Google Drive and Slack integration

Automated Email Verification & Digital Health Card Generator Overview Transform your clinic's patient check-in process with this fully automated pre-registration system. When patients submit their appointment information through your website, this workflow instantly verifies their email, generates a professional digital health card with a scannable QR code, stores it securely in Google Drive, and sends personalized notifications to both the patient and your reception team—all in under 20 seconds. What This Workflow Does This comprehensive automation handles the entire patient pre-check-in journey: Receives Patient Data - