Workflow Templates

Description Streamline your Net Promoter Score (NPS) survey process by automating survey delivery, response tracking, and structured data storage. This workflow integrates GoHighLevel, Gmail, and Notion to ensure every customer response is captured, categorized, and actionable. 💬📧📊 What This Template Does Trigger from GoHighLevel when a deal moves to "Completed." ⚡ Send NPS survey emails via Gmail to the customer automatically. ✉️ Capture responses through a Webhook and store them in structured format. 🔗 Process and categorize NPS responses (Promoter, Passive, Detractor). 🧮 Save results in Notion for centralized tracking and analysis. 📒 Send Slack notifications for quick visibility into customer satisfaction. 🔔 Key Benefits ✅ Automated NPS survey delivery and response tracking ✅ Centralized data storage for long-term insights ✅ Real-time team notifications for faster action ✅ Standardized response categorization ✅ Error handling ensures no response is lost Features GoHighLevel integration to trigger surveys at the right stage Gmail email automation with personalized survey links Webhook capture for dynamic NPS responses Notion database integration for structured data storage Slack alerts for quick feedback visibility Requirements n8n instance (cloud or self-hosted) GoHighLevel API credentials Gmail API credentials (OAuth2) Notion API integration token Slack API token (optional for notifications) Target Audience This workflow is ideal for Customer Success teams, SaaS businesses, agencies, and service providers who want to measure customer satisfaction at scale and act quickly on feedback. Step-by-Step Setup Instructions Configure GoHighLevel, Gmail, Notion, and Slack credentials in n8n. Set up a Notion database with fields for customer, score, category, and comments. Replace hardcoded values with environment variables ($env.GHL_API_KEY, $env.NOTION_DB_ID, etc.). Import the JSON into your n8n instance. Run once manually with test data to verify. Enable the workflow for automated execution. ✅

Transform guest complaints into loyalty opportunities - achieving 60% reduction in negative reviews, 85% faster service recovery, and turning dissatisfied guests into brand advocates through AI-powered sentiment analysis and automated response workflows. What This Workflow Does Revolutionizes hotel guest experience management with AI-driven sentiment analysis and proactive service recovery: 📝 Real-Time Feedback Capture - Jotform collects guest feedback during their stay, not after checkout 🤖 AI Sentiment Analysis - GPT-4 analyzes feedback across sentiment, urgency, and reputation impact 🚨 Instant Escalation - Critical issues immediately alert managers via email and Slack 💝 Personalized Recovery Offers - AI generates custom compensation (upgrades, discounts, credits) 📧 Automated Guest Communication - Sends recovery offers to unhappy guests, thank-you notes to satisfied ones 🎫 PMS Integration - Creates tickets in your Property Management System with full context ⭐ Review Generation - Encourages happy guests to share experiences on Google, TripAdvisor, Booking.com 📊 Complete Analytics - Tracks all feedback with sentiment scores for trend analysis 🎯 Proactive Prevention - Resolves issues before guests post negative online reviews 💰 ROI Tracking - Measures service recovery effectiveness and guest satisfaction improvements Key Features AI Guest Experience Analyst: GPT-4 analyzes feedback across 10+ dimensions including sentiment scoring, urgency classification, and reputation impact assessment Intelligent Routing: Automatically escalates critical/high-urgency issues to hotel management within minutes Personalized Service Recovery: AI generates tailored compensation offers based on issue severity, guest emotional state, and long-term value potential Multi-Channel Alerts: Instant notifications via Gmail and Slack ensure no critical feedback is missed Sentiment Scoring: 0-100 numerical sentiment scores enable data-driven trend analysis Category Detection: AI identifies issue categories (cleanliness, staff, amenities, noise, etc.) Reputation Impact Assessment: Predicts likelihood of negative online review (low/medium/high) Recovery Action Suggestions: AI recommends specific steps to resolve each guest concern Positive Feedback Amplification: Automatically requests online reviews from satisfied guests with incentivized return offers Property Management Integration: Creates structured tickets with all AI insights for staff follow-up Complete Audit Trail: Google Sheets logging enables performance tracking and staff training insights Cost Optimization: AI balances recovery offer value against long-term guest lifetime value Perfect For Boutique Hotels: 20-100 rooms requiring personalized guest experience management Hotel Chains: Multi-property operations standardizing service recovery protocols Resorts: Large properties with multiple service areas (spa, dining, housekeeping, etc.) Business Hotels: Corporate-focused properties prioritizing fast issue resolution Vacation Rentals: Airbnb management companies handling guest communications at scale Hostels: Budget accommodations building reputation through responsive service Extended Stay Properties: Long-term guest relationships requiring proactive care Conference Centers: Event venues managing large groups and critical feedback What You'll Need Required Integrations Jotform - Guest feedback form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI sentiment analysis (~$0.10-0.30 per feedback) Gmail - Automated notifications to managers and guests Google Sheets - Feedback database and analytics dashboard Optional Integrations Slack - Real-time alerts to management team Property Management System - Automated ticket creation (via API) Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 recommended for best results) Create Jotform Guest Feedback Form: Guest Name (q3_guestName) Guest Email (q4_guestEmail) Room Number (q5_roomNumber) Stay Dates (q6_stayDates) Overall Rating 1-5 (q7_overallRating) Feedback Comments (q8_feedbackComments) Service Area (q9_serviceArea) Create your form for free on Jotform using this link Configure Gmail - Add Gmail OAuth2 credentials (same credential for all 3 Gmail nodes) Setup Google Sheets: Create spreadsheet with "Guest Feedback Analytics" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow Columns: timestamp, submissionId, guestName, roomNumber, stayDates, overallRating, serviceArea, sentiment, sentimentScore, urgencyLevel, keyIssues, categories, reputationImpact, recoveryOfferSent, feedbackText Configure PMS Integration (Optional): Add your PMS API endpoint URL Set up HTTP authentication credentials Setup Slack Webhook (Optional): Create Slack incoming webhook Replace YOUR/SLACK/WEBHOOK in workflow Customize Email Addresses: Update hotel.manager@yourhotel.com Update guestrelations@yourhotel.com Update review site URLs in positive feedback email Test Workflow - Submit test feedback through Jotform Go Live - Share feedback form link with guests (QR codes in rooms, checkout emails, etc.) Customization Options Service Recovery Tiers: Adjust compensation levels based on issue severity and guest value Auto-Approval Thresholds: Set limits for automatic vs manager-approved recovery offers AI Prompt Tuning: Customize sentiment analysis criteria for your brand standards Multi-Language Support: Add translation nodes for international guests Guest Segmentation: VIP guests receive premium recovery offers Timing Rules: Different workflows for during-stay vs post-checkout feedback Review Platform Integration: Direct API connections to TripAdvisor, Google Reviews Staff Training Alerts: Route feedback to specific department managers Competitive Analysis: Track sentiment vs competitor properties Seasonal Adjustments: Higher compensation during peak season to retain bookings Loyalty Program Integration: Award points as part of service recovery Follow-Up Sequences: Automated check-ins after issue resolution Expected Results 60% reduction in negative online reviews - Proactive resolution before guests post publicly 85% faster service recovery - Automated workflows vs manual monitoring 40% increase in repeat bookings - Effective recovery turns complainers into loyalists 95% manager response rate - Instant alerts ensure nothing falls through cracks 3x increase in positive review requests - Automated outreach to satisfied guests 75% cost reduction in review management - Less time fighting bad reviews 90% guest satisfaction with recovery - Personalized, immediate responses 100% feedback tracking - Complete audit trail for quality improvement 50% improvement in staff training - Data-driven insights on recurring issues 30% reduction in compensation costs - AI optimizes offer value vs actual resolution Use Cases Luxury Resort (200 Rooms) Scenario: Guest in oceanview suite complains about noisy pool area disrupting afternoon nap. Rating: 2/5. Feedback submitted at 2:47 PM during stay. AI Analysis: Sentiment = negative (35/100), Urgency = high, Impact = high reputation risk. Key issue: noise disturbance. Category: amenities/environment. Automated Response: 2:48 PM: Hotel manager receives urgent email and Slack alert 2:49 PM: AI generates recovery offer: complimentary room upgrade to quiet wing + $100 spa credit + late checkout 2:52 PM: Manager reviews AI recommendation, approves via phone 3:00 PM: Guest receives personalized apology email with upgrade offer 3:15 PM: Guest accepts, moves to premium suite 3:45 PM: Manager personally visits guest with welcome amenity Next Day: Guest updates internal feedback to 5/5 Result: $200 recovery cost prevents $5,000+ in future lost bookings from negative review. Guest becomes repeat customer, books 3 more stays over next year. Business Hotel (80 Rooms) Scenario: Corporate traveler rates stay 5/5, praises front desk staff professionalism and fast WiFi. Checkout feedback at 7:23 AM. AI Analysis: Sentiment = positive (92/100), Urgency = low, Categories: staff excellence, amenities. Automated Response: 7:24 AM: Thank you email sent with review request links (Google, TripAdvisor) Email includes 15% discount code for next stay (WELCOME-BACK-2025) Review links customized with pre-filled star ratings 11:30 AM: Guest posts 5-star Google review mentioning staff by name Result: Positive review attracts 12 new corporate bookings over next quarter. Guest becomes regular weekly visitor. Zero manual effort required. Budget Hotel Chain (150 Locations) Scenario: Guest complains about unclean bathroom, slow check-in, and uncomfortable bed. Rating: 1/5. Multiple critical issues. AI Analysis: Sentiment = negative (15/100), Urgency = CRITICAL, Impact = very high reputation risk. Categories: cleanliness, operations, room quality. Automated Response: Instant email to hotel manager + regional director Slack alert to #operations-critical channel AI recommends: full refund + 2 free night voucher + immediate room change PMS ticket created for housekeeping inspection Guest receives apology within 10 minutes Manager calls guest personally within 20 minutes Room changed immediately, housekeeping staff retrained Result: Guest accepts recovery offer, doesn't post negative review. Systemic cleaning issue identified and corrected across all 150 locations, preventing 1,000+ potential complaints. Boutique B&B (12 Rooms) Scenario: Couple celebrating anniversary rates stay 4/5, mentions minor issue with breakfast timing but overall lovely experience. AI Analysis: Sentiment = positive (78/100), Urgency = low, Issue noted: breakfast service timing, Categories: dining, overall satisfaction. Automated Response: Thank you email with review requests AI suggests small gesture: complimentary breakfast on next visit Owner receives gentle notification about breakfast timing feedback (not urgent) Follow-up email includes personalized anniversary wishes Result: Couple posts glowing TripAdvisor review, becomes annual anniversary tradition. Breakfast timing adjusted based on feedback trend analysis. Personal touch strengthens brand loyalty. Resort During Peak Season Scenario: Family of 4 complains about overbooked pool area, long wait times at restaurant, stressed staff. Rating: 3/5. Peak season capacity issues. AI Analysis: Sentiment = neutral-negative (45/100), Urgency = medium, Categories: capacity management, staffing, amenities access. AI notes this is systemic, not individual service failure. Automated Response: Manager receives analysis highlighting capacity issues vs service quality AI recommends: restaurant priority reservations rest of stay + late checkout + $150 resort credit Recovery offer emphasizes "peak season challenges we're addressing" Guest receives empathetic communication acknowledging valid concerns Operations team receives alert about capacity strain for staffing adjustments Result: Family accepts offer, enjoys remaining days. Operations team adds staff for following weekend. Feedback trends identify need for reservation system improvements, implemented before next season. Pro Tips QR Code Distribution: Place QR codes linking to feedback form in every room, at checkout desk, and in common areas Timing Optimization: Send feedback requests on Day 2 of stay (not checkout) to enable real-time recovery Manager Training: Educate managers on interpreting AI sentiment scores and urgency classifications Recovery Budgets: Set department budgets for service recovery offers ($50-500 per incident) Review Monitoring: Cross-reference internal feedback with online reviews to measure prevention effectiveness Staff Recognition: Share positive feedback with staff members mentioned by name Trend Analysis: Weekly reviews of Google Sheets data to identify recurring issues Seasonal Patterns: Track sentiment scores across different seasons and events Competitor Benchmarking: Compare your sentiment scores to industry averages Follow-Up Surveys: Send 30-day post-stay surveys to guests who received service recovery Loyalty Integration: Higher-tier loyalty members receive premium recovery offers Language Customization: For international properties, adjust AI prompts for cultural norms Response Time Tracking: Monitor average time from feedback to resolution Cost-Benefit Analysis: Track recovery offer costs vs prevented negative review impact Success Metrics Dashboard: Create Google Data Studio dashboard from Sheets data Learning Resources This workflow demonstrates advanced automation: AI Agents with Multi-Dimensional Analysis: Sentiment scoring, urgency classification, impact assessment, and recovery recommendations Conditional Logic Routing: Different workflows for positive, negative, and critical feedback Real-Time Alerting: Multi-channel notifications (email + Slack) for urgent issues Dynamic Content Generation: AI creates personalized emails based on sentiment analysis API Integration Patterns: Property Management System ticket creation via HTTP requests Data Aggregation: Complete feedback logging for business intelligence and reporting Natural Language Processing: AI extracts key issues, categories, and emotional tone from free-text feedback Decision Support Systems: Provides managers with AI recommendations and key considerations Approval Workflows: Optional manager approval step for high-value recovery offers Guest Communication Templates: Professional, empathetic email templates for all scenarios Business Impact Metrics Review Management ROI: Compare cost of service recovery vs reputation management services (typically $500-2000/month) Guest Lifetime Value: Track repeat booking rates for guests who received service recovery vs those who didn't Online Reputation Score: Monitor aggregate rating improvements on Google, TripAdvisor, Booking.com Staff Efficiency: Calculate hours saved vs manual feedback monitoring and response Revenue Protection: Estimate revenue preserved by preventing negative reviews (avg negative review costs hotel $2,000-5,000 in lost bookings) Recovery Success Rate: Percentage of negative feedback resolved without resulting in online reviews Response Time: Average minutes from feedback submission to initial response First-Contact Resolution: Percentage of issues resolved without multiple interactions Training ROI: Reduction in recurring issues after staff training based on feedback trends Competitive Positioning: Sentiment score comparison vs competitor properties Ready to Transform Your Guest Experience? Import this template and turn guest feedback into your competitive advantage with AI-powered insights and automation! 🏨✨ Questions or customization? The workflow includes detailed sticky notes explaining each AI analysis component and decision logic. Template Compatibility ✅ n8n version 1.0+ ✅ Works with n8n Cloud and Self-Hosted ✅ No coding required for basic setup ✅ Fully customizable for advanced users

Overview Stop digging through execution logs to find out why a workflow failed. This template provides a "set-it-and-forget-it" monitoring system that uses AI to automatically debug your n8n workflows. Instead of just getting a simple error message, you'll receive a detailed email notification with a root cause analysis and a step-by-step suggested fix from a Gemini-powered AI agent. This saves you valuable time, helps you resolve issues faster, and ensures your critical automations are always running smoothly. Prerequisites Before you begin the setup, please make sure you have the following accounts and information ready: An n8n Instance:** This workflow must be hosted on an active n8n instance. n8n API Key:* You'll need to generate an API key from your n8n instance (Settings > API*). OpenRouter Account:** An account with OpenRouter.ai to access various AI models like Gemini. Google (Gmail) Account:** To send and receive the email notifications. n8n Environment Variable:** Your n8n instance must have the N8N_EDITOR_BASE_URL environment variable configured. This is essential for generating correct links to your workflow executions. Use Cases This template is perfect for anyone who wants to proactively monitor their automations. Here are a few examples: Monitoring Critical Webhooks:** Get instant, intelligent alerts if a workflow handling data from a payment gateway (like Stripe) or a form submission fails due to unexpected data, minimizing service disruption. Managing Complex Automations:** For long, multi-step workflows, the AI can immediately pinpoint the exact failing node and suggest fixes for complex data mapping errors or API issues that are otherwise difficult to trace. Developers & Agencies:** If you manage multiple n8n workflows for clients or different projects, this provides a centralized monitoring