Workflow Templates

⚠️ DISCLAIMER: This workflow uses the HDW LinkedIn community node, which is only available on self-hosted n8n instances. It will not work on n8n.cloud. Overview This n8n workflow automates the enrichment of CRM contact data with professional insights from LinkedIn profiles. The workflow integrates with both Pipedrive and HubSpot CRMs, finding LinkedIn profiles that match your contacts and updating your CRM with valuable information about their professional background and recent activities. Key Features Multi-CRM Support**: Works with both Pipedrive and HubSpot AI-Powered Data Enrichment**: Uses an advanced AI agent to analyze and summarize professional information Automated Triggers**: Activates when new contacts are added or when enrichment is requested Comprehensive Profile Analysis**: Captures LinkedIn profile summaries and post activity How It Works Triggers The workflow activates in three scenarios: When a new contact is created in CRM When a contact is updated in CRM with an enrichment flag LinkedIn Data Collection Process Email Lookup: First tries to find the LinkedIn profile using the contact's email Advanced Search: If email lookup fails, uses name and company details to find potential matches Profile Analysis: Collects comprehensive profile information Post Analysis: Gathers and analyzes the contact's recent LinkedIn activity CRM Updates The workflow updates your CRM with: LinkedIn profile URL Professional summary (skills, experience, background) Analysis of recent LinkedIn posts and activity Setup Instructions Requirements Self-hosted n8n instance with the HDW LinkedIn community node installed API access to OpenAI (for GPT-4o) Pipedrive and/or HubSpot account HDW API key https://app.horizondatawave.ai Installation Steps Install the HDW LinkedIn Node: npm install n8n-nodes-hdw Follow the detailed instructions at: https://www.npmjs.com/package/n8n-nodes-hdw Configure Credentials: OpenAI: Add your OpenAI API key Pipedrive: Connect your Pipedrive account (if using) HubSpot: Connect your HubSpot account (if using) HDW LinkedIn: Add your API key from https://app.horizondatawave.ai CRM Custom Fields Setup: For Pipedrive: Go to Settings → Data Fields → Contact Fields → + Add Field Create the following custom fields: LinkedIn Profile: Field type - Large text Profile Summary: Field type - Large text LinkedIn Posts Summary: Field type - Large text Need Enrichment: Field type - Single option (Yes/No) Detailed instructions for creating custom fields in Pipedrive: https://support.pipedrive.com/en/article/custom-fields For HubSpot: Go to Settings → Properties → Create property Create the following properties for Contact object: linkedin_url: Field type - Single-line text profile_summary: Field type - Multi-line text linkedin_posts_summary: Field type - Multi-line text need_enrichment: Field type - Checkbox (Boolean) Detailed instructions for creating properties in HubSpot: https://knowledge.hubspot.com/properties/create-and-edit-properties Import the Workflow: Import the "HDW_CRM_Enrichment.json" file into your n8n instance Activate Webhooks: Enable the webhook triggers for your CRM to ensure the workflow activates correctly Customization Options AI Agent Prompts You can modify the system prompts in the "Data Enrichment AI Agent" nodes to: Change the focus of profile analysis Adjust the tone and detail level of summaries Customize what information is extracted from posts CRM Field Mapping The workflow is pre-configured to update specific custom fields in Pipedrive and HubSpot. Update the field/property mappings in: "Update data in Pipedrive" nodes "Update data in HubSpot" node Troubleshooting Common Issues LinkedIn Profile Not Found**: Check if the contact's email is their work email; consider adjusting the search parameters Webhook Not Triggering**: Verify webhook configuration in your CRM Missing Custom Fields**: Ensure all required custom fields are created in your CRM with correct names Rate Limits Be aware of LinkedIn API rate limits (managed by HDW LinkedIn node) Consider implementing delays if processing large batches of contacts Best Practices Use enrichment flags to selectively update contacts rather than enriching all contacts Review and clean contact data in your CRM before enrichment Periodically review the AI-generated summaries to ensure quality and relevance

This n8n workflow streamlines the onboarding process for new customers by automating personalized email communication, calendar scheduling, and contact assignment in HubSpot. It is perfect for businesses looking to ensure a smooth and personalized onboarding experience for new clients. 🧑‍💼 Who is this for? Customer success teams who need to onboard new clients efficiently. Sales teams who want to ensure smooth transitions from prospect to customer. Small businesses that want to automate customer onboarding without complex systems. 🧩 What problem is this workflow solving? This workflow reduces the manual effort involved in onboarding new customers by: Automatically sending personalized welcome emails. Scheduling a welcome meeting using a calendar tool. Assigning the customer to a Customer Success Manager (CSM) in HubSpot. ⚙️ What this workflow does Trigger via Webhook or HubSpot: The workflow can be triggered either by a webhook (direct API call) or a HubSpot trigger (e.g., when a new contact is created). HubSpot Connection: Retrieves the list of HubSpot owners (users with contact access). Identifies the owner of the new contact. Calendar Management: Utilizes a Calendar Agent to schedule a welcome meeting with the new customer. The Calendar Agent can create, update, or delete events as needed. Personalized Email Creation: Uses an AI-powered Email Writer (OpenAI) to generate a personalized welcome email. Transforms the email text into HTML for a polished format. Email Sending via Gmail: Sends the personalized email to the customer using Gmail. Sets the new contact’s owner in HubSpot for further communication tracking. 