAI, and MongoDB capabilities What problem does this workflow solve? Traditional database queries can be complex and require specific MongoDB syntax knowledge. This workflow addresses: The complexity of writing MongoDB aggregation pipelines The need for natural language interaction with movie databases The challenge of maintaining user preferences and favorites The gap between AI language models and database operations What this workflow does This workflow creates an intelligent agent that: Accepts natural language queries about movies Translates user requests into MongoDB aggregation pipelines Queries a movie database containing detailed information including: Plot summaries Genre classifications Cast and director information Runtime and release dates Ratings and awards Provides contextual responses using OpenAI's language model Allows users to save favorite movies to the database Maintains conversation context using a window buffer memory Setup Required Credentials: OpenAI API credentials MongoDB connection details Node Configuration: Configure the MongoDB connection in the MongoDBAggregate node Set up the OpenAI Chat Model with your API key Ensure the webhook trigger is properly configured for receiving chat messages Database Requirements: A MongoDB collection named "movies" with the specified document structure Proper indexes for efficient querying Appropriate user permissions for read/write operations How to customize this workflow Modify the Document Structure: Update the tool description in the MongoDBAggregate node to match your collection schema Adjust the aggregation pipeline templates for your specific use case Enhance the AI Agent: Customize the prompt in the "AI Agent - Movie Recommendation" node Modify the window buffer memory size based on your context needs Add additional tools for more functionality Extend Functionality: Add more MongoDB operations beyond aggregation Implement additional workflows for different types of queries Create custom error handling and validation Add user authentication and rate limiting Integration Options: Connect to external APIs for additional movie data Add webhook endpoints for different platforms Implement caching mechanisms for frequent queries Add data transformation nodes for specific output formats This workflow serves as a foundation that can be adapted to various use cases beyond movie recommendations, such as e-commerce product search, content management systems, or any scenario requiring intelligent database interaction.