Workflow Templates

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Transform email overload into actionable insights with this automated daily digest workflow that intelligently summarizes categorized emails using AI. Who's it for This workflow is perfect for busy professionals, content creators, and newsletter subscribers who need to stay informed without spending hours reading through multiple emails. Whether you're tracking industry news, monitoring competitor updates, or managing content subscriptions, this automation helps you extract key insights efficiently. How it works The workflow runs automatically each morning at 9 AM, fetching emails from a specific Gmail label received in the last 24 hours. Each email is processed through OpenAI's language model using LangChain to create concise, readable summaries that preserve important links and formatting. All summaries are then combined into a single, well-formatted digest email and sent to your inbox, replacing dozens of individual emails with one comprehensive overview. How to set up Create a Gmail label for emails you want summarized (e.g., "Tech News", "Industry Updates") Configure credentials for both Gmail OAuth2 and OpenAI API in their respective nodes Update the Gmail label ID in the "Get mails (last 24h)" node with your specific label Set your email address in the "Send Digested mail" node Adjust the schedule in the Schedule Trigger if you prefer a different time than 9 AM Test the workflow with a few labeled emails to ensure proper formatting Requirements Gmail account with OAuth2 authentication configured OpenAI API account and valid API key At least one Gmail label set up for email categorization Basic understanding of n8n workflow execution How to customize the workflow Change summarization style: Modify the prompt in the "Summarization Mails" node to adjust tone, length, or format of summaries. You can make summaries more technical, casual, or focus on specific aspects like action items. Adjust time range: Change the receivedAfter parameter in the Gmail node to fetch emails from different time periods (last 2 days, last week, etc.). Multiple labels: Duplicate the Gmail retrieval section to process multiple labels and combine them into categories within your digest. Add filtering: Insert additional conditions to filter emails by sender, subject keywords, or other criteria before summarization. Custom formatting: Modify the "Combine Subject and Body" code node to change the HTML structure, add styling, or include additional metadata like email timestamps or priority indicators.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automated Research Reports with AI and Tavily Search An intelligent research automation workflow designed for Japanese users that transforms user queries into comprehensive HTML reports via email. Using Google Gemini AI and Tavily search, this workflow generates optimized search queries, conducts multi-perspective research, and delivers structured analysis reports in Japanese. Who's it for Content creators, researchers, analysts, and businesses in Japan who need comprehensive research reports on various topics without manual information gathering. Particularly valuable for Japanese professionals conducting competitive analysis, market research, and technical comparisons who prefer reports in their native language. How it works The workflow follows a strategic four-step process: Query Optimization: Google Gemini AI analyzes user input and generates three optimized search queries for comprehensive coverage Multi-Query Research: Tavily's advanced search executes all queries with deep search parameters and AI-generated answers Report Synthesis: Another Gemini AI model consolidates findings, eliminates duplicates, and structures information into readable HTML format Email Delivery: Gmail automatically sends the final HTML report to specified recipients Requirements Google Gemini API credentials (for three separate AI nodes) Tavily API credentials for advanced search functionality Gmail authentication for email delivery Basic n8n workflow execution permissions How to set up Configure API credentials in all Google Gemini and Tavily nodes Update email settings in the "Send a message" node with your recipient address Customize your query in the "Edit Fields" node (default: "n8nとdifyの違い") Test the workflow to ensure all connections work properly How to customize the workflow Research depth: Increase max_results in Tavily search for more comprehensive data gathering. Query optimization: Modify system prompts in the Query Generator for domain-specific searches. Report format: Adjust the Report Agent's system message to change output structure, language, or focus areas. Multi-recipient delivery: Duplicate the Gmail node for multiple email destinations. The workflow processes Japanese and English queries effectively, with built-in support for Japanese language output, making it ideal for Japanese professionals who need multilingual research capabilities. Advanced search parameters ensure high-quality, relevant results for professional research applications.

Who’s it for 👥 This template is perfect for content creators, marketers, and researchers managing WeChat public account articles! 🚀 It’s ideal for n8n newcomers or anyone wanting to save time on manual content analysis, especially if you use Google Sheets for tracking. 📊 Whether you’re into AI, 欧阳良宜, or automation, this is for you! 😄 How it works / What it does 🔧 This workflow automates the retrieval, filtering, classification, and summarization of WeChat articles. 🌐 It reads RSS feed links from a Google Sheet, filters articles from the last 10 days ⏳, cleans HTML content 🧹, classifies them as relevant or not 🎯, generates insightful Chinese summaries with AI 🤖, and saves results to Google Sheets and Notion. 📝 Outputs are Slack-formatted for team collaboration! 💬 How to set up 🛠️ Prepare Google Sheets: Use your own documentId (replace the example) and set up sheets "Save Initial Links" (gid=198451233) and "Save Processed Data" (gid=1936091950). 📋 Configure Credentials: Add Google Sheets and OpenAI API credentials—avoid hardcoding keys! 🔐 Set RSS Feed: Update the rss_feed_url in the "RSS Read" node with your WeChat RSS feed. 🌐 Customize AI: Tweak "Relevance Classification" and "Basic LLM Chain" prompts for your topics (e.g., 欧阳良宜, AI). 🎨 Notion (Optional): Swap the databaseId (e.g., 22e79d55-2675-8055-a143-d55302c3c1b1) with your own. 📚 Run Workflow: Trigger manually via the "When clicking ‘Execute workflow’" node. 🚀 Requirements ✅ n8n account with Google Sheets and OpenAI integrations. Access to a WeChat public account RSS feed. Basic JSON and node config knowledge. How to customize the workflow 🎛️ Topic Adjustment: Update categories in "Relevance Classification" for new topics (e.g., "technology", "education"). 🌱 Summary Length: Modify the LLM prompt in "Basic LLM Chain" to adjust length or style. ✂️ Output Destination: Add Slack or Email nodes for more outputs. 📩 Date Filter: Change the "IF (Filter by Date)" condition (e.g., 7 days instead of 10). ⏰ Scalability: Use a "Schedule Trigger" node for automation. ⏳

This n8n template provides a powerful AI-powered chatbot that acts as your personal Spotify DJ. Simply tell the chatbot what kind of music you're in the mood for, and it will intelligently create a custom playlist, give it a fitting name, and populate it with relevant tracks directly in your Spotify account. The workflow is built to be flexible, allowing you to easily change the underlying AI model to your preferred provider, making it a versatile starting point for any AI-driven project. Who is this for? Music lovers:** Instantly create playlists for any activity, mood, or genre without interrupting your flow. Developers & AI enthusiasts:** A perfect starting point to understand how to build a functional AI Agent that uses tools to interact with external services. Automation experts:** See a practical example of how to chain AI actions and sub-workflows for more complex, stateful automations. What problem does this solve? Manually creating a good playlist is time-consuming. You have to think of a name, search for individual songs, and add them one by one. This workflow solves that by: Automating playlist creation:** Turns a simple natural language request (e.g., "I need a playlist for my morning run") into a fully-formed Spotify playlist. Reducing manual effort:** Eliminates the tedious task of searching for and adding multiple tracks. Providing player control:** Allows you to manage your Spotify player (play, pause, next) directly from the chat interface. Centralizing music management:** Acts as a single point of control for both creating playlists and managing playback. How it works Trigger & input: The workflow starts when you send a message in the Chat Trigger interface. AI agent & tool-use: An AI Agent, powered by a Large Language Model (LLM), interprets your message. It has access to a set of "tools" that allow it to interact with Spotify. Playlist creation sub-workflow: If you ask for a new playlist, the Agent calls a sub-workflow using the Create new playlist tool. This sub-workflow uses another AI call to brainstorm a creative playlist name and a list of suitable songs based on your request. Spotify actions: The sub-workflow then connects to Spotify to: Create a new, empty playlist with the generated name. Search for each song from the AI's list to get its official Spotify Track ID. Add each track to the new playlist. Player control: If your request is to control the music (e.g., "pause the music"), the Agent uses the appropriate tool (Pause player, Resume player, etc.) to directly control your active Spotify player. Setup Accounts & API keys: You will need active accounts and credentials for: Your AI provider (e.g., OpenAI, Groq, local LLMs via Ollama): To power the AI Agent and the playlist generation. Spotify: To create playlists and control the player. You'll need to register an application in the Spotify Developer Dashboard to get your credentials. Configure credentials: Add your AI provider's API key to the Chat Model nodes. The template uses OpenAI by default, but you can easily swap this out for any compatible Langchain model node. Add your Spotify OAuth2 credentials to all Spotify and Spotify Tool nodes. Activate workflow: Once all credentials are set and the workflow is saved, click the "Active" toggle. You can now start interacting with your Spotify AI Agent via the chat panel! Taking it further This template is a great foundation. Here are a few ideas to expand its capabilities: Become the party DJ:** Make the Chat Trigger's webhook public. You can then generate a QR code that links to the chat URL. Party guests can scan the code and request songs directly from their phones, which the agent can add to a collaborative playlist or the queue. Expand the agent's skills:** The Spotify Tool node has more actions available. Add a new tool for Add to Queue so you can ask the agent to queue up a specific song without creating a whole new playlist. Integrate with other platforms:** Swap the Chat Trigger for a Telegram or Discord trigger to build a Spotify bot for your community. You could also connect it to a Webhook to take requests from a custom web form.

