Workflow Templates

Overview This workflow turns audio attachments you receive by Gmail into Japanese transcripts and structured AI summaries, then saves everything to Google Drive and Google Sheets while notifying you via Gmail and Slack. Every time an email with a voice recording arrives, the audio is stored in a dated folder, fully transcribed in Japanese, summarized into clear meeting-style points, and logged so you can quickly review and search later. Audio Email to Japanese Transcr… Audio Email to Japanese Transcript with AI Summary & Multi-Channel Notification Who this is for People who get voice memos or meeting recordings as email attachments Teams that want clear Japanese transcripts plus action-item summaries from calls Anyone who wants audio notes automatically archived and searchable in Drive/Sheets How it works Trigger: New Gmail with audio attachment A Gmail Trigger watches your inbox, downloads attachments for each new email, and passes them into the workflow. Split & filter attachments A Code node splits the email into one item per attachment and normalizes the binary data to binary.data. A Filter node keeps only audio files (mp3, wav, m4a, ogg) and discards everything else. Create date-based Drive folder & upload audio A Code node builds a YYYY/MM folder path from the current date. A Google Drive node creates that folder (if it doesn’t exist) under your chosen parent folder. A Merge node combines folder info with file info, and the audio file is uploaded into that folder so all recordings are organized by year/month. Transcribe audio to Japanese text An HTTP Request node calls the OpenAI Audio Transcriptions API (gpt-4o-transcribe) with the audio file. The prompt tells the model to produce a verbatim Japanese transcript (no summarization, no guessing), returned as plain text. Generate structured AI summary The transcript is sent to an OpenAI Chat node (gpt-4o), which outputs JSON with: title: short Japanese title for the recording points: key discussion points (array) decisions: decisions made (array) actionItems: action items with owner/deadline (array) A Set node then formats this JSON into a Markdown summary (summaryContent) with sections for 要点 / 決定事項 / アクションアイテム. Save transcript & summary files to Drive The transcript text is converted into a .txt file and uploaded to the same YYYY/MM folder. The Markdown summary is converted into a .md file (e.g. xxx_summary.md) and uploaded as well. Each file is then shared in Drive so you have accessible web links to both transcript and summary. Log to Google Sheets A Code node collects the email subject, file name, full transcript, formatted summary, and Drive links into one JSON object. A Google Sheets node appends a new row with timestamp, subject, summary, transcript, and link so you get a running log of all processed audios. Notify via Gmail & Slack Finally, the workflow: Sends a Gmail message back to the original sender with the meeting summary and links Posts a Slack notification in your chosen channel, including subject, file name, summary text, and Drive link How to set up Connect your Gmail, Google Drive, Google Sheets, Slack, and OpenAI credentials in the respective nodes. In the Gmail Trigger, narrow the scope if needed (e.g. specific label, sender, or inbox). In the Drive nodes, set the parent folder where you want the YYYY/MM subfolders to be created. In the Google Sheets node, point to your own spreadsheet and sheet name. In the Slack node, select the channel where reminders should be posted. Make sure your OpenAI credentials have access to both audio transcription and chat endpoints. Customization ideas Filter by sender, subject keyword, or label so only certain emails are processed. Change the folder structure (e.g. ProjectName/YYYY/MM or YYYY/MM/DD) in the folder-path Code node. Adjust the transcription prompt (e.g. allow light punctuation clean-up, use another language). Modify the summary format or add extra fields (e.g. meeting participants, project name) in the AI prompt and Markdown template. Send notifications to other tools: add branches for Notion, LINE, Teams, or additional Slack channels.

How It Works Automates daily learner engagement monitoring, progress analysis, and personalized feedback delivery for training programs. Target audience: learning and development teams, corporate training managers, and online education platforms scaling instructor workload. Problem solved: manual progress tracking consumes instructor time; AI analysis identifies struggling learners early for intervention. Workflow runs daily checks on learner activity, retrieves course data and progress, analyzes engagement with OpenAI models, evaluates quiz scores, generates performance summaries, sends progress reports to learners, emails instructors on at-risk cases, generates learning paths, and triggers manager notifications. Setup Steps Configure daily schedule trigger. Connect learning management system APIs (LMS). Set OpenAI keys for progress analysis. Enable Gmail for multi-recipient notifications. Map learner risk thresholds and escalation rules. Prerequisites LMS platform credentials, OpenAI API key, learner database, email service for notifications, manager contact lists. Use Cases Corporate onboarding programs tracking employee progress, online learning platforms identifying struggling students Customization Adjust AI analysis criteria for your curriculum. Integrate Slack for instructor alerts. Benefits Reduces instructor workload by 70%, identifies at-risk learners 2 weeks early

Overview This automated workflow intelligently qualifies interior design leads, generates personalized client emails, and manages follow-up through a human-approval process. Built with n8n, Claude AI, Telegram approval, and Notion database integration. ⚠️ Hosting Options This template works with both n8n Cloud and self-hosted instances. Most nodes are native to n8n, making it cloud-compatible out of the box. What This Template Does Automated Lead Management Pipeline: Captures client intake form submissions from website or n8n forms AI-powered classification into HOT/WARM/COLD categories based on budget, project scope, and commitment indicators Generates personalized outreach emails tailored to each lead type Human approval workflow via Telegram for quality control Email revision capability for rejected drafts Automated client email delivery via Gmail Centralized lead tracking in Notion database Key Features ✅ Intelligent Lead Scoring: Analyzes 12+ data points including budget (AED), space count, project type, timeline, and style preferences ✅ Personalized Communication: AI-generated emails reference specific client details, demonstrating genuine understanding ✅ Quality