Workflow Templates

This n8n template demonstrates how to create a comprehensive marketing automation and booking system that combines Excel-based lead management with voice-powered customer interactions. The system utilizes VAPI for voice communication and Excel/Google Sheets for data management, making it ideal for restaurants seeking to automate marketing campaigns and streamline booking processes through intelligent voice AI technology. Good to know Voice processing requires active VAPI subscription with per-minute billing Excel operations are handled in real-time with immediate data synchronization The system can handle multiple simultaneous voice calls and lead processing All customer data is stored securely in Excel with proper formatting and validation Marketing campaigns can be scheduled and automated based on lead data How it works Lead Management & Marketing Automation Workflow New Lead Trigger: Excel triggers capture new leads when customers are added to the lead management spreadsheet Lead Preparation: The system processes and formats lead data, extracting relevant details (name, phone, preferences, booking history) Campaign Loop: Automated loop processes through multiple leads for batch marketing campaigns Voice Marketing Call: VAPI initiates personalized voice calls to leads with tailored restaurant offers and booking invitations Response Tracking: All call results and lead responses are logged back to Excel for campaign analysis Booking & Order Processing Workflow Voice Response Capture: VAPI webhook triggers when customers respond to marketing calls or make direct booking requests Response Storage: Customer responses and booking preferences are immediately saved to Excel sheets Information Extraction: System processes natural language responses to extract booking details (party size, preferred times, special requests) Calendar Integration: Booking information is automatically scheduled in restaurant management systems Confirmation Loop: Automated follow-up voice messages confirm bookings and provide additional restaurant information Excel Sheet Structure Lead Management Sheet | Column | Description | |--------|-------------| | lead_id | Unique identifier for each lead | | customer_name | Customer's full name | | phone_number | Primary contact number | | email | Customer email address | | last_visit_date | Date of last restaurant visit | | preferred_cuisine | Customer's food preferences | | party_size_typical | Usual number of guests | | preferred_time_slot | Preferred dining times | | marketing_consent | Permission for marketing calls | | lead_source | How customer was acquired | | lead_status | Current status (new, contacted, converted, inactive) | | last_contact_date | Date of last marketing contact | | notes | Additional customer information | | created_at | Lead creation timestamp | Booking Responses Sheet | Column | Description | |--------|-------------| | response_id | Unique response identifier | | customer_name | Customer's name from call | | phone_number | Contact number used for call | | booking_requested | Whether customer wants to book | | party_size | Number of guests requested | | preferred_date | Requested booking date | | preferred_time | Requested time slot | | special_requests | Dietary restrictions or special occasions | | call_duration | Length of VAPI call | | call_outcome | Result of marketing call | | follow_up_needed | Whether additional contact is required | | booking_confirmed | Final booking confirmation status | | created_at | Response timestamp | Campaign Tracking Sheet | Column | Description | |--------|-------------| | campaign_id | Unique campaign identifier | | campaign_name | Descriptive campaign title | | target_audience | Lead segments targeted | | total_leads | Number of leads contacted | | successful_calls | Calls that connected | | bookings_generated | Number of bookings from campaign | | conversion_rate | Percentage of leads converted | | campaign_cost | Total VAPI usage cost | | roi | Return on investment | | start_date | Campaign launch date | | end_date | Campaign completion date | | status | Campaign status (active, completed, paused) | How to use Setup: Import the workflow into your n8n instance and configure VAPI credentials Excel Configuration: Set up Excel/Google Sheets with the required sheet structure provided above Lead Import: Populate the Lead Management sheet with customer data from various sources Campaign Setup: Configure marketing message templates in VAPI nodes to match your restaurant's branding Testing: Test voice commands such as "I'd like to book a table for tonight" or "What are your specials?" Automation: Enable triggers to automatically process new leads and schedule marketing campaigns Monitoring: Track campaign performance through the Campaign Tracking sheet and adjust strategies accordingly The system can handle multiple concurrent voice calls and scales with your restaurant's marketing needs. Requirements VAPI account** for voice processing and natural language understanding Excel/Google Sheets** for storing lead, booking, and campaign data n8n instance** with Excel/Sheets and VAPI integrations enabled Valid phone numbers** for lead contact and compliance with local calling regulations Customising this workflow Multi-location Support**: Adapt voice AI automation for restaurant chains with location-specific offers Seasonal Campaigns**: Try popular use-cases such as holiday promotions, special event marketing, or loyalty program outreach Integration Options**: The workflow can be extended to include CRM integration, SMS follow-ups, and social media campaign coordination Advanced Analytics**: Add nodes for detailed campaign performance analysis and customer segmentation

