Workflow Templates

AI Proposal Generator System Categories* Sales Automation Document Generation AI Business Tools This workflow creates a complete AI-powered proposal generation system that transforms simple form inputs into professional, personalized proposals in under 30 seconds and can be deployed during live sales calls, allowing you to send polished proposals before the call even ends. Benefits* Instant Proposal Generation - Convert 30-second form inputs into professional proposals automatically High-Value Business Tool - Generates $1,500-$5,000 per client implementation Live Sales Integration - Generate and send proposals during active sales calls Complete Automation Pipeline - From form submission to email delivery with zero manual work Professional Presentation - Produces proposals indistinguishable from manually crafted documents Dual Platform Support - Works with both Google Slides (free) and PandaDoc (premium) integration How It Works* Smart Form Interface: Simple N8N form captures essential deal information Collects prospect details, problems, solutions, scope, timeline, and budget Designed for rapid completion during live sales conversations Advanced AI Processing: Uses sophisticated GPT-4 prompting with example-based training Converts basic form inputs into professionally written proposal sections Applies consistent tone, formatting, and business language automatically Dynamic Document Generation: Creates duplicate proposal templates for each new prospect Replaces template variables with AI-generated personalized content Maintains professional formatting and visual consistency Automated Email Delivery: Sends personalized email with proposal link immediately after generation Includes professional messaging and clear next steps Optionally includes invoice for immediate payment processing Premium PandaDoc Integration: Advanced version includes built-in payment processing Combines proposal, agreement, and invoice in single document Enables immediate signature and payment collection Business Use Cases* Service-Based Businesses - Generate proposals for consulting, agencies, and professional services Automation Agencies - Offer proposal generation as a high-value service to clients Sales Teams - Accelerate proposal creation and improve close rates Freelancers - Professionalize client interactions with instant custom proposals Consultants - Streamline business development with automated proposal workflows B2B Companies - Scale personalized proposal generation across entire sales organization Difficulty Level: Intermediate Estimated Build Time: 2-3 hours Monthly Operating Cost: $20-150 (depending on Google Slides vs PandaDoc) Watch My Complete Live Build* Want to see me build this entire $2,485 proposal system from scratch? I walk through every component live - including the AI prompting strategies, form design, Google Slides integration, and the advanced PandaDoc setup that enables payment collection. 🎥 See My Live Build Process: "I Built A $2,485 AI Proposal Generator In N8N (Copy This)" This comprehensive tutorial shows the real development process - including advanced AI prompting, template design, API integrations, and the exact pricing strategy that generates $1,500-$5,000 per client. Required Template Setup* Google Slides Template: Create a professional proposal template with these variable placeholders (wrapped in double curly braces): {{proposalTitle}} - Main proposal heading {{descriptionName}} - Project subtitle/description {{oneParagraphProblemSummary}} - Problem analysis section {{solutionHeadingOne}}, {{solutionHeadingTwo}}, {{solutionHeadingThree}} - Solution titles {{shortScopeTitleOne}} through {{shortScopeTitleThree}} - Scope sections {{milestoneOneDay}} through {{milestoneFourDay}} - Timeline milestones {{cost}} - Project pricing Form Field Requirements: The N8N form must include these exact field labels: First Name, Last Name, Company Name, Email, Website Problem (textarea) - Client's current challenges Solution (textarea) - Your proposed approach Scope (textarea) - Specific deliverables Cost - Project pricing How soon? - Timeline expectations PandaDoc Setup (Premium): Configure PandaDoc template with token placeholders matching the AI-generated content structure. Template must include pricing tables and signature fields for complete proposal-to-payment automation. Set Up Steps* Form Design & Integration: Create N8N form with optimized fields for proposal generation Design form flow for rapid completion during sales calls Configure form triggers and data validation AI Content Generation Setup: Configure OpenAI API for sophisticated proposal writing Implement example-based training with input/output pairs Set up JSON formatting for structured content generation Google Slides Integration (Free Version): Create professional proposal templates with variable placeholders Set up Google Cloud Console API access and credentials Configure template duplication and text replacement workflows Email Automation Setup: Configure Gmail integration for automated proposal delivery Design professional email templates with proposal links Set up dynamic content insertion and personalization PandaDoc Integration (Premium Version): Set up PandaDoc API for advanced document generation Configure payment processing and signature collection Implement proposal-to-payment automation workflows Testing & Quality Control: Test complete workflow with various proposal scenarios Validate AI output quality and professional presentation Optimize form fields and content generation based on results Advanced Features* Premium system includes: Payment Processing Integration: Collect payments immediately after proposal acceptance Digital Signature Collection: Streamline agreement execution with electronic signatures Custom Branding: Apply company branding and visual identity automatically Multi-Template Support: Generate different proposal types based on service offerings CRM Integration: Automatically sync proposal data with existing sales systems Why This System Works* The competitive advantage lies in speed and professionalism: 30-second generation time vs. hours of manual proposal writing Professional presentation that matches or exceeds manual proposals Live sales integration - send proposals during active conversations Consistent quality - eliminates human error and formatting inconsistencies Immediate follow-up - maintain sales momentum with instant delivery System Architecture* The workflow follows a simple but powerful 6-step process: Form Trigger - Captures essential deal information AI Processing - Converts inputs to professional content Template Duplication - Creates unique document for each prospect Content Replacement - Populates template with AI-generated content Email Delivery - Sends proposal with professional messaging Payment Collection (PandaDoc) - Enables immediate signature and payment Check Out My Channel* For more high-value automation systems and proven business-building strategies, explore my YouTube channel where I share the exact systems used to build successful automation businesses and scale to $72K+ monthly revenue.

