Workflow Templates

Description This n8n template generates high-quality, platform-ready hashtags for beauty and skincare brands by combining AI, live website analysis, and current social media trends. It is designed for marketers, agencies, and founders who want smarter hashtag strategies without manual research. Use cases Beauty & skincare brands building social media reach Agencies managing multiple client accounts Content teams creating Instagram, LinkedIn, or Facebook posts Founders validating brand positioning through hashtags What this template demonstrates Form-based user input in n8n Website scraping with HTTP Request AI-driven brand analysis using Gemini Structured AI outputs with output parsers Live trend research using search tools Automated storage in Google Sheets How it works Users submit brand details through a form. The workflow scrapes the brand’s website, analyzes it with AI, generates tailored hashtags, enriches them with platform-specific trends, and stores the final result in Google Sheets. How to use Activate the workflow Open the form URL Enter brand details and website URL Submit the form View generated hashtags in Google Sheets Requirements Google Gemini API credentials Google Sheets account SerpAPI account for trend research Good to know Website scraping is best suited for public, text-rich sites Hashtags are generated dynamically based on brand tone and audience You can reuse the Google Sheet as a hashtag library Customising this workflow Change the number of hashtags generated Modify the AI prompt for different industries Add filters for banned or restricted hashtags Extend the workflow to auto-post to social platforms

Who’s it for This template is perfect for content creators, marketers, solopreneurs, agencies, and social media strategists who want to understand what audiences are talking about online. It helps teams quickly turn broad topics into structured insights, trend opportunities, and actionable content ideas. What it does / How it works This workflow begins with a form where the user enters a single topic. An AI agent expands the topic into subtopics and generates multiple relevant keywords. For each keyword, the workflow automatically gathers content from Reddit and X (formerly Twitter), extracting posts, titles, text, engagement metrics, and links. Each collected post is then analyzed by an AI model to determine: Trend potential Audience relevance Platform suitability Recommended content formats Categories and keywords Once all posts are processed, a final AI agent synthesizes the results, identifies the strongest emerging trends, groups similar insights, and generates strategic content recommendations. Requirements Google Gemini (PaLM) API credentials X / Twitter OAuth2 credentials Access to the n8n Form Trigger (publicly accessible URL) How to set up Connect your Gemini API and Twitter API credentials. Make sure the Form Trigger node is accessible. Review and adjust the AI prompts if you want different output formats. Run the form, enter a topic, and execute the workflow. How to customize the workflow Add more platforms (YouTube, TikTok, Instagram, Hacker News) Add sentiment scoring or engagement ranking Export insights to Google Sheets or Notion Generate ready-to-post content from the trends

This n8n template acts as your automated social media data analyst. Instead of manually checking your analytics across different dashboards every week, this workflow scrapes your latest stats, calculates your week-over-week growth, and uses AI to write a strategic performance report delivered straight to your inbox. Use cases are many: Perfect for content creators tracking growth, agencies managing client reporting, or community managers monitoring Skool engagement alongside social channels. Good to know First Run Setup:* Since this workflow calculates *growth (Current vs. Last Week), it needs a baseline to start. You will need to manually add one row to the linked Airtable template with your current stats before the first scheduled run. Cost:** This uses the Apify API for scraping TikTok and OpenRouter for the LLM analysis. Costs are generally very low (pennies per run), but you will need active accounts for both. How it works Data Collection: Every Sunday, the workflow triggers and pulls your live follower counts from YouTube, TikTok, and Skool. It also grabs the transcripts and stats for every video you posted in the last 7 days. Growth Calculation: It searches your Airtable database for the previous week's record and compares it against the live numbers to calculate exactly how many subscribers and followers you gained. AI Analysis: The data and video transcripts are fed into an LLM (via OpenRouter). The AI analyzes why certain videos performed well based on the content, identifying trends and engagement patterns. Reporting: The LLM generates a clean, formatted HTML report. Delivery & Archiving: The workflow emails the report to you and saves the new raw data into Airtable to serve as the baseline for next week. How to use The workflow is set to run weekly (Sundays), but you can change the Schedule Trigger to whatever day you prefer to receive reports. You will need to configure the CONFIG node at the start with your specific profile URLs and Channel IDs so the scrapers know where to look. Link to the required Airtable template is included in the workflow sticky notes. Requirements n8n** (Self-hosted recommended) Apify** account (for TikTok and Skool scraping) Google Cloud** project (for YouTube Data API) OpenRouter** or OpenAI API key Airtable** account Gmail** account Customising this workflow You can easily swap out the LLM model in the OpenRouter node if you prefer a specific model (like Claude 3.5 Sonnet or GPT-4o) for the analysis. You could also add more platforms like LinkedIn or Instagram if you have the appropriate Apify actors or API credentials.

