Workflow Templates

How it works Fetch all workflows from your n8n instance. Filter workflows that contain nodes with a modelId setting. Extract the node names, model IDs, model names, workflow names, and workflow URLs. Save the extracted information into a connected Google Sheet. Set up steps Connect your n8n API credentials. Connect your Google Sheets account. Replace "Your n8n domain" with your actual domain URL. Use this Google Sheet template to create a new sheet for results. Setup typically takes 5 minutes. Be cautious: if you have over 100 workflows, performance may be impacted. Notes Sticky notes inside the workflow provide extra guidance. This workflow clears old sheet data before writing new results. Make sure your n8n instance allows API access. Result Example Update: It didn't detect the AI model in tool originally. Now it's fixed! Update 20250429: Support 1.91.0 with open node directly! Optimize the url with node id.

Description This automation template is designed for Instagram marketers, influencers, and businesses looking to supercharge their Instagram engagement strategy. It automatically monitors Instagram post comments and sends personalized direct messages (DMs) to new commenters, while maintaining a smart tracking system to prevent duplicate messages. The workflow runs continuously, checking for new comments every 15 minutes and responding instantly to maintain high engagement rates. Note: This workflow uses the upload-post.com API for Instagram interactions and Google Sheets for contact tracking. The workflow is configured to monitor a specific Instagram post* Who Is This For? Instagram Marketers & Influencers:** Automatically engage with every commenter by sending personalized DMs with valuable content, links, or offers. E-commerce Businesses:** Convert Instagram comments into sales opportunities by instantly sending product links, discount codes, or catalog information via DM. Content Creators & Coaches:** Build deeper relationships with your audience by automatically reaching out to commenters with additional resources, course links, or exclusive content. Social Media Managers:** Scale client engagement without manual monitoring, ensuring no potential lead or follower interaction goes unnoticed. What Problem Does This Workflow Solve? Manually monitoring Instagram comments and sending follow-up DMs is time-consuming and often leads to missed opportunities. This workflow addresses these challenges by: Automated Comment Monitoring:** Continuously checks for new comments on your specified Instagram post every 15 minutes. Smart Duplicate Prevention:** Uses Google Sheets to track already contacted users, preventing spam and maintaining professional communication. Instant Response System:** Sends personalized DMs immediately when new comments are detected, maximizing engagement while the interaction is fresh. Scalable Engagement:** Handles multiple commenters simultaneously without manual intervention, perfect for viral posts or high-engagement content. Comprehensive Tracking:** Maintains detailed logs of all interactions including timestamps, usernames, and message content for analytics and follow-up. How It Works Post Configuration: Set your Instagram post URL, reply message, and profile username in the configuration node. Comment Monitoring: The workflow fetches all comments from your specified Instagram post using the upload-post.com API. Smart Filtering: Compares new comments against your Google Sheets database to identify users who haven't been contacted yet. Automated DM Sending: Sends personalized direct messages to new commenters with your configured message. Contact Tracking: Records each successful interaction in Google Sheets with comment ID, username, message sent, timestamp, and post URL. Continuous Monitoring: Automatically repeats the process every 15 minutes using the built-in scheduler. Setup Upload-Post API Credentials: Create an account at upload-post.com connect your Instagram account and add your API credentials to the HTTP request nodes. Google Sheets Setup: Create a Google Sheet with columns: comment_id, username, message_sent, timestamp, post_url Connect your Google account to the Google Sheets nodes Update the document ID in the "Read Contacted Users" and "Record Contacted User" nodes Instagram Post Configuration: In the "Configure Post & Message" node, update: postUrl: Your Instagram post URL to monitor replyMessage: The DM message to send to commenters profileUsername: Your Upload-post profile username Monitoring Schedule: The workflow is set to run every 15 minutes. You can adjust this in the "Schedule Trigger" node based on your needs. Requirements Accounts:** n8n, upload-post.com, Google (for Sheets access), Instagram business account. API Keys & Credentials:** Upload-post.com API token, Google Sheets OAuth2 credentials. Instagram Setup:** Business/Creator account with API access through upload-post.com. Features Duplicate Prevention:** Advanced comment ID tracking prevents sending multiple DMs to the same user Error Handling:** Robust error handling for API failures and edge cases Detailed Logging:** Comprehensive console logging for debugging and monitoring Flexible Configuration:** Easy to modify for different posts, messages, and monitoring intervals Success Tracking:** Monitors both successful and failed DM attempts for analytics Use this template to transform your Instagram engagement strategy, automatically converting every comment into a potential lead or deeper connection while maintaining professional communication standards.