Good to know: This workflow automatically transcribes your favorite podcasts or videos saved in a YouTube playlist and generates a comprehensive, AI-powered summary—so you can quickly understand the main topics and insights without having to watch or listen to the entire episode. 👤 Who is this for? Podcast fans who want to save time and get the key points from episodes Busy professionals who follow educational or industry videos and need quick takeaways Content creators or researchers who organize and review large amounts of video/audio material Anyone who wants to efficiently capture and summarize information from YouTube playlists ❓ What problem is this workflow solving? This workflow solves the challenge of information overload from long-form podcasts and videos. It: Automatically transcribes each video or podcast episode in your chosen YouTube playlist Uses AI to create a clear, well-structured summary of the content Lets you learn and extract valuable information without watching or listening to the entire recording Organizes everything in a Google Sheets document for easy tracking and future reference ✅ What this workflow does: 📺 Fetches all videos from a specified YouTube playlist 🔗 Extracts video titles, URLs, and IDs 📝 Retrieves and combines transcripts for each video or podcast episode 📜 Processes transcript data for clarity 🤖 Uses AI to generate a detailed, sectioned summary that covers all main topics and insights 📊 Automatically logs video titles, transcripts, summaries, and row numbers to a Google Sheets spreadsheet ⚙️ How it works: 🟢 Trigger: Start the workflow manually or on a schedule 📺 Fetch videos from your chosen YouTube playlist 🔗 Extract and organize video details (title, URL, ID) 📝 Retrieve the transcript for each video or podcast episode 📜 Combine transcript segments into a single script ✂️ Extract the first sentences for focused summarization 🤖 AI agent creates a comprehensive summary of the episode or video 📊 Save all data—title, transcript, summary, and row number—to Google Sheets 🛠️ How to use: Set up YouTube OAuth2 credentials in n8n Configure Google Sheets OAuth2 credentials Set up API credentials for transcript and AI processing Create and link your Google Sheets document Input your playlist ID and adjust any filters as needed Activate the workflow 📝 Requirements: n8n instance (cloud or self-hosted) YouTube account with OAuth2 access Google Sheets account Access to transcript and AI APIs Basic n8n workflow knowledge 🟢 Customizing this workflow: Change the YouTube playlist ID to target your preferred podcasts or video series Adjust the transcript retrieval process for other APIs or formats Customize the AI prompt for different summary styles or focus areas Add or remove fields in the Google Sheets output Change the workflow trigger or polling frequency Switch to a different AI model if desired This workflow is designed to help you quickly learn from podcasts and videos you care about—without spending hours consuming the full content.