Transcript → AI Analysis → Formatted Doc This workflow automatically converts Fathom meeting transcripts into beautifully formatted Google Docs with AI-generated summaries, key points, decisions, and action items. Good to know Works fully with Fathom free account Webhook responds immediately to prevent Fathom timeout and duplicate triggers Validates transcript quality (3+ conversation turns) before AI processing to save costs Uses Google Gemini API (generous free tier and rate limits, typically enough to avoid paying for API requests, but check latest pricing at Google AI Pricing) Creates temporary HTML file that's auto-deleted after conversion Who's it for Individuals or teams using Fathom for meetings who want more control and flexibility with their AI meeting analysis and storage independently of Fathom, as well as automatic, formatted documentation without manual note-taking. Perfect for recurring syncs, client meetings, or interview debriefs. How it works Fathom webhook triggers when meeting ends and sends transcript data Validates transcript has meaningful conversation (3+ turns) Google Gemini AI analyzes transcript and generates structured summary (key points, decisions, actions, next steps) Creates formatted HTML with proper styling Uploads to Google Drive and converts to native Google Doc Reduces page margins for readability and deletes temporary HTML file Requirements Fathom account with API webhook access (available on free tier) Google Drive account (OAuth2) Google Docs account (OAuth2) Google Gemini API key (Get free key here) How to set up Add credentials: Google Drive OAuth2, Google Docs OAuth2, Google Gemini API Copy the webhook URL from the Get Fathom Meeting webhook node (Test URL first, change to Production URL when ready) In Fathom: Settings → API Access → Add → Add webhook URL and select all events including "Transcript" Test with a short meeting, verify Google Doc appears in Drive Activate workflow Customizing this workflow Change save location: Edit "Upload File as HTML" node → update "Parent Folder" Modify AI output: Edit "AI Meeting Analysis" node → customize the prompt to add/remove sections (e.g., risks, follow-ups, sentiment, etc) Adjust document margins: Edit "Reduce Page Margins" node → change margin pixel values Add notifications: E.g. add Slack/Email node after "Convert to Google Doc" to notify team when summary is ready Quick Troubleshooting "Transcript Present?" fails: Fathom must send transcript_merged with 3+ conversation turns (i.e. only send to Gemini for analysis if there's a genuine transcript) HTML as plain text: Check "Convert to Google Doc" uses POST to /copy endpoint 401/403 errors: Re-authorize Google credentials Inadequate meeting notes: Edit prompts in "AI Meeting Analysis" node Sample File and Storage Output Google Doc meeting notes - sample Google Drive sample folder output:

This workflow helps Customer Success Managers and customer success professionals quickly gather intelligence on clients or prospects by analyzing their recent LinkedIn activity via a simple Slack command. Who's it for CSMs, Account Managers, and Sales professionals who need fast, structured insights about a person's LinkedIn presence before a call, meeting, or outreach. What it does (and doesn't do) ✅ It DOES: Fetch recent LinkedIn posts from any profile Analyze posting frequency and cadence patterns Identify top themes and focus areas Extract recent highlights with context Generate a clean HTML report sent via email ❌ It DOESN'T: Access private/non-public LinkedIn content Provide real-time updates (it's a snapshot) Replace actual researches when needed Think of it as: Your personal LinkedIn research assistant that turns a name into actionable intelligence in under a minute. How it works Slack command - Type /check-linkedin [Full Name] in Slack Name validation - AI verifies you provided a full name (not just "John") Profile discovery - Finds the correct LinkedIn profile via Apify Content scraping - Pulls their recent posts (last 20) AI analysis - GPT-4.1 analyzes posting