🛠️ Setup Webhook Setup in n8n: Create a new workflow and add a Webhook node. Set the Webhook URL path (e.g., /webhook-customer-onboarding). Make sure the workflow is active. Webhook Setup in HubSpot: Go to HubSpot Developer Account. Navigate to Settings > Integrations > Webhooks. Create a new webhook and set the URL as the n8n Webhook URL. Choose POST as the request method. Test the webhook to ensure it triggers the workflow in n8n. Calendar Agent Configuration: The Calendar Agent can be configured to create, update, or delete events. Connect it to your calendar tool (Google Calendar, Outlook, etc.). Customize the calendar event details (title, description, time). Email Writer Setup: Customize the AI prompt in the Email Writer node to match your brand’s voice. Adjust the email text format for your specific needs. Gmail Integration: Connect your Gmail account in n8n. Set the recipient email to the new customer’s email address. ✏️ How to customize this workflow to your needs Modify the AI-Powered Email**: Adjust the email prompt for the AI model to create a different welcome message. Change the email format or add custom variables (e.g., customer name, service details). Customize Calendar Settings**: Set default time slots for welcome meetings. Specify which calendar to use for scheduling. Add Additional Steps**: Extend the workflow to automatically assign the customer to a specific HubSpot list. Add a follow-up email or survey after the welcome meeting. This workflow is perfect for businesses seeking an efficient and personalized onboarding process, ensuring new customers feel welcomed and supported from day one.

How It Works The workflow is an automated appointment reminder system built on n8n. Here is a step-by-step breakdown of its process: Reminder Webhook This node acts as the entry point for the workflow. It's a unique URL that waits for data to be sent to it from an external application, such as a booking or scheduling platform. When a new appointment is created in that system, it sends a JSON payload to this webhook. Extract Appointment Data This is a Code node that processes the incoming data. It's a critical step that: Extracts the customer's name, phone number, appointment time, and service from the webhook's JSON payload. Includes validation to ensure a phone number is present, throwing an error if it's missing. Formats the raw appointment time into a human-readable string for the SMS message. Send SMS Reminder This node uses your Twilio credentials to send an SMS message. It dynamically constructs the message using the data extracted in the previous step. The message is personalized with the customer's name and includes the formatted appointment details. Setup Instructions Import the Workflow Copy the JSON code from the Canvas and import it into your n8n instance. Connect Your Twilio Account Click on the "Send SMS Reminder" node. In the "Credentials" section, you will need to either select your existing Twilio account or add new credentials by providing your Account SID and Auth Token from your Twilio console. Find the Webhook URL Click on the "Reminder Webhook" node. The unique URL for this workflow will be displayed. Copy this URL. Configure Your Booking System Go to your booking or scheduling platform (e.g., Calendly, Acuity). In the settings or integrations section, find where you can add a new webhook. Paste the URL you copied from n8n here. You'll need to map the data fields from your booking system (like customer name, phone, etc.) to match the expected format shown in the comments of the "Extract Appointment Data" node. Once these steps are complete, your workflow will be ready to automatically send SMS reminders whenever a new appointment is created.

AI-Driven Handbook Generator with Multi-Agent Orchestration (Pyragogy AI Village) This n8n workflow is a modular, multi-agent AI orchestration system designed for the collaborative generation of Markdown-based handbooks. Inspired by peer learning and open publishing workflows, it simulates a content pipeline where specialized AI agents act in defined roles, enabling true AI–human co-creation and iterative refinement. This project is a core component of Pyragogy, an open framework dedicated to ethical cognitive co-creation, peer AI–human learning, and human-in-the-loop automation for open knowledge systems. It implements the master orchestration architecture for the Pyragogy AI Village, managing a complex sequence of AI agents to process input, perform review, synthesis, and archiving, with a crucial human oversight step for final approval. How It Works: A Deep Dive into the Workflow's Architecture The workflow orchestrates a sophisticated content generation and review process, ideal for creating AI-driven knowledge bases or handbooks with human oversight. Webhook Trigger & Input:* The process begins when the workflow receives a JSON input via a *Webhook** (specifically at /webhook/pyragogy/process). This input typically includes details like the handbook's title, initial text, and relevant tags. Database Verification:* It first verifies the connection to a *PostgreSQL database** to ensure data persistence. Meta-Orchestrator:* A powerful *Meta-Orchestrator** (powered by gpt-4o from OpenAI) analyzes the initial request. Its role is to dynamically determine and activate the optimal sequence of specialized AI agents required to fulfill the input, ensuring tasks are dynamically routed and assigned based on each agent’s responsibility. Agent Execution & Iteration:** Each activated agent executes its step using OpenAI or custom endpoints. This involves: Content Generation: Agents like the Summarizer and the Synthesizer generate new content or refine existing text. Peer Review Board: A crucial