Overview An intelligent email automation workflow that revolutionizes how you handle email responses. This sophisticated system monitors your Gmail inbox, uses AI to determine which emails require replies, generates professional responses, and sends them only after your approval via Telegram. Perfect for busy professionals who want to maintain personalized communication while leveraging AI efficiency. 🌟 Key Features Intelligent Email Analysis Smart Detection**: Automatically identifies emails that genuinely need responses Context Understanding**: Distinguishes between promotional content, newsletters, and actionable emails Priority Filtering**: Focuses on emails with questions, requests, or time-sensitive matters AI-Powered Response Generation Professional Tone**: Maintains appropriate business communication standards Contextual Replies**: Generates responses based on email content and context Structured Output**: Creates properly formatted subject lines and email bodies Customizable Prompts**: Easily adjust AI behavior to match your communication style Human-in-the-Loop Approval Telegram Integration**: Review and approve responses directly from your mobile device Visual Preview**: See both original email and AI-generated response before sending Dual Approval System**: Approve or reject with simple Telegram buttons Timeout Protection**: Automatically expires after 5 minutes to prevent accidental sends 🔧 How It Works Workflow Architecture Email Monitoring: Continuous Gmail inbox surveillance (every minute) Inbox Filtering: Processes only emails in your main inbox folder AI Analysis: Determines response necessity using advanced language models Response Generation: Creates professional, contextual replies when needed Telegram Notification: Sends preview to your Telegram for approval Conditional Sending: Executes email send only upon your explicit approval Decision Logic The AI evaluates emails based on: Question Detection**: Identifies direct questions requiring answers Action Requests**: Recognizes requests for information or tasks Urgency Assessment**: Prioritizes time-sensitive communications Context Analysis**: Considers sender, subject, and content relevance 🚀 Setup Requirements Prerequisites Gmail Account**: With OAuth2 authentication enabled OpenAI API Key**: For AI language model access Telegram Bot**: Personal bot token and chat ID N8N Instance**: Cloud or self-hosted environment Required Credentials Gmail OAuth2 credentials OpenAI API authentication Telegram bot token and chat configuration 📊 Use Cases Business Applications Customer Support**: Automated responses to common inquiries Sales Teams**: Quick replies to prospect questions Account Management**: Timely responses to client communications HR Operations**: Efficient handling of employee inquiries Personal Productivity Email Management**: Reduce inbox overwhelm Professional Communication**: Maintain consistent response quality Time Management**: Focus on high-priority tasks while AI handles routine replies Mobile Workflow**: Approve emails anywhere via Telegram ⚙️ Customization Options AI Behavior Tuning Response Style**: Adjust tone from formal to casual Content Filters**: Modify email analysis criteria Response Length**: Control reply brevity or detail level Language Patterns**: Customize communication style Workflow Modifications Polling Frequency**: Adjust email checking intervals Approval Timeout**: Modify decision time limits Multi-Account Support**: Extend to multiple Gmail accounts Category Routing**: Different handling for different email types 🔒 Security & Privacy Data Protection Local Processing**: All email analysis occurs within your N8N instance No Data Storage**: Email content is not permanently stored Secure Authentication**: OAuth2 and API key protection Encrypted Communication**: Secure Telegram API integration Access Control Personal Approval**: You control every outgoing message Audit Trail**: Complete workflow execution logging Fail-Safe Design**: Defaults to no action if approval isn't received 📈 Performance & Reliability Efficiency Metrics Processing Speed**: Sub-second email analysis Accuracy**: High-quality response generation Reliability**: Robust error handling and retry mechanisms Scalability**: Handles high email volumes efficiently Resource Usage Lightweight Operation**: Minimal server resource consumption API Optimization**: Efficient OpenAI token usage Rate Limiting**: Respects Gmail and Telegram API limits 💡 Best Practices Optimization Tips Monitor AI Responses**: Regularly review and refine AI prompts Approval Patterns**: Establish consistent approval workflows Response Templates**: Create reusable response patterns Performance Monitoring**: Track workflow efficiency metrics Common Configurations Business Hours**: Limit processing to working hours VIP Senders**: Priority handling for important contacts Subject Filters**: Custom rules for specific email types Escalation Rules**: Forward complex emails to human review 🏆 Benefits Productivity Gains Time Savings**: Reduce manual email composition time by 60-80% Consistency**: Maintain professional communication standards Responsiveness**: Faster reply times improve customer satisfaction Focus**: Concentrate on high-value tasks while AI handles routine communications Professional Advantages Always Available**: Respond to emails even when busy Quality Assurance**: AI ensures grammatically correct, professional responses Scalability**: Handle increasing email volumes without proportional time investment Competitive Edge**: Faster response times improve business relationships Tags: Email Automation, AI Assistant, Gmail Integration, Telegram Bot, Workflow Automation, OpenAI, Business Productivity, Customer Service, Response Management, Professional Communication

Who is this for? This workflow is ideal for: HR teams and recruiters seeking to streamline resume screening. Hiring managers who want quick, summarized candidate insights. Recruitment agencies handling large volumes of applicant data. Startups and small businesses looking to automate hiring without complex systems. AI and automation professionals who want to build smart HR workflows using n8n and OpenAI. What problem is this workflow solving? / Use Case Manually reviewing resumes is time-consuming, inconsistent, and prone to human bias. This workflow automates the resume intake and evaluation process—ensuring that each applicant is screened, summarized, and scored using a consistent, data-driven method. It enhances efficiency and supports better hiring decisions. What this workflow does Accepts resume submissions via form and saves files to Google Drive. Extracts key information from resumes using AI (e.g., name, contact, education, experience). Summarizes candidate qualifications into a short, readable profile. Allows HR to rate applicants and leave comments. Logs all extracted data and evaluations into a centralized Google Sheet for tracking. Setup Resume is submitted through an n8n form. The uploaded file is automatically stored in Google Drive. n8n uses OpenAI and document parsing tools to extract candidate data. Extracted information is structured and summarized using GPT. A review form is triggered for internal HR rating and notes. All data is appended to a Google Sheet for records and filtering. How to customize this workflow to your needs** Change the form tool (e.g., Typeform, Tally, or custom HTML) based on your stack. Adapt the summary prompt to align with your specific role requirements. Add filters to auto-flag top-tier candidates based on score or skills. Integrate Slack or email to notify hiring managers when top resumes are processed. Connect to your ATS if you want to push processed resumes into your recruitment system.