patterns, topics, and highlights Report generation - Creates a formatted HTML email report Email delivery - Sends the intelligence brief to your inbox Set up steps Setup time: ~15 minutes Create or use your existing Slack app and add a Slash Command (it can be done here https://api.slack.com/apps) Configure the webhook URL in your Slack app Connect credentials: Slack OAuth Apify API OpenAI API Gmail OAuth Update the email recipient in "Send report via Email" node Test with a known LinkedIn profile Requirements Slack workspace (with app installation permissions) Apify account with credits OpenAI API key (GPT-4.1 access) Gmail account Apify actors: LinkedIn Profile Finder LinkedIn Post Scraper Cost estimation ~$0.05-0.09 per profile check. You could research 11-20 people for $1. ⚠️ Cost Disclaimer: The costs displayed above are indicative only and may vary significantly depending on which n8n actors you select. Some actors incur monthly charges—for example, one of the two actors used in this workflow costs $35/month. So, I recommend using this actor only when there's a clear business need for it. For cost optimization, consider switching to alternative actors that can deliver similar / simpler functionality at a lower cost. If you plan to use this workflow extensively, I strongly suggest performing a budget assessment and evaluating other actor options to maximize cost efficiency. The workflow uses GPT-4.1-mini for lightweight classification and GPT-4.1 for the heavy analysis to balance quality and cost. Known Limitations Common names have limited accuracy: Very common names (e.g., "John Smith") often fail to identify the correct person accurately. An improved version could support company name in the slash command as an additional input to help narrow down results and improve first-try matching accuracy. 💡 Pro tips Check before important meetings: Run this 15-30 minutes before a call. The email report gives you conversation starters and context about what they care about. Batch your research: If you have multiple clients or prospects, queue them up. Just remember each lookup costs ~$0.05-0.09. Watch your Apify credits: The LinkedIn scrapers are the main cost driver. Monitor your Apify usage if you're doing high volume. Don't spam the same profile: LinkedIn may rate-limit. Space out repeat checks on the same person by at least a few hours. Review the "Quick Scan" section first: The email report starts with key stats and top focus areas. Perfect for a 30-second pre-call prep. What to do after the workflow runs Check your email - Report arrives in 30-90 seconds Review the report - Latest post date, cadence, and top themes Read Recent Activity Summary - High-level overview of their content Dive into Detailed Analysis - Two main topics with keywords and rationale Use it strategically: Reference their recent posts in your outreach Ask about topics they're clearly passionate about Tailor your pitch to their demonstrated interests Avoid generic "saw you on LinkedIn" messages Questions or Feedback? 📧 emir.belkahia@gmail.com 💼 linkedin.com/in/emirbelkahia

This template sets up a scheduled automation that scrapes the latest news from The Hindu website, uses a Google Gemini AI Agent to filter and analyze the content for relevance to the Competitive Exams like UPSC Civil Services Examination (CSE) syllabus, and compiles a structured daily digest directly into a Google Sheet. It saves hours of manual reading and note-taking by providing concise summaries, subject categorization, and explicit UPSC importance notes. Who’s it for This workflow is essential for: UPSC/CSE Aspirants who require a curated, focused, and systematic daily current affairs digest. Coaching Institutes aiming to instantly generate structured, high-quality study material for their students. Educators and Content Creators focused on Governance, Economy, International Relations, and Science & Technology. How it works / What it does This workflow runs automatically every morning (scheduled for 7 AM by default) to generate a ready-to-study