system that helps you stay on top of all automation issues without having to manually check each one. How it works This workflow acts as an automated debugging assistant for your n8n instance 🤖. When any of your other workflows fail during an automatic (production) execution, this template will: Capture the error and use the n8n API to fetch the complete structure of the failed workflow for full context. Send the error details and workflow structure to a powerful AI agent (via OpenRouter) for a detailed root cause analysis. Format the AI's diagnosis and suggested fix into a clean HTML email and send it to you via Gmail, including a direct link to the failed execution. Important Note: As per the n8n documentation, the Error Trigger node only runs for errors that happen in production executions (e.g., from a webhook call or a schedule). It will not run when you test a workflow by clicking "Execute workflow" manually. Set up steps (Estimated setup time: 10 minutes) There are two main parts to the setup: configuring this workflow, and then connecting it to the workflows you want to monitor. Part A: Configure the AI Debugger Workflow n8n API Credentials: Create an API key in your n8n instance under Settings > API and add it as a "Header Auth" credential for the Get Workflow JSON node. OpenRouter Credentials: Add your OpenRouter API key to the OpenRouter Chat Model node. Gmail Credentials: Authenticate your Gmail account in the Send Debugging Email node. Recipient Email: Update the "To" field in the final Send Debugging Email node with your own email address. Environment Variable: Ensure your N8N_EDITOR_BASE_URL environment variable is correctly set for your n8n instance. This is required for building the API and execution links. Part B: Connect to Your Other Workflows For every workflow you want this debugger to monitor, you must link it in that workflow's settings. Go to the workflow you want to monitor (your "target" workflow). Click the three dots (...) in the top right corner and select Settings. 3. In the Error Workflow dropdown, select this "AI-Powered Workflow Debugger & Notifier" workflow. Click Save. Now, whenever that target workflow fails during a production run, this debugger workflow will automatically be triggered to analyze the error and notify you. Note that the error workflow only gets triggered on automatic runs, not manual ones: This is a feature of how the error trigger works in n8n. To ensure this, make sure the target workflow is active. It won't trigger the error workflow if it's turned off.

iOS Environment Config Sync Wizard: .env to Xcode This workflow automatically detects changes to .env.staging files, compares them against iOS Xcode configuration files, creates pull requests to sync values, and invalidates Xcode build caches when needed. It ensures consistency between environment files and iOS project configs while automating the propagation of changes across the codebase and notifying the team via email. Quick Implementation Steps Import the workflow JSON into your n8n instance Set up credentials for GitHub and email Configure the webhook URL in your Git repository Customize configuration parameters in the "Set Configuration" node Activate the workflow What It Does The Environment Config Sync for iOS Xcode Projects workflow is designed to maintain consistency between environment configuration files and iOS project configuration files. When changes are made to .env.staging, the workflow automatically detects these changes, determines which iOS configuration files need to be updated, creates a new branch with those updates, and opens a pull request for review. The workflow analyzes the differences between the environment file and iOS configs, identifies which values need to be synchronized, and applies these changes to the appropriate files. It also checks if any of the changed values require cache invalidation and handles this automatically. Finally, it sends a detailed email notification to the iOS team with information about the sync operation. This automation reduces manual work, ensures consistency between configuration files, and helps prevent issues caused by mismatched environment settings across different parts of the iOS build system. Who's It For This workflow is ideal for: iOS development teams managing environment-specific configurations DevOps engineers responsible for maintaining Xcode project configuration consistency Mobile app developers working with multiple environment configurations Teams implementing CI/CD best practices for iOS applications Organizations using environment files to manage build-time configurations for Xcode projects Requirements n8n instance (self-hosted or cloud) GitHub repository with iOS project files Email service (SMTP) for sending notifications .env.staging file or similar environment configuration file iOS configuration files (Info.plist, Config.xcconfig, etc.) How It Works Webhook Trigger: The workflow starts when a push event occurs in the GitHub repository Configuration Setup: Sets up configurable parameters for file paths, branches, and notification settings File Change Detection: Checks if the .env.staging file was modified in the push Config Diff Analysis: Compares the .env.staging file with iOS Xcode configurations to identify differences Branch Creation: Creates a unique branch name and creates a new branch in the repository File Update Preparation: Prepares the updated content for each configuration file File Updates: Updates each configuration file in the new branch with the synced values PR Creation: Creates a pull request with all the configuration changes Cache Invalidation: Invalidates Xcode build cache if necessary based on changed keys Email Notification: Sends a detailed email notification about the completed sync operation How To Set Up Steps to Configure and Use 1\. Import the Workflow Import the provided JSON file into your n8n instance 2\. Set Up Credentials GitHub**: Create a new credential with a GitHub personal access token with repo scope Email**: Create a new credential with your SMTP server details for sending emails 3\. Configure GitHub Webhook Go to your GitHub repository settings Navigate to Webhooks and click "Add webhook" Set the Payload URL to the webhook URL from your n8n workflow Select "application/json" as the content type Choose "Let me select individual events" and select "Push events" Click "Add webhook" 4\. Configure Parameters Modify the parameters in the "Set Configuration" node to match your project structure: envFilePath**: Path to your environment file (default: ".env.staging") configFiles**: Array of iOS config files to update (default: \["Info.plist", "Config.xcconfig"\]) targetBranch**: Branch to create PRs against (default: "main") cacheInvalidationKeys**: Keys that trigger cache invalidation (default: \["API\_KEY", "BUNDLE\_VERSION", "ENVIRONMENT"\]) prLabels**: Labels to apply to created PRs (default: \["config-sync", "automated", "ios"\]) emailTo**: Email address for notifications (default: "ios-team@example.com") 5\. Configure Email Settings In the "Send Email Notification" node, update the "fromEmail" parameter to match your sending email address Ensure your SMTP credentials are properly configured in n8n 6\. Activate the Workflow Once all configurations are complete, activate the workflow Test by making a change to your .env.staging file and pushing it to the repository How To Customize Add More Config Files**: Update the configFiles parameter in the "Set Configuration" node to include additional iOS configuration files like .xcconfig files or project.pbxproj Modify Cache Invalidation Logic**: Update the cacheInvalidationKeys parameter to change which keys trigger cache invalidation Customize PR Content**: Edit the "Create PR" node to modify the PR title, body, or labels Change Email Notifications**: Update the "Send Email Notification" node to modify the email format, subject, or add additional recipients Implement Actual Cache Invalidation**: Modify the "Invalidate Cache" node to implement actual Xcode cache invalidation logic for your CI/CD system Add More Environment Files**: Extend the workflow to monitor additional environment files beyond .env.staging Add‑ons Multi-Environment Support: Extend the workflow to handle multiple environment files (.env.development, .env.production) with different target branches and configurations Configuration Validation: Add validation steps to ensure that environment values match expected formats or patterns before creating PRs Automated PR Merging: Add logic to automatically merge PRs if all checks pass and no conflicts are detected Configuration History Dashboard: Integrate with a database to track configuration changes over time and provide analytics Team Approval Workflow: Add approval steps that require team members to review and approve configuration changes before PRs are created Use Case Examples API Key Rotation: When security policies require rotating API keys, the workflow automatically updates all iOS configuration files with the new keys and invalidates the Xcode build cache to ensure the changes take effect immediately. Environment Promotion: When promoting configurations from staging to production, the workflow ensures that all iOS project files are consistently updated across the codebase, preventing