aspect is the Peer Review Board, comprised of AI agents like the Peer Reviewer, the Sensemaking Agent, and the Prompt Engineer. This board evaluates the output for quality, coherence, and accuracy. Reprocessing & Redrafting: If the review agents flag a major_issue, they trigger redrafting loops by generating specific feedback for the Synthesizer. This mechanism ensures iterative refinement until the content meets the required standards. Human-in-the-Loop (HITL) Review:* For final approval, particularly for the Archivist agent's output, a *human review process* is initiated. An email is sent to a human reviewer, prompting them to approve, reject, or comment via a "Wait for Webhook" node. This ensures *human oversight** and quality control. Content Persistence & Versioning:** If the content is approved by the human reviewer: It's saved to a PostgreSQL database (specifically to the handbook_entries and agent_contributions tables). Optionally, the content can be committed to a GitHub repository for version control, provided the necessary environment variables are configured. Notifications:* The final output and the sequence of executed agents can be sent as a notification to *Slack**, if configured. Observe the dynamic loop: orchestrate → assign → generate → review (AI/human) → store Included AI Agents This workflow leverages a suite of specialized AI agents, each with a distinct role in the content pipeline: Meta-Orchestrator:** Determines the optimal sequence of agents to execute based on the input. Summarizer Agent:** Summarizes text into key points (e.g., 3 key points). Synthesizer Agent:** Synthesizes new text and effectively incorporates reprocessing feedback from review agents. Peer Reviewer Agent:** Reviews generated text, highlighting strengths, weaknesses, and suggestions, and indicates major_issue flags. Sensemaking Agent:** Analyzes input within existing context, identifying patterns, gaps, and areas for improvement. Prompt Engineer Agent:** Refines or generates prompts for subsequent agents, optimizing their output. Onboarding/Explainer Agent:** Provides explanations of the process or offers guidance to users. Archivist Agent:** Prepares content for the handbook, manages the human review process, and handles archiving to the database and GitHub. Setup Steps & Prerequisites To get this powerful workflow up and running, follow these steps: Import the Workflow: Import the pyragogy_master_workflow.json (or generate-collaborative-handbooks-with-gpt4o-multi-agent-orchestration-human-review.json) into your n8n instance. Connect Credentials: Postgres: Set up a Postgres Pyragogy DB credential (ID: pyragogy-postgres). OpenAI: Configure an OpenAI Pyragogy credential (ID: pyragogy-openai) for all OpenAI agents. GPT-4o is highly suggested for optimal performance. Email Send: Set up a configured email credential (e.g., for sending human review requests). Define Environment Variables: Define essential environment variables (an .env.template is included in the repository). These include: API base for OpenAI. Database connection details. (Optional) GitHub: For content persistence and versioning, configure GITHUB_ACCESS_TOKEN, GITHUB_REPOSITORY_OWNER, and GITHUB_REPOSITORY_NAME. (Optional) Slack: For notifications, configure SLACK_WEBHOOK_URL. Send a sample payload to your webhook URL (/webhook/pyragogy/process): { "title": "History of Peer Learning", "text": "Peer learning is an educational approach where students learn from and with each other...", "tags": ["education", "pedagogy"], "requireHitl": true } Ideal For This workflow is perfectly suited for: Educators and researchers exploring AI-assisted publishing and co-authoring with AI. Knowledge teams looking to automate content pipelines for internal or external documentation. Anyone building collaborative Markdown-driven tools or AI-powered knowledge bases. Documentation & Contributions: An Open Source and Collaborative Project This workflow is an open-source project and community-driven. Its development is transparent and open to everyone. We warmly invite you to: Review it:** Contribute your analysis, identify potential improvements, or report issues. Remix it:** Adapt it to your specific needs, integrate new features, or modify it for a different use case. Improve it:** Propose and implement changes that enhance its efficiency, robustness, or capabilities. Share it back:** Return your contributions to the community, either through pull requests or by sharing your implementations. Every contribution is welcome and valued! All relevant information for verification, improvement, and collaboration can be found in the official repository: 🔗 GitHub – pyragogy-handbook-n8n-workflow

Complete MCP server exposing 1 IP2WHOIS Domain Lookup API operations to AI agents. ⚡ Quick Setup Need help? Want access to more workflows and even live Q&A sessions with a top verified n8n creator.. All 100% free? Join the community Import this workflow into your n8n instance Credentials Add IP2WHOIS Domain Lookup credentials Activate the workflow to start your MCP server Copy the webhook URL from the MCP trigger node Connect AI agents using the MCP URL 🔧 How it Works This workflow converts the IP2WHOIS Domain Lookup API into an MCP-compatible interface for AI agents. • MCP Trigger: Serves as your server endpoint for AI agent requests • HTTP Request Nodes: Handle API calls to https://api.ip2whois.com/v2 • AI Expressions: Automatically populate parameters via $fromAI() placeholders • Native Integration: Returns responses directly to the AI agent 📋 Available Operations (1 total) 🔧 General (1 endpoints) • GET /: Lookup WHOIS Data 🤖 AI Integration Parameter Handling: AI agents automatically provide values for: • Path parameters and identifiers • Query parameters and filters • Request body data • Headers and authentication Response Format: Native IP2WHOIS Domain Lookup API responses with full data structure Error Handling: Built-in n8n HTTP request error management 💡 Usage Examples Connect this MCP server to any AI agent or workflow: • Claude Desktop: Add MCP server URL to configuration • Cursor: Add MCP server SSE URL to configuration • Custom AI Apps: Use MCP URL as tool endpoint • API Integration: Direct HTTP calls to MCP endpoints ✨ Benefits • Zero Setup: No parameter mapping or configuration needed • AI-Ready: Built-in $fromAI() expressions for all parameters • Production Ready: Native n8n HTTP request handling and logging • Extensible: Easily modify or add custom logic > 🆓 Free for community use! Ready to deploy in under 2 minutes.