Control: Human-in-the-loop approval via Telegram prevents errors before client contact ✅ Smart Routing: Different workflows for qualified leads (meeting invitations) vs. unqualified leads (respectful alternatives) ✅ Revision Loop: Rejected emails automatically route to revision agent for improvements ✅ Database Integration: All leads stored in Notion for pipeline tracking and analytics Use Cases Interior design firms managing high-volume lead intake Architecture practices with complex qualification criteria Home renovation companies prioritizing project value Any service business requiring budget-based lead scoring Sales teams needing approval workflows before client contact Prerequisites Required Accounts & API Keys: Anthropic Claude API - For AI classification and email generation Telegram Bot Token - For approval notifications Gmail Account - For sending client emails (or any SMTP provider) Notion Account - For lead database storage n8n Account - Cloud or self-hosted instance Technical Requirements: Basic understanding of n8n workflows Ability to create Telegram bots via BotFather Gmail app password or OAuth setup Notion database with appropriate properties Setup Instructions Step 1: Clone and Import Template Copy this template to your n8n instance (cloud or self-hosted) All nodes will appear as inactive - this is normal Step 2: Configure Form Trigger Open the Client Intake Form Trigger node Choose your trigger type: For n8n forms: Configure form fields matching the template structure For webhook: Copy webhook URL and integrate with your website form Required form fields: First Name, Second Name, Email, Contact Number Project Address, Project Type, Spaces Included Budget Range, Completion Date, Style Preferences Involvement Level, Previous Experience, Inspiration Links Step 3: Set Up Claude AI Credentials Obtain API key from https://console.anthropic.com In n8n: Create new credential → Anthropic → Paste API key Apply credential to these nodes: AI Lead Scoring Engine Personalized Client Outreach Email Generator Email Revision Agent Step 4: Configure Telegram Approval Bot Create bot via Telegram's @BotFather Copy bot token Get your Telegram Chat ID (use @userinfobot) In n8n: Create Telegram credential with bot token Configure Human-in-the-Loop Email Approval node: Add your Chat ID Customize approval message format if desired Step 5: Set Up Gmail Sending Enable 2-factor authentication on Gmail account Generate app password: Google Account → Security → App Passwords In n8n: Create Gmail credential using app password Configure Client Email Delivery node with sender details Step 6: Connect Notion Database Create Notion integration at https://www.notion.so/my-integrations Copy integration token Create database with these properties: Client Name (Title), Email (Email), Contact Number (Phone) Project Address (Text), Project Type (Multi-select) Spaces Included (Text), Budget (Select), Timeline (Date) Classification (Select: HOT/WARM/COLD), Confidence (Select) Estimated Value (Number), Status (Select) Share database with your integration In n8n: Add Notion credential → Paste token Configure Notion Lead Database Manager with database ID Step 7: Customize Classification Rules (Optional) Open AI Lead Scoring Engine node Review classification criteria in the prompt: HOT: 500k+ AED, full renovations, 2+ spaces WARM: 100k+ AED, 2+ spaces COLD: <100k AED OR single space Adjust thresholds to match your business requirements Modify currency if not using AED Step 8: Personalize Email Templates Open Personalized Client Outreach Email Generator node Customize: Company name and branding Signature placeholders ([Your Name], [Title], etc.) Tone and style preferences Alternative designer recommendations for COLD leads Step 9: Test the Workflow Activate the workflow Submit a test form with sample data Monitor each node execution in n8n Check Telegram for approval message Verify email delivery and Notion database entry Step 10: Set Up Error Handling (Recommended) Add error workflow trigger Configure notifications for failed executions Set up retry logic for API failures Workflow Node Breakdown 1. Client Intake Form Trigger Captures lead data from website forms or n8n native forms with all project details. 2. AI Lead Scoring Engine Analyzes intake data using structured logic: budget validation, space counting, and multi-factor evaluation. Returns HOT/WARM/COLD classification with confidence scores. 3. Lead Classification Router Routes leads into three priority workflows based on AI classification, optimizing resource allocation. 4. Sales Team Email Notifier Sends instant alerts to sales representatives with complete lead details and AI reasoning for internal tracking. 5. Personalized Client Outreach Email Generator AI-powered composer creating tailored responses demonstrating genuine understanding of client vision, adapted by lead type. 6. Latest Email Version Controller Captures most recent email output ensuring only final approved version proceeds to delivery. 7. Human-in-the-Loop Email Approval Telegram-based review checkpoint sending generated emails to team member for quality control before client delivery. 8. Approval Decision Router Evaluates reviewer's response, routing approved emails to client delivery or rejected emails to revision agent. 9. Email Revision Agent AI-powered editor refining rejected emails based on feedback while maintaining personalization and brand voice. 10. Client Email Delivery Sends final approved personalized emails demonstrating understanding of project vision with clear next steps. 11. Notion Lead Database Manager Records all potential clients with complete intake data, classification results, and tracking information for pipeline management. Customization Tips Adjust Classification Thresholds: Modify budget ranges and space requirements in the AI Lead Scoring Engine prompt to match your market and service level. Multi-Language Support: Update all AI agent prompts with instructions for your target language. Claude supports 100+ languages. Additional Routing: Add branches for special cases like urgent projects, VIP clients, or specific geographic regions. CRM Integration: Replace Notion with HubSpot, Salesforce, or Airtable using respective n8n nodes. SMS Notifications: Add Twilio node for immediate HOT lead alerts to mobile devices. Troubleshooting Issue: Telegram approval not received Verify bot token is correct Confirm chat ID matches your Telegram account Check bot is not blocked Issue: Claude API errors Verify API key validity and credits Check prompt length isn't exceeding token limits Review rate limits on your Anthropic plan Issue: Gmail not sending Confirm app password (not regular password) is used Check "Less secure app access" if using older method Verify daily sending limits not exceeded Issue: Notion database not updating Confirm integration has access to database Verify property names match exactly (case-sensitive) Check property types align with data being sent Template Metrics Execution Time**: ~30-45 seconds per lead (including AI processing) API Calls**: 2-3 Claude requests per lead (classification + email generation, +1 if revision) Cost Estimate**: ~$0.05-0.15 per lead processed (based on Claude API pricing) Support & Community n8n Community Forum**: https://community.n8n.io Template Issues**: Report bugs or suggest improvements via n8n template feedback Claude Documentation**: https://docs.anthropic.com Notion API Docs**: https://developers.notion.com License This template is provided as-is under MIT license. Modify and adapt freely for your business needs. Version: 1.0 Last Updated: October 2025 Compatibility: n8n v1.0+ (Cloud & Self-Hosted), Claude API v2024-10+