deployment issues caused by mismatched configurations. Bundle Version Updates: When updating bundle versions in .env.staging for a new App Store release, the workflow automatically updates version strings in Info.plist files, ensuring version consistency for App Store submission. Feature Flag Management: When feature flags are added or modified in .env.staging, the workflow propagates these changes to Config.xcconfig files, ensuring that feature flags are consistently available throughout the iOS application. Multi-Target Projects: In projects with multiple iOS targets (e.g., app, extension, watchOS), the workflow can be extended to update configuration files across all targets when environment variables change, ensuring consistency throughout the application ecosystem. Troubleshooting Guide | Issue | Possible Cause | Solution | | --- | --- | --- | | Webhook not triggering | Webhook URL not configured correctly in GitHub | Verify the webhook URL is correctly copied and configured in your GitHub repository settings | | Changes not detected | .env.staging file path doesn't match configuration | Check the envFilePath parameter in the "Set Configuration" node and ensure it matches your file structure | | Branch creation fails | GitHub token doesn't have sufficient permissions | Ensure the GitHub personal access token has the "repo" scope and access to the target repository | | File updates fail | Config file paths don't exist in the repository | Verify the configFiles parameter in the "Set Configuration" node matches actual file paths in your repository | | PR creation fails | Target branch doesn't exist or insufficient permissions | Verify the targetBranch parameter matches an existing branch and the GitHub token has appropriate permissions | | Email notifications not sent | Email credentials not configured or incorrect | Verify your SMTP credentials are correctly configured in n8n and the email address in the "Send Email Notification" node is valid | | Cache invalidation not working | Cache invalidation logic not implemented for your CI/CD system | Modify the "Invalidate Cache" node to implement the appropriate Xcode cache invalidation mechanism for your CI/CD system | | PRs created with no changes | Diff logic not properly detecting differences | Review the "Perform Config Diff" node and ensure it correctly identifies differences between environment and iOS config files | | Workflow stops after file change detection | Workflow logic error in code nodes | Check the JavaScript code in the "Perform Config Diff" node for syntax errors or logic issues | Want to Customize ? Need help setting up or customizing this Environment Config Sync for iOS Xcode Projects workflow? The n8n experts at WeblineIndia can assist you with: Customizing the workflow to fit your specific iOS project structure Integrating with additional tools and services in your CI/CD pipeline Implementing advanced configuration validation and management Setting up multi-environment support and promotion workflows Training your team on iOS configuration management best practices

⚠️ Disclaimer: This workflow uses WhatsApp, Google Calendar, and Gmail nodes that must be configured manually. Who’s it for This workflow is built for professionals, teams, and automation enthusiasts who want to manage their Google Calendar and Gmail directly from WhatsApp, powered by an AI assistant using OpenAI GPT or Google Gemini. It enables users to chat naturally through WhatsApp to schedule meetings, send emails, and check events — all without opening Gmail or Google Calendar. How it works The WhatsApp Trigger node captures incoming messages from users. The AI Agent (powered by Gemini or GPT) interprets user queries and determines the best tool to use. The Simple Memory node keeps context between messages using the user’s phone number. The Google Calendar nodes handle: Listing, creating, and updating events. Checking your availability before scheduling. The Gmail nodes handle: Sending emails. Reading and summarizing recent messages. The Date & Time node converts natural language like “next Monday at 3 PM” into proper ISO time format. The assistant responds via Send WhatsApp Response, sending clear confirmations and replies. Features Manage Gmail and Calendar entirely via WhatsApp. AI-powered understanding of natural language commands. Integrated with Google Meet for automatic conferencing links. Short-term memory for context retention. Fully modular – swap Gemini with OpenAI GPT or any LLM. Setup Steps Configure WhatsApp Cloud API via Meta for Developers. Set up Google Calendar and Gmail OAuth2 credentials. Add your Google API keys and calendar email. Connect your OpenAI or Gemini model credentials. Activate and test the workflow with messages like: “Schedule a meeting tomorrow at 5 PM.” “Check my latest emails.” “Send an email to alex@example.com about our project.” Requirements n8n instance (self-hosted or cloud) WhatsApp Business API (Meta Developer Account) Google Workspace or Gmail account OpenAI API key or Google Gemini API key Properly configured webhooks for WhatsApp Trigger Example Prompts “What’s on my calendar this week?” “Email John to confirm our meeting.” “When am I free tomorrow afternoon?” Customization Replace Gemini with OpenAI GPT in the AI Agent node. Adjust memory length for longer or shorter conversations. Add Slack or Teams notification nodes. Modify the prompt personality or response tone. Credits Created by Praneel For detailed setup help, visit praneel.tech/contact

Workflow Overview This workflow provides a complete, automated post-purchase solution triggered by a successful payment webhook from Abacate Pay. (For international users, think of Abacate Pay as 'the Brazilian Stripe' – a popular and robust payment gateway in Brazil). When a successful payment is registered, this workflow instantly sends a beautiful, responsive HTML confirmation email to the customer and posts a detailed notification to a designated Slack channel. The key feature is its ability to dynamically reward first-time buyers. The workflow checks the customer's purchase history, and if it's their first order, it automatically generates a 10% discount coupon for their next purchase and includes it in the welcome email. Key Features: Webhook Trigger:** Securely listens for successful payment events from Abacate Pay. First-Time Buyer Detection:** Queries past orders to identify new customers. Automatic Coupon Generation:** Creates a unique, single-use discount coupon for new buyers. Dynamic Content:** The email and Slack messages automatically include the coupon details, but only for first-time buyers. Responsive HTML Email:** Sends a professional and mobile-friendly order confirmation. Rich Slack Notifications:** Uses Block Kit for well-formatted, actionable alerts for your team. Centralized Configuration:** A single Configs node makes it easy to manage static variables like company name and tokens. Setup Instructions: Webhook Node: Copy the webhook URL and paste it into your Abacate Pay dashboard for the "payment successful" event (e.g., billing.paid). Configs Node: Open this Set node and fill in your company's information (companyName, companySite, companyEmail) and the token used to validate the webhook requests. HTTP Request Nodes (GetOrders, CreateCustomCoupon): In both nodes, go to the "Authentication" or "Header" section and replace the placeholder Bearer Token with your actual Abacate Pay API key. Send Email Node: Select your email credentials from the dropdown or configure a new account (e.g., SMTP, Gmail). Slack Node: Select your Slack credentials and choose the channel where you want to receive notifications. Activate the Workflow: Save and activate the workflow. It's now ready to process incoming orders! Required Credentials: Abacate Pay API Credentials Email Credentials (e.g., SMTP, SendGrid, Gmail) Slack API Credentials

Customer Onboarding Email Verification Automated email verification and welcome email workflow that validates new user signups, prevents fake emails, and creates a seamless onboarding experience with real-time team notifications. Features ✅ Real-time email validation with VerifiEmail API ✅ Automatic data sanitization (lowercase, trim whitespace) ✅ Smart typo detection and correction suggestions ✅ Disposable email domain blocking ✅ Professional HTML welcome emails with responsive design ✅ Automatic duplicate prevention in Google Sheets logging ✅ Real-time Slack notifications for sales/marketing teams ✅ MX record and SMTP deliverability checks What You Need Required Accounts/APIs: VerifiEmail API - For email validation (verifi.email) Gmail account (or SMTP server) - For sending welcome emails Google Sheets - For logging verified users Slack workspace - For team notifications (optional but recommended) Setup Instructions Create Google Sheet Create new spreadsheet named "Verified Users" Add headers: Name | Email | Status | Verified At | Original Email | Validation Score Connect Credentials Add VerifiEmail API key in n8n credentials Connect Gmail via OAuth2 (enable 2FA, generate app password if needed) Connect Google Sheets via OAuth2 Connect Slack workspace via OAuth2 Customize Email Template Open "Personalize Welcome Email" node Replace "Your Company" with your brand name (appears 3 times) Update CTA URLs: yourapp.com/dashboard → Your actual dashboard URL yourapp.com/getting-started → Your docs/guide URL yourapp.com/support → Your support page URL Modify colors: Purple gradient #667eea to #764ba2 (line 37) Configure Slack Channel Create #new-signup channel in Slack (or use existing) Update channel in "Team Notification" node Test Workflow Activate workflow Copy webhook URL from Webhook node Test with: curl -X POST [webhook-url] -H "Content-Type: application/json" -d '{"name":"Test User","email":"test@gmail.com"}' Integrate with Your Signup Form Point form submission to webhook URL Ensure payload includes name and email fields Input Format Send POST request to webhook with this JSON: { "name": "John Doe", "email": "johndoe@gmail.com" } The workflow handles various input formats (nested in body field, query params, etc.) and sanitizes automatically. Output After execution, you'll get: Email validated via VerifiEmail API with deliverability score Welcome email sent to user with personalized greeting and CTAs User logged to Google Sheets with timestamp and validation details Slack notification sent to team with user details and status Invalid emails blocked with typo correction suggestions prepared For Valid Emails (~85-90%): Professional HTML welcome email delivered Entry added to "Verified Users" sheet Real-time Slack alert to #new-signup channel For Invalid Emails (~10-15%): Workflow stops with error message No email sent (prevents bounces) Typo suggestion prepared (e.g., gmial.com → gmail.com) Customization Change Email Design: Edit the "Personalize Welcome Email" node HTML: Colors**: Change gradient in line 37: background: linear-gradient(135deg, #667eea 0%, #764ba2 100%) Logo**: Add `` tag in header section Buttons**: Modify CTA text and links in lines 45-65 Footer**: Update copyright year and company name Modify Validation Rules: In "Prepare Correction Email" node, add more typo patterns: const commonTypos = { 'gmial': 'gmail', 'gmai': 'gmail', // Add your custom patterns: 'yourdomain': 'yourcorrectdomain' } Enable Correction Email Sending: Replace "Stop and Error" node with Gmail "Send Email" node: Connect from "Prepare Correction Email" Use {{ $json.email }} as recipient Use {{ $json.emailBody }} as message User receives helpful correction suggestion instead of silent failure Add More Notification Channels: After "Log Valid Users" node, add: Discord webhook for team notifications Microsoft Teams connector Email to sales@ or support@ Custom webhook to your CRM Log Invalid Attempts: Add Google Sheets node after "Prepare Correction Email": Create "Invalid Attempts" tab in same spreadsheet Log: Name, Email, Reason, Suggestion, Timestamp Analyze patterns weekly for form improvements Troubleshooting "undefined" error in Data Sanitization: Check webhook payload structure Verify name and email fields are present Test with the debug code provided in sticky notes All emails marked as invalid: Verify VerifiEmail API key is active Test API directly at verifi.email dashboard Welcome emails not sending: Confirm Gmail OAuth2 is connected (check for expired tokens) Verify sending limits not exceeded Check spam folder if testing with personal email Review Gmail "Sent" folder for delivery confirmation No Slack notifications: Verify OAuth2 connection is active Check bot has permission to post in #new-signup channel Confirm channel ID is correct Test Slack credentials in n8n Duplicate entries in Google Sheets: Verify "Email" is set as matching column Confirm operation is "Append or Update" not just "Append" Check Sheet1 has the exact column names expected High validation failure rate: Review invalid emails in execution logs Check for form submission issues (bots, testing) Verify VerifiEmail API is not blocking legitimate domains Performance Optimization For high-volume signups (>100/day): Switch Slack notifications to hourly digest Implement rate limiting on webhook Consider caching frequent domain validations Use Google Workspace for higher email sending limits Maintenance Weekly: Check VerifiEmail API usage and quota Review Slack notifications for anomalies Scan Google Sheets for data quality Test with sample signup Monthly: Archive old Google Sheets data (>90 days) Review invalid email patterns Update email template if needed Audit credential security Support For issues or questions, visit the n8n community forum.

This n8n workflow automates the monitoring, health assessment, and self-healing of AWS EC2 instances in production environments. It runs periodic checks, identifies unhealthy instances based on status and metrics, restarts them automatically, and notifies teams via multi-channel alerts while logging data for auditing and reporting. Key Features Triggers health checks every 5 minutes to proactively monitor EC2 fleet status. Fetches and loops through all production EC2 instances for individualized analysis. Evaluates instance health using AWS metrics and custom thresholds to detect issues like high CPU or stopped states. Performs automatic restarts on unhealthy instances to minimize downtime. Sends instant WhatsApp notifications for urgent alerts, detailed email reports for team review, and logs metrics to Google Sheets for long-term tracking. Includes sticky notes for quick reference on configuration, self-healing logic, and alert setup. Workflow Process The Schedule Trigger node runs the workflow every 5 minutes, ensuring frequent health monitoring without overwhelming AWS APIs. The Get EC2 Instances node fetches all production-tagged EC2 instances from AWS, filtering by environment (e.g., tag: Environment=Production). The Loop Over Instances node iterates through each fetched instance individually, allowing parallel processing for scalability. The Check Instance Status node retrieves detailed health metrics for the current instance via AWS API (e.g., status checks, CPU utilization, and state). The Health Status Check node evaluates the instance's status against predefined thresholds (e.g., failed system checks or high load); if healthy, it skips to logging. The Analyze Health Data node assesses metrics in depth to determine action (e.g., restart if CPU > 90% for 5+ minutes) and prepares alert payloads. The Restart Instance node automatically initiates a reboot on unhealthy instances using AWS EC2 API, with optional dry-run mode for testing. The WhatsApp Notification node (part of Multi-Channel Alerts) sends instant alerts via Twilio WhatsApp API, including instance ID, issue summary, and restart status. The Email Report node generates and sends a detailed HTML report to the team via SMTP, summarizing checked instances, actions taken, and metrics trends. The Google Sheets Logging node appends health data, timestamps, and outcomes to a specified spreadsheet for historical analysis and dashboards. The Sticky Notes nodes provide inline documentation: one for AWS credential setup, one explaining self-healing thresholds, and one for alert channel configurations. Setup Instructions Import the workflow into n8n and activate the Schedule Trigger with a 5-minute cron expression (e.g., */5 * * * *). Configure AWS credentials in the Get EC2 Instances, Check Instance Status, and Restart Instance nodes using IAM roles with EC2 read/restart permissions. Set up Twilio credentials in the WhatsApp Notification node, including your Twilio SID, auth token, and WhatsApp-enabled phone numbers for sender/receiver. Add SMTP credentials (e.g., Gmail or AWS SES) in the Email Report node, and update sender/receiver email addresses in the node parameters. Link Google Sheets in the Google Sheets Logging node by providing the spreadsheet ID, sheet name, and OAuth credentials for write access. Customize health thresholds in Health Status Check and Analyze Health Data (e.g., via expressions for CPU/memory limits). Test the workflow by manually executing it on a small set of instances and verifying alerts/logging before enabling production scheduling. Review sticky notes within n8n for quick tips, and monitor executions in the dashboard to fine-tune intervals or error handling. Prerequisites AWS account with EC2 access and IAM user/role for DescribeInstances, DescribeInstanceStatus, and RebootInstances actions. Twilio account with WhatsApp sandbox or approved number for notifications. SMTP email service (e.g., Gmail, Outlook) with app-specific passwords enabled. Google Workspace or personal Google account for Sheets integration. n8n instance with AWS, Twilio, SMTP, and Google Sheets nodes installed (cloud or self-hosted). Production EC2 instances tagged consistently (e.g., Environment=Production) for filtering. Modification Options Adjust the Schedule Trigger interval to hourly for less frequent checks or integrate with AWS CloudWatch Events for dynamic triggering. Expand Analyze Health Data to include advanced metrics (e.g., disk I/O via CloudWatch) or ML-based anomaly detection. Add more alert channels in Multi-Channel Alerts, such as Slack webhooks or PagerDuty integrations, by duplicating the WhatsApp/Email branches. Enhance Google Sheets Logging with charts or conditional formatting via Google Apps Script for visual dashboards. Implement approval gates in Restart Instance (e.g., via email confirmation) to prevent auto-restarts in sensitive environments. Explore More AI Workflows: Get in touch with us for custom n8n automation!