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. 📦 Multi-Platform Price Finder: Scraping Prices with Bright Data & Telegram An intelligent n8n automation that fetches real-time product prices from marketplaces like Amazon, Wayfair, Lowe's, and more using Bright Data's dataset, and sends promotional messages via Telegram using AI—perfect for price tracking, deal alerts, and affiliate monetization. 📋 Overview This automation tracks product prices across top e-commerce platforms using Bright Data and sends out alerts via Telegram based on the best available deals. The workflow is designed for affiliate marketers, resellers, and deal-hunting platforms who want real-time competitive pricing. ✨ Key Features 🔎 Multi-Platform Scraping: Supports Amazon, Wayfair, Lowe's, and more ⚡ Bright Data Integration: Access to structured product snapshots 📢 AI-Powered Alerts: Generates Telegram-ready promo messages using AI 🧠 Lowest Price Logic: Filters and compares products across sources 📈 Data Merge & Processing: Combines multiple sources into a single stream 🔄 Keyword-Driven Search: Searches using dynamic keywords from form input 📦 Scalable Design: Built for multiple platform processing simultaneously 🧼 Clean Output: Strips unnecessary formatting before publishing 🎯 What This Workflow Does Input Search Keywords**: User-defined keyword(s) from a form trigger Platform Sources**: Wayfair, Lowe's, Amazon, etc. Bright Data API Key**: Needed for authenticated scraping Processing Steps User Input via n8n form trigger (keyword-based) Bright Data API Trigger for each marketplace Status Polling: Wait until scraping snapshot is ready Data Retrieval: Fetches JSON results from Bright Data snapshot Data Cleaning & Normalization: Price, title, and URL are extracted Merging Products from all platforms Find Lowest Price Product using custom JS logic AI Prompt Generation via Claude/Anthropic Telegram Formatting and alert message creation Output 🛍️ Product Title 💰 Final Price 🔗 Product URL ✉️ Promotional Message (for Telegram/notifications) 🚀 Setup Instructions Step 1: Import Workflow Open n8n > Workflows > + Add Workflow Import the provided JSON file Step 2: Configure Bright Data Add credentials under Credentials → Bright Data API Set the appropriate dataset_id for each platform Ensure dataset includes title, price, and url fields Step 3: Enable Keyword Trigger Use the built-in Form Trigger node Input: Single keyword field (SearchHere) Step 4: Telegram or AI Integration Modify prompt node for your language or tone Add Telegram webhook or integration where needed 📖 Usage Guide Adding Keywords Trigger the form with a product keyword like iPhone 15 Wait for workflow to fetch best deals and generate Telegram message Understanding AI-Powered Output AI creates a short, engaging message like: > "🔥 Deal Alert: Get the iPhone 15 for just ₹74,999! Limited stock—Check it out: [link]" Debugging Output Output node shows cleaned JSON with title, price, url, and message If no valid results, debug message is returned with sample structure info 🔧 Customization Options Add More Marketplaces Clone any HTTP Request node (e.g., for Wayfair) Update dataset_id and required output fields Modify Price Logic Update the Code1 node to change comparison (e.g., highest price instead of lowest) Change Message Format Edit the AI Agent prompt to customize tone/language Add emoji, CTAs, or markdown formatting as needed 🧪 Test & Activation Add a few sample keywords via form trigger Run manually or set as a webhook for external app input Check final AI-generated message in output node 🚨 Troubleshooting | Issue | Solution | |-------|----------| | No Data Returned | Ensure keyword matches real products | | Status Not 'Ready' | Bright Data delay; add Wait nodes | | Invalid API Key | Check Bright Data credentials | | AI Errors | Adjust prompt or validate input fields | 📊 Use Cases 💰 Affiliate Campaigns: Show best deals across platforms 🛒 Deal Pages: Post live offers with product links 🧠 Competitor Analysis: Track cross-platform pricing 🔔 Alert Bots: Send real-time alerts to Telegram or Slack ✅ Quick Setup Checklist [x] Bright Data API credentials configured [x] n8n form trigger enabled [x] Claude or AI model connected [x] All HTTP requests working [x] AI message formatting verified 🌐 Example Output { "title": "Apple iPhone 15 Pro Max", "price": 1199, "url": "https://amazon.com/iphone-15", "message": "🔥 Grab the Apple iPhone 15 Pro Max for just $1199! Limited deal—Check it out: https://amazon.com/iphone-15" } 📬For any questions or support, please contact: 📧 <info@incrementors.com> or fill out this form: https://www.incrementors.com/contact-us/