Search music and play to Spotify from Telegram This workflow is a simple demonstration on accessing a message model from Telegram and it makes searching for songs an easy task even if you can't remember the artist or song name. An OpenAI message model tries to figure out the song and sends it to an active Spotify device**. Use case Imagine an office where you play music in the background and the employees can control the music without having to login to the playing account. How it works You describe the song in Telegram. Telegram bot sends the text to n8n. An OpenAI message model tries to find the song. Spotify gets the search query string. First match is then added to queue. -- If there is no match a message is sent to Telegram and the process ends. We change to the next track in the list. We make sure the song starts playing by trying to resume. We fetch the currently playing track. We return "now playing" information to Telegram: Song Name - Artist Name - Album Name. Error handling Every Spotify step has it's on error handler under settings where we output the error. Message parser receives the error and sends it to Telegram. Requirements Active workflow* OpenAI API key Telegram bot Spotify account and Oauth2 API Spotify active on a device** .* The Telegram trigger is activated only if this workflow is active. You can however TEST the workflow in the editor by clicking "Test step" and then it waits for the Telegram event. When event is received, just step through all steps or just clicking "Test step" on the "Fetch Now Playing" node. .** You must have a Spotify device active when trying to communicate with a device. Open Spotify and play something - not it is active.

Overview This workflow allows users to generate AI music using the KIE. ai API integrated with the Suno V3.5 model. It provides a simple form interface for inputting parameters like music prompts, styles, and titles. The system automatically submits the request to the API, monitors the generation status in real time until completion, and retrieves the final music output. This is perfect for musicians, content creators, or developers looking to automate custom music creation with support for various modes and intelligent generation. Prerequisites A KIE. ai account and API key: Create an account at KIE.ai and obtain your API key. An active n8n instance (self-hosted or cloud-based) with support for HTTP requests and form submissions. Familiarity with AI music prompts to optimize results, such as describing mood, instruments, and rhythm. Setup Instructions Get API Key: Sign up at KIE. ai and generate your API key. Keep it secure and input it in the form—do not disclose it to others. Import Workflow: Copy the JSON from this template and import it into your n8n editor. Configure the Form: In the form node, set fields for: prompt: Describe the music content (e.g., "A calm and relaxing piano track with soft melodies"). style: Specify the genre (e.g., "Classical", "Jazz", "Pop"). title: Provide a title for the generated music (max 80 characters). api_key: Your KIE. ai key. Test the Workflow: Click "Execute Workflow" in n8n to activate the form. Access the form URL, fill in the parameters, and submit. The workflow will send a POST request to the API, wait and poll every 10 seconds for status updates, and display the music file once ready. View Results: The output node formats the results, showing playable music files. Customization Guidance Refine Prompts**: For better results, include detailed descriptions like emotions, rhythm, instruments, or lyrics. Example: "A peaceful piano meditation track with gentle waves in the background."