This n8n workflow demonstrates an approach to parsing bank statement PDFs with multimodal LLMs as an alternative to traditional OCR. This allows for much more accurate data extraction from the document especially when it comes to tables and complex layouts. Multimodal Parsing is better than traditiona OCR because: It reduces complexity and overhead by avoiding the need to preprocess the document into text format such as markdown before passing to the LLM. It handles non-standard PDF formats which may produce garbled output via traditional OCR text conversion. It's orders of magnitude cheaper than premium OCR models that still require post-processing cleanup and formatting. LLMs can format to any schema or language you desire! How it works You can use the example bank statement created specifically for this workflow here: https://drive.google.com/file/d/1wS9U7MQDthj57CvEcqG_Llkr-ek6RqGA/view?usp=sharing A PDF bank statement is imported via Google Drive. For this demo, I've created a mock bank statement which includes complex table layouts of 5 columns. Typically, OCR will be unable to align the columns correctly and mistake some deposits for withdrawals. Because multimodal LLMs do not accept PDFs directly, well have to convert the PDF to a series of images. We can achieve this by using a tool such as Stirling PDF. Stirling PDF is self-hostable which is handy for sensitive data such as bank statements. Stirling PDF will return our PDF as a series of JPGs (one for each page) in a zipped file. We can use n8n's decompress node to extract the images and ensure they are ordered by using the Sort node. Next, we'll resize each page using the Edit Image node to ensure the right balance between resolution limits and processing speed. Each resized page image is then passed into the Basic LLM node which will use our multimodal LLM of choice - Gemini 1.5 Pro. In the LLM node's options, we'll add a "user message" of type binary (data) which is how we add our image data as an input. Our prompt will instruct the multimodal LLM to transcribe each page to markdown. Note, you do not need to do this - you can just ask for data points to extract directly! Our goal for this template is to demonstrate the LLMs ability to accurately read the page. Finally, with our markdown version of all pages, we can pass this to another LLM node to extract required data such as deposit line items. Requirements Google Gemini API for Multimodal LLM. Google Drive access for document storage. Stirling PDF instance for PDF to Image conversion Customising the workflow At time of writing, Gemini 1.5 Pro is the most accurate in text document parsing with a relatively low cost. If you are not using Google Gemini however you can switch to other multimodal LLMs such as OpenAI GPT or Antrophic Claude. If you don't need the markdown, simply asking what to extract directly in the LLM's prompt is also acceptable and would save a few extra steps. Not parsing any bank statements any time soon? This template also works for Invoices, inventory lists, contracts, legal documents etc.

This workflow helps SEO teams catch top movers in Google Search Console by comparing daily performance across keyword segments like brand, nonbrand, and content categories. Instead of serving as a routine check, it highlights the queries and pages with the biggest jumps or drops, making it ideal for spotting wins, losses, or unexpected shifts early. How It Works Runs daily on a scheduled trigger (e.g. every morning). Pulls GSC data for the prior two days (e.g. yesterday vs. day before). Segments traffic by keyword type or URL pattern (e.g. brand, nonbrand, recipes, blogs, etc.). Calculates changes in clicks, impressions, CTR, and average position. Flags top movers with the biggest positive or negative deltas. Sends structured reports via Slack or email, grouped by segment and sorted by impact. Setup Steps Connect your Google Search Console account and optionally Gmail or Slack. Swap in your own domain(s) and customize segmentation logic (e.g. brand terms, path filters). By default, the workflow includes Slack alerts, but these can be easily switched to or combined with email, webhook, or other channels. Full setup takes around 15–20 minutes with working GSC credentials. Note: The “recipes” segment is included as an example of how to segment content. This can be changed to match blog, FAQ, product pages, or any other category.