🛠️ Pushover Tool MCP Server Complete MCP server exposing all Pushover Tool operations to AI agents. Zero configuration needed - 1 operation pre-built. ⚡ Quick Setup Need help? Want access to more workflows and even live Q&A sessions with a top verified n8n creator.. All 100% free? Join the community Import this workflow into your n8n instance Activate the workflow to start your MCP server Copy the webhook URL from the MCP trigger node Connect AI agents using the MCP URL 🔧 How it Works • MCP Trigger: Serves as your server endpoint for AI agent requests • Tool Nodes: Pre-configured for every Pushover Tool operation • AI Expressions: Automatically populate parameters via $fromAI() placeholders • Native Integration: Uses official n8n Pushover Tool tool with full error handling 📋 Available Operations (1 total) Every possible Pushover Tool operation is included: 💬 Message (1 operations) • Push a message 🤖 AI Integration Parameter Handling: AI agents automatically provide values for: • Resource IDs and identifiers • Search queries and filters • Content and data payloads • Configuration options Response Format: Native Pushover Tool API responses with full data structure Error Handling: Built-in n8n error management and retry logic 💡 Usage Examples Connect this MCP server to any AI agent or workflow: • Claude Desktop: Add MCP server URL to configuration • Custom AI Apps: Use MCP URL as tool endpoint • Other n8n Workflows: Call MCP tools from any workflow • API Integration: Direct HTTP calls to MCP endpoints ✨ Benefits • Complete Coverage: Every Pushover Tool operation available • Zero Setup: No parameter mapping or configuration needed • AI-Ready: Built-in $fromAI() expressions for all parameters • Production Ready: Native n8n error handling and logging • Extensible: Easily modify or add custom logic > 🆓 Free for community use! Ready to deploy in under 2 minutes.

LinkedIn Profile Tracker Automation Who is this for? This template is ideal for sales teams, recruiters, business development professionals, and relationship managers who need to monitor changes in their network's LinkedIn profiles. Perfect for agencies tracking client personnel changes, HR teams monitoring talent movements, sales professionals staying updated on prospect job changes, and content teams tracking influencer activity. What problem does this workflow solve? Manually checking LinkedIn profiles for updates like job changes, status modifications, profile edits, or latest posts is extremely time-consuming and easy to miss. This automation eliminates the need for constant manual monitoring while ensuring you never miss important changes that could signal new business opportunities, relationship updates, or content engagement opportunities. What this workflow does This workflow automatically monitors a list of LinkedIn profiles on a weekly schedule, detects any changes in: Personal information** (name, headline, summary) Job status** (hiring/open to work flags) Latest work experience** (new positions, company changes) Recent posts** (latest content activity) When changes are detected, it immediately sends Slack notifications with before/after comparisons and updates your tracking database to maintain historical records of all profile evolution. Setup Create a Ghost Genius API account and get your API key for LinkedIn profile scraping Configure HTTP Request nodes with Header Auth credentials using your Ghost Genius API key Set up your Google Sheets database with columns: Firstname, Lastname, LinkedIn URL, ID Tagline, Summary, Latest experience Open to work?, Hiring?, Latest post Configure Slack webhook integration for real-time notifications Set up credentials for Google Sheets and Slack following n8n documentation Add LinkedIn profile URLs to your Google Sheet to start monitoring How to customize this workflow Modify the schedule trigger** to check profiles daily, bi-weekly, or monthly based on your monitoring needs Customize Slack notification messages** to include additional context, mentions, or custom formatting Add email notifications** alongside Slack alerts for critical changes like job transitions Set up filtered notifications** to only alert on specific types of changes (e.g., job changes only, posts from key influencers) Add post content analysis** to detect mentions of your company or competitors Integrate with CRM systems** to automatically update lead records when profile changes occur

Submission Overview for Voiceflow Demo Workflow View the YouTube video for this workflow here. Who is this for? This workflow is ideal for businesses and developers using Voiceflow to power AI voice chatbots. It benefits teams that want to enhance chatbot functionality through integrations with platforms like Zendesk, Google Calendar, and Airtable. What problem is this workflow solving? The workflow addresses the need for seamless integration of chatbot interactions with backend systems. It automates customer service tasks such as ticket creation, meeting scheduling, and data reporting, reducing manual effort and enhancing efficiency. What does this workflow do? Customer Lookup:** Checks the database for existing customers and returns relevant details or a "NOT_FOUND" status. Zendesk Ticket Creation:** Automates the creation of support tickets for customer issues. Meeting Scheduling:** Integrates with Google Calendar to provide availability and schedule meetings. Transcript Reporting:** Aggregates interaction data and sends it to Airtable for analysis by the product team. Setup Configure your Voiceflow chatbot to connect to this workflow via a webhook. Set up the required integrations: Zendesk API: For ticket creation. Google Calendar API: For scheduling. Airtable API: For storing transcripts. Customize the workflow's nodes to match your use case, such as database fields or API endpoints. Deploy the workflow on your n8n instance and test the integrations. How to customize this workflow to your needs Adjust database queries to match your customer data schema. Modify the Zendesk ticket payload to include additional fields or custom formats. Update Google Calendar configurations for different scheduling requirements. Add or remove Airtable fields based on the product team's analysis needs. This template adheres to n8n’s submission guidelines, ensuring clarity, relevance, and broad applicability for users in customer service, product development, and automation.