This n8n workflow template automates the process of collecting and analyzing Twitter (X) posts for any public profile, then generates a clean, AI-powered summary including key metrics, interests, and activity trends. 🚀 What It Does Accepts a user's full name and date range through a public form. Automatically finds the person’s X (formerly Twitter) profile using a Google search. Uses Bright Data to retrieve full post data from the X.com profile. Extracts key post metrics like views, likes, reposts, hashtags, and mentions. Uses Google Gemini (PaLM) to generate a personalized summary: tone, themes, popularity, and sentiments. Stores both raw data and the AI summary into a connected Google Sheet for further review or team collaboration. 🛠️ Step-by-Step Setup Deploy the public form to collect full name and date range. Build a Google search query using the name to find their X profile. Scrape the search results via Bright Data (Web Unlocker zone). Parse the page content using the HTML node. Use Gemini AI to extract the correct X profile URL. Pull full post data via Bright Data dataset snapshot API. Transform post data into clean structured fields: date_posted, description, hashtags, likes, views, quoted_post.date_posted, quoted_post.description, replies, reposts, quotes, and tagged_users.profile_name. Analyze all posts using Google Gemini for interest detection and persona generation. Save results to a Google Sheet: structured post data + AI-written summary. Show success or fallback messages depending on profile detection or scraping status. 🧠 How It Works: Workflow Overview Trigger: When user submits form Search & Match: Google search → HTML parse → Gemini filters matching X profile Data Gathering: Bright Data → Poll for snapshot completion → Fetch post data Transformation: Extract and restructure key fields via Code node AI Summary: Use Gemini to analyze tone, interests, and trends Export: Save results to Google Sheet Fallback: Display custom error message if no X profile found 📨 Final Output A record in your Google Sheet with: Clean post-level data Profile-level engagement summary An AI-written overview including tone, common topics, and post popularity 🔐 Credentials Used Bright Data account** (for search & post scraping) Google Gemini (PaLM)** or Gemini Flash via - OpenAI/Google Vertex API Google Sheets (OAuth2) account** (for result storage) ⚠️Community Node Dependency This workflow uses a custom community node: n8n-nodes-brightdata Install it via UI (Settings → Community Nodes → Install).

This n8n workflow automates the collection, enrichment, and analysis of e-commerce product listings using Bright Data and AI, then delivers an HTML email report with the most competitive offers. 🚀 What It Does Pulls product titles from a Google Sheet. For each product, searches a Bright Data marketplace dataset (Google Shopping) for available listings. Extracts relevant fields: price, title, seller name, and listing URL. Sends this data to Google Gemini for AI-powered Markdown report generation. Converts Markdown to HTML and styles the output for better email rendering. Sends an email report for each product with the top 20 most affordable offers. 🛠️ Step-by-Step Setup Load product list from Google Sheets. For each product title, run a Bright Data filter request (case-sensitive match). Poll the snapshot status until it is ready. Retrieve snapshot content and clean the results with a Code node. Pass the results to Gemini (PaLM/Gemini Flash) for analysis and report generation in Markdown. Convert Markdown into styled HTML using Markdown + Code nodes. Send formatted email to a predefined recipient. Return to the loop and repeat for the next product. 🧠 How It Works Loop Control: SplitInBatches handles product-by-product processing. Snapshot Handling: Snapshot status is polled every 30s until success/failure. AI Formatting: Gemini summarizes listings and formats content. Error Handling: Failed snapshots produce a warning message and resume the loop. 📨 Final Output Each email contains: The product name A clean HTML of up to 20 sellers with lowest prices Links to listings AI-generated pricing summary 🔐 Credentials Used Bright Data account Google Gemini (PaLM/Gemini Flash) Google Sheets (OAuth2) SMTP Email (emailSend node) ⚠️ Important Notes Item title search is case-sensitive. Typos or casing mismatches may result in no results. Requires n8n-nodes-brightdata community node to be installed.