current affairs document. Scraping: The Schedule Trigger fires an HTTP Request to fetch the latest news links from The Hindu's front page. Data Curation: The HTML and Code in JavaScript nodes work together to extract and pair every article URL with its title. Content Retrieval: For each identified link, a second HTTP Request node fetches the entire article body. AI Analysis and Filtering: The AI Agent uses a detailed prompt and the Google Gemini Chat Model to perform two critical tasks: Filter: It filters out all irrelevant articles (e.g., sports results, local crime) to keep only the 5-6 most important UPSC-relevant pieces (Polity, Economy, IR, etc.). Analyze: For the selected articles, it generates a Brief Summary, identifies the Main Subject, and clearly articulates Why it is Important for the UPSC Exam. Storage: The AI Agent calls the integrated Google Sheets Tool to automatically append the structured, analyzed data into your designated Google Sheet, creating your daily ready-made notes. Requirements To deploy this workflow, you need: n8n Account: (Cloud or self-hosted). Google Gemini API Key: For connecting the Google Gemini Chat Model and powering the AI Agent. Google Sheets Credentials: For reading/writing the final compiled digest. Target Google Sheet: A spreadsheet with the following columns: Date, URL, Subject, Brief Summary, and What is Important. How to set up Credentials Setup:** Connect your Google Gemini and Google Sheets accounts via the n8n Credentials Manager. Google Sheet Linking:* In the *Append row in sheet and Append row in sheet in Google Sheets1 nodes, replace the **placeholder IDs and GIDs with the actual ID and sheet name of your dedicated UPSC notes spreadsheet. Scheduling:* Adjust the time in the *Schedule Trigger: Daily at 7 AM node** if you want the daily analysis to run at a different hour. AI Customization (Optional):* You can refine the System Message in the *AI Agent: Filter & Analyze UPSC News node** to focus the analysis on specific exam phases (e.g., Prelims only) or adjust the priority of subjects.

🤖 Automated AI News Video Creation and Social Media Publishing Workflow ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎯 Overview: This workflow fully automates the creation and social media distribution of AI-generated news videos. It fetches news, crafts captions, generates avatar videos via HeyGen, stores them, and publishes them across Instagram, Facebook, and YouTube via Postiz. 🔄 WORKFLOW PROCESS: News Fetching: Reads the latest news from an RSS feed. AI Captioning: Generates concise, engaging captions using an AI agent (GPT-4o-mini). Video Generation: Creates an AI avatar video using HeyGen with the generated caption. Video Storage: Downloads the video and uploads it to Google Drive for archival. Data Logging: Records all news and video metadata into Google Sheets. Postiz Upload: Uploads the video to Postiz's internal storage for publishing. Social Publishing: Fetches Postiz integrations and routes the video to Instagram, Facebook, and YouTube after platform-specific content cleaning. ⚙️ KEY TECHNOLOGIES: RSS Feeds:** News source. LangChain (n8n nodes):** AI Agent and Chat OpenAI for caption generation. HeyGen API:** AI avatar video creation. Google Drive:** Video file storage. Google Sheets:** Data logging and tracking. Postiz API:** Unified social media publishing platform. ⚠️CRITICAL CONFIGURATIONS: API Keys:** Ensure HeyGen and Postiz API keys are correctly set in credentials and the 'Setup Heygen Parameters' node. HeyGen IDs:** Verify avatar_id and voice_id in 'Setup Heygen Parameters'. Postiz URL:** Confirm https://postiz.yourdomain.com is your correct Postiz instance URL across all HTTP Request nodes. Credentials:** All Google, OpenAI, and Postiz credentials must be properly linked. 📈BENEFITS: Automated content creation and distribution, saving significant time. Consistent branding and messaging across multiple platforms. Centralized logging for tracking and performance analysis. Scalable solution for high-volume content demands.