Introduction Automates scholarship tracking by scraping university sites, assessing eligibility via AI, and publishing results to WordPress or Slack. Eliminates manual searches for students, counselors, and education platforms, enabling scalable curation and timely notifications. How it Works Webhook triggers parallel scraping of NUS, NTU, SIT, SUTD → merge data → AI evaluates eligibility → aggregate qualified scholarships → generate summaries → post to WordPress/Slack → send email notifications with appeal options. Setup Steps Configure OpenAI credentials and eligibility prompt template Update HTTP requests with university URLs and selectors Add WordPress site URL and API credentials Create Slack webhook and notification channel Configure Gmail/SMTP for email notifications Workflow Webhook → Scrape 4 Universities (Parallel) → Merge Data → Prepare Context → AI Eligibility Check → Aggregate Results → Generate Summary → Check Status → Publish Slack/Email/WordPress → Handle Appeals Workflow Steps Scraping: Fetch scholarship pages from four universities simultaneously Merge: Combine data into a unified dataset AI Processing: Analyze eligibility criteria, deadlines against student profile Aggregation: Consolidate qualified scholarships with match scores Publishing: Post to WordPress, send Slack/email with results Appeals: Webhook handles rejection appeals with AI review Prerequisites OpenAI API key, WordPress site with REST API, Slack workspace with webhook, Gmail/SMTP credentials, student profile data (GPA, citizenship, major) Use Cases Counselors automating recommendations for 100+ students, financial aid offices aggregating departmental opportunities Customization Add universities (SMU, SUSS, international institutions), include government schemes (MOE, Edusave, Mendaki) Benefits Saves 10+ hours weekly per counselor, monitors 50+ scholarships automatically, provides AI eligibility matching (85%+ accuracy)

Automated Email Order Tracking System with AI Classification and Notion Sync Overview ⚠️ Self-Hosted Solution Required This workflow requires a self-hosted n8n instance with active integrations for Gmail, Google Gemini AI, OpenAI, and Notion. API credentials and database IDs must be configured before use. Template Image Description This intelligent automation system monitors your Gmail inbox for order-related emails, extracts key order information using AI, and automatically syncs the data to a Notion database for centralized order tracking. Perfect for individuals managing multiple e-commerce accounts or small businesses tracking customer orders across various platforms (Amazon, Noon, Namshi, etc.). What This Workflow Does Email Monitoring: Continuously monitors Gmail inbox for new incoming emails Smart Classification: Uses AI to identify order-related emails (confirmations, shipping notifications, delivery updates) Intelligent Extraction: Parses email content to extract order details (order number, items, prices, status, delivery info) Database Synchronization: Automatically creates or updates Notion database records with order information Status Tracking: Monitors order progression through stages (Ordered → Shipped → Out for Delivery → Delivered) Key Features Multi-vendor support**: Works with any e-commerce platform (Amazon, Noon, Carrefour, Namshi, etc.) Duplicate prevention**: Searches existing records before creating new entries Smart updates**: Only modifies records when order status actually changes Status validation**: Detects backward status changes (potential returns/reshipments) Graceful error handling**: Handles missing data and optional fields intelligently Timestamped history**: Maintains audit trail of all status changes Technologies Used Gmail Trigger**: Email monitoring JavaScript Code**: Email content classification with pattern matching Google Gemini AI / OpenAI**: Natural language processing for order extraction Structured Output Parser**: JSON formatting and validation Notion API**: Database search, create, and update operations Prerequisites Before setting up this workflow, ensure you have: Self-hosted n8n instance (version 1.0.0 or higher) Gmail account with IMAP access enabled Google Gemini API key OR OpenAI API key Notion workspace with: Integration access configured Database created with the required schema (see below) Integration token/API key Notion Database Schema Create a Notion database with the following properties: Required Properties | Property Name | Type | Description | |--------------|------|-------------| | Name of the Item | Title | Product/item name | | Order Number | Text | Unique order identifier | | Quantity | Number | Number of items | | Expected Date | Date or Text | Expected delivery date | | Order Status | Select | Options: Ordered, Shipped, Out for Delivery, Delivered | Optional Properties (Recommended) | Property Name | Type | Description | |--------------|------|-------------| | Vendor | Select | E-commerce platform (Amazon, Noon, etc.) | | Customer Name | Rich Text | Order recipient name | | Price | Number or Rich Text | Item price | | Order Total | Number | Total order amount | | Currency | Select | Currency code (AED, USD, SAR, etc.) | | Delivery Location | Rich Text | Delivery city/address | | Notes | Rich Text | Status change history | | Created Date | Created Time | Auto-populated by Notion | | Last Updated | Last Edited Time | Auto-populated by Notion | Setup Instructions Step 1: Import the Workflow Copy the workflow JSON from this template In your n8n instance, go to Workflows → Add Workflow → Import from File/URL Paste the JSON and click Import Step 2: Configure Gmail Trigger Click on the Gmail Trigger node Click Create New Credential Follow the OAuth authentication