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

This n8n workflow automatically creates friendly, personalized travel itineraries based on messages received via email or WhatsApp. When a user says "I want to go to Dubai with friends for 5 days" or something similar, the AI agent understands the request, generates a detailed daily plan with suggested activities, transport tips, and hotel ideas — all in a warm, human tone. It saves time, adds value for travelers, and delivers ready-to-send itineraries without any manual effort. Good to know The AI agent uses advanced language processing to understand natural travel requests in multiple formats. Itineraries are generated with personalized recommendations based on travel preferences, group size, and duration. The workflow supports both email and WhatsApp communication channels for maximum accessibility. All responses maintain a warm, friendly tone to enhance user experience. How it works The Get Query from Email node captures travel requests sent via email, parsing the message content for trip details. The Get Query from WhatsApp node simultaneously monitors WhatsApp messages for travel planning requests. Both inputs feed into the Itinerary Creator Agent node, which uses AI to analyze the request and generate comprehensive travel plans including activities, accommodations, and transportation suggestions. The Check Proper Data node validates the generated itinerary to ensure all essential information is included and properly formatted. The Check where to send Answer node determines the appropriate response channel (email or WhatsApp) based on the original request source. If the request came via email, the Sending Itinerary from Email node sends the personalized itinerary back to the user's email address. If the request came via WhatsApp, the Send Itinerary from message node delivers the travel plan through WhatsApp messaging. How to use Import the workflow into n8n and configure the nodes with your email service credentials and WhatsApp API access. Set up the AI agent with your preferred travel data sources and recommendation algorithms. Test the workflow by sending sample travel requests through both email and WhatsApp channels. Monitor the generated itineraries to ensure quality and adjust the AI agent parameters as needed. Requirements Email service API credentials (SMTP or email provider API) WhatsApp Business API access or WhatsApp integration service AI/LLM service for the Itinerary Creator Agent (OpenAI, Anthropic, or similar) Access to travel data sources for recommendations (optional but recommended) Customising this workflow Modify the Itinerary Creator Agent node to include specific travel preferences, local recommendations, or branded content. Adjust the data validation rules in the Check Proper Data node to match your quality standards. Customize response templates in both sending nodes to align with your brand voice and style. Add additional input channels or integrate with other messaging platforms as needed.

Company Website Chatbot Agent Overview This workflow implements a modular Website AI Chatbot Assistant capable of handling multiple types of customer interactions autonomously. Instead of relying on a single large agent to handle all logic and tools, this system routes user queries to specialized sub-agents—each dedicated to a specific function. By using a manager-style orchestration layer, this approach prevents overloading a single AI model with excessive context, leading to cleaner routing, faster execution, and easier scaling as your automation needs grow. How It Works 1. Chat Trigger The flow is initiated when a chat message is received via the website widget. 2. Manager Agent (Ultimate Website AI Assistant) The central LLM-based agent is responsible for parsing the message and deciding which specialized sub-agent to route it to. It uses an OpenAI GPT model for natural language understanding and a lightweight memory system to preserve recent context. 3. Sub-Agent Routing calendarAgent: Handles availability checks and books meetings on connected calendars. RAGAgent: Searches company documentation or FAQs to provide accurate responses from your internal knowledge base. ticketAgent: Forwards requests to human support by generating and sending support tickets to a designated email. Setup Instructions Embed the Chatbot Use a custom HTML widget or script to embed the chatbot interface on your website. Connect the frontend to the webhook that triggers the When chat message received node. Configure Your OpenAI Key Insert your API key in the OpenAI Chat Model node. Adjust the model parameters for temperature, max tokens, etc., based on how formal or creative you want the bot to be. Customize Sub-Agents calendarAgent: Connect to your Google or Outlook calendar. RAGAgent: Link to a vector store or document database via API or native integration. ticketAgent: Set the destination email and format for ticket generation (e.g. via SendGrid or SMTP). Deploy in Production Host on n8n Cloud or your self-hosted instance. Monitor usage through the Executions tab and refine prompts based on user behavior. Benefits Modular system with dedicated logic per function Reduces token bloat by offloading complexity to sub-agents Easy to scale by adding more tools (e.g. CRM, analytics) Fast and responsive user experience for customers on your site Cleaner code structure and easier debugging