This n8n template extends the idea of follow-up reminders by having an AI agent suggest and book the next call or message to re-engage prospects which have been ignored. What makes this template particularly interesting and actually usable is that it uses the Human-in-the-loop approach to wait for a user's approval before actually making the booking or otherwise not if the user declined. A twist on a traditional idea where we can reduce the number of actionable tasks a human has to make by delegating them to AI. How it works A scheduled trigger checks your google calendar for sales meetings which happened a few days ago. For each event, gmail search is used to figure out if a follow-up message has been sent or received from the other party since the meeting. If none, it might mean the user needs a reminder to follow-up. For leads applicable for follow-up, we first get an AI Agent to find available meeting slots in the calendar. These slots and reminder are sent to the user via send-and-approval mode of the gmail node. The user replies in natural language either picking a slot, suggesting an entirely new slot or declines the request. When accepted, another AI Agent books the meeting in the calendar with the proposed dates and lead. When declined, no action is taken. How to use Update all calendar nodes (+subnodes) to point to the right calendar. If this is a shared-purpose calendar, you may need to either filter or create a new calendar. Update the gmail nodes to point to the right accounts. Requirements Google OAuth for Email and Calendar OpenAI for LLM Customising the template Not using Google? Swap out for Microsoft Outlook/Calendar or something else. Try swapping out or adding in additional send-for-approval methods such as telegram or whatsapp.

The Project starter bot takes the hassle out of launching projects by automatically creating a well-structured folder system in Dropbox and sending timely notifications through Slack and Gmail. By combining n8n's intelligent automation and seamless integration with Dropbox, Slack, and Gmail, this workflow streamlines project setup, saving you time and keeping everyone in the loop effortlessly. 💡 Why Use Project Starter Bot? Save Time: Cut down on the tedious manual folder creation by automating nested project directories instantly. Avoid Mistakes: Eliminate human error when organizing project files and ensure every necessary sub-folder exists. Boost Team Collaboration: Notify your team immediately via Slack and Gmail once the project folders are ready, so no one's left out of the loop. Gain an Edge: Impress clients and colleagues with your rapid and professional project kickoff process – no coffee breaks needed! ⚡ Perfect For Project Managers:** Keep your projects organized from day one without lifting a finger Creative Teams:** Focus on creativity while the bot handles folder setup and notifications Freelancers & Agencies:** Accelerate project launches and maintain consistency across clients 🔧 How It Works ⏱ Trigger: When you send a chat message requesting a new project folder 📎 Process: The bot creates the main project folder and five standardized sub-folders in Dropbox 🤖 Smart Logic: It verifies success and asks if you want to send notifications before proceeding 💌 Output: Sends a Slack message in the #projects channel and an email via Gmail confirming the setup 🗂 Storage: All folders are neatly organized inside Dropbox ensuring your files are easy to find 🔐 Quick Setup Import JSON file to your n8n instance Add credentials: Dropbox OAuth2 Slack API token Gmail OAuth2 Customize: Adjust folder names or project path if needed Update: Change Slack channel URL or Gmail recipient details Test: Run with a sample project name to see folders and notifications in action 🧩 Requirements Active n8n instance Dropbox OAuth2 credentials Slack API token with chat permissions Gmail OAuth2 credentials 🛠️ Level Up Ideas Integrate with project management tools like Jira or Trello for automated task creation Add personalized email templates with dynamic project details Use AI-powered chatbots to handle more complex project setup conversations 🧠 Nodes Used When chat message received AI Agent Dropbox create folder Send a message in Slack Send a message in Gmail Simple Memory (for context) MCP triggers and clients 📋 Details Made by: khaisa Studio Tags: Project Management, Automation, Dropbox, Slack, Gmail Category: Workflow Automation Need custom work? Contact Me