flow to connect your Gmail account Configure trigger settings: Trigger On: Message Received Filters: (Optional) Add label filters to monitor specific folders Step 3: Configure AI Model (Choose One) Option A: Google Gemini AI Click on the Google Gemini AI Model node Click Create New Credential Enter your Gemini API key (obtain from Google AI Studio) Select model: gemini-1.5-pro or gemini-1.5-flash Option B: OpenAI Click on the OpenAI Chat Model node Click Create New Credential Enter your OpenAI API key (obtain from OpenAI Platform) Select model: gpt-4o or gpt-4-turbo Step 4: Update Email Classification Node Click on the Check Email Type node (JavaScript code) Review the classification patterns (pre-configured for common e-commerce emails) (Optional) Add custom keywords specific to your vendors Step 5: Configure Notion Integration 5.1: Create Notion Integration Go to Notion Integrations Click New Integration Name it (e.g., "n8n Order Tracker") Select your workspace Copy the Internal Integration Token 5.2: Share Database with Integration Open your Notion order database Click Share → Invite Search for your integration name and select it Grant Edit permissions 5.3: Get Database ID Open your Notion database in browser Copy the database ID from the URL: https://notion.so/workspace/DATABASE_ID?v=... ^^^^^^^^^^^^ 5.4: Configure Notion Nodes Click on Search a database in Notion node Click Create New Credential Paste your Integration Token In the node parameters: Database ID: Paste your database ID Filter: Set to search by Order Number property Repeat credential setup for Create a database page in Notion and Update a database page in Notion nodes Step 6: Update Agent Prompts Click on the Email Classification and Extraction Agent node Review the system prompt (pre-configured for common order emails) Update the {{$now}} variable if using a different timezone (Optional) Customize extraction rules for specific vendors Click on the Order Database Sync Agent node Replace {{notion_database_id}} with your actual database ID in the prompt Review status handling logic Step 7: Test the Workflow Click Execute Workflow to activate it Send yourself a test order confirmation email Monitor the execution: Check if email was classified correctly Verify extraction output in the AI agent node Confirm Notion database was updated Review your Notion database for the new/updated record Step 8: Activate for Production Click Active toggle in the top-right corner The workflow will now run automatically for new emails Monitor executions in the Executions tab Workflow Node Descriptions Email Trigger Monitors Gmail inbox for new incoming emails and triggers the workflow when a message is received. Check Email Type JavaScript code node that analyzes email content using pattern matching to identify order-related emails based on keywords, order numbers, and shipping terminology. Email Router (IF Node) Routes emails based on classification results: TRUE branch**: Order-related emails proceed to extraction FALSE branch**: Non-order emails are filtered out (no action) Email Classification and Extraction Agent AI-powered parser using Google Gemini or OpenAI to extract structured order information: Order number, items, prices, quantities Order status (Ordered/Shipped/Out for Delivery/Delivered) Customer name, delivery location, expected dates Vendor identification Structured Output Parser Validates and formats AI extraction output into clean JSON for downstream processing. Search a database in Notion Queries the Notion database by order number to check if a record already exists, preventing duplicates. Order Database Sync Agent Intelligent database manager that decides whether to create new records or update existing ones based on search results and status comparison. Create a database page in Notion Adds new order records to Notion when no existing record is found. Update a database page in Notion Modifies existing records when order status changes, appending timestamped notes for audit history. No Action Taken Terminates workflow branch for non-order emails with no further processing. Customization Options Add More Vendors Edit the Check Email Type node to add vendor-specific keywords: const customVendors = [ 'your-vendor-name', 'vendor-domain.com' ]; Modify Status Values Update the Email Classification and Extraction Agent prompt to add custom status values or change status progression logic. Add Email Notifications Insert a Send Email node after database sync to receive notifications for status changes. Filter by Labels Configure Gmail Trigger to monitor only specific labels (e.g., "Orders", "Shopping"). Multi-Database Support Duplicate the Notion sync section to route different vendors to separate databases. Troubleshooting Email not being classified as order Check the Check Email Type node output Add vendor-specific keywords to the classification patterns Review email content for order indicators AI extraction returning empty data Verify AI model credentials are valid Check if email content is being passed correctly Review the extraction prompt for compatibility with email format Notion database not updating Confirm integration has edit permissions on the database Verify database ID is correct in all Notion nodes Check that property names in the workflow match your Notion schema exactly Duplicate records being created Ensure Search a database in Notion node is filtering by Order Number Verify the search results are being evaluated correctly in the sync agent Status not updating Check if the Order Database Sync Agent is comparing current vs new status Review the status comparison logic in the agent prompt Performance Considerations Email Volume**: This workflow processes each email individually. For high-volume inboxes, consider adding filters or label-based routing. AI Costs**: Each email classification uses AI tokens. Monitor your API usage and costs. Rate Limits**: Notion API has rate limits (3 requests/second). The workflow handles this gracefully with built-in error handling. Privacy & Security All email content is processed through AI APIs (Google/OpenAI) - review their privacy policies Notion data is stored in your workspace with your configured permissions No data is stored or logged outside your n8n instance, AI provider, and Notion workspace Consider using self-hosted AI models for sensitive order information Support & Contributions Found a bug or have a suggestion? Please open an issue or contribute improvements to this template! License This template is provided as-is under the MIT License. Feel free to modify and distribute as needed. Credits Created for the n8n community to streamline e-commerce order tracking across multiple platforms.