Overview This workflow template automates lead management and customer inquiry processing by integrating ERPNext, AI agents, and email notifications. It streamlines the process of capturing leads, analyzing inquiries, and generating actionable responses. The workflow uses ERPNext to capture inquiries, analyzes them with AI, and notifies the appropriate team or individual, all while maintaining a professional approach. What This Template Does ERPNext Webhook Integration: Captures leads and inquiries through ERPNext webhooks. Triggers the workflow when a new lead is created. AI-Powered Inquiry Analysis: Uses AI to extract key details from lead notes (e.g., customer name, organization, inquiry summary). Classifies inquiries as valid or invalid based on relevance to products, services, or solutions. Contact Assignment: Matches inquiries to the appropriate contact(s) using a Google Sheets database or ERPNext contact information. Handles multiple contacts if required. Email Notifications: Generates professional email notifications for valid inquiries. Sends emails to the appropriate contact(s) with inquiry details and action steps. Invalid Lead Handling: Identifies invalid inquiries (e.g., unrelated to products or services) and flags them for follow-up or dismissal. Custom Email Formatting: Converts plain text into professionally formatted HTML emails. Ensures that communication is clear, concise, and visually appealing. How It Works Step 1: Capture Lead Data Webhook in ERPNext:** Create a webhook in ERPNext for the "Lead" DocType. Set the trigger to on_insert to capture new leads in real-time. Lead Details:** The workflow fetches lead details, including notes, contact information, and the source of the lead. Step 2: Validate and Analyze Inquiry AI Agent for Analysis:** An AI agent analyzes the lead notes to extract key details and classify the inquiry as valid or invalid. The analysis includes checking the relevance of the inquiry to products, services, or solutions offered by the company. Invalid Leads:** If the inquiry is invalid, the workflow flags it and stops further processing. Step 3: Assign Contact(s) Google Sheets Integration:** Uses a Google Sheets database to map products, services, or solutions to responsible contacts. Ensures that inquiries are directed to the right person or team. Multiple Contacts:** Handles cases where multiple contacts are responsible for a particular product or service. Step 4: Generate and Send Email Notifications AI-Generated Emails:** The workflow generates a professional email summarizing the inquiry. Emails include details like customer name, organization, inquiry summary, and action steps. Custom HTML Formatting:** Emails are converted to HTML for a polished and professional appearance. Send Notifications:** Sends email notifications through Microsoft Outlook or another configured email client. Optionally, notifies via WhatsApp or SMS for urgent inquiries. Step 5: Post-Inquiry Actions ERPNext Record Updates:** Updates the lead record in ERPNext with relevant details, including inquiry status and contact information. Setup Instructions Prerequisites ERPNext: A configured ERPNext instance with lead data and a webhook for the "Lead" DocType. Google Sheets: A sheet mapping products, services, or solutions to responsible contacts. AI Integration: Credentials for OpenAI or other supported AI platforms. Email Client: Credentials for Microsoft Outlook or another email client. Step-by-Step Setup ERPNext Configuration: Create a webhook for the "Lead" DocType in ERPNext. Test the webhook with sample data to ensure proper integration. Workflow Import: Import the workflow template into n8n. Configure nodes with your API credentials for ERPNext, Google Sheets, and AI tools. Google Sheets Integration: Prepare a Google Sheet with columns for product, service, or solution and the responsible contact(s). Link the sheet to the workflow. AI Agent Configuration: Customize the AI agent’s prompts to align with your business’s products and services. Adjust criteria for valid and invalid inquiries as needed. Email Setup: Configure the email client node with your email service credentials. Customize the email template for your organization. Testing: Run the workflow with sample leads to validate the entire process. Check email notifications, contact assignments, and record updates in ERPNext. Dos and Don’ts Dos: Test Thoroughly:** Test the workflow with various scenarios before deploying in production. Secure Credentials:** Keep API and email credentials secure to avoid unauthorized access. Customize Prompts:** Tailor AI prompts to match your business needs and language style. Use Professional Email Templates:** Ensure emails are clear and well-formatted. Don’ts: Skip Validation:** Always validate inquiry data to avoid sending irrelevant notifications. Overload the Workflow:** Avoid adding unnecessary nodes that can slow down processing. Ignore Errors:** Monitor logs and address errors promptly for a smooth workflow. Resources GET n8n Now N8N COURSE n8n Book YouTube Tutorial:** Watch the full step-by-step tutorial on setting up this workflow: SyncBricks YouTube Channel Courses and Training:** Learn more about ERPNext and AI automation through my comprehensive courses: SyncBricks LMS Support and Contact:** Email: amjid@amjidali.com Website: SyncBricks LinkedIn: Amjid Ali