Automated Financial Tracker: Telegram Invoices to Notion with AI Summaries & Reports Tired of manually logging every expense? Streamline your financial tracking with this powerful n8n workflow! Snap a photo of your invoice in Telegram, and let AI (powered by Google Gemini) automatically extract the details, record them in your Notion database, and even send you a quick summary. Plus, get scheduled weekly reports with charts to visualize your spending. Automate your finances, save time, and gain better insights with this easy-to-use template! Transform your expense tracking from a chore into an automated breeze. Try it out! Overview: This workflow revolutionizes how you track your finances by automating the entire process from invoice capture to reporting. Simply send a photo of an invoice or receipt to a designated Telegram chat, and this workflow will: Extract Data with AI: Utilize Google Gemini's capabilities to perform OCR on the image, understand the content, and extract key details like item name, quantity, price, total, date, and even attempt to categorize the expense. Store in Notion: Automatically log each extracted transaction into a structured Notion database. Instant Feedback: Send a summary of the processed transaction back to your Telegram chat. Scheduled Reporting: Generate and send a visual summary of your expenses (e.g., weekly spending by category) as a chart to your preferred Telegram chat or group. This workflow is perfect for individuals, freelancers, or small teams looking to effortlessly manage their expenses without manual data entry. Key Features & Benefits: Effortless Expense Logging:** Just send a picture – no more typing! AI-Powered Data Extraction:** Leverages Google Gemini for intelligent invoice processing. Centralized Data in Notion:** Keep all your financial records neatly organized in a Notion database. Automated Categorization:** AI helps in categorizing your expenses (e.g., Food & Beverage, Transportation). Instant Summaries:** Get immediate confirmation and a summary of what was recorded. Visual Reporting:** Receive scheduled charts (e.g., bar charts of spending by category) directly in Telegram. Customizable:** Easily adapt the workflow to your specific needs, categories, and reporting preferences. Time-Saving:** Drastically reduces the time spent on manual financial administration. How It Works (Workflow Breakdown): The workflow is divided into two main parts: Part 1: Real-time Invoice Processing & Logging (## Auto Notes Transaction with Telegram and Notion database) Telegram Trigger (Telegram Trigger | When recive photo): Activates when a new photo is sent to the configured Telegram chat. Get Photo Info (Get Info Photo from telegram chat): Retrieves the details of the received photo. Get Image Info (Get Image Info): Prepares the image data. AI Data Extraction (Google Gemini Chat Model & Basic LLM Chain): The image data is sent to the Google Gemini Chat Model. A specific prompt instructs the AI to extract details (date, ID, name, quantity, price, total, category, tax) in a JSON array format and provide a summary message. The categories include Food & Beverage, Transportation, Utilities, Shopping, Healthcare, Entertainment, Housing, and Education. Parse AI Output (Parse To your object | Table): Structures the AI's JSON output for easier handling. Split Transactions (Split Out | data transaction): If an invoice contains multiple items, this node splits them into individual records. Record to Notion (Record To Notion Database): Each transaction item is added as a new page/entry in your specified Notion database, mapping fields like Name, Quantity, Price, Total, Category, Date, and Tax. Send Telegram Summary (Sendback to chat and give summarize text): The summary message generated by the AI is sent back to the original Telegram chat. Part 2: Scheduled Financial Reporting (## Schedule report to send on chanel or private message) Schedule Trigger (Schedule Trigger | for send chart report): Runs at a predefined interval (e.g., every week) to generate reports. Get Recent Data from Notion (Get Recent Data from Notions): Fetches transaction data from the Notion database for a specific period (e.g., the past week). Summarize Data (Summarize Transaction Data): Aggregates the data, for example, by summing up the 'total' amount for each 'category'. Prepare Chart Data (Convert Data to JSON chart payload): Transforms the summarized data into a JSON format suitable for generating a chart (e.g., labels for categories, data for spending amounts). Generate Chart (Generate Chart): Uses the QuickChart node to create a visual chart (e.g., a bar chart) from the prepared data. Send Chart to Telegram (Send Chart Image to Group or Private Chat): Sends the generated chart image to a specified Telegram chat ID or group. Nodes Used (Key Nodes): Telegram Trigger & Telegram Node:** For receiving images and sending messages/images. Google Gemini Chat Model (Langchain):** For AI-powered OCR and data extraction from invoices. Basic LLM Chain (Langchain):** To interact with the language model using specific prompts. Output Parser Structured (Langchain):** To structure the output from the language model. Notion Node:** For reading from and writing to your Notion