Workflow Templates

📊 Dynamic Portfolio Advisor – Daily Stock Market Intelligence with Google Sheets Description: This advanced AI-powered n8n workflow automatically delivers a daily market intelligence briefing tailored to your stock holdings portfolio stored in Google Sheets. It uses real-time data from Perplexity AI, combines it with your portfolio, and generates personalized insights, risk alerts, and trade suggestions — all delivered via Telegram or any messaging app of your choice. For step-by-step build of workflows like this, check out: https://www.youtube.com/@Automatewithmarc ⚙️ How It Works: 🕒 Daily Trigger  Starts every day at a scheduled time (default: 10 AM) to fetch the most recent market data. 📈 Holdings Fetch  Reads your current portfolio dynamically from Google Sheets — no hardcoding required. 🧠 AI Analysis Agent  Combines: Market headlines Company-specific developments Macroeconomic updates  And analyzes how they might affect your holdings. 🔍 Perplexity Web Research Tool  Finds and summarizes the most relevant stock market news from the past 24 hours. 💬 Telegram Delivery  Sends a customized summary of: Market highlights Asset-specific impacts Opportunities and risks Actionable trade ideas (buy/sell/hold) 🛠️ Tools & Integrations: Google Sheets (live holdings feed) Perplexity AI (real-time market research) OpenAI GPT (financial summarization) Telegram (output, customizable) 💡 Use Cases: Portfolio-aware market intelligence Automated investor briefing assistant Risk alert + opportunity scanner Daily trade idea generator Finance bloggers or equity analysts streamlining prep work 📍Note: You can easily replace Telegram with Slack, Email, Notion, or any output tool supported by n8n. This template is perfect for active investors, financial advisors, or automation-savvy traders who want to turn AI and data into actionable daily signals.

The purpose of this n8n workflow is to automate the process of identifying incoming Gmail emails that are requesting an appointment, evaluating their content, checking calendar availability, and then composing and sending a response email. Note that to use this template, you need to be on n8n version 1.19.4 or later.

Detailed Title "Triathlon Coach AI Workflow: Strava Data Analysis and Personalized Training Insights using n8n" Description This n8n workflow enables you to build an AI-driven virtual triathlon coach that seamlessly integrates with Strava to analyze activity data and provide athletes with actionable training insights. The workflow processes data from activities like swimming, cycling, and running, delivers personalized feedback, and sends motivational and performance improvement advice via email or WhatsApp. Workflow Details Trigger: Strava Activity Updates Node:** Strava Trigger Purpose:** Captures updates from Strava whenever an activity is recorded or modified. The data includes metrics like distance, pace, elevation, heart rate, and more. Integration:** Uses Strava API for real-time synchronization. Step 1: Data Preprocessing Node:** Code Purpose:** Combines and flattens the raw Strava activity data into a structured format for easier processing in subsequent nodes. Logic:** A recursive function flattens JSON input to create a clean and readable structure. Step 2: AI Analysis with Google Gemini Node:** Google Gemini Chat Model Purpose:** Leverages Google Gemini's advanced language model to analyze the activity data. Functionality:** Identifies key performance metrics. Provides feedback and insights specific to the type of activity (e.g., running, swimming, or cycling). Offers tailored recommendations and motivational advice. Step 3: Generate Structured Output Node:** Structure Output Purpose:** Processes the AI-generated response to create a structured format, such as headings, paragraphs, and bullet lists. Output:** Formats the response for clear communication. Step 4: Convert to HTML Node:** Convert to HTML Purpose:** Converts the structured output into an HTML format suitable for email or other presentation methods. Output:** Ensures the response is visually appealing and easy to understand. Step 5: Send Email with Training Insights Node:** Send Email Purpose:** Sends a detailed email to the athlete with performance insights, training recommendations, and motivational messages. Integration:** Utilizes Gmail or SMTP for secure and efficient email delivery. Optional Step: WhatsApp Notifications Node:** WhatsApp Business Cloud Purpose:** Sends a summary of the activity analysis and key recommendations via WhatsApp for instant access. Integration:** Connects to WhatsApp Business Cloud for automated messaging. Additional Notes Customization: You can modify the AI prompt to adapt the recommendations to the athlete's specific goals or fitness levels. The workflow is flexible and can accommodate additional nodes for more advanced analysis or output formats. Scalability: Ideal for individual athletes or coaches managing multiple athletes. Can be expanded to include additional metrics or insights based on user preferences. Performance Metrics Handled: Swimming: SWOLF, stroke count, pace. Cycling: Cadence, power zones, elevation. Running: Pacing, stride length, heart rate zones. Implementation Steps Set Up Strava API Key: Log in to Strava Developers to generate your API key. Integrate the API key into the Strava Trigger node. Configure Google Gemini Integration: Use your Google Gemini (PaLM) API credentials in the Google Gemini Chat Model node. Customize Email and WhatsApp Messaging: Update the Send Email and WhatsApp Business Cloud nodes with the recipient’s details. Automate Execution: Deploy the workflow and use n8n's scheduling features or cron jobs for periodic execution. GET n8n Now N8N COURSE n8n Book Developer Notes Author:** Amjid Ali improvements. Resources:** See in Action: Syncbricks Youtube PayPal: Support the Developer Courses : SyncBricks LMS By using this workflow, triathletes and coaches can elevate training to the next level with AI-powered insights and actionable recommendations.