🛡️ Automated AWS Key Compromise Remediation Description This n8n workflow provides a secure, enterprise-grade response system for AWS IAM access key compromises with built-in form submission and human approval mechanisms. When an AWS access key is suspected to be compromised, this workflow enables rapid containment through a secure web form interface with basic authentication, human approval via Slack, and automated damage prevention through immediate key deactivation, credential invalidation, and comprehensive security reporting. How This Workflow is Useful Secure Form-Based Response Authenticated Form Submission**: Secure web form with basic authentication for capturing compromise details Human Approval Workflow**: Slack-based approval system for sensitive security operations Rapid Key Deactivation**: Instantly disables compromised access keys after approval Credential Invalidation**: Creates and applies security policies to invalidate existing temporary credentials Policy Analysis**: Automatically scans and analyzes both inline and attached IAM policies for the affected user AI-Powered Reporting**: Generates detailed security reports with intelligent analysis and team notifications Business Value Reduces Mean Time to Response (MTTR)**: Automates manual security procedures that typically take hours Minimizes Security Exposure**: Immediate containment prevents potential data breaches and unauthorized resource access Ensures Compliance**: Provides audit trails and documentation required for security compliance frameworks Cost Prevention**: Prevents potential financial damage from compromised credentials being used maliciously Rapid Response Capability**: Streamlines security response procedures when incidents are detected Technical Benefits AWS Best Practices**: Implements official AWS security recommendations for key compromise response Scalable Architecture**: Handles multiple access keys and complex IAM policy structures Error Handling**: Robust error handling ensures workflow continues even if individual steps fail Audit Trail**: Complete logging of all actions taken during the incident response Integration Ready**: Easily integrates with existing security tools and notification systems Use Cases 1. Incident Response Automation Automated response to security alerts from AWS CloudTrail Integration with SIEM systems for immediate key compromise response 24/7 security monitoring and automated containment 2. Compliance and Audit Meeting regulatory requirements for incident response documentation Providing audit trails for security compliance frameworks (SOC 2, ISO 27001, PCI DSS) Demonstrating due diligence in security incident handling 3. Multi-Account Management Centralized security response across multiple AWS accounts Consistent incident response procedures across different environments Standardized security automation for enterprise AWS deployments 4. Security Training and Testing Security team training on AWS incident response procedures Tabletop exercises and security drills Testing and validation of security response capabilities Key Features Core Functionality ✅ Secure Form Interface: Web form with basic authentication for secure data submission ✅ Human Approval Gate: Slack-based approval workflow for sensitive operations ✅ Authenticated Data Processing: Secure handling of form submissions with validation ✅ Immediate Key Deactivation: Instant disabling of compromised credentials after approval ✅ Security Policy Generation: Automatic creation and attachment of credential invalidation policies ✅ Policy Analysis: Deep analysis of user permissions and attached policies ✅ AI Security Analysis: Intelligent security report generation with risk assessment ✅ Team Notifications: Real-time Slack notifications to security teams ✅ Comprehensive Logging: Complete audit trail of all response actions Technical Specifications Secure Form Interface**: Web form with basic authentication for secure data capture Human Approval System**: Slack-based approval workflow for sensitive operations AWS API Integration**: Direct integration with AWS IAM APIs Authentication Layer**: Basic auth protection for form submissions Error Handling**: Robust error handling with continuation on non-critical failures Scalable Processing**: Handles multiple policies and complex IAM structures Security Best Practices**: No hardcoded credentials, uses AWS credential management Modular Design**: Easy to customize and extend for specific organizational needs Prerequisites Required Credentials AWS Credentials** with IAM permissions for: ListAccessKeys, UpdateAccessKey ListUserPolicies, ListAttachedUserPolicies CreatePolicy, AttachUserPolicy GetPolicy, GetPolicyVersion, GetUserPolicy Required Integrations Slack Workspace** for approval workflow and team notifications Basic Authentication Setup** for secure form access Optional Integrations AI Language Model** (Claude/OpenAI) for intelligent security analysis and report generation Installation and Setup Import the workflow into your n8n instance Configure AWS credentials in n8n credential manager Set up basic authentication for the secure form interface Configure Slack integration for approval notifications and team alerts Set up AI model (optional) for enhanced security analysis and reporting Configure approval workflow in Slack for human oversight Test in development environment before production use Workflow Inputs Secure Form Submission This workflow uses a secure web form with basic authentication to capture compromise details: Username**: The AWS IAM username of the compromised account Access Key ID**: The specific access key ID that has been compromised Authentication & Approval Process Form Authentication: Basic authentication protects the submission form Data Processing: Secure handling and validation of submitted credentials Human Approval: Slack notification sent to security team for approval Automated Execution: Upon approval, the workflow executes the security response This multi-layered approach ensures that sensitive security operations require both authentication and human oversight before execution. 