How It Works This workflow automates the analysis of security alerts from Sophos Central, turning raw events into actionable intelligence. It uses the official Sophos SIEM integration tool to fetch data, enriches it with VirusTotal, and leverages Google Gemini to provide a real-time threat summary and mitigation plan via Telegram. Prerequisite (Important): This workflow is triggered by a webhook that receives data from an external Python script. You must first set up the Sophos-Central-SIEM-Integration script from the official Sophos GitHub. This script will fetch data and forward it to your n8n webhook URL. Tool Source Code: Sophos/Sophos-Central-SIEM-Integration The n8n Workflow Steps Webhook: Receives enriched event and alert data from the external Python script. IF (Filter): Immediately filters the incoming data to ensure only events with a high or critical severity are processed, reducing noise from low-priority alerts. Code (Prepare Indicator): Intelligently inspects the Sophos event data to extract the primary threat indicator. It prioritizes indicators in the following order: File Hash (SHA256), URL/Domain, or Source IP. HTTP Request (VirusTotal): The extracted indicator is sent to the VirusTotal API to get a detailed reputation report, including how many security vendors flagged it as malicious. Code (Prompt for Gemini): The raw JSON output from VirusTotal is processed into a clean, human-readable summary and a detailed list of flagging vendors. AI Agent (Google Gemini): All collected data—the original Sophos log, the full alert details, and the formatted VirusTotal reputation—is compiled into a detailed prompt for Gemini. The AI acts as a virtual SOC analyst to: Create a concise incident summary. Determine the risk level. Provide a list of concrete, actionable mitigation steps. Telegram: The complete analysis and mitigation plan from Gemini is formatted into a clean, easy-to-read message and sent to your specified Telegram chat. Setup Instructions Configure the external Python script to forward events to this workflow's Production URL. In n8n, create Credentials for Google Gemini, VirusTotal, and Telegram. Assign the newly created credentials to the corresponding nodes in 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

AI-powered Telegram message analysis with multi-tool notifications (Gmail, Telegram) This workflow triggers on Telegram updates, analyzes messages with an AI Agent using MCP tools, and sends notifications via Gmail and Telegram. Detailed Description Who is this for? This template is for teams, businesses, or individuals using Telegram for communication who need automated, AI-driven insights and notifications. It’s ideal for customer support teams, project managers, or tech enthusiasts wanting to process Telegram messages intelligently and receive alerts via Gmail and Telegram. What problem is this workflow solving? Use case This workflow solves the challenge of manually monitoring Telegram messages by automating message analysis and notifications. For example, a support team can use it to analyze customer queries on Telegram with AI tools (OpenAI, Airbnb, Brave, FireCrawl) and get notified via Gmail and Telegram for quick responses. What this workflow does The workflow: Triggers on a Telegram update (e.g., a new message) using the Listen for Telegram Updates node. Processes the message with the Analyze Message with AI node, an AI Agent using MCP tools like OpenAI Chat, Airbnb search, Brave search, and FireCrawl. Sends notifications via the Send Gmail Notification and Send Telegram Alert nodes, including AI-generated insights. Setup Prerequisites: Telegram bot token for the trigger and notification nodes. Gmail API credentials for sending emails. API keys for OpenAI, Airbnb, Brave, and FireCrawl (used in the AI Agent). Steps: Configure the Listen for Telegram Updates node with your Telegram bot token. Set up the Analyze Message with AI node with your OpenAI API key and other tool credentials. Configure the Send Gmail Notification node with your Gmail credentials. Set up the Send Telegram Alert node with your Telegram bot token. Test by sending a Telegram message to trigger the workflow. Setup takes ~15-30 minutes. Detailed instructions are in sticky notes within the workflow. How to customize this workflow to your needs Add more AI tools (e.g., sentiment analysis) in the Analyze Message with AI node. Modify the notification message in the Send Gmail Notification and Send Telegram Alert nodes to include specific AI outputs. Add nodes for other channels like Slack or SMS after the AI Agent. Disclaimer This workflow uses Community nodes (e.g., Airbnb, Brave, FireCrawl), which are available only in self-hosted n8n instances. Ensure your n8n setup supports Community nodes before using this template.