AI Customer-Support Assistant that auto-maps any business site, answers WhatsApp in real time, and lets you earn or save thousands by replacing pricey SaaS chat tools. ⚡ What the workflow does Live “AI employee”* - the bot crawls pages on demand (products, policies, FAQs) so you *never** upload documents or fine-tune a model. No-code setup** - Drop in API keys, paste your domain, publish the webhook—ready in \~15 min. Chat memory** - each conversation turn is written to Supabase/Postgres and automatically replayed into the next prompt, letting the assistant remember context so follow-up questions feel natural and coherent even across long sessions. WhatsApp ready** - Free-form replies inside the 24-hour service window, automatically switches to a template when required (recommended by Meta). 🚀 Why you’ll love it | Benefit | Impact | | ------------------------- | --------------------------------------------------------------------- | | Zero content training | Point the AI Agent at any domain → go live. | | Save or earn money | Replace pricey SaaS chat tools or sell white-label bots to clients. | | Channel-agnostic | Ships with WhatsApp; swap one node for Telegram, Slack, or web chat. | | Flexible voice | Adjust tone & language by editing one prompt line. | 🧰 Prerequisites (all free-tier friendly) OpenAI key Meta WhatsApp Cloud API number + permanent token (easy setup) Supabase (or Postgres) URL for chat memory (easy setup) 🛠 5-step setup Import the template into n8n. Add credentials for OpenAI, WhatsApp, and Supabase. Enter your root domain in the root\_url variable. Point Meta’s Webhook to the n8n URL. Hit Execute Trigger and send “Hi” from WhatsApp—watch the bot answer with live data. 🔄 Easy to extend Voice & language** – change wording in the System Prompt. Escalation** – add an “If fallback” branch → Zendesk, email, live agents. Extra channels** – duplicate the reply node for Telegram or Slack. Commerce API hooks** – plug in Shopify, Woo, Stripe for order status or payments. 💡 Monetization ideas Replace costly SaaS seats.* Deploy the bot on your own server and *stop paying \$300–\$500 every month for third-party “AI support” platforms. Sell it as a service.* Spin up a branded instance for local shops, clinics, or e-commerce stores and *charge each client \$300–\$500 per month**—setup time is under 15 minutes. Upsell premium coverage (24/7 human hand-off) once the bot handles routine questions. Embed product links in answers and earn affiliate or upsell revenue automatically. Spin it up, connect a domain and a phone number, and you—or your customers—get enterprise-grade support without code, training, or ongoing licence fees.