This n8n template drafts customer-ready email replies using Google Gemini, enriched with HubSpot context (contact, deals, companies, tickets). Each draft is routed to Slack for one-click approval before it’s sent from Gmail—so you move fast without losing control. Ideal for support and sales teams that want speedy, personalized responses while keeping humans in the loop. How it works Gmail Trigger** watches for new inbound emails. Sender filter** excludes internal domains (e.g., n8n.io) to avoid auto-replying to teammates. HubSpot contact lookup* finds the sender and fetches associated *deals/companies/tickets** via association + batch read. CRM context is normalized** into clean, LLM-friendly fields (no IDs or sensitive noise). Gemini (Google AI Studio)** generates a concise, friendly reply using: Sender name, subject, and message snippet Safe, relevant HubSpot context (e.g., top 1–2 deals or an open ticket) Style constraints (≤ \~150 words, single CTA, optional clarifying question) Slack approval* posts the draft to a channel; if *approved, n8n **replies via Gmail in the original thread. How to use Gmail: Connect the same account for the trigger and reply nodes. HubSpot: Connect OAuth on the search + HTTP request nodes. Gemini: Add your Google AI Studio API key to the Google Gemini Chat Model node. Slack: Connect and select the channel for draft approvals. (Optional) Filter: Adjust the Allowed Sender filter before going live. (Optional) Prompt: Edit “Draft Reply (AI Agent)” tone/length or how much CRM detail to include. Activate the workflow. New emails will produce Slack-approved replies automatically. Requirements Gmail** (trigger + send) HubSpot** (OAuth2) for contact + associations Slack** for approval step Google Gemini** (Google AI Studio API key) Notes & customization Safety rails:** The prompt avoids exposing IDs/raw JSON and caps CRM details to what’s useful. Auto-send mode:** Skip Slack if you want fully automated replies for specific senders/labels. Richer context:** Extend the batch read to pull more properties (e.g., next step, renewal date). Triage:** Branch on subject/labels to route billing vs. technical requests to different prompts. QA queue:* If the model asks a clarifying question, keep it to *one**—the node enforces that.

Schedule and optimize social media posts to Twitter and LinkedIn using AI This workflow automates the entire lifecycle of social media management—from fetching draft content to AI-driven optimization and multi-platform publishing. Who’s it for Social media managers, marketing teams, and content creators who use Google Sheets to plan their content but want to leverage AI for better engagement and automate the repetitive task of cross-platform posting. How it works The workflow is triggered either hourly or manually via a webhook. It fetches scheduled content from a designated Google Sheet and identifies posts ready for publication. An AI Agent (OpenAI) then analyzes the raw content to generate two optimized versions: a punchy, character-limited post for Twitter and a more professional, detailed version for LinkedIn. After generating relevant hashtags and engagement tips, the workflow publishes the posts simultaneously. Finally, it logs the live URLs back to your spreadsheet and sends a performance summary to a Slack channel for easy tracking. How to set up Google Sheet: Create a sheet with columns for status, content, platforms, scheduled_time, hashtags, and tone. Credentials: Connect your Google Sheets, OpenAI, Twitter (X), LinkedIn, and Slack accounts. Node Configuration: Select your specific spreadsheet and worksheet in both the "Fetch Content" and "Update Content" nodes. Slack: Specify the channel name or ID in the Slack node to receive notifications. Activation: Test with the Manual Webhook, then toggle the workflow to "Active." Requirements Google Sheets OAuth2** OpenAI API Key** (using GPT-4o-mini or higher) Twitter (X) OAuth2** LinkedIn OAuth2** Slack Bot Token** How to customize the workflow AI Tone**: Modify the "System Message" in the AI Content Optimizer node to match your brand's unique voice. Additional Platforms**: Extend the branching logic after the AI Parse node to include platforms like Discord, Facebook, or Mastodon. Advanced Scheduling**: Adjust the Filter node's JavaScript code if you use a different date format or status labels in your spreadsheet.