Personalized Tour Package Recommendations via n8n + Pinecone + Lovable UI I've created an intelligent Travel Itinerary Planner that connects a Lovable front-end UI with a smart backend powered by n8n, Pinecone, and OpenAI to deliver personalized tour packages based on natural language queries. What It Does Users type in their travel destination and duration (e.g., "Paris 5 days trip" or "Bali Trip for 7 Days, would love water sports, adventures and trekking included, also some historical monuments") through a Lovable UI. This triggers a webhook in n8n, which processes the request, searches vectorized tour data in Pinecone, and generates a personalized itinerary using OpenAI’s GPT. The results are then structured and sent back to the frontend UI for display in an interactive, reorderable format. Workflow Architecture Lovable UI ➝ Webhook ➝ Tour Recommendation Agent ➝ Vector Search ➝ OpenAI Response ➝ Structured Output ➝ Response to Lovable Tools & Components Used Webhook Acts as the entry point between the Lovable frontend and n8n. Captures the user query (destination, duration) and forwards it into the workflow. OpenAI Chat Model To interpret the user query. To generate a user-friendly, structured tour package from the matched results. Simple Memory Keeps chat state and context for follow-up queries (extendable for future features like multi-step planning or saved itineraries). Question Answering with Vector Store Searches vector embeddings of pre-loaded tour data. Finds the most relevant tour packages by comparing query embeddings. Pinecone Vector Store Stores tour packages and activity data in vectorized format. Enables fast and scalable semantic search across destinations, themes (e.g., "adventure", "cultural"), and duration. OpenAI Embeddings Embeds all tour and activity documents stored in Pinecone. Converts input user queries into embedding vectors for semantic search. Structured Output Parser Parses the final OpenAI-generated response into a consistent, frontend-consumable JSON format. Frontend (Lovable UI) User types in destination or their travel package needs in the Tour Search. Lovable queries the n8n workflow. Displays beautifully structured, editable itineraries. How to Set It Up Webhook Setup in n8n Create a POST webhook node. Set Webhook URL and connect it with Lovable frontend. Pinecone & Embeddings Convert your static tour package documents (PDFs, JSON, CSV, etc.) into embeddings using OpenAI. Store the embeddings in a Pinecone namespace (e.g., kuala-lumpur-3-days). Configure “Answer with Vector Store” Tool Connect the tool to your Pinecone instance and pass query embedding for matching. Connect to OpenAI Chat Use the GPT model to process query + context from Pinecone to generate an engaging itinerary description. Optionally chain a second model to format it into UI-consumable output. Output Parser & Return Use Structured Output Parser to parse the response and pass it to Respond to Webhook node for UI display. Ideal Use Cases Smart itinerary planning for OTAs or DMCs Personalized travel recommendations in chatbots or apps Travel advisors and agents automating package generation Benefits Highly relevant, contextual travel suggestions Natural query understanding via OpenAI Seamless frontend-backend integration via Webhook If you’re building personalized experiences for travelers using AI, give this approach a try! Let me know if you’d like the JSON for this workflow or help setting up the Pinecone data pipeline.