Who's this for? If you own a website and need to analyze your keyword rankings If you need to create a keyword report on your rankings If you want to grow your keyword positions SerpBear is an opensourced SEO tool specifically for keyword analytics. Click here to read details of how I use it Example output of A.I. Key Observations about Ranking Performance: The top-performing keyword is “Openrouter N8N” with a current position of 7 and an improving trend. Two keywords, “Best Docker Synology” and “Bitwarden Synology”, are not ranking in the top 100 and have a stable trend. Three keywords, “Obsidian Second Brain”, “AI Generated Reference Letter”, and “Actual Budget Synology”, and “N8N Workflow Generator” are not ranking well and have a declining trend. Keywords showing the most improvement: “Openrouter N8N” has an improving trend and a relatively high ranking of 7. Keywords needing attention: “Obsidian Second Brain” has a declining trend and a low ranking of 69. “AI Generated Reference Letter” has a declining trend and a low ranking of 84. “Actual Budget Synology”, “N8N Workflow Generator”, “Best Docker Synology”, and “Bitwarden Synology” are not ranking in the top 100. Use case Instead of hiring an SEO expert, I run this report weekly. It checks the keyword rankings of the past week and gives me recommendations on what to improve. How it works The workflow gathers SerpBear analytics for the past 7 days. It passes the data to openrouter.ai for A.I. analysis. Finally it saves to baserow. How to use this Input your SerpBearcredentials Enter your domain name Input your Openrouter.ai credentials Input your baserow credentials You will need to create a baserow database with columns: Date, Note, Blog Created by Rumjahn

Automating daily notifications of the latest releases from a GitHub repository. This template is ideal for developers and project managers looking to stay up-to-date with software updates. How it Works: Daily Trigger: The workflow initiates daily using the Schedule Trigger node. Fetch Repository Data: The HTTP Request node retrieves the latest release details from the specified GitHub repository. Check if new: The IF node check if the release was done in the last 24 hours. Split Content: The Split Out node processes the JSON response to extract and structure relevant data. Convert Markdown: The Markdown node converts release notes from Markdown format to HTML, making them ready to use in emails. Send a notification by email Key Features: Simple to customize by modifying the GitHub URL. Automatically processes and formats release notes for better readability. Modular design, allowing integration with other workflows like Gmail or Slack notifications. Setup Steps: Modify Repository URL: Update the Sticky Note node with the URL of the repository you want to monitor. Modify SMTP details: Update the Send Email node with your SMTP details.

Purpose of workflow: The purpose of this workflow is to automate scraping of a website, transforming it into a structured format, and loading it directly into a Google Sheets spreadsheet. How it works: Web Scraping: Uses the Jina AI service to scrape website data and convert it into LLM-friendly text. Information Extraction: Employs an AI node to extract specific book details (title, price, availability, image URL, product URL) from the scraped data. Data Splitting: Splits the extracted information into individual book entries. Google Sheets Integration: Automatically populates a Google Sheets spreadsheet with the structured book data. Step by step setup: Set up Jina AI service: Sign up for a Jina AI account and obtain an API key. Configure the HTTP Request node: Enter the Jina AI URL with the target website. Add the API key to the request headers for authentication. Set up the Information Extractor node: Use Claude AI to generate a JSON schema for data extraction. Upload a screenshot of the target website to Claude AI. Ask Claude AI to suggest a JSON schema for extracting required information. Copy the generated schema into the Information Extractor node. Configure the Split node: Set it up to separate the extracted data into individual book entries. Set up the Google Sheets node: Create a Google Sheets spreadsheet with columns for title, price, availability, image URL, and product URL. Configure the node to map the extracted data to the appropriate columns.

This n8n workflow automates subdomain creation and deletion on GoDaddy using their API, triggered via email requests. This empowers developers to manage subdomains directly without involving DevOps for minor tasks. Good to know Ensure GoDaddy API credentials are securely configured to avoid unauthorized access. Email parsing accuracy depends on the consistency of request formats. How it works Detect new email requests using the Start Workflow (GET Request) node. Use the Extract Data from Email node to parse relevant details (e.g., subdomain name, action type). Validate the action type with the Validate Action Type node to proceed with create (true) or delete (false). If true, the Create Subdomain node sends a POST request to GoDaddy’s API to create the subdomain. If false, the Delete Subdomain node sends a DELETE request to remove the subdomain. The Send Email Response node notifies the requester of the action’s success or failure. How to use Import the workflow into n8n and configure the nodes with your GoDaddy API and email credentials. Test with sample email requests to ensure proper parsing and API calls. Requirements GoDaddy API credentials Email service (e.g., SMTP or API) for notifications Customising this workflow Adjust the Extract Data from Email node to match your email format or add additional validation steps for security.