This n8n template demonstrates how to build an autonomous AI assistant that handles real business tasks through natural conversation on Telegram. The example shows meeting scheduling with CRM lookup and calendar management, but the architecture supports any business automation you can imagine - simply add tools and the AI learns to use them automatically. Use cases are many: Try automating appointment scheduling, customer support tickets, invoice generation, lead qualification, email management, report generation, data entry, or task coordination! Good to know OpenAI API costs are minimal at ~$0.001 per conversation with GPT-4o-mini The AI agent makes autonomous decisions and can chain multiple tool calls to complete complex tasks Conversation context is not persisted between sessions (can be extended with a memory database) Calendar availability is checked for business hours (9 AM - 4 PM) by default The workflow assumes contacts are stored in Google Sheets with Name and Email columns This is production-ready code that can be deployed immediately for real business use How it works User sends a natural language message to the Telegram bot requesting a meeting The workflow extracts message content, chat ID, and user information CRM database is loaded from Google Sheets containing contact information The AI agent analyzes the request and autonomously decides which tools to use AI searches CRM for contacts, checks Google Calendar availability, and proposes 3 available time slots User confirms their preferred time through conversational reply Upon confirmation, the workflow creates a Google Calendar event with both parties invited A professional confirmation email is automatically sent via Gmail to the meeting attendee The entire multi-step process executes autonomously through simple conversation How to use Set up a Google Sheet as your CRM with columns: Name, Email, Phone Create a Telegram bot via BotFather and get your bot token Import this workflow and connect your credentials (Telegram, OpenAI, Google Sheets, Calendar, Gmail) Replace placeholder IDs with your actual Google Sheet ID and Calendar ID in the workflow nodes Activate the workflow to start listening for Telegram messages Test with: "Schedule a meeting with [contact name] tomorrow at 2 PM" Customize the AI Agent system prompt to match your scheduling preferences and timezone Requirements Telegram Bot Token (free from BotFather) OpenAI API account with GPT-4o-mini access Google Sheets OAuth2 credentials for CRM database access Google Calendar OAuth2 credentials for availability checking and event creation Gmail OAuth2 credentials for sending confirmation emails Customising this workflow Add new tools (APIs, databases, services) and the AI automatically learns to use them - no code changes needed Replace Telegram with Slack, WhatsApp, or SMS for different communication channels Extend capabilities beyond scheduling: invoice generation, customer support, lead qualification, report generation Connect external systems like HubSpot, Salesforce, QuickBooks, Asana, or custom APIs Add conversation memory by integrating a vector database for context-aware multi-turn conversations Implement approval workflows where AI drafts actions for human review before execution Build multiple specialized assistants with different tools and expertise for various business functions

This automation workflow is designed for e-commerce businesses, digital marketers, and entrepreneurs who need to create high-quality promotional content for their products quickly and efficiently. From a single product image and description, the system automatically generates 4 promotional carousel-style images, perfect for social media, advertising campaigns, or web catalogs. Note: This workflow uses Gemini 2.5 Flash API for image generation, imgbb for image storage, and upload-post.com for automatic Instagram, Tiktok, Facebook and Youtube publishing* Who Is This For? E-commerce Owners:** Transform basic product photos into professional promotional content featuring real people using products in authentic situations. Digital Marketers & Agencies:** Generate multiple advertising content variations for Facebook Ads, Instagram Stories, and digital marketing campaigns. Small Businesses & Entrepreneurs:** Create professional promotional material without expensive photo shoots or graphic designers. Social Media Managers:** Produce engaging and authentic content that drives engagement and conversions across all social platforms. What Problem Does This Workflow Solve? Creating quality promotional content requires time, resources, and design skills. This workflow addresses these