Workflow Templates

Who is this for? This workflow is perfect for operations teams, accountants, e-commerce businesses, or finance managers who regularly process digital invoices and need to automate data extraction and record-keeping. What problem is this workflow solving? Manually reading invoice PDFs, extracting relevant data, and entering it into spreadsheets is time-consuming and error-prone. This workflow automates that process—watching a Google Drive folder, extracting structured invoice data using Dumpling AI, and saving the results into Google Sheets. What this workflow does Watches a specific Google Drive folder for new invoices. Downloads the uploaded invoice file. Converts the file into a Base64 format. Sends the file to Dumpling AI’s extract-document endpoint with a detailed parsing prompt. Parses Dumpling AI’s JSON response using a Code node. Splits the items array into individual rows using the Split Out node. Appends each invoice item to a preformatted Google Sheet along with the full header metadata (order number, PO, addresses, etc.). Setup Google Drive Setup Create or select a folder in Google Drive and place the folder ID in the trigger node. Make sure your n8n Google Drive credentials are authorized for access. Google Sheets Create a Google Sheet with the following headers: Order number, Document Date, Po_number, Sold to name, Sold to address, Ship to name, Ship to address, Model, Description, Quantity, Unity price, Total price Paste the Sheet ID and sheet name (Sheet1) into the Google Sheets node. Dumpling AI Sign up at Dumpling AI Go to your account settings and generate your API key. Paste this key into the HTTP header of the Dumpling AI request node. The endpoint used is: https://app.dumplingai.com/api/v1/extract-document Prompt (already included) This prompt extracts: order number, document date, PO number, shipping/billing details, and detailed line items (model, quantity, unit price, total). How to customize this workflow to your needs Adjust the Google Sheet fields to fit your invoice structure. Modify the Dumpling AI prompt if your invoices have additional or different data points. Add filtering logic if you want to handle different invoice types differently. Replace Google Sheets with Airtable or a database if preferred. Use a different trigger like an email attachment if invoices come via email.

An AI-powered email marketing automation workflow that generates personalized marketing emails using data from Google Sheets and delivers them directly to clients. This workflow combines the power of AI content generation with spreadsheet-based campaign management for seamless email marketing automation. What's the Goal? Automatically pull marketing offer details from Google Sheets (Sheet 1) Fetch client information from Google Sheets (Sheet 2) Use AI to generate compelling, personalized marketing content Format emails with professional structure and personalization Send targeted marketing emails directly to clients Enable scalable email marketing campaigns with minimal manual effort By the end, you'll have a fully automated email marketing system that creates and sends personalized campaigns based on your spreadsheet data. Why Does It Matter? Manual email marketing is labor-intensive and lacks personalization at scale. Here's why this workflow is a game changer: Zero Manual Drafting**: AI generates unique content for each recipient Data-Driven Personalization**: Leverages spreadsheet data for targeted messaging Scalable Campaigns**: Handle hundreds of clients with a single workflow execution Consistent Quality**: AI ensures professional, engaging content every time Time Efficiency**: Transform hours of work into minutes of automation Cost-Effective**: Reduce marketing team workload while increasing output Think of it as your intelligent marketing assistant that creates personalized campaigns at enterprise scale. How It Works Here's the step-by-step process behind the automation: Step 1: Track Offer Updates Node**: Track Offer Sheet Updates (Sheet 1) Function**: Monitor Google Sheets for new marketing offers or updates Trigger**: Automatically activates when new data is added to Sheet 1 Step 2: Generate Marketing Content Node**: Generate Marketing Content with AI Function**: Process offer details through AI model (Llama 3.2) Process**: Creates compelling marketing copy based on offer parameters Step 3: Fetch Client Information Node**: Fetch Client List (Sheet 2) Function**: Retrieve client names and email addresses from Sheet 2 Data**: Pulls client_name and client_email for personalization Step 4: Content Personalization Node**: Format Personalized Email Function**: Combine AI-generated content with client-specific data Output**: Creates personalized email for each recipient Step 5: Email Delivery Node**: Send Marketing Email to Client Function**: Deliver personalized emails directly to client inboxes Method**: Uses Gmail integration for professional delivery Google Sheets Structure Sheet 1: Marketing Offer Details | Column | Description | Example | |--------|-------------|---------| | title | Campaign/offer name | "Summer Sale 2024" | | discount | Discount percentage or amount | "25% OFF" | | validity | Offer expiration date | "Valid until July 31st" | | products_included | Items covered by offer | "All summer collection" | | original_price | Pre-discount pricing | "$199.99" | | discounted_price | Final pricing | "$149.99" | | cta | Call-to-action text | "Shop Now" | | bonus | Additional incentives | "Free shipping included" | Sheet 2: Client Information | Column | Description | Example | |--------|-------------|---------| | client_name | Customer's full name | "John Smith" | | client_email | Customer's email address | "john.smith@email.com" | How to Use the Workflow Prerequisites Google Sheets Setup: Create two sheets with the required column structure n8n Account: Access to n8n workflow platform Gmail API: Gmail account with API access configured AI Model Access: Llama 3.2 API credentials Importing the Workflow in n8n Step 1: Obtain the Workflow JSON Download the workflow file or copy the JSON code Ensure you have the complete workflow configuration Step 2: Access n8n Workflow Editor Log in to your n8n instance (Cloud or self-hosted) Navigate to the Workflows section Click "Add Workflow" to create a new workflow Step 3: Import the Workflow Option A: Import from Clipboard Click the three dots (⋯) in the top-right corner Select "Import from Clipboard" Paste the JSON code into the text box Click "Import" to load the workflow Option B: Import from File Click the three dots (⋯) in the top-right corner Select "Import from File" Choose the .json file from your computer Click "Open" to import the workflow Configuration Setup Google Sheets Integration Authenticate Google Sheets: Connect your Google account in n8n Configure Sheet 1: Set spreadsheet ID and range for marketing offers Configure Sheet 2: Set spreadsheet ID and range for client information AI Model Configuration Set API Credentials: Configure Llama 3.2 API key and endpoint Customize Prompts: Adjust AI prompts for your brand voice and style Set Content Parameters: Define content length, tone, and structure Gmail Integration Gmail API Setup: Enable Gmail API in Google Cloud Console OAuth Configuration: Set up OAuth credentials for email sending Sender Configuration: Configure sender name and email address Content Customization Email Templates: Customize email structure and branding Personalization Fields: Map spreadsheet columns to email variables Brand Guidelines: Set company colors, fonts, and messaging tone Workflow Execution Manual Execution Click "Execute Workflow" in the n8n interface Monitor execution progress through each node Review generated content and delivery status Automated Execution Set up triggers based on sheet updates Configure scheduling for regular campaign runs Enable webhook triggers for real-time processing Best Practices Data Management Keep spreadsheet data clean and formatted consistently Regular validation of email addresses in Sheet 2 Update offer details promptly in Sheet 1 Content Quality Review AI-generated content periodically Adjust prompts based on campaign performance Maintain consistent brand voice across campaigns Deliverability Monitor email bounce rates and engagement metrics Maintain clean email lists with valid addresses Follow email marketing best practices and regulations Performance Optimization Batch process large client lists for efficiency Monitor workflow execution times Implement error handling and retry mechanisms Troubleshooting Common Issues Authentication Errors**: Verify API credentials and permissions Sheet Access**: Ensure proper sharing permissions for Google Sheets Email Delivery**: Check Gmail API quotas and sending limits AI Processing**: Monitor API rate limits and response times Error Handling Implement retry logic for failed operations Set up notification systems for workflow failures Maintain backup data sources for critical campaigns Security Considerations Use environment variables for API keys and credentials Implement proper access controls for sensitive data Regular security audits of connected services Compliance with data protection regulations (GDPR, CAN-SPAM) Conclusion This Smart Email Marketing Generator transforms your marketing campaigns from manual, time-consuming tasks into automated, intelligent processes. By leveraging AI and spreadsheet data, you can create personalized, engaging campaigns that scale with your business needs while maintaining professional quality and consistency. The workflow represents a significant advancement in marketing automation, combining the accessibility of spreadsheet-based data management with the power of AI-driven content generation and automated delivery systems.