Description Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as “Won.” This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. 🚀📂📧📅💬 What This Template Does Triggers automatically when an opportunity is marked as Won in GHL 🏆 Validates and formats client data to ensure clean records 🔍 Creates structured client folders in Google Drive 📂 Copies contract & kickoff deck templates with client-specific naming 📝 Sends personalized welcome email via Gmail ✉️ Schedules kickoff call in Google Calendar 📅 Creates onboarding tasks in GHL for account managers ✅ Sends Slack notifications to keep your team informed instantly 💬 Catches errors and sends alerts to a Slack error channel 🚨 Key Benefits Saves 30–45 minutes per onboarding ⏱️ Eliminates manual data entry and human errors 🧹 Guarantees consistent client experience across all deals 🤝 Automates document creation & sharing 📄 Ensures team visibility and faster response times 📲 Built-in validation and error handling for reliability 🔐 Features Webhook-based trigger from GoHighLevel ⚡ Automatic client data formatting and validation 🛠️ Google Drive folder & document automation with templates 📂 Personalized Gmail welcome email with branding ✉️ Automated kickoff call scheduling in Google Calendar 📅 Task creation in GHL for seamless follow-up 📌 Slack notifications for both success and error handling 💬 Error channel with detailed failure reports 🚨 Requirements n8n instance (cloud or self-hosted) GoHighLevel account with API access 🔑 Google Workspace (Drive, Gmail, Calendar) 📊 Slack workspace with Bot Token & channel access 💬 Pre-created contract and kickoff deck templates in Google Drive 📄 Target Audience Agencies & consultants using GoHighLevel for client management 🏢 Sales teams wanting instant onboarding after a deal closes 💰 Operations teams seeking consistent and repeatable onboarding flows ⚙️ Account managers who need structured onboarding tasks ✅ Businesses scaling client onboarding and reducing manual workload 🚀 Step-by-Step Setup Instructions Configure GHL webhook → Trigger on “Opportunity Status Changed = Won.” Connect your GHL API credentials (OAuth2 or API key). Add Google Drive OAuth2 credentials → Set parent folder ID & template IDs. Configure Gmail OAuth2 → Replace hardcoded email with client email variable. Connect Google Calendar → Select the calendar for kickoff calls. Connect Slack API → Choose channels for onboarding updates and errors. Update template IDs for contract and kickoff deck in the workflow. Import workflow into n8n, map credentials, and test once. Enable workflow → onboarding is now fully automated. ✅

How It Works Automates daily real estate market opportunity analysis by aggregating MLS listings, public property records, demographic information, and macroeconomic indicators, applying GPT-4 for investment evaluation, assessing investment thresholds, and notifying investors of high-potential properties. Simultaneously collects MLS data, public records, demographic profiles, and economic metrics, consolidates the datasets, applies GPT-4 to perform comprehensive investment analysis including ROI projections and risk assessment, calculates key financial metrics via an investment calculator, validates opportunities against predefined thresholds, and sends alerts to acquisition teams and investors through email and Slack. Designed for real estate investors and property acquisition firms seeking automated, data-driven investment insights. Setup Steps Connect MLS data provider, public records database, and demographic data source APIs. Configure OpenAI GPT-4 API for investment analysis and opportunity scoring. Set up investment calculator integration and ROI calculation parameters. Connect Gmail and Slack for team notifications; define investment thresholds. Prerequisites MLS data access; public records database; demographic data provider; macroeconomic data source Use Cases Real estate investment firms automating deal sourcing across markets; Customization Adjust investment analysis criteria and thresholds Benefits Identifies investment opportunities automatically

Who is this for? This template is designed for B2B sales teams, recruiters, and business development professionals who want to identify sales opportunities by monitoring hiring signals from target companies. It's particularly useful for: Sales teams selling HR tech, recruitment software, or staffing services Consultancies offering technical talent or project-based work Any B2B company that uses "intent data" from job postings to time their outreach What this workflow does This workflow automates the entire process of monitoring job postings and converting hiring signals into actionable sales leads: Daily Job Scraping: Automatically scrapes job postings from Google Jobs, LinkedIn, and Indeed for your target companies using Apify actors Data Normalization: Standardizes job data from multiple sources into a unified format Keyword Filtering: Filters jobs based on your target keywords to identify relevant