How it works Simplified registration: Automatically captures sign-ups via optimized web forms. Instant confirmations: Immediately sends confirmation emails with event details and calendar invites. Scheduled reminders: Automatic reminder sequence before the event to maximize attendance. Post-event follow-up: Automatically collects feedback and nurtures participants. Set up steps Registration form: Create or connect your event registration form. Calendar system: Integrate with Google Calendar or Outlook to manage time slots. Email service: Set up your sending platform (Gmail, SendGrid, Mailchimp). CRM integration: Sync with your CRM for participant tracking. Feedback survey: Prepare your post-event satisfaction questionnaire. Personalized sequences: Tailor messages based on event type. Key Features 🎯 Optimized registration: Responsive forms with real-time validation 📅 Automatic calendar management: Instantly adds to calendars and manages time slots ⏰ Smart reminders: Progressive sequence (D-7, D-1, H-2) with personalized content 📊 Complete tracking: Monitors sign-ups, attendance, and participation rates 🎤 Multi-event support: Manage multiple events and formats simultaneously 📱 Mobile notifications: Push alerts and SMS for urgent reminders 🔄 Automatic feedback: Collects and analyzes participant feedback automatically 📈 Detailed analytics: Performance reports and improvement insights Supported Event Types Webinars**: Online sessions with auto-generated access links Conferences**: In-person events with seat and logistics management Trainings**: Learning sessions with progress tracking Meetings**: Internal meetings with invite coordination Workshops**: Practical sessions with materials and prerequisites Automated Sequence Sign-up → Immediate confirmation + calendar invitation D-7 → Reminder email with detailed program D-1 → Final reminder with practical info H-2 → Last-minute notification with access links/details Post-event → Satisfaction survey + additional content

How it works This comprehensive recruitment automation workflow transforms your hiring process from manual screening to intelligent candidate management. The system begins by automatically collecting CVs from multiple job boards and career platforms, immediately parsing each submission using advanced AI technology to extract key information including skills, experience levels, educational background, and career progression patterns. Once parsed, the workflow employs predictive scoring algorithms that evaluate each candidate against your specific job requirements and company culture criteria. This multi-dimensional analysis considers technical skills alignment, experience relevance, cultural fit indicators, and career trajectory patterns to generate compatibility scores with remarkable accuracy. The system then seamlessly transitions qualified candidates into automated interview scheduling, coordinating availability across hiring managers, team members, and candidates while optimizing for timezone considerations and calendar conflicts. Finally, successful candidates enter a personalized onboarding workflow that adapts to their role, department, and experience level, ensuring smooth integration into your organization. Target audience and problem solved This workflow is designed for HR departments, talent acquisition teams, and growing companies struggling with time-intensive recruitment processes. It specifically addresses the challenges of manual CV screening, subjective candidate evaluation, scheduling conflicts, and inconsistent onboarding experiences. Organizations processing high volumes of applications or seeking to eliminate recruitment bias while maintaining quality standards will benefit most from this automation. Set up steps Prerequisites: Ensure you have API access to your chosen AI parsing service (OpenAI, Affinda, or equivalent), active accounts on target job boards, and administrative access to your calendar and ATS systems. Configure job board integrations: Connect your LinkedIn Recruiter, Indeed, and Glassdoor accounts using their respective APIs. Set up webhook endpoints to automatically capture new CV submissions and configure filtering criteria based on job titles, locations, and basic qualifications. Establish AI parsing service: Choose and configure your CV analysis provider (OpenAI for natural language processing, Affinda for specialized CV parsing, or alternative services). Set up API credentials and define extraction templates for skills, experience, education, and custom fields relevant to your industry. Integrate calendar systems: Connect Google Calendar, Outlook, or your preferred scheduling platform. Configure availability windows for all hiring team members, set interview duration templates, and establish buffer times between meetings. Synchronize ATS platform: Link your Applicant Tracking System (Workday, BambooHR, Greenhouse, etc.) to ensure seamless candidate data flow. Map workflow fields to your ATS schema and establish status update triggers. Connect interview tools: Integrate video conferencing platforms (Zoom, Microsoft Teams, Google Meet) for automatic meeting room creation and invitation distribution. Configure recording settings and waiting room preferences. Link HRMS for onboarding: Connect your Human Resource Management System to