This n8n workflow demonstrates how to automate customer interactions and appointment management via WhatsApp Business bot. After submitting a Google Form, the user receives a notification via WhatsApp. These notifications are sent via a template message. In case user sends a message to the bot, the text and user data is stored in Google Sheets. To reply back to the user, fill in the ReplyText column and change the Status to 'Ready'. In a few seconds n8n will fetch the unsent replies and deliver them one by one via WhatsApp Business node. Customize this workflow to fit your specific needs, connect different online services and enhance your customer communication! 🎉 Setup Instructions To get this workflow up and running, you'll need to: 👇 Create a WhatsApp template message on the Meta Business portal. Obtain an Access Token and WhatsApp Business Account ID from the Meta Developers Portal. This is needed for the WhatsApp Business Node to send messages. Set up a WhatsApp Trigger node with App ID and App Secret from the Meta Developers Portal. Right after that copy the WhatsApp Trigger URL and add it as a Callback URL in the Meta Developers Portal. This trigger is needed to receive incoming messages and their status updates. Connect your Google Sheets account for data storage and management. Check out the documentation page. ⚠️ Important Notes WhatsApp allows automatic custom text messages only within 24 hours of the last user message. Outside with time frame only approved template messages can be sent. The workflow uses a Google Sheet to manage form submissions, incoming messages and prepare responses. You can replace these nodes and connect the WhatsApp bot with other systems.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. ❓ What Problem Does It Solve? Manual transcription and action planning from meeting notes is often error-prone, time-consuming, and inconsistent. Important tasks, decisions, or deadlines can be overlooked or delayed. This workflow solves these pain points by automatically analyzing notes using AI and turning them into actionable, structured data. It drastically reduces follow-up delays, miscommunications, and administrative effort, letting teams focus on execution instead. 💡 Why Use Google Meet Automation? Save Hours of Manual Work:** Automatically transform raw meeting notes into structured tasks and emails without lifting a finger. Ensure Accurate Follow-up:** Never miss important action items or decisions buried in text; everything is extracted and assigned clearly. Improve Team Collaboration:** Instantly distribute meeting summaries and next steps to attendees, keeping everyone aligned. Leverage Advanced AI:** Utilize Google Gemini’s powerful natural language processing tailored specifically for meetings. Fully End-to-End Automated:** From receiving notes to task creation and email dispatch — your post-meeting workflow is completely hands-free. ⚡ Who Is This For? Project Managers:** Streamline task delegation and keep project timelines on track. Team Leads:** Quickly communicate key takeaways and follow-ups to team members. Sales and Account Teams:** Document client meetings efficiently and automate follow-up outreach. Remote Teams:** Ensure clarity and continuity after virtual meetings. Executives:** Get concise summaries and important decision logs automatically. 🔧 What This Workflow Does ⏱ Trigger: Activated via a POST webhook receiving meeting notes, title, attendees, date, and duration. 📎 Step 2: Validates inputs; if missing required fields, sends an error response. 🔍 Step 3: Extracts and formats meeting data into structured variables for processing. 🤖 Step 4: Sends meeting notes to Google Gemini AI for advanced analysis to identify action items, decisions, summaries, follow-ups, and dates. 💌 Step 5: Splits AI responses to create Google Tasks from action items and send personalized follow-up emails via Gmail. 🗂 Step 6: Generates a Google Docs meeting summary document and finally returns a success response with all processed results. 🔐 Setup Instructions Import the provided Google Meet Automation.json file into your n8n instance. use Payload example Set up credentials for: Google OAuth2 API (Google Tasks, Google Docs) Gmail OAuth2 API for sending emails Google Palm API (for Google Gemini AI access) Customize workflow parameters: Webhook URL and access permissions Google Tasks project or folders if applicable Email templates if desired (subject line, branding) Update any API endpoints or credential references to match your account setup. Thoroughly test with sample meeting note payloads to ensure smooth execution. 🧩 Pre-Requirements Active n8n instance (Cloud or Self-hosted) Google Cloud Platform project with: Google Tasks API enabled Google Docs API enabled Gmail API enabled Google Palm API access (Google Gemini AI) Valid OAuth2 credentials configured in n8n for above services API quota and permissions for sending emails, creating docs, and tasks 🛠️ Customize It Further Integrate with calendar apps (Google Calendar, Outlook) to auto-schedule next meetings. Add Slack or Microsoft Teams notifications for real-time alerts. Extend AI prompt for deeper insights like sentiment analysis or risk flags. Customize email templates with branding, signatures, or attachments. Connect task outputs with project management tools like Asana, Trello, or Jira. 📞 Support Made by: khaisa Studio Tag: automation, google meet, meeting notes, AI, google tasks, gmail, google docs Category: Productivity Need a custom? Contact Us