Verified Visitor Pass Generator Overview Transform your visitor management process with this fully automated, enterprise-grade workflow. The Verified Visitor Pass Generator eliminates manual data entry, prevents fake registrations through email verification, and creates professional branded visitor passes in under 30 seconds. What This Workflow Does This comprehensive automation handles the complete visitor onboarding lifecycle: Captures Visitor Data - Receives form submissions via webhook from Jotform, Typeform, or any custom form Verifies Email Authenticity - Uses VerifiEmail API to validate emails and block disposable/fake addresses Generates Unique IDs - Creates visitor IDs with timestamps for tracking and security Creates QR Codes - Generates scannable QR codes containing visitor information for fast check-in Designs Digital Passes - Produces professional, branded visitor badges with HTML/CSS to Image Sends Email Notifications - Delivers passes to visitors with visit details and instructions Alerts Security Team - Posts real-time notifications to Slack with visitor details Maintains Audit Trail - Logs all visitor data to Google Sheets for compliance and reporting Key Features ✅ Email Verification - Blocks fake registrations (95%+ accuracy) ✅ Branded Badges - Customizable design with logo, colors, and QR codes ✅ Instant Delivery - Visitors receive passes within 30 seconds ✅ Real-Time Alerts - Security team gets Slack notifications immediately ✅ Complete Audit Trail - All visitor data logged to Google Sheets ✅ Mobile-Friendly - Passes work on any smartphone ✅ QR Code Integration - Fast scanning for contactless check-in ✅ Professional Templates - HTML email templates included ✅ Error Handling - Invalid emails automatically rejected ✅ Zero Manual Work - 100% automated from submission to delivery Perfect For 🏢 Coworking spaces and shared offices 🏛️ Corporate offices and headquarters 🎪 Event venues and conference centers 🏥 Healthcare facilities 🏫 Educational institutions 🏭 Manufacturing facilities 🏨 Hotels and hospitality venues Business Impact Before Automation: ⏱️ 10-15 minutes per visitor (manual process) 📝 Manual data entry errors 🔒 No email verification 📊 No centralized tracking 💸 High labor costs After Automation: ⚡ 30 seconds per visitor ✅ Zero manual work 🔐 Email verification prevents fraud 📈 Complete analytics and reporting 💰 99% cost reduction Use Cases Scenario 1: Daily Office Visitors A coworking space receives 50 visitors daily. The workflow automatically verifies each visitor, generates professional passes, and maintains a searchable database for security compliance. Scenario 2: Event Registration A conference venue uses the workflow for event check-in. Attendees receive QR-coded passes that security scans for instant verification. Scenario 3: Contractor Management A corporate office tracks all contractor visits with automated logging, ensuring compliance with safety regulations and insurance requirements. Customization Options Easy Customizations: Change company logo and branding colors Modify email templates and messaging Adjust badge design and layout Add custom visitor fields Update location and contact information Advanced Customizations: Add SMS notifications (Twilio integration) Implement visitor pre-approval workflow Create recurring visitor fast-track Add NDA/terms acceptance step Integrate with access control systems Build visitor analytics dashboard What Users Love ⭐⭐⭐⭐⭐ "Reduced our visitor processing time from 10 minutes to 30 seconds. Game changer!" ⭐⭐⭐⭐⭐ "The email verification feature stopped all fake registrations. Security team loves it." ⭐⭐⭐⭐⭐ "Professional badges make our coworking space look enterprise-grade. Clients are impressed." 🔧 Required Integrations & Credentials 1. VerifiEmail API (Required) Setup:** Sign up at https://verifi.email and get API token 2. HTMLCSSToImage API (Required) Setup:** Sign up at https://htmlcsstoimg.com and get API credentials 3. Gmail OAuth2 or SMTP (Required) Setup:** Connect Gmail account via OAuth2 in n8n 4. Slack API (Required) Setup:** Create Slack app and get OAuth token 5. Google Sheets OAuth2 (Required) Setup:** Connect Google account and create spreadsheet 🎯 Quick Start Guide Step 1: Setup Credentials Create VerifiEmail account and get API token Setup HTMLCSSToImage API credentials Connect Gmail account via OAuth2 Create Slack app and get bot token Connect Google Sheets account Step 2: Configure Nodes Update company name in HTML badge template Replace logo in badge design (line 76 in HTML/CSS node) Update email template with your contact info Set Slack channel ID for notifications Create Google Sheets with proper column headers Step 3: Test Workflow Click "Execute Workflow" with test data Verify email is sent to test address Check Slack notification appears Confirm data logs to Google Sheets Scan QR code to verify it works Step 4: Activate Toggle workflow to "Active" Copy webhook URL to your form Submit first real visitor registration Monitor execution logs for issues 📈 Monitoring & Analytics Track these metrics in Google Sheets: Total visitors processed Email verification success rate Peak visitor hours/days Most common visit purposes Visitor company frequency Average processing time 📄 License This workflow is provided as-is for use in your n8n instance. Feel free to modify and adapt to your needs.