trigger personalized onboarding sequences based on role type, department, and seniority level. Key Features 🧠 Advanced CV analysis**: Leverages machine learning to automatically extract and categorize skills, experience, education, certifications, and career progression patterns with 95% accuracy 📊 Multi-criteria scoring**: Implements customizable evaluation matrices considering technical skills, soft skills, experience relevance, cultural fit indicators, and growth potential 📅 Intelligent scheduling**: Automatically coordinates complex interview schedules across multiple stakeholders, considering time zones, availability preferences, and interview type requirements 🎯 Precise candidate matching**: Generates compatibility percentages based on job requirements, team dynamics, and long-term career alignment factors ⚡ Accelerated recruitment cycle**: Reduces time-to-hire by up to 60% through automated screening, intelligent prioritization, and streamlined communication workflows 👥 Collaborative evaluation**: Enables structured feedback collection from multiple interviewers with standardized scoring rubrics and consensus-building tools 📱 Enhanced candidate experience**: Provides mobile-optimized interfaces for application tracking, interview scheduling, and communication throughout the recruitment journey 🔄 Continuous optimization**: Automatically tracks and analyzes recruitment metrics to continuously improve scoring algorithms and process efficiency Customization options The workflow offers extensive customization capabilities including adjustable scoring weights for different criteria, industry-specific skill taxonomies, custom interview formats, and role-based onboarding paths. Organizations can configure approval workflows, set up custom notification templates, and establish specific integration parameters to match their unique recruitment processes and company culture. This automation solution transforms recruitment from a time-intensive manual process into a strategic, data-driven system that improves both hiring quality and candidate experience while significantly reducing administrative overhead.

📋 Description This template creates an intelligent AI assistant for WhatsApp that can: Respond naturally** to messages using Google Gemini AI Remember previous conversations** for each user Access a knowledge base** for answering frequently asked questions Automatically save** all conversations for long-term memory 🛠️ Requirements 1. WAMM.pro Account (FREE tier available) What is WAMM.pro?** - A platform that enables WhatsApp automation using proprietary API technology Free tier:** 50 messages/month PRO tier:** Unlimited messages + advanced features Link:** wamm.pro 2. Pinecone Account (for AI memory) For storing conversations and knowledge base Free tier available 3. Google AI Account (for Gemini) For the conversational AI model 4. OpenAI Account (for embeddings) For generating memory vectors 🚀 Step-by-step Setup Step 1: WAMM.pro Configuration Create account at wamm.pro Account Manager → Add WhatsApp profile Scan QR code with your WhatsApp Note down: Instance ID and Access Token Step 2: Webhook Configuration In WAMM.pro: Integrations → Webhooks → Messages Webhooks Add Webhook with the n8n URL Required configuration: From others: ✅ Relevant + ✅ Without media + ✅ Exclude no text To others: ✅ Relevant + ✅ Without media + ✅ Exclude no text To myself: ✅ None (to avoid responding to own messages) Step 3: Pinecone Configuration Create 2 indexes: historywa - for conversation memory knowledge - for knowledge base Index settings: Dimensions: 3072 Metric: cosine Embedding model: text-embedding-3-large Step 4: n8n Configuration Configure credentials: WAMM: Instance ID + Access Token Pinecone: API Key Google Gemini: API Key OpenAI: API Key for embeddings 🔧 How it Works Workflow Flow: 📱 WhatsApp Message ↓ (webhook) 🎯 AI Agent (Gemini) ↓ (uses tools) 📚 Memory Tool + Knowledge Tool ↓ (response generated) 📤 WAMM Send Message ↓ (saves) 💾 Pinecone Memory Storage Available AI Tools: Memory Tool - Searches previous conversations with the user Knowledge Tool - Searches the general knowledge base Special Features: Natural conversations** - AI doesn't mention "searching history" Persistent context** - Remembers names, preferences, previous conversations User language detection** - Automatically responds in user's language Organized memory** - Each user has their own memory space 📊 Benefits ✅ Zero maintenance - Runs automatically ✅ Scalable - Supports multiple users simultaneously ✅ Intelligent memory - Uses similarity search for relevant context ✅ Extensible - Easy to add new features ✅ Cost-effective - Free tiers available for all services 🎯 Use Cases Automated customer support** with memory Personal assistant** for WhatsApp Business chatbot** with specific knowledge Conversation automation** with persistent context 🔒 Security Data** stored in Pinecone as vector embeddings No plain text** message storage Each user** has separate memory space API keys** secured in n8n credentials 📈 Possible Extensions CRM** integrations Scheduling** and reminders Advanced multi-language** support Analytics** and conversation reports Custom knowledge bases** per user 💡 Tip: For optimal results, populate the knowledge base with frequently asked questions specific to your business!