How it works This workflow automates the conversion of various document formats (such as PDF, Word, and PPT) into Markdown. It connects to the MinerU API service, which leverages OCR, formula, and table recognition to produce high-quality output. Users can initiate the process by simply uploading a document through an n8n chat interface. Set up steps Ensure you have a local n8n instance running. Set up and run the MinerU MCP (MinerU Computing Platform) server locally. Import this workflow into your n8n instance. Configure your AI model credentials (e.g., for OpenAI, add your API Key and Base URL). Click the "Write Files from Disk" node and edit the file path to your desired local save location. Click the "MCP Client" node and input your MinerU MCP server address (e.g., http://localhost:8000/sse). Click the "Open Chat" button to upload a file, send a message, and test the workflow.

Instantly Find & Fix What’s Holding Your Page Back You’ve put in the work. Your content is strong. Your design is polished. But… ❌ Your page isn’t ranking where it should. ❌ Your competitors are outranking you—even with weaker content. ❌ You have no idea what’s wrong—or how to fix it. The truth? SEO isn’t just about keywords. Your technical setup, content structure, and on-page elements must work together seamlessly. And if anything is off? Google won’t rank your page. Who Is This For? SaaS Founders & Startups – Get higher rankings & organic traffic that converts. Marketing Teams & Agencies – Audit & optimize pages in seconds. E-commerce & Content Sites – Improve rankings for product pages, blogs, and landing pages. How It Works Paste your URL Get an instant audit + recommendations list Implement changes & watch your rankings jump The workflow scrapes the url you input, gets the htlm source code of the landing page, and sends it to OpenAI AI Agent. The Agent makes a deep analysis, audit the Technical + Content SEO of the page, and provides 10 Recommendations to improve your SEO. Setup Guide You will need OpenAI Credentials with an API Key to run the workflow. The workflow is using the OpenAI-o1 model to deliver the best results. It costs between $0.20/0.30 per run. You can adjust the prompt to your wish in the AI Agent parameters. Once the audit has been completed, it will send an email (don't forget to add your email address here) Below is an example of what you can expect