Title: Automatic Strava Titles & Descriptions Generation with AI Description: This n8n workflow connects your Strava account to an AI to automatically generate personalized titles and descriptions for every new cycling activity. It leverages the native Strava trigger to detect new activities, extracts and formats ride data, then queries an AI agent (OpenRouter, ChatGPT, etc.) with an optimized prompt to get a catchy title and inspiring description. The workflow then updates the Strava activity in real time, with zero manual intervention. Key Features: Secure connection to the Strava API (OAuth2) Automatic triggering for every new activity Intelligent data preparation and formatting AI-powered generation of personalized content (title + description) Instant update of the activity on Strava Use Cases: Cyclists wanting to automatically enhance their Strava rides Sports content creators Community management automation for sports groups Prerequisites: Strava account Strava OAuth2 credentials set up in n8n Access to a compatible AI agent (OpenRouter, ChatGPT, etc.) Benefits: Saves time Advanced personalization Boosts the appeal of every ride to your community

Stop manually checking keyword rankings and let automation do the work for you. This comprehensive SEO monitoring workflow automatically tracks your keyword positions, compares them against your target URLs, and instantly alerts your team via Slack whenever rankings change - ensuring you never miss critical SEO movements. ✨ What This Workflow Does: 📊 Automated Rank Checking**: Continuously monitors keywords stored in Airtable 🔍 Real-Time SERP Analysis**: Uses Firecrawl API to fetch current search rankings 📈 Intelligent Comparison**: Compares current vs. previous rankings automatically 📝 Database Updates**: Updates Airtable records with new ranking data 🚨 Instant Alerts**: Sends Slack notifications only when rankings change 🎯 Target URL Matching**: Specifically tracks your domain's position in search results 🔧 Key Features: Trigger-based automation** that activates when Airtable data changes Smart rank comparison** logic that prevents false alerts Conditional notifications** - only alerts on actual ranking changes Clean data management** with automatic Airtable updates Team collaboration** through Slack integration Scalable monitoring** for unlimited keywords 📋 Prerequisites: Airtable account with Personal Access Token Firecrawl API key for SERP data Slack workspace with API access Basic Airtable setup with keyword data 🎯 Perfect For: SEO agencies managing multiple client campaigns Digital marketing teams tracking organic performance Content creators monitoring content rankings E-commerce businesses tracking product visibility Startups needing cost-effective SEO monitoring Any business serious about search visibility 💡 How It Works: Data Collection: Fetches keywords, target URLs, and current ranks from Airtable SERP Analysis: Queries Firecrawl API for real-time search results Rank Detection: Searches results for your target URL and determines position Smart Comparison: Compares new ranking against stored data Database Update: Updates Airtable with latest ranking information Conditional Alert: Sends Slack notification only if ranking changed Team Notification: Delivers actionable ranking updates to your team 📦 What You Get: Complete n8n workflow with all integrations configured Airtable template with proper field structure Firecrawl API integration setup Slack notification templates Comprehensive setup documentation Sample keyword data for testing 🚀 Benefits: Save Hours Weekly**: Eliminate manual rank checking Never Miss Changes**: Get instant alerts on ranking movements Team Alignment**: Keep everyone informed via Slack Historical Tracking**: Maintain ranking history in Airtable Cost Effective**: Replace expensive SEO tools with automation Scalable Solution**: Monitor unlimited keywords effortlessly 💡 Need Help or Want to Learn More? Created by Yaron Been 📧 Support: Yaron@nofluff.online 🎥 YouTube Tutorials: https://www.youtube.com/@YaronBeen/videos 💼 LinkedIn: https://www.linkedin.com/in/yaronbeen/ Discover more SEO automation workflows and digital marketing tutorials on my channels! 🏷️ Tags: SEO, Keyword Tracking, Airtable, Slack, Firecrawl, SERP, Automation, Rank Monitoring, Digital Marketing, Search Rankings