This workflow auto-fetches top financial headlines, cleans the content, and uses AI to summarize it into a short investor-friendly email. Good to know The workflow runs daily and relies on stable webpage access; check the URL (e.g., https://www.ft.com/) for availability. AI costs may apply depending on the LLM model used (e.g., GPT-4 or Gemini); refer to provider pricing. How it works Trigger the workflow daily with the Schedule Daily Trigger node. Fetch financial news from a webpage using the Fetch Webpage News node. Add a Delay to Ensure Page Load node to ensure content is fully loaded. Extract and clean headlines with the Extract News Headlines & Clean Extracted Data node. Process the data with the LLM Chat Model node to generate a summary. Send the summarized report via email using the Email Daily Financial Summary node. How to use Import the workflow into n8n and configure the nodes with your webpage URL and email credentials. Test the workflow to verify content fetching and email delivery. Requirements Webpage access (e.g., financial news site API or RSS) Email service (e.g., SMTP or API) LLM model credentials (e.g., GPT-4 or Gemini) Customising this workflow Adjust the Fetch Webpage News node to target different news sources or modify the LLM Chat Model prompt for a different summary style.

How it works This workflow is a hands-on tutorial for the Code node in n8n, covering both basic and advanced concepts through a simple data processing task. Provides Sample Data: The workflow begins with a sample list of users. Processes Each Item (Run Once for Each Item): The first Code node iterates through each user to calculate their fullName and age. This demonstrates basic item-by-item data manipulation using $input.item.json. Fetches External Data (Advanced): The second Code node showcases a more advanced feature. For each user, it uses the built-in this.helpers.httpRequest function to call an external API (genderize.io) to enrich the data with a predicted gender. Processes All Items at Once (Run Once for All Items): The third Code node receives the fully enriched list of users and runs only once. It uses $items() to access the entire list and calculate the averageAge, returning a single summary item. Create a Binary File: The final Code node gets the fully enriched list of users once again and creates a binary CSV file to show how to use binary data Buffer in JavaScript. Set up steps Setup time: < 1 minute This workflow is a self-contained tutorial and requires no setup. Explore the Nodes: Click on each of the Code nodes to read the code and the comments explaining each step, from basic to advanced. Run the Workflow: Click "Execute Workflow" to see it in action. Check the Output: Click on each node after the execution to see how the data is transformed at each stage. Notice how the data is progressively enriched. Experiment! Try changing the data in the 1. Sample Data node, or modify the code in the Code nodes to see what happens.

🔥 AI Lead Scoring Agent: Smart Contact Form Triager Automatically score every contact form lead as Hot/Warm/Cold and alert your sales team instantly. This intelligent workflow captures contact form submissions, uses GPT-4 to analyze message content and score lead quality, then sends formatted alerts to Slack - ensuring your sales team always focuses on the hottest prospects first. 🚀 What It Does Instant Lead Capture: Automatically receives contact form submissions via webhook endpoint AI-Powered Scoring: GPT-4 analyzes message content and classifies leads as Hot 🔥, Warm 🌤, or Cold ❄️ Smart Data Extraction: Cleanly extracts name, email, and message from form submissions Real-Time Slack Alerts: Sends formatted notifications to your sales team with lead details and AI scoring 🎯 Key Benefits ✅ Never Miss Hot Prospects: AI identifies urgent leads automatically ✅ Save Sales Time: Focus effort on highest-probability leads first ✅ Instant Team Alerts: Real-time notifications in Slack channels ✅ Smart Prioritization: AI scoring eliminates guesswork in lead quality ✅ Zero Manual Work: Complete automation from form to sales alert ✅ Universal Integration: Works with any contact form or landing page 🏢 Perfect For Sales & Marketing Teams SaaS companies managing inbound leads Service businesses qualifying prospects E-commerce stores identifying serious buyers Agencies prioritizing client inquiries Business Applications Lead Qualification**: Identify purchase-ready prospects instantly Sales Efficiency**: Focus team effort on highest-value opportunities Response Prioritization**: Handle urgent inquiries first Team Coordination**: Keep entire sales team informed of new leads ⚙️ What's Included Complete Workflow: Ready-to-deploy lead scoring automation Webhook Endpoint: Receives submissions from any contact form AI Classification: GPT-4 powered lead interest analysis Slack Integration: Professional team notifications with emojis and formatting Data Processing: Clean extraction and formatting of lead information 🔧 Quick Setup Requirements n8n Platform**: Cloud or self-hosted instance OpenAI API**: GPT-4 access for lead scoring Slack Workspace**: Team channel for lead notifications Contact Form**: Any form that can POST to webhook endpoint 📱 Sample Slack Alert 🔥 New Lead: Sarah Johnson (sarah@techstartup.com) Message: "We're looking for a project management solution for our 50-person team. Need to implement ASAP as we're scaling fast. Can we schedule a demo this week?" Triage: 🔥 Hot ❄️ New Lead: John Smith (john@email.com) Message: "Just browsing your website. Might be interested in learning more someday." Triage: ❄️ Cold 🎨 Customization Options Scoring Criteria: Adjust AI prompts for industry-specific lead qualification Team Channels: Route different lead types to specific Slack channels Additional Fields: Capture company size, budget, timeline data CRM Integration: Connect to Salesforce, HubSpot, or Pipedrive Follow-up Automation: Trigger email sequences based on lead temperature Analytics Tracking: Monitor lead quality trends and conversion rates 🏷️ Tags & Categories #lead-scoring #sales-automation #contact-form-processing #ai-qualification #slack-integration #prospect-management #inbound-marketing #sales-productivity #lead-generation #openai-integration #webhook-automation #crm-automation #sales-alerts #lead-triage #ai-agent 💡 Use Case Examples SaaS Company: Score demo requests based on company size and urgency mentions Consulting Firm: Identify clients ready to start projects vs those still researching E-commerce Store: Spot bulk buyers and wholesale inquiries vs casual browsers Marketing Agency: Prioritize clients with specific budgets and timelines mentioned 📈 Expected Results 70% faster** lead response times through smart prioritization 3x higher** conversion rates focusing on Hot leads first 50% time savings** on manual lead qualification 100% lead coverage** - never miss or ignore a prospect again 🛠️ Setup & Support 5-Minute Setup: Simple webhook configuration with any contact form Universal Integration: Works with WordPress, Webflow, custom forms, landing pages Team Training: Clear Slack notification format anyone can understand Scalable: Handles unlimited form submissions automatically 📞 Get Help & Resources YouTube: https://www.youtube.com/@YaronBeen/videos 💼 Sales Automation Support LinkedIn: https://www.linkedin.com/in/yaronbeen/ 📧 Direct Help Email: Yaron@nofluff.online - Response within 24 hours Ready to never miss another hot lead? Get this AI Lead Scoring Agent and transform your contact forms into intelligent lead qualification systems. Your sales team will always know which prospects to call first, and you'll never waste time on cold leads again. Stop treating all leads equally. Start prioritizing the ones ready to buy.