challenges by: Automatic Carousel Generation:** Converts a single product photo into 4 promotional images featuring people using the product naturally. Authentic & Engaging Content:** Generates images showing real product usage, increasing credibility and conversions. Integrated Promotional Text:** Automatically includes visible offers, benefits, and call-to-actions in the images. Social Media Optimization:** Produces vertical 9:16 format images, perfect for Instagram, TikTok, and Facebook Stories. Automatic Publishing:** Optionally publishes the complete carousel directly to Instagram with AI-generated optimized descriptions. How It Works Product Upload: Upload a product image and provide detailed description through the web form. Smart Analysis: The AI agent analyzes the product and creates a storyboard of 4 different promotional images. Image Generation: Gemini 2.5 Flash generates 4 variations showing people using the product in authentic contexts. Automatic Processing: Images are automatically processed, optimized, and stored in imgbb. Promotional Description: GPT-4 generates an attractive, social media-optimized description based on the created images. Optional Publishing: The system can automatically publish the complete carousel to Instagram. Setup fal.ai Credentials: Sign up at fal.ai and add your API token to the Gemini 2.5 Flash nodes. imgbb API: Create an account at imgbb.com Get your API key and configure it in the "Set APIs Vars" node Upload-Post (Optional): For automatic Instagram publishing: Register your account at upload-post.com Connect your Instagram business account Configure credentials in the "Upload Post" node OpenAI API: Configure your OpenAI API key for promotional description generation. Requirements Accounts:** n8n, fal.ai, imgbb.com, OpenAI, upload-post.com (optional), Instagram business (optional). API Keys:** fal.ai token, imgbb API key, OpenAI API key, upload-post.com credentials. Image Format:** Any standard image format (JPG, PNG, WebP) of the product to promote. Features Advanced Generative AI:** Uses Gemini 2.5 Flash to create realistic images of people using products Smart Storyboard:** Automatically creates 4 different concepts to maximize engagement Integrated Promotional Text:** Includes offers, benefits, and CTAs directly in the images Optimized Format:** Generates vertical 9:16 images perfect for social media Parallel Processing:** Generates all 4 images simultaneously for maximum efficiency Automatic Publishing:** Option to publish directly to Instagram with optimized descriptions Use this template to transform basic product photos into complete promotional campaigns, saving time and resources while generating high-quality content that converts visitors into customers.

How it works This workflow automatically generates personalized follow-up messages for leads or customers after key interactions (e.g., demos, sales calls). It enriches contact details from HubSpot (or optionally Monday.com), uses AI to draft a professional follow-up email, and distributes it across multiple communication channels (Slack, Telegram, Teams) as reminders for the sales team. Step-by-step 1. Trigger & Input Schedule Trigger – Runs automatically at a defined interval (e.g., daily). Set Sample Data – Captures the contact’s name, email, and context from the last interaction (e.g., “had a product demo yesterday and showed strong interest”). 2. Contact Enrichment HubSpot Contact Lookup – Searches HubSpot CRM by email to confirm or enrich contact details. Monday.com Contact Fetch (Optional) – Can pull additional CRM details if enabled. 3. AI Message Generation AI Language Model (OpenAI) – Provides the underlying engine for message creation. Generate Follow-Up Message – Drafts a short, professional, and friendly follow-up email: References previous interaction context. Suggests clear next steps (call, resources, etc.). Ends with a standardized signature block for consistency. 4. Multi-Channel Communication Slack Reminder – Posts the generated message as a reminder in the sales team’s Slack channel. Telegram Reminder – Sends the follow-up draft to a Telegram chat. Teams Reminder – Shares the same message in a Microsoft Teams channel. Benefits Personalized Outreach at Scale – AI ensures each follow-up feels tailored and professional. Context-Aware Messaging – Pulls in CRM details and past interactions for relevance. Cross-Platform Delivery – Distributes reminders via Slack, Teams, and Telegram so no follow-up is missed. Time-Saving for Sales Teams – Eliminates manual drafting of repetitive follow-up emails. Consistent Branding – Ensures every message includes a unified signature block.