This workflow automates pre-dispatch customs document validation for international shipments. It ingests shipping document packages, extracts content from each file, uses Claude AI to cross-validate all documents for consistency, regulatory compliance, and HS code accuracy, then flags errors before goods are dispatched — preventing costly delays, fines, and rejected shipments at the border. How it works Trigger — Webhook submission or watched Drive/S3 folder when new shipment docs are uploaded Register Shipment — Assigns shipment case ID, normalises metadata from payload Fetch Document Files — Downloads each document from Google Drive or URL Extract Text Content — Parses PDF/DOCX text from all documents Classify Document Types — Identifies invoice, packing list, bill of lading, COO, etc. Cross-Document Consistency Check — Detects mismatches across documents (values, weights, quantities) AI Compliance Validation — Claude AI validates each doc against destination country rules Aggregate Findings — Merges per-document results into a shipment-level report Route by Risk Level — Branches on CLEAR / HOLD / REJECT Notify Logistics Team — Slack alert with error summary and action items Email Exporter Report — Detailed validation report with fix instructions Update Shipment Tracker — Writes status back to Airtable / Google Sheets Create Compliance Ticket — Opens Jira issue for HOLD or REJECT shipments Return API Response — Structured JSON result to caller or TMS integration Setup Steps Import workflow into n8n Configure credentials: Anthropic API — Claude AI for compliance validation Google Drive OAuth — Document intake and storage Google Sheets OAuth — Shipment compliance audit log Airtable — Shipment tracker CRM Slack OAuth — Logistics team alerts SendGrid / SMTP — Exporter notification emails Jira API — Compliance issue tracking Set your Google Drive intake folder ID Configure destination country rules in the AI prompt node Set your Airtable base and shipment table IDs Activate the workflow Sample Webhook Payload { "shipmentId": "SHP-2025-00392", "exporterEmail": "logistics@exportco.com", "originCountry": "CN", "destinationCountry": "AU", "incoterms": "FOB", "declaredValue": 48500, "currency": "USD", "goodsDescription": "Electronic Components", "documents": [ { "name": "Commercial Invoice", "type": "commercial_invoice", "driveFileId": "1aBcD" }, { "name": "Packing List", "type": "packing_list", "driveFileId": "2eFgH" }, { "name": "Bill of Lading", "type": "bill_of_lading", "driveFileId": "3iJkL" }, { "name": "Certificate of Origin", "type": "certificate_of_origin", "driveFileId": "4mNoP" } ] } Documents Supported Commercial Invoice Packing List Bill of Lading (B/L) / Airway Bill (AWB) Certificate of Origin (COO / Form D / EUR.1) Customs Entry / Import Declaration Dangerous Goods Declaration (DGD) Phytosanitary / Health Certificate Insurance Certificate Letter of Credit (L/C) Export Licence / Permit Material Safety Data Sheet (MSDS) Fumigation Certificate AI Validation Checks Field Completeness** — All mandatory fields present and populated Cross-Document Consistency** — Values, weights, quantities, HS codes match across docs HS Code Validation** — Correct classification for declared goods and destination Incoterms Compliance** — Terms correctly applied across invoice and B/L Valuation Rules** — Customs value method correct, currency declared Country of Origin** — COO criteria met, preferential rates applicable Restricted / Prohibited Goods** — Flags potential dual-use, CITES, or embargoed items Sanction Screening** — Party names checked against common red flags Date & Validity** — Document dates consistent, certificates not expired Features Multi-document cross-validation in a single run AI-powered HS code verification and suggestion Destination-country–specific compliance rules Automatic HOLD/REJECT routing for high-risk findings Detailed error report with fix instructions per field Full audit trail in Google Sheets Jira ticket creation for escalated compliance issues Explore More Automation: Contact us to design AI-powered lead nurturing, content engagement, and multi-platform reply workflows tailored to your growth strategy.

AI Agent System Prompt 'Auto-Tuner' This workflow configures an AI agent which provides an edited system prompt for an autonomous AI agent Based on the following pieces of information provided by the user in an input form: Agent name Agent purpose What's working What's not working Current system prompt There are two additional form elements that I've marked as non-required but if you want to force more detail from the user you can mark these as required: Example prompt Example output This information gets sent to the AI agent which is configured with a system prompt of its own and the form elements are concatenated into a user prompt prompting the agent to evaluate the system prompt, deliver an improved version, and provide some notes for logging. The output structure is constrained with JSON. OpenAI 4o is recommended for its overall strong adherence to structured outputs. Once the agent delivers its improved system prompt, this gets passed to the user via email notification. The final delivery stage can be alternated according to user preference When This Is Useful Anyone working on AI agent configurations will likely be familiar with the pivotal importance of the system prompt in directing the desired behavior of the agent. Frequently this requires long hours of iteration before a consistent desired behaviour is achieved. Sometimes we can figure out what's working and not based on our own intuition and experience, but at other times soliciting the outside perspective of another AI tool can be a helpful way to consider alternative explanations or improve our own prompt engineering. This configuration is intended to speed up this iterative process and reduce the amount of time we spend working on system prompts to configure effective agent workflows