opportunities AI-Powered Analysis: Uses GPT-4o to analyze each qualified job posting and generate: Inferred pain points from the hiring signal Strategic sales approach angles Urgency scoring (1-10) Ready-to-send cold email drafts Slack Notifications: Sends real-time alerts with AI insights to your sales channel Weekly Reports: Generates comprehensive trend analysis reports every Monday with AI-powered insights Setup Google Sheets: Create a spreadsheet with 4 sheets: Target Companies (columns: Company Name, Target Keywords, My Solution) Raw Jobs (for all scraped jobs) Qualified Leads (for filtered opportunities) Weekly Reports (for trend analysis) Apify: Set up accounts and get Actor IDs for: Google Jobs Scraper LinkedIn Jobs Scraper Indeed Scraper Credentials: Connect your Google Sheets, Slack, Gmail, OpenAI, and Apify credentials Configuration: Update the placeholder values in the workflow for your specific IDs and channel names Requirements n8n instance (self-hosted or cloud) Apify account with credits OpenAI API key (GPT-4o access) Google Sheets access Slack workspace (optional, for notifications) Gmail account (optional, for email reports) Customization Adjust maxJobsPerSource and daysToCheck in the Configuration node Modify AI prompts to match your sales style and language preferences Add or remove job sources based on your needs Customize Slack message format and notification triggers

How It Works Automates financial risk evaluation by intelligently consolidating information from five critical sources: financial, operational, legal, insurance, and regulatory systems. Hourly triggers enable continuous, AI-driven risk assessment using the OpenRouter Chat Model, producing dynamic risk scores while simultaneously identifying emerging compliance gaps and potential exposure areas. High-risk findings automatically initiate corrective actions, trigger secondary investigations, and send real-time alerts through Slack notifications as well as investor email updates. Designed for financial institutions, compliance teams, risk managers, and investment firms, it provides continuous, scalable, and fully data-driven monitoring of risk across complex regulatory and operational environments. Setup Steps Configure hourly/daily schedule trigger. Authenticate all five data APIs. Set OpenRouter credentials. Configure Slack webhook. Set Gmail for email distribution. Define risk thresholds and compliance rules. Prerequisites OpenRouter API key, five data source APIs, Slack access, Gmail account, investor contacts Use Cases Banking risk audits, insurance compliance monitoring, portfolio risk tracking Customization Swap AI models, modify data sources, adjust thresholds Benefits 90% faster risk assessment, eliminates manual aggregation

AI Meeting Assistant: Sync Fireflies Transcripts to ClickUp & Gmail Act as your personal executive assistant with this high-level automation designed to handle the most tedious post-meeting tasks. This workflow ensures that no action item is forgotten and that participants receive professional follow-ups without you having to lift a finger. Who is this for? Busy executives and managers who have back-to-back meetings. Project managers who need to sync action items directly into ClickUp. Sales teams who want to automate professional follow-up emails based on meeting context. How it works Fetch Transcripts: The workflow runs on a schedule and retrieves your latest meeting data directly from the Fireflies.ai API using HTTP nodes. Intelligent Filtering: A JavaScript node filters the list to process only today's meetings. AI Task Extraction: An AI Agent (using GPT-4o-mini) analyzes the transcript to find tasks specifically assigned to the host. It then uses the ClickUp tool to create these tasks with priorities and descriptions. Human-in-the-Loop: To ensure quality, the workflow sends a summary to your Telegram. It asks for approval before sending any external emails. Automated Follow-up: Once approved, a second AI Agent drafts a concise, professional email summary and sends it via Gmail to the external participants. Requirements Fireflies.ai Account:** You need an API Key (Settings -> Integrations -> Fireflies API). OpenAI API Key:** To power the AI Agents. ClickUp Workspace:** To manage the generated tasks. Telegram Bot:** For the approval notifications. Gmail Account:** For sending the follow-up emails. How to set up Fireflies API Key: Create a Header Auth credential in n8n. Set the Name to Authorization and the Value to Bearer YOUR_API_KEY_HERE. Configure Credentials: Add your credentials for OpenAI, ClickUp, Telegram, and Gmail. ClickUp Configuration: In the "Create ClickUp Task" node, select your specific Workspace, Space, and List from the dropdown menus. Identity Setup: Open the "Format Transcript Data" code node. Update the hostNames array with your name and aliases (e.g., ['Host', 'My Name']) so the AI correctly identifies you. Telegram Chat ID: Enter your Chat ID in the Telegram nodes to receive the approval prompts.