This n8n template allows you to send emails with a custom alias from your Gmail account Since the native Gmail node has some limitations regarding use of email aliases, this template allows you to set up your own internal endpoint/sub-workflow to send emails as an email alias . How it works This workflow uses a Code node and the Gmail API via an HTTP node to format the email content and send using an alias on your Gmail account. Setup instructions You must have added the email address as an alias you wish to send as in your Gmail account, guide on how to do so here. You must have created a Gmail credential in N8N, guide on how to do so here. Use your Gmail OAuth Credential in the HTTP node. Use this template as an API endpoint or a sub-workflow, and send this payload to it via POST: { "senderName": "SENDER NAME HERE", "fromEmail": "FROM EMAIL HERE", "replyTo": "REPLY TO EMAIL HERE", "toEmail": "jacob@vwork.digital", "subject": "SUBJECT LINE HERE", "htmlBody": "HTML BODY HERE - MUST BE JSON STRINGIFIED", "file_urls": [ "FILE URLS FOR ATTACHMENTS HERE" ] } Notes Only the following are required fields: fromEmail toEmail subject htmlBody Customizing this workflow You can easily convert this to a sub-workflow by swapping out the Webhook trigger for a "When executed by another workflow" trigger

This n8n template demonstrates how to get started with Gemini 2.0's new Bounding Box detection capabilities in your workflows. The key difference being this enables prompt-based object detection for images which is pretty powerful for things like contextual search over an image. eg. "Put a bounding box around all adults with children in this image" or "Put a bounding box around cars parked out of bounds of a parking space". How it works An image is downloaded via the HTTP node and an "Edit Image" node is used to extract the file's width and height. The image is then given to the Gemini 2.0 API to parse and return coordinates of the bounding box of the requested subjects. In this demo, we've asked for the AI to identify all bunnies. The coordinates are then rescaled with the original image's width and height to correctl align them. Finally to measure the accuracy of the object detection, we use the "Edit Image" node to draw the bounding boxes onto the original image. How to use Really up to the imagination! Perhaps a form of grounding for evidence based workflows or a higher form of image search can be built. Requirements Google Gemini for LLM Customising the workflow This template is just a demonstration of an experimental version of Gemini 2.0. It is recommended to wait for Gemini 2.0 to come out of this stage before using in production.