🚀 Automate with Slack Integration Want to fully automate and simplify this workflow? Connect it with Slack for seamless team collaboration and instant response capabilities! Interactive Slack Automation Combine this AWS Key Compromise Response workflow with our Interactive Slack Approval & Data Submission System to create a fully automated incident response pipeline: Instant Slack Alerts**: Receive immediate notifications when key compromises are detected One-Click Response**: Trigger the AWS response workflow directly from Slack with interactive buttons Team Collaboration**: Enable security teams to respond collectively through Slack channels Approval Workflows**: Add human approval gates before executing critical security actions Real-time Updates**: Get live status updates and completion notifications in Slack How the Complete Solution Works Detection: External security monitoring tools (CloudTrail, SIEM, etc.) detect potential key compromise Secure Form Access: Security team accesses the authenticated web form to submit compromise details Form Submission: Credentials are securely submitted through the basic auth-protected form Human Approval: Slack notification sent to security team for review and approval Approved Execution: Upon approval, the AWS security response executes automatically Real-time Updates: Progress and completion notifications sent back to Slack Security Analysis: AI-powered analysis and comprehensive reporting delivered to the team Get Started with Full Automation To enable automatic notifications and complete the automation pipeline, use the Interactive Slack Approval & Data Submission System with Webhooks workflow: https://n8n.io/workflows/5049-interactive-slack-approval-and-data-submission-system-with-webhooks/ This integration transforms manual security responses into streamlined, team-collaborative automation that reduces response time from hours to minutes. Security Considerations Form Authentication**: Basic authentication protects the submission interface Human Approval Gate**: Slack-based approval prevents unauthorized execution AWS Credential Management**: Uses AWS credential management best practices No Sensitive Data Storage**: No sensitive data stored in workflow configuration Least-Privilege Access**: Implements least-privilege access principles Complete Audit Trails**: Provides complete audit trails for compliance Secure Data Processing**: Encrypted handling of form submissions and approvals Immediate Damage Prevention**: Designed for rapid containment after approval ⚠️ Important Disclaimer Use with Caution: Disabling access keys without proper understanding can significantly impact your personal or business operations. This workflow immediately deactivates AWS access keys, which may disrupt running applications, automated processes, or services that depend on these credentials. AWS Best Practices Recommendation: Use IAM Roles instead of Access Keys** whenever possible for enhanced security IAM roles provide temporary credentials and eliminate the need for long-term access keys Follow the principle of least privilege when assigning permissions Regularly rotate and audit your AWS credentials Implement proper monitoring and alerting for credential usage Before Using This Workflow: Ensure you understand which services and applications use the target access key Have a rollback plan in case of accidental disruption Test in a non-production environment first Coordinate with your team before executing in production For comprehensive AWS security best practices, refer to the AWS Security Best Practices Guide. For more workflows and automation solutions, visit: https://n8n.io/creators/niranjan/

Automated Instagram posting with Facebook Graph API and content routing Who is this for? This workflow is perfect for social media managers, content creators, digital marketing agencies, and small business owners who need to automate their Instagram posting process. Whether you're managing multiple client accounts or maintaining consistent personal branding, this template streamlines your social media operations. What problem is this workflow solving? Manual Instagram posting is time-inconsistent and prone to inconsistency. Content creators struggle with: Remembering to post at optimal times Managing different content types (images, videos, reels, stories, carousels) Maintaining posting schedules across multiple accounts Ensuring content is properly formatted for each post type This workflow eliminates manual posting, reduces human error, and ensures consistent content delivery across all Instagram format types. What this workflow does The workflow automatically publishes content to Instagram using Facebook's Graph API with intelligent routing based on content type. It handles image posts, video stories, Instagram reels, carousel posts, and story content. The system creates media containers, monitors processing status, and publishes content when ready. It supports both HTTP requests and Facebook SDK methods for maximum reliability and includes automatic retry mechanisms for failed uploads. Setup Connect Instagram Business Account to a Facebook Page Configure Facebook Graph API credentials with instagram_basic permissions Update the "Configure Post Settings" node with your Instagram Business Account ID Set media URLs and captions in the configuration section Choose post type (http_image, fb_reel, http_carousel, etc.) Test workflow with sample content before going live How to customize this workflow to your needs Modify the post_type variable to control content routing: Use http_* prefixes for direct API calls Use fb_* prefixes for Facebook SDK calls Use both HTTP and Facebook SDK nodes as fallback mechanisms** - if one method fails, automatically try the other for maximum success rate Add scheduling by connecting a Cron node trigger Integrate with Google Sheets or Airtable for content management Connect webhook triggers for automated posting from external systems Customize wait times based on your content file sizes Set up error handling** to switch between HTTP and Facebook SDK methods when API limits are reached