This workflow creates a Slack thread when a new ticket is created in Zendesk. Subsequent comments on the ticket in Zendesk are added as replies to the thread in Slack. Prerequisites Zendesk account and Zendesk credentials. Slack account and Slack credentials. Slack channel to create threads in. How it works The workflow listens for new tickets in Zendesk. When a new ticket is created, the workflow creates a new thread/message in Slack. The Slack thread ID is then saved in one of the ticket's fields called "Slack thread ID". The next time a comment is added to the ticket, the workflow retrieves the Slack thread ID from the ticket's field and adds the comment to the thread/message in Slack as a reply. Setup This workflow requires that you set up a webhook in Zendesk. To do so, follow the steps below: In the workflow, open the On new Zendesk ticket node and copy the webhook URL. In Zendesk, navigate to Admin Center > Apps and integrations > Webhooks > Actions > Create Webhook. Add all the required details which can be retrieved from the On new Zendesk ticket node. The webhook URL gets added to the “Endpoint URL” field, and the “Request method” should match what is shown in n8n. Save the webhook. In Zendesk, navigate to Admin Center > Objects and rules > Business rules > Triggers > Add trigger. Give trigger a name such as “New tickets”. Under “Conditions” in “Meet ALL of the following conditions”, add “Status is New”. Under “Actions”, select “Notify active webhook” and select the webhook you created previously. In the JSON body, add the following: { "id": "{{ticket.id}}", "comment": "{{ticket.latest_comment_html}}" } Save the Zendesk trigger. You will also need to set up a field in Zendesk to store the Slack thread ID. To do so, follow the steps below: In Zendesk, navigate to Admin Center > Objects and rules > Tickets > Fields > Add field. Use the text field option and give the field a name such as “Slack thread ID”. Save the field. In n8n, open the Update ticket node and select the field you created in Zendesk.

How it works Weekly triggered Fetches all previous executions of a given workflow Filter for failures and aggregate them into a single report Sends them to a given Telegram chat. Set up steps Create a new N8N api token in the settings panel. Add new N8N credentials in the credentials panel. Add new Telegram credentials in the credentials panel. Select N8N credentials and select the workflow ID in the "Get all previous executions" node. Select Telegram credentials and enter the chat-id in the "Telegram" node.

Turn Gumroad buyers into loyal email subscribers and keep your CRM up‑to‑date. When someone makes a purchase on your Gumroad store, this n8n workflow instantly adds that customer to the right MailerLite group (so your nurture sequence starts on time) and writes the sale details into your Google Sheets CRM. You’ll never copy‑and‑paste orders again, and every buyer begins receiving your follow‑up emails the moment they purchase. Requirements A Gumroad account with a product listed A MailerLite account. A MailerLite group of subscribers created Enabled APIs and credentials for Google Sheets, MailerLite and Gumroad How it works Listen for a new sale on Gumroad** The Gumroad trigger watches your account 24/7 and fires as soon as a sale is completed. Create (or update) the subscriber in MailerLite** Their name and email are added to MailerLite. If they already exist, the workflow simply updates their profile. Assign the subscriber to your Gumroad group** Grouping lets your MailerLite automation send the right onboarding or upsell sequence without manual tagging. Log the purchase in Google Sheets** The buyer’s contact details, product, price, and date are appended as a new row in your CRM sheet. Set‑up steps Create an application in Gumroad. Copy the access token, you’ll paste it into the Gumroad trigger node. Grab your MailerLite API key MailerLite dashboard → Integrations → API. Paste it into the two MailerLite nodes. Prepare a Google Sheets spreadsheet Add column headers like Name, Email, Product, Price, Date. Open the template in n8n Cloud or Desktop In the Gumroad node, paste your token. In the MailerLite nodes, paste your API keys and replace the group id. In the Google Sheets node, replace the credentials, pick your spreadsheet and worksheet. Get in touch with us Feel free to contact us at 1 Node. Get instant access to a library of free resources we created.