databases. Schedule Trigger:** To automate the reporting process. Summarize Node:** To aggregate data for reports. Code Node:** Used here to format data for the chart. QuickChart Node:** For generating charts. SplitOut Node:** To process multiple items from a single invoice. Setup Instructions: Credentials: Telegram: Create a Telegram bot and get its API token. You'll also need the Chat ID where you'll send invoices and where reports should be sent. Google Gemini (PaLM) API: You'll need an API key for Google Gemini. Notion: Create a Notion integration and get the API key. Create a Notion database with properties corresponding to the data you want to save (e.g., Name (Title), Quantity (Number), Price (Number), Total (Number), Category (Select), Date (Text or Date), Tax (Number)). Share this database with your Notion integration. Configure Telegram Trigger: Add your Telegram Bot API token. When you first activate the workflow or test the trigger, send /start to your bot in the chat you want to use for sending invoices. n8n will then capture the Chat ID. Configure Google Gemini Node (Google Gemini Chat Model): Select or add your Google Gemini API credentials. Review the prompt in the Basic LLM Chain node and adjust if necessary (e.g., date format, categories). Configure Notion Nodes: Record To Notion Database: Select or add your Notion API credentials. Select your target Notion Database ID. Map the properties from the workflow (e.g., ={{ $json.name }}) to your Notion database columns. Get Recent Data from Notions: Select or add your Notion API credentials. Select your target Notion Database ID. Adjust the filter if needed (default is "past_week"). Configure Telegram Node for Reports (Send Chart Image to Group or Private Chat): Select or add your Telegram Bot API token. Enter the Chat ID for the group or private chat where you want to receive the reports. Configure Schedule Trigger (Schedule Trigger | for send chart report): Set your desired schedule (e.g., every Monday at 9 AM). Test: Send an image of an invoice to your Telegram bot and check if the data appears in Notion and if you receive a summary message. Wait for the scheduled report or manually trigger it to test the reporting functionality. Sticky Note Text for Your n8n Template: (These are suggestions. You would place these directly into the sticky notes within your n8n workflow editor.) Existing High-Level Sticky Notes: ## Auto Notes Transaction with Telegram and Notion database ## Schedule report to send on chanel or private message Specific Sticky Notes to Add: On Telegram Trigger | When recive photo:** 📸 INVOICE INPUT 📸 Bot listens here for photos of your receipts/invoices. Ensure your Telegram Bot API token is set in credentials. Near Google Gemini Chat Model & Basic LLM Chain:** 🤖 AI MAGIC HAPPENS HERE 🧠 Image is sent to Google Gemini for data extraction. Check 'Basic LLM Chain' to customize the AI prompt (e.g., categories, output format). Requires Google Gemini API credentials. On Parse To your object | Table:** ✨ STRUCTURING AI DATA ✨ Converts the AI's text output into a usable JSON object. Check the schema if you modify the AI prompt significantly. On Record To Notion Database:** 📝 SAVING TO NOTION 📝 Extracted transaction data is saved here. Configure with your Notion API key & Database ID. Map fields correctly to your database columns! On Sendback to chat and give summarize text:** 💬 TRANSACTION SUMMARY 💬 Sends a confirmation message back to the user in Telegram with a summary of the recorded expense. On Schedule Trigger | for send chart report:** 🗓️ REPORTING SCHEDULE 🗓️ Set how often you want to receive your spending report (e.g., weekly, monthly). On Get Recent Data from Notions:** 📊 FETCHING DATA FOR REPORT 📊 Retrieves transactions from Notion for the report period. Default: "Past Week". Adjust filter as needed. Requires Notion API credentials & Database ID. On Summarize Transaction Data:** ➕ SUMMARIZING SPENDING ➕ Aggregates your expenses, usually by category, to prepare for the chart. On Convert Data to JSON chart payload (Code Node):** 🎨 PREPARING CHART DATA 🎨 This Code node formats the summarized data into the JSON structure needed by QuickChart. On Generate Chart (QuickChart Node):** 📈 GENERATING VISUAL REPORT 📈 Creates the actual chart image based on your spending data. You can customize chart type (bar, pie, etc.) here. On Send Chart Image to Group or Private Chat:** 📤 SENDING REPORT TO TELEGRAM 📤 Delivers the generated chart to your chosen Telegram chat/group. Set the correct Chat ID and Bot API token. General Sticky Note (Place where relevant):** 🔑 CREDENTIALS NEEDED 🔑 Remember to set up API keys/tokens for: Telegram Google Gemini Notion General Sticky Note (Place where relevant):** 💡 CUSTOMIZE ME! 💡 Adjust AI prompts for better accuracy. Change Notion database structure. Modify report frequency and content. `