WhatsApp Flows Encrypted Data Exchange Workflow Summary This workflow enables secure end-to-end encrypted data exchange with WhatsApp Flows for interactive applications inside Whatsapp. It implements the WhatsApp Business Encryption protocol using RSA for key exchange and AES-GCM for payload encryption, providing a secure channel for sensitive data transmission while interfacing with WhatsApp's Business API. This follows the official WhatsApp Business Encryption specifications to establish an encrypted GraphQL-powered data exchange channel between your business and the WhatsApp consumer client. How It Works Encryption Flow Webhook Reception: Receives encrypted data from WhatsApp containing: encrypted_flow_data: The AES-encrypted payload encrypted_aes_key: The RSA-encrypted AES key initial_vector: Initialization vector for AES decryption Decryption Process: The workflow decrypts the AES key using an RSA private key Then uses this AES key to decrypt the payload data The inverted IV is used for response encryption Data Processing: The workflow parses the decrypted JSON data Routes requests based on the screen parameter. Response Generation: Generates appropriate response data based on the request type Encrypts the response using the same AES key and inverted IV Returns the base64-encoded encrypted response Key Components Webhook Endpoint**: Entry point for encrypted WhatsApp requests Decryption Pipeline**: RSA and AES decryption components Business Logic Router**: Screen-based routing for different functionality Encryption Pipeline**: Secure response encryption How to Use Deploy the Workflow: Import the workflow JSON into your n8n instance Set Up WhatsApp Integration: Configure your WhatsApp Business API to send requests to your n8n webhook URL Ensure your WhatsApp integration is set up to encrypt data using the public key pair of the private key used in this workflow Test the Flow: Send an encrypted test message from WhatsApp to verify connectivity Check if appointment data is being retrieved correctly Validate that seat selection is functioning as expected Production Use: Monitor the workflow performance in production Set up error notification if needed Requirements Authentication Keys RSA Private Key: Required for decrypting the AES key (included in the workflow) WhatsApp Business Public Key: Must be registered with the WhatsApp Business API PostgreSQL Credentials: For accessing appointment data from the database WhatsApp Business Encryption Setup As specified in the WhatsApp Business Encryption documentation: Generate a 2048-bit RSA Key Pair: The private key remains with your business (used in this workflow) The public key is shared with WhatsApp Register the Public Key with WhatsApp: Use the WhatsApp Cloud API to register your public key Set up the public key using the /v17.0/{WhatsApp-Business-Account-ID}/whatsapp_business_encryption endpoint Key Registration API Call: POST /v17.0/{WhatsApp-Business-Account-ID}/whatsapp_business_encryption { "business_public_key": "YOUR_PUBLIC_KEY" } Verification: Verify your public key is registered using a GET request to the same endpoint Ensure the key status is "active"

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🤖📞 This workflow automates the process of calling customers to remind them of their booking reservations using AI-generated messages and a Twilio phone number. It can easily be adapted for other venues. Key Benefits Time-Saving Automation**: Eliminates the need for manual calls by staff, saving hours per week. Human-like AI Messages**: Uses a custom language model to generate polite, natural phone messages tailored to each customer. Multi-Channel Integration**: Google Sheets for reservation tracking. Twilio for automated calling. OpenRouter (or other LLMs) for generating speech content. Error Reduction**: Ensures all customers receive reminders exactly on the reservation day, minimizing no-shows. Scalable**: Easily adapts to growing reservation lists and more complex message logic. Suitable** for