📬 Scheduled RSS News Digest Emails with Gmail Automatically send beautifully formatted news digests from any RSS feed (e.g., Prothom Alo) directly to your Gmail inbox on a schedule using this n8n workflow. Ideal for news curators, bloggers, media professionals, or anyone who wants a daily/weekly news summary in their email. ✅ Prerequisites Before using this workflow, ensure you have the following: An active Gmail account with OAuth2 credentials set up in n8n. A public RSS feed URL (e.g., https://prothomalo.com/feed). An instance of n8n running (self-hosted or via n8n cloud). Basic familiarity with how n8n workflows function. ⚙️ Setup Instructions 1. Schedule Trigger Triggers the workflow at your chosen interval (e.g., daily at 8 AM). You can configure this under the interval section of the Schedule Trigger node. 2. HTTP Request – Get RSS from Prothom Alo Fetches the latest RSS feed from your preferred news source. Set the URL field to your desired RSS feed, such as https://prothomalo.com/feed. 3. Convert XML to JSON Uses the XML node to parse the fetched XML into JSON format for further processing. 4. Code Node – Generate HTML News Preview Transforms the parsed JSON into a styled HTML template. Includes dynamic data like the article title, summary, author, category, and a “Read More” button. The date is formatted to bn-BD locale for regional display. 5. Gmail Node – Send a message Sends the generated HTML as an email. Requires Gmail OAuth2 credentials to be configured. Set the recipient address. Use the generated HTML inside the message field. Make sure to use Gmail OAuth2 credentials (you can set this under "Credentials"). 🛠 Customization Options RSS Feed Source**: Replace https://prothomalo.com/feed with any RSS/Atom feed of your choice. Email Design**: Modify the embedded HTML/CSS in the Gmail node and code block to reflect your brand/theme. Language & Locale**: Adjust the date and formatting based on your preferred locale (e.g., en-US, bn-BD, etc.). Email Frequency**: Set your schedule to send digests hourly, daily, or weekly. 🧹 Flow Overview Schedule Trigger → HTTP Request → XML → Code (HTML Builder) → Gmail Send 💡 Use Cases Daily Newsletters** Team Updates from Blogs** Industry Trends Monitoring** Client Briefings with Custom Feeds** This automated workflow ensures timely delivery of curated news in a mobile-responsive, branded HTML format. No manual copy-pasting — just scheduled insights, beautifully delivered.

This workflow automatically syncs Shopify orders with your Zendesk contacts. Using this workflow, the Shopify email ID, phone number ID and order information will be added or updated to Zendesk contacts. Prerequisites Shopify account and Shopify credentials Zendesk account and Zendesk credentials How it works Shopify Trigger starts the workflow whenever a customer`s data is updated. Zendesk Node then searches the contact by email address. Set node keeps only the UserId and email of the contact. Merge by Key node combines the Shopify and Zendesk data. If node splits the workflow conditionally, check if the contact already exists or not. If the user exists, Zendesk node updates its contact data. If the user does not exist, Zendesk node creates a new contact.

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automates summarizing YouTube videos by accepting a YouTube URL via a form, fetching the video transcript using Apify, and then generating a concise summary with OpenAI GPT. Setup Instructions Prerequisites: Apify account with access to the YouTube Transcript actor. OpenAI API key (for GPT-4o-mini model). n8n instance with the Apify and OpenAI credentials configured. Configuration Steps Apify Setup: Configure Apify API credentials in the Apify node. Ensure the YouTube Transcript actor ID (1s7eXiaukVuOr4Ueg) is correct. OpenAI Setup: Add your OpenAI API key in the OpenAI Chat Model node. Confirm model selection is set to gpt-4o-mini. Customization Modify form field to accept additional inputs if needed. Adjust Apify actor input JSON in the Payload node for extra metadata extraction. Customize the summarization options to tweak summary length or style. Change OpenAI prompt or model parameters in the OpenAI Chat Model node for different output quality or tone. Steps 1. On Form Submission Node:** Form Trigger Purpose:** Collect the YouTube video URL from the user via a web form. 2. Prepare Payload Node:** Set Purpose:** Format the YouTube URL and options into the JSON payload for Apify input. 3. Fetch Transcript Node:** Apify Purpose:** Run the YouTube Transcript actor to retrieve video captions and metadata. 4. Extract Captions Purpose:** Isolate the captions field from the Apify response for processing. 5. Summarize Transcript Purpose:** Generate a concise summary of the video captions.