UX Interview Analysis with OpenAI: Transcipt, Summarize, and Export to Google Sheets!* About Easily analyze and summarize UX interviews. Just upload your files to Google Drive and get the insights directly in Google Sheets. How It Works The workflow is triggered manually Upload the interview recordings in MP3 format to Google Drive (or modify the node “Filter by MP3” to support other formats) OpenAI transcribes the audio An AI agent generates a summary Store the results in Google Sheets How To Use Import the package into your n8n interface Set up credentials for each node to access the required tools Upload your interview files to Google Drive Create a Google Sheet with the following columns: • Persona • User Needs • Pain Points • New Feature Requests Connect the Google Sheets node titled “Insert results to Google Sheets” to your created document Start the workflow Requirements OpenAI for transcription and summarization (you can replace it with Gemini if preferred)

IP Reputation Check & Threat Summary using Splunk + VirusTotal + AlienVault + n8n This workflow automates IP reputation analysis using Splunk alerts, enriches data via VirusTotal and AlienVault OTX, and generates actionable threat summaries for SOC teams — all without any coding. What It Does When a Splunk alert contains a suspicious IP: Ingests the IP** from the Splunk alert via webhook. Performs dual threat enrichment** using: VirusTotal IP reputation & tags. AlienVault OTX pulses, reputation & WHOIS. Merges & processes** threat intel data. Generates a rich HTML summary** for analyst review. Routes action based on severity**: Sends Slack alert for suspicious IPs. Creates an incident in ServiceNow. Emails a formatted HTML report to the SOC inbox. Tech Stack Used Splunk** – SIEM alert source VirusTotal API** – Reputation check & analysis stats AlienVault OTX API** – Community threat intel & pulse info n8n** – For orchestration, merging, summary generation Slack, Gmail, ServiceNow** – For SOC notifications and ticketing Ideal Use Case Perfect for security teams wanting to: Automatically validate IP reputation from SIEM logs Get quick context from multiple threat feeds Generate email-ready reports and escalate high-risk IPs Included Nodes Webhook (Splunk) Function nodes for IOC extraction and intel processing HTTP Request (VirusTotal & AlienVault) Merge + Switch nodes for conditional logic Gmail, Slack, ServiceNow integration Tips Add your VirusTotal and AlienVault credentials in n8n's credential manager. Use the Switch node to route based on your internal threat score logic. Easily extend this to include AbuseIPDB or GreyNoise for deeper enrichment.

Conference Feedback Collection and OneDrive Logging Workflow This n8n workflow is designed to collect feedback through a web form, log the responses into an Excel file stored in Microsoft OneDrive, and notify the support team via email. 🧭 Overall Goal To collect user feedback from a web form, structure the data, log it into a OneDrive Excel file, and notify support via Outlook email. 🔄 Workflow Breakdown 1. Form Submission (On form submission) Node Type**: formTrigger Purpose**: Captures user feedback via a web form. Form Fields**: Full Name (Required) Email (Required) Company Name Job Title How did you hear about the conference? (Required) Overall experience rating (Required) Favorite sessions/speakers Relevance to interests/work (Required) Networking opportunities (Required) Suggestions for improvement Future topics/speakers Willingness to attend again (Required) Additional comments Contact permission (Required) Access URL**: /webhook/feedback (or /webhook-test/feedback during testing) 2. Parse Data (Set) Purpose**: Renames form fields to snake_case. Output**: Structured JSON with renamed fields. 3. Sample File (Convert to File) Purpose**: Generates a file name reference for search. Filename**: test-n8n-feedback-form-data.xlsx 4. Search Document (Microsoft OneDrive) Purpose**: Searches OneDrive for the specified Excel file. Query**: test-n8n-feedback-form-data.xlsx 5. Extract File ID (Code) Purpose**: Extracts the ID of the file from the search result. Output**: { "id": "someFileId" } or { "id": null } 6. Check File Existence (If) Purpose**: Branch logic based on file existence. Condition**: If id exists. 7. Build Sheet Data (Set) Purpose**: Prepares the data to match the Excel column headers. Only Runs If**: File was found. 8. Append Data to Excel (Microsoft Excel) Purpose**: Appends the new feedback as a row. Workbook ID**: {{ $('Code').item.json.id }} Worksheet Name**: Sheet1 Mode**: Auto-map from input fields 9. Notify Support (Microsoft Outlook) Purpose**: Sends a notification email with key feedback details. To**: test@gmail.com Subject**: "New Feedback Submission Received" Body**: Includes key details from submission 10. End Workflow (NoOp) Purpose**: Marks logical end of the workflow. 📝 Sticky Notes ✅ Upload Target Excel File First: Ensure the Excel file exists in OneDrive. 📝 Filename Consistency: Filename should match in "Sample File" and "Search Document" nodes. 📧 Customize Email Content: Update "Notify Support" node with your desired message and recipient. 🔧 Customization Guide 🧾 Form Customization Change form title, description, fields, or path. 🧪 Parsing Logic Update field mappings if form labels change. 📁 Excel File Settings Filename must match your actual OneDrive file. Worksheet name and column headers must match in "Build Sheet Data". 📬 Email Settings Update subject and body using variables like {{ $('Parse Data').item.json.full_name }}. ❗ Error Handling Tips Adjust email content based on file presence. Add an "Error Trigger" for advanced error management. 🔁 Alternatives and Extensions Use Google Sheets, Airtable, or databases instead of OneDrive/Excel. Add Slack or SMS notifications. 📌 Use Cases Post-event Feedback CSAT Surveys Employee Feedback Bug Reporting Lead Capture Contact Forms Webinar Registration 🔐 Required Credentials 1. Microsoft OneDrive (OAuth2) Used by**: "Search Document" Credential Name**: Microsoft Drive account 2. Microsoft Excel (OAuth2) Used by**: "Append Data" Credential Name**: Microsoft Excel account 3. Microsoft Outlook (OAuth2) Used by**: "Notify Support" Credential Name**: Outlook 0Auth2 ❤️ Made with n8n by Akhil