Quickly transform any LinkedIn profile URL into a concise, AI‑generated professional summary — perfect for recruiters, sales teams, and hiring managers who need instant insights into prospects or candidates without manual research. How it works The workflow polls a Google Sheet for new or updated rows containing LinkedIn profile URLs. For each URL, the Real‑Time LinkedIn Scraper API (via RapidAPI) pulls experience and education sections. Extracted profile data is sent to OpenAI’s GPT model, which generates a clean, structured summary highlighting key strengths, career trajectory, and differentiators. The generated summary is written back into a new column in the same row of your Google Sheet for easy review and sharing. Set up steps Connect your Google account and select the spreadsheet + worksheet containing your list of LinkedIn URLs. Sign up for the Real‑Time LinkedIn Scraper API on RapidAPI, copy your API key, and add it to the workflow’s HTTP Request node. Insert your OpenAI API key credentials. Ensure your Google Sheet has one column for “linkedin_url” and create two empty columns named “full_name” and "summary" (or customize them based on your needs). Run a single row through the workflow to verify scraping accuracy and summary formatting, then turn on the workflow for continuous automation. With this template, eliminate hours of manual profile review — instantly gain actionable insights and focus on what really matters: building relationships and closing deals.

📄 What this workflow does This workflow helps you analyze Google reviews of any business to generate powerful marketing insights. By simply submitting a business name and its Google Place ID, it fetches the top 30 reviews and uses GPT-4 (via LangChain Agent) to extract valuable customer insights such as marketing angles, customer motivations, product pain points, and voice of customer (VOC) quotes. The output is stored automatically in a connected Google Sheet. 👤 Who is this for Marketing teams looking for messaging inspiration Founders or product managers exploring customer feedback Brand strategists gathering real-world insights Agencies running VOC or sentiment analysis 🛠️ Requirements Dumpling AI API key** OpenAI GPT-4 or GPT-4o access** Google Sheets connection** A form or manual input with: Business Name Google Place ID ⚙️ How to set up Connect Credentials Dumpling AI (via HTTP Header Auth) OpenAI (GPT-4) Google Sheets (OAuth2) Prepare your Google Sheet Create columns: Business Name, Place ID, Marketing Angles, Customer Motivations, Frictions and Barriers, Product Opportunities, VOC Snippets Update Nodes Replace the Google Sheets Document ID and Tab Name with yours Check that the Dumpling API node is linked to your credential Optional: tweak the prompt in the LangChain Agent node to fit your tone or goals 🤖 How it works (Workflow Steps) User submits business name + Google Place ID Dumpling AI fetches top 30 reviews Workflow aggregates review text GPT-4 via LangChain analyzes the reviews Insights are parsed and logged to Google Sheets 💡 Customization Ideas Push output to Notion, Airtable, or Slack Add sentiment scoring to prioritize themes Create summaries for each insight category Schedule insights to be emailed weekly This is a plug-and-play VOC research workflow — great for founders, marketers, and product teams who want actionable data from real customers without doing manual review scraping or summarizing.