Automated Client Onboarding Workflow This n8n workflow automates the end-to-end client onboarding process: capturing client details, validating emails, assigning tiers, generating welcome packs, creating tasks, notifying teams, archiving records, and sending weekly reports. Who’s It For B2B SaaS companies** onboarding new customers Agencies** handling structured client setups Sales & customer success teams** needing automation Consulting firms** aiming for error-free onboarding ⚙️ How It Works Capture client details through a Webhook (connected to forms). Validate client’s email using Verifi Email. Log onboarding data into Google Sheets. Assign tier logic (Basic/Pro/Enterprise) via Function node. Create a Trello task card with onboarding steps. Generate a personalized Welcome Pack PDF with client details. Send Slack notification to internal team with client details. Download and attach PDF, then send personalized welcome email to the client. Archive structured onboarding data in Airtable. Weekly scheduled report: Collects Airtable onboarding data Processes weekly stats (plans, tiers, counts) Sends onboarding summary via email to the manager 🛠️ How to Set Up Webhook Setup Install & configure credentials: Verifi Email key Google Sheets OAuth2 Airtable OAuth2 Gmail OAuth2 Slack OAuth2 Trello API Optional: Customize the Welcome PDF template (HTML/CSS). Edit tier assignment logic inside the Assign Tier Logic node. Modify Slack & email templates to match your branding. Adjust schedule for weekly reports (default: Monday 9 AM IST). Test with sample payload: { "name": "Jane Doe", "email": "jane@acme.com", "company": "Acme Corp", "plan": "Pro" } 📋 Requirements Self-hosted or Cloud n8n Credentials: Verifi Email, Google Sheets, Airtable, Gmail, Slack, Trello Optional: API for company enrichment ⚠️ Note: The HTML/CSS to PDF node (used for report generation) has a limit of 10 free requests. For production usage, you’ll need an API plan. ⭐ Core Features Email Validation: Blocks fake/spam signups - **Tier Assignment: Auto-classifies clients into Basic/Pro/Enterprise Task Management**: Trello cards for onboarding checklist Welcome PDF Pack**: Branded, client-personalized PDF attachment Slack Notifications**: Real-time internal updates Airtable Archiving**: Permanent record-keeping Weekly Reports**: Automated onboarding summaries for managers 📈 Use Cases & Applications B2B SaaS**: Scale client onboarding without hiring more staff Agencies**: Deliver smooth onboarding experiences Sales Teams**: Reduce delays in CRM entry Customer Success**: Focus on relationship-building instead of admin ✅ Key Benefits Saves 5–6 hours of manual onboarding per client Ensures error-free onboarding with email validation Provides a professional, branded experience Improves collaboration with Slack + Trello integration Scales seamlessly as client volume grows 🔧 Customization Options Modify tier logic (e.g., budget, plan, company size) Customize Slack channel or Trello list for task routing Update PDF branding (logo, theme, styling) Add extra onboarding steps (e.g., Calendly call scheduling) Extend weekly reports (e.g., include ROI or CSM notes) ⚠️ Important Disclaimers For educational & automation purposes Ensure compliance with GDPR/CCPA before storing client data Always test workflow with dummy data before production Workflow Components Webhook Trigger** → Captures client form submissions Verifi Email** → Validates client email Google Sheets** → Logs onboarding entries Code Node** → Assigns tier & priority Trello** → Creates task card for CSM HTML/CSS to PDF** → Generates Welcome Pack PDF Slack** → Notifies team about new client Gmail** → Sends welcome email with PDF Airtable** → Archives full onboarding record Schedule Trigger* + *Report** → Weekly summary to management

🚀 AI Facebook Post Generator - Complete Setup Guide > Transform your content ideas into viral Facebook posts with AI-powered automation in just 30 minutes! 📋 Prerequisites Checklist What you'll need before we start: ✅ n8n instance (cloud or self-hosted) ✅ Facebook Business Page (not personal profile) ✅ Google account with Sheets & Gmail access ✅ Basic understanding of API credentials ⏱️ Estimated Setup Time: 30-45 minutes 🎯 Difficulty Level: Intermediate 💰 Cost: Free tier available for all services 🎨 What You'll Build By the end of this guide, you'll have: 📝 Smart Content Form - Web form that captures your ideas 🤖 AI Content Optimizer - Gemini AI that polishes your writing 🖼️ Auto Image Generator - Custom visuals created automatically 📊 Content Tracker - Google Sheets logging for analytics 📱 Facebook Publisher - Direct posting to your page 📧 Success Notifications - Email confirmations with post links 🔧 Step-by-Step Setup Step 1: 📘 Facebook Integration Setup 🔸 1.1 Create Your Facebook App Why this matters: This gives your workflow permission to post on your behalf. Navigate to Facebook Developers 🌐 Click "My Apps" → "Create App" Select "Business" as your app type App Name: AI-Content-Poster (or your preferred name) Hit "Create App" > 💡 Pro Tip: Choose a descriptive name - you'll see this in your Facebook activity logs 🔸 1.2 Configure App Settings In your app dashboard: "Add a Product" Find "Facebook Login" → "Set Up" Navigate to Settings → Basic App Domains: Add app.n8n.cloud (for n8n cloud users) Save changes ✅ 🔸 1.3 Generate Your Page Access Token This is the key that unlocks posting powers! 