🎫 Verified Press Pass Generator for Media Events Automate press credential verification and badge generation for journalists covering your events 📝 Description Streamline your event media management with this comprehensive press pass automation. When journalists apply for credentials, this workflow instantly validates their identity, verifies their media affiliation, generates professional digital badges with QR codes, and delivers everything via email—all within seconds. Perfect for conferences, product launches, trade shows, corporate events, and any occasion requiring verified media access. ✨ Key Features 🔐 Advanced Email Verification Real-time email validation using VerifiEmail API Checks RFC compliance, MX records, and domain reputation Detects disposable email addresses and spoofed domains Confirms journalist works for legitimate media organization 🎨 Professional Badge Design Auto-generates branded digital press passes Includes journalist photo, name, media outlet, and credentials Embedded QR code for contactless event entry Customizable colors, fonts, and event branding 400×600px portrait format optimized for mobile display 📧 Automated Communication Beautiful HTML email with embedded badge preview Download links for PNG and PDF versions Clear instructions for event check-in Professional event branding throughout 📊 Multi-Platform Logging Google Sheets backup with timestamp logs Slack notifications for organizer oversight Complete audit trail for compliance ⚡ Lightning Fast Processing Average execution time: 5-10 seconds Real-time webhook response with confirmation Scalable to hundreds of applications per hour Error handling with graceful fallbacks 🎯 Use Cases Event Types: Tech conferences and summits Product launch events Trade shows and exhibitions Political rallies and press conferences Sports events and tournaments Film festivals and premieres Corporate announcements Award ceremonies 🔧 What You Need Required Services: n8n (Cloud or Self-hosted) VerifiEmail API (Get API Key) - Email verification HTMLCSSToImage API (Get API Key) - Badge generation Gmail Account (OAuth) - Email delivery Slack Workspace - Team notifications Google Sheets - Backup logging 📋 How It Works Step-by-Step Process: 1. Application Submission Journalist fills out form on your event website (name, email, media outlet, photo, phone) 2. Data Validation Webhook receives application and checks for required fields (name, email, photo) 3. Email Verification VerifiEmail API validates email domain, checks MX records, and confirms media affiliation 4. Credential Generation Generates unique press ID (PRESS-XXX-timestamp) Creates QR code linking to verification portal Sets 30-day validity period 5. Badge Creation HTMLCSSToImage API renders professional badge with: Circular profile photo Name and media outlet Press ID in styled container Scannable QR code Event name and validity dates "VERIFIED" indicator 6. Distribution Sends HTML email with badge preview and download link Posts notification to Slack channel Backs up to Google Sheets Returns success response to webhook 7. Event Check-In Security scans QR code at event entrance, verifies credentials instantly 🚀 Setup Instructions Quick Start (15 minutes): 1. Import Workflow Download the JSON file In n8n: Click Workflows → Import from File Upload the JSON and open the workflow 2. Configure Webhook Activate the workflow Copy the webhook URL from the Webhook Trigger node Add this URL to your website form's action attribute 3. Add API Credentials VerifiEmail:** Create credential with API key from verifi.email dashboard HTMLCSSToImage:** Add User ID and API Key from htmlcsstoimg.com Gmail:** Connect via OAuth (click "Sign in with Google") Slack:** Connect via OAuth and select notification channel Google Sheets:** Connect via OAuth 4. Setup Google Sheets Create a new sheet named "Press Pass Logs" with these column headers: Timestamp | Press ID | Name | Email | Phone | Media Outlet | Email Domain | Verification Status | Event Name | Issued Date | Valid Until | Badge Image URL | QR Code URL | Verification URL | Photo URL | Execution Mode 5. Customize Badge Design Open the "HTML/CSS to Image" node Edit the HTML in html_content field Change gradient colors: Replace #667eea and #764ba2 with your brand colors Update event name default value Modify font sizes, spacing, or layout as needed 6. Update Email Content Open "Send Press Pass Email" node Customize email text, support contact info Update company/event branding Modify footer with your details 7. Configure Slack Channel Open "Notify Organizers (Slack)" node Select your preferred notification channel Customize notification message format 8. Test the Workflow Send a test POST request using Postman or cURL: curl -X POST https://your-n8n-url/webhook/press-application \ -H "Content-Type: application/json" \ -d '{ "name": "Jane Smith", "email": "jane@bbc.com", "media_outlet": "BBC News", "photo_url": "https://randomuser.me/api/portraits/women/50.jpg", "phone": "+44-1234567890", "event_name": "Tech Summit 2025" }' 9. Go Live Verify test execution completed successfully Check email received with badge Activate workflow for production use 🎨 Customization Options Badge Design: Colors:** Change gradient from purple (#667eea, #764ba2) to your brand colors Fonts:** Swap Google Font from Poppins to any available font Logo:** Add event logo in header section Size:** Adjust viewport_width and viewport_height for different dimensions Layout:** Modify HTML structure for custom badge designs Email Templates: Branding:** Update colors, fonts, and styling in HTML email Content:** Customize greeting, instructions, and footer Attachments:** Add PDF version or additional documents Language:** Translate all text to your language 🔒 Security & Privacy Data Protection: ✅ Email verification prevents fake submissions ✅ QR codes use unique, non-guessable IDs ✅ HTTPS webhook for encrypted transmission ✅ No sensitive data stored in workflow variables ✅ Audit trail for compliance requirements Best Practices: Use environment variables for API keys Enable webhook authentication (Basic Auth or API key) Implement rate limiting on webhook endpoint Regularly rotate API credentials Set up backup systems for critical data 🛠️ Troubleshooting Common Issues: Issue: "Webhook not receiving data" Solution: Ensure workflow is activated and webhook URL is correct in form action Issue: "Email verification fails for valid domains" Solution: Check VerifiEmail API credit balance and credential configuration Issue: "Badge image not generating" Solution: Verify HTMLCSSToImage API key is correct and has sufficient credits Issue: "Gmail not sending" Solution: Reconnect Gmail OAuth credential and check sending limits Issue: "QR code not loading in badge" Solution: Ensure QR code URL is properly encoded and publicly accessible 📈 Performance Metrics Average execution time:** 5-10 seconds Success rate:** 98%+ (with valid inputs) Concurrent capacity:** 50+ requests/minute API reliability:** 99.9% uptime (dependent on services) Badge generation:** <2 seconds Email delivery:** <3 seconds 🏷️ Tags event-management press-pass credential-verification badge-generation email-automation qr-code media-relations event-technology htmlcsstoimage verifi-email gmail slack google-sheets webhook automation workflow conference journalism press-credentials 📄 License This workflow template is provided as-is for use with n8n. Customize freely for your organization's needs.