Auto-Share YouTube Videos with AI-Generated Posts to Facebook, X and Notify in Discord This n8n template demonstrates how to use a LLM like DeepSeek to generate a post and share to Facebook page and X automatically whenever a new video is published to a YouTube channel. How it works We first define RSS with a polling schedule to pull YouTube videos from a specified channel Prompt AI agent to generate a post with proper url and hash tags based on the video metadata Then automatically create a new post in Facebook and X via their APIs Post a new message in Discord channel via Webhook How to use Simply setup a RSS polling trigger to automatically trigger the workflow Requirements Facebook API setup, see step by step tutorials X v2 API setup, see step by step tutorials Discord channel webhook, see step by step tutorials Need Help? Contact me via My Blog or ask in the Forum! Happy Hacking!

This n8n template offers a simple yet capable chatbot assistant who can answer course enquiries over SMS. Given the right access to data, AI Agents are capable of planning and performing relatively complex research tasks to get their answers. In this example, the agent must first understand the database schema, retrieve lists of values before generating it's own query to search over the database. Checkout the example database here - https://airtable.com/appO5xvP1aUBYKyJ7/shr8jSFDaghubDOrw How it works A Twilio trigger gives us the ability to receive SMS input into our workflow via webhook. The message is then directed to our AI agent who is instructed to assist the user and use the course database as reference. The database is an Airtable base. The agent autonomously figures out which tool it needs to use and generates it's own "filter_by_formula" query to search over the available courses. On successful search results, the Agent can then use this information to answer the user's query. The Agent's output is logged in a second sheet of the Airtable base. We can use this later for analysis and lead gen. Finally, the response is sent back to the user through SMS using Twilio. How to use Ensure your Twilio number is set to forward messages to this workflow's webhook URL. Configure and update the course database as required. If you're not interested in courses, you can swap this out for inventory, deliveries or any other data relevant to your business. Ask questions like: "Can you help me find suitable courses to fill my Wednesday mornings?" "Which courses are being instructed by profession Lee?" "I'm interested in creative arts. What courses are available which could be relevant to me?" Requirements Twilio for SMS receiving and sending OpenAI for LLM and Agent Airtable for Course Database Customising this workflow Add additional tools and expand the range of queries the agent is able to answer or assist with. Not using Airtable? This technique also works with SQL databases like PostgreSQL.

Web-Form Auto-Responder: Instant Email + SMS Follow-Up 📝 Description Embed a simple web form on your site and let this workflow: Collect a visitor’s name, email, phone, and question Generate a professional email and a friendly SMS using GPT-4o-mini Delay briefly (1 min by default) to simulate human writing time Send the AI-crafted email via Microsoft Outlook Send the AI-crafted text via Twilio Perfect for solo consultants or small teams who want rapid, personalized responses without manual typing. ⚙️ Setup Instructions Import the workflow n8n → Workflows → Import from File (or Paste JSON) → Save Add credentials | Service | Where to get credentials | Node(s) to update | |---------|-------------------------|-------------------| | OpenAI | <https://platform.openai.com> → create API key | OpenAI Chat Model | | Microsoft Outlook | Azure/M365 account with email-send permissions | Send email to the submitter | | Twilio | <https://console.twilio.com> → Account SID, Auth Token | Send text to the submitter | Embed the form on your website Open Form to be embedded on website Click “Embed” → copy the iframe code → paste into your contact page Set your Twilio “From” number In Send text to the submitter, change phone to your verified Twilio number Adjust wait times (optional) Wait some time to write the email response (default 1 min) Wait some time to write the text response (default 1 min) Customize the AI prompt (optional) Edit the AI Agent system message to tweak tone, questions asked, or signature Test the flow Open the form URL (generated by the Form node) Submit a test entry → after ~1 min you should receive both an email and an SMS Activate Toggle Active so the form handles real submissions 24/7 🧩 Customization Ideas Pipe form data into Pipedrive, HubSpot, or Airtable for lead tracking Trigger a Slack/Teams alert to notify your team of hot questions Add a calendar link in the email so visitors can book a call instantly Use a language-detection node to reply in the visitor’s native language Contact Email:** rbreen@ynteractive.com Website:** https://ynteractive.com YouTube:** https://www.youtube.com/@ynteractivetraining LinkedIn:** https://www.linkedin.com/in/robertbreen