restaurants, hairdressers, offices and any other business How It Works Trigger: The workflow can be triggered manually (via "When clicking ‘Execute workflow’) or automatically at 11 AM daily (via Schedule Trigger). Data Fetch: Retrieves today’s reservations from a Google Sheet, filtering rows where DATE = today and CALLED is empty. AI-Generated Call Script: For each reservation, the Secretary Agent (powered by OpenRouter’s Grok-4) generates a phone script using the guest’s name, time, and party size. Twilio Call: The script is sent to Twilio, which calls the guest’s phone number (from the sheet) and reads the message aloud using text-to-speech. Update & Loop: Marks the reservation as called (CALLED = "x") in the sheet and waits 2 minutes between calls to avoid rate limits. Set Up Steps Twilio Configuration: Sign up for Twilio, buy a phone number, and: Enable text-to-speech (set language to Italian). Configure geo permissions for the target country. Add credentials to the Twilio node (sender number in From field). Google Sheets Setup: Clone the Google Sheet template and ensure: Phone numbers include the international prefix (without "+"). Columns: DATE, TIME, NAME, N. PEOPLE, PHONE, CALLED. OpenRouter API: Connect the OpenRouter Chat Model node to your account (using Grok-4 or another model). Deploy: Activate the workflow and test with manual execution. Note: The workflow is currently inactive (active: false). Enable it after setup. Need help customizing? Contact me for consulting and support or add me on Linkedin.

Document-Aware WhatsApp AI Bot for Customer Support Google Docs-Powered WhatsApp Support Agent 24/7 WhatsApp AI Assistant with Live Knowledge from Google Docs 📝Description Template Smart WhatsApp AI Assistant Using Google Docs Help customers instantly on WhatsApp using a smart AI assistant that reads your company’s internal knowledge from a Google Doc in real time. Built for clubs, restaurants, agencies, or any business where clients ask questions based on a policy, FAQ, or services document. ⚙️ How it works Users send free-form questions to your WhatsApp Business number (e.g. “What are the gym rules?” or “Are you open today?”) The bot automatically reads your company’s internal Google Doc (policy, schedule, etc.) It merges the document content with today’s date and the user’s question to craft a custom AI prompt The AI (Gemini or ChatGPT) then replies back on WhatsApp using natural, helpful language All conversations are logged to Google Sheets for reporting or audit > 💡Bonus: The AI even understands dates inside the document and compares them to today’s date — e.g. if your document says “Closed May 25 for 30 days,” it will say “We're currently closed until June 24. 🧰 Set up steps Connect your WhatsApp Cloud API account (Meta) Add your Google account and grant access to the Doc containing your company info Choose your AI model (ChatGPT/OpenAI or Gemini) Paste your document ID into the Google Docs node Connect your WhatsApp webhook to Meta (only takes 5 minutes) Done — start receiving and answering customer questions! > 📄 Works best with free-tier OpenAI/Gemini, Google Docs, and Meta's Cloud API (no phone required). Everything is modular, extensible, and low-code. 🔄 Customization Tips Change the Google Doc anytime to update answers — no retraining needed Add your logo and business name in the AI agent’s “System Prompt” Add fallback routes like “Escalate to human” if the bot can't help Clone for multiple brands by duplicating the workflow and swapping in new docs 🤝 Need Help Setting It Up? If you'd like help connecting your WhatsApp Business API, setting up Google Docs access, or customizing this AI assistant for your business or clients… 📩 I offer setup, branding, and customization services: WhatsApp Cloud API setup & verification Google OAuth & Doc structure guidance AI model configuration (OpenAI / Gemini) Branding & prompt tone customization Logging, reporting, and escalation logic Just send a message via: Email: tharwat.elsayed2000@gmail.com WhatsApp: +20 106 180 3236