Client Form → Draft → Approve → Sign → Deliver, fully automated This workflow automates the entire agreement lifecycle from client form submission to signed document delivery. It generates personalized agreements from templates, manages internal approvals, orchestrates e-signatures via Signwell, and delivers fully executed documents with complete audit trails in n8n Data Tables. Good to know Handles client data collection via JotForm with custom field mapping Automatically populates Google Doc templates with client-specific details Internal approval workflow with email-based confirmation Signwell integration for embedded e-signatures - test mode enabled by default - disable for legally binding documents Complete lifecycle tracking in n8n Data Tables (draft → approval → sent → signed) Auto-cleanup: removes documents from Signwell after completion to save storage Who's it for Service businesses, consultants, agencies, and freelancers who send agreements to clients regularly. Perfect for anyone wanting to avoid other costly e-signature platforms with limited API and automation capabilities. Signwell has an affordable entry level tier with generous API limits. If you're looking to eliminate manual document preparation, have an approval workflow, and track signatures while maintaining professional client communication, then this solution is a good fit. How it works Phase 1: Draft Creation JotForm trigger captures client submission (company name, address, contact details, position) Standardizes form data and duplicates Google Doc template with custom filename Replaces template variables with client information (company name, address, full name, position, dates) Creates clean document URL and logs initial record to Data Tables Emails internal team with draft review link and client details Phase 2: Approval & Preparation Gmail monitors inbox for "Approved" reply email Fetches agreement record from Data Tables and marks as approved Downloads Google Doc as PDF and uploads to Drive folder Grants temporary public sharing access (required for Signwell file import) Creates Signwell document with embedded signature fields and signing URL Emails client with personalized signing link Revokes public sharing access for security and updates Data Tables with Signwell details Phase 3: Signature & Delivery Gmail monitors for Signwell completion notification Extracts signed document download link from notification email Downloads fully executed PDF from Signwell Uploads to "Final Versions" folder in Google Drive Updates Data Tables with completion status and final document URLs Sends confirmation email to client with signed PDF attached Deletes document from Signwell to free up storage Requirements JotForm account (free tier works) Gmail account with OAuth2 access Google Drive account (OAuth2) Google Docs account (OAuth2) with a draft Agreement template Signwell account with API key n8n Data Tables (built-in, no external service needed) Google Drive folders: "Services Agreements - Drafts" and "Services Agreements - Final Versions" How to set up Add credentials: JotForm API, Gmail OAuth2, Google Drive OAuth2, Google Docs OAuth2, Signwell API key Create JotForm: Build form with fields: Company Name, Company Address (address field), Full Name (name field), Your Position/Job Title, Email In "JotForm Trigger" node: select your form Create Google Doc template: Add variables {{clientCompanyName}}, {{clientFullName}}, {{clientNamePosition}}, {{clientCompanyAddress}}, {{agreementDate1}}, {{agreementDate2}} In "Copy and Rename File" node: select your template document and update folder ID to your "Drafts" folder Create Data Table: Name it "Services Agreements" with columns: documentFileName, clientEmail, clientFullName, clientNamePosition, clientCompanyName, clientCompanyAddress, documentUrl, approvalStatus, sentDocumentPdfUrl, sentDate, signwellUrl, signwellDocID, docSigned, finalExecutedDocGDrive, finalExecutedDocSignwellUrl In "Insert Row" and all "Get/Update Row" nodes: select your Data Table Create Gmail labels: "_AGREEMENTS" with 2 nested (sublabels) Agreement-Approvals" and "Agreement-Completed" for filtering In "Check for Email Approval" node: select your approval label and update internal email address In "Check Email for Completed Notification" node: select your completed label In "Create Document in Signwell" node: update API key and adjust signature field coordinates for your document Set Signwell to live mode: Change "test_mode": true to "test_mode": false when ready for production Activate workflow Customizing this workflow Change template variables: Edit "Update New File" node to add/remove fields (e.g., pricing, terms, scope of work) Modify approval email: Edit "Share Email Draft" node to change recipient, subject line, or message format Adjust Signwell fields: Edit "Create Document in Signwell" node to change signature/date field positions (x, y coordinates) to match your agreement template, and add any other fields you'd like Add approval deadline: Add Wait node with timeout after "Share Email Draft" to auto-remind for pending approvals Multi-signer support: Modify "Create Document in Signwell" recipients array to add multiple signers (e.g., both parties) Change storage folders: Update folder IDs in "Upload PDF File" and "Upload Completed Doc" nodes Add Slack notifications: Add Slack nodes after key milestones (draft created, approved, signed) Custom client messaging: Edit "Send Prepared Agreement to Client" and "Send Client Completed Agreement PDF" nodes for personalized communication Add reminder logic: Insert Wait + Send Email nodes between signing and completion to remind client if not signed within X days Quick Troubleshooting JotForm not triggering: Verify webhook is active in JotForm settings and form ID matches "JotForm Trigger" node Template variables not replacing: Check variable names in template doc exactly match {{variableName}} format (case-sensitive) Wrong internal email for approval: Update email address in "Share Email Draft" node to your own email Approval email not detected: Confirm Gmail label "Agreement-Approvals" exists and reply contains exact word "Approved" Signwell document creation fails: Verify PDF has public sharing enabled before API call AND Signwell API key is valid in "Create Document in Signwell" node Signature fields in wrong position: Adjust x/y coordinates in "Create Document in Signwell" node (test in Signwell UI first to find correct pixel positions) Completed document not downloading: Check Signwell completion email format - Code node extracts link via regex pattern Data Tables errors: Ensure documentFileName exactly matches between "Insert Row" and "Get/Update Row" operations Client emails not sending: Re-authorize Gmail OAuth2 credentials and verify sender name/address in Gmail nodes Drive folder not found: Update folder IDs in "Copy and Rename File", "Upload PDF File", and "Upload Completed Doc" nodes to your own folder IDs Signwell deletion fails: Verify signwellDocID was correctly stored in Data Tables before deletion (check "Update Row - Additional Doc Details" output) 401/403 API errors: Re-authorize all OAuth2 credentials (Gmail, Google Drive, Google Docs) Test mode documents: Change "test_mode": true to "test_mode": false in "Create Document in Signwell" node for production signatures Sample Outputs Agreement Drafts and Final folders/files in Google Drive File References Agreement Template (sample) Final Agreement Signed (sample)

What is this? This workflow is a Lead Qualification Voice Agent automation template built in n8n. It automates the process of qualifying leads by initiating outbound calls, analyzing call transcripts, updating lead data, and sending follow-up emails. The workflow integrates Google Sheets, OpenAI, and Twilio (via ElevenLabs API) to streamline lead management for sales or customer success teams. 1. Initiate Call Purpose: This step starts the lead qualification process by detecting new leads and preparing to contact them. How it works: The workflow is triggered when a new lead is added to your data source (such as a new row in Google Sheets, using the “Google Sheets Trigger” node). The trigger node captures essential lead information (e.g., name, phone number, service of interest) from the new entry. The workflow then prepares a personalized call script or opener, often using an AI node (like OpenAI) to generate a friendly and relevant introduction based on the lead’s details. An outbound call is initiated to the lead’s phone number using a telephony integration node (such as HTTP Request to ElevenLabs or Twilio). Note: Ensure your trigger node is correctly set up to monitor the right data source and columns. Configure the telephony node with valid API credentials and the correct phone number field. Optionally, customize the AI prompt to tailor the call opener to your business context. 2. Fetch Client Data Purpose: This step retrieves detailed information about the lead from your data source (such as a CRM, database, or Google Sheets). How it works: The workflow uses a data retrieval node (such as Google Sheets, HTTP Request, or a database node) to fetch client details based on a unique identifier (like phone number or email) captured in the trigger step. The node is configured to query the data source for all relevant fields, such as the lead’s name, company, previous interactions, and any custom attributes important for your qualification process. The fetched data is then made available to subsequent nodes, allowing for dynamic personalization of the call script and follow-up actions. Note: Ensure your data source is up-to-date and contains all necessary fields for lead qualification. 3. Outbound Call Processing Purpose: To manage the workflow after the outbound call is initiated, including handling call results, analyzing transcripts, and updating lead status. How it works: After the call is placed (using a telephony integration node), the workflow waits for the call to complete. This can be achieved using a webhook node (if your provider supports callbacks) or a polling node to check call status. Once the call is finished, the workflow retrieves the call outcome (e.g., answered, voicemail, failed) and, if available, the call transcript. The transcript can be sent to an AI node (like OpenAI) for analysis—such as extracting intent, sentiment, or key information discussed during the call. Based on the analysis, the workflow updates the lead’s status in your data source (e.g., marking as “Qualified,” “Needs Follow-up,” or “Unreachable”). Optionally, the workflow can trigger additional actions, such as sending a follow-up email, notifying a sales rep, or logging the interaction in your CRM. Note: Use webhook nodes for real-time call result processing if your telephony provider supports it. Log all call results and analysis for future reference and reporting. Prerequisities OpenAI Google Sheets Twilio Elevenlabs: Import the twilio number into Elevenlabs Set up an agent in Elevenlabs Set up prompt into Elevenlabs Set up webhooks for fetch client initiation data and post call data Customization Change Data Source: Swap the Google Sheets node for another data source (e.g., Airtable, MySQL) as needed. Modify Call Script: Edit the OpenAI prompt to generate different call openers or scripts based on your use case. Adjust Call Logic: Modify the outbound call node to use a different telephony provider or to handle call scheduling. Notification Options: Integrate with email, chat, or notification services to alert your team of qualified leads.