🔑 Go to Tools → Graph API Explorer Select your newly created app Click "Generate Access Token" Required Permissions: pages_manage_posts pages_read_engagement pages_show_list Select your target Facebook page Copy the token (starts with EAAG...) ⚠️ Critical Step - Make Token Long-Lived: In Graph API Explorer, make a GET request to: /oauth/access_token?grant_type=fb_exchange_token&client_id=YOUR_APP_ID&client_secret=YOUR_APP_SECRET&fb_exchange_token=YOUR_SHORT_TOKEN 🔸 1.4 Find Your Page ID Two methods to get your Page ID: Method 1 - Direct from Facebook: Visit your Facebook page Click "About" tab Scroll to find "Page ID" Method 2 - API Explorer: Use Graph API Explorer GET request to: /me/accounts Find your page in the response Step 2: 🔍 Google Services Setup 🔸 2.1 Enable Required APIs Setting up your Google Cloud foundation: Visit Google Cloud Console ☁️ Create new project or select existing "APIs & Services" → "Library" Enable these APIs: ✅ Google Sheets API ✅ Gmail API ✅ Google Drive API (optional) 🔸 2.2 Create Service Account This creates a "robot" account for automated access: "APIs & Services" → "Credentials" "Create Credentials" → "Service Account" Name: ai-facebook-automation "Create and Continue" Skip role assignment → "Continue" "Done" ✅ 🔸 2.3 Download Credentials File Click your service account email "Keys" tab → "Add Key" → "Create New Key" Choose "JSON" format Download and save securely 📁 > 🔒 Security Note: This file contains sensitive credentials. Store it safely! 🔸 2.4 Prepare Your Google Sheets Create your data tracking system: 📊 Sheet 1: Content Log Purpose:** Track all generated content Columns:** A: Date (Ngày) B: Short Content (Nội dung ngắn) C: Full Content (Nội dung đầy đủ) 📝 Sheet 2: Input Tracking Purpose:** Log form submissions Columns:** A: Date B: Time C: Content 🔗 Important: Share both sheets with your service account email (found in the JSON file) Step 3: 🤖 AI Services Configuration 🔸 3.1 Get Your Gemini API Key Power up your AI content generation: Head to Google AI Studio 🎨 Sign in with Google account "Create API Key" Copy the key (starts with AIza...) > 💰 Cost Info: Gemini offers generous free tier limits - perfect for getting started! Step 4: ⚙️ n8n Workflow Configuration 🔸 4.1 Import the Magic ✨ Copy the workflow JSON from the template In n8n: "Import from JSON" Paste the workflow code "Import" to load your new automation 🔸 4.2 Configure Your Credentials 🔑 Facebook Graph API Setup: Settings → Credentials → "Add Credential" Search: "Facebook Graph API" Access Token: Your Page Access Token from Step 1.3 Test connection → Save as: Facebook Page Access 🔍 Google Services Setup: "Add Credential" → "Google Service Account" Upload your JSON file from Step 2.3 Test connection → Save as: Google Services 🧠 Gemini AI Setup: "Add Credential" → "Google PaLM API" Enter your Gemini key from Step 3.1 Save as: Gemini AI 🔸 4.3 Customize Node Settings 📱 Update Facebook Configuration: In "Facebook Graph API" node: Replace "113732581629527" with your Page ID from Step 1.4 In "Facebook Upload Img" node: Replace "113732581629527" with your Page ID from Step 1.4 📊 Update Google Sheets: In "save content" node: Replace Document ID with your Content Log Sheet ID In "Append row in sheet" node: Replace Document ID with your Input Tracking Sheet ID > 💡 Finding Sheet ID: It's the long string in your Google Sheets URL after /spreadsheets/d/ 📧 Update Notification Email: In "Send a message" node: Replace xxx@gmail.com with your email address Configure Gmail credentials Step 5: 🧪 Testing & Validation 🔸 5.1 Component Testing 📊 Test Google Sheets Connection: Right-click "Append row in sheet" node "Execute Node" ✅ Verify test row appears in your sheet 🤖 Test Gemini AI: Right-click "Basic LLM Chain" node "Edit Input Data" → Add test content Execute → ✅ Verify AI response quality 🖼️ Test Image Generation: Right-click "HTTP Request" node Ensure valid prompt from previous step Execute → ✅ Check for base64 image data 📱 Test Facebook Upload: Run full workflow with test content ✅ Check your Facebook page for new post ✅ Verify image uploaded correctly 🔸 5.2 End-to-End Victory Test 🎉 "Execute Workflow" on trigger node Submit test content through the form Monitor each node execution 🎊 Celebrate your first AI-generated post! 🎯 Success Indicators Your setup is complete when you see: ✅ Form accepts and processes content ✅ AI generates optimized text + image prompt ✅ Custom image appears in Facebook post ✅ Content logged in Google Sheets ✅ Success email in your inbox ✅ Professional-looking post on your Facebook page 🚨 Troubleshooting Quick Fixes Facebook Issues Token Expired?** → Generate new long-lived token Permission Denied?** → Check page admin rights Invalid Page ID?** → Double-check Page ID format Google Sheets Problems 403 Forbidden?** → Share sheet with service account Sheet Not Found?** → Verify Sheet ID in URL Column Errors?** → Match exact column names AI Content Issues Empty Responses?** → Check Gemini API quotas Poor Quality?** → Adjust AI prompts JSON Errors?** → Validate parsing logic 🎨 Customization Ideas Make it uniquely yours: 🎨 Brand Voice: Adjust AI prompts for your tone ⏰ Scheduling: Add time delays for strategic posting 📈 Analytics: Connect performance tracking tools 🔄 Multi-Platform: Extend to Instagram, LinkedIn 👥 Team Features: Add approval workflows 🎉 You Did It! Congratulations! You've built an AI-powered content machine that will save you hours every week. What's Next? Test with different content types Monitor performance in Google Sheets Refine AI prompts for better results Share your success with the community! Need Help? 🤝 Join n8n Discord Visit Community Forum Check n8n Documentation Ready to revolutionize your content creation? Your AI assistant is waiting! 🚀