This n8n workflow template uses community nodes and is only compatible with the self-hosted version of n8n. Welcome to my Wikipedia Podcast Telegram Bot Workflow! This workflow creates an intelligent Telegram bot that transforms Wikipedia articles into engaging 5-minute podcast episodes using natural language queries and voice messages. What this workflow does This workflow processes incoming Telegram messages (text or voice, e.g. "Berlin") and generates professional podcast content about any Wikipedia topic (e.g. "Berlin", "Shakespeare", etc.). The AI agent researches the requested subject, creates a structured podcast script, and delivers it as high-quality audio directly through Telegram. Key Features: Voice message support (speech-to-text and text-to-speech) Wikipedia research integration for accurate content Professional podcast structure (intro, main content, outro) Natural-sounding AI voice synthesis Conversational and educational tone optimized for audio consumption This workflow has the following sequence: Telegram Trigger - Receives incoming messages (text or voice) from users via Telegram bot Text or Voice Switch - Routes the message based on input type (text message vs. voice message) Voice Message Processing (if voice input): Retrieval of voice file from Telegram Transcription of voice message to text using OpenAI Whisper Text Message Preparation (if text input) - Prepares the text message for the AI agent Wikipedia Podcast Agent - Core AI agent that: Researches the requested topic using Wikipedia tool Creates a professional 5-minute podcast script (600-750 words) Follows structured format: intro, main content, outro Uses conversational, accessible, and enthusiastic tone ElevenLabs Text to Speech - Converts the podcast script into natural-sounding audio using AI voice synthesis Send Voice Response - Delivers the generated podcast audio back to the user via Telegram Requirements: Telegram Bot API**: Documentation Create a bot via @BotFather on Telegram Get bot token and configure webhook Anthropic API** (Claude 4 Sonnet): Documentation Used for AI agent processing and podcast script generation Provides Wikipedia research capabilities OpenAI API**: Documentation Used for speech transcription (Whisper model) ElevenLabs API**: Documentation Used for high-quality text-to-speech generation Provides natural-sounding voice synthesis Important: The workflow uses the Wikipedia tool integrated with Claude 4 Sonnet to ensure accurate and comprehensive research. The AI agent is specifically prompted to create engaging, educational podcast content suitable for audio consumption. Configuration Notes: Update the Telegram chat ID in the trigger for your specific bot Modify the voice selection in ElevenLabs for different narrator styles The system prompt can be customized for different podcast formats or target audiences Supports both individual users and can be extended for group chats Feel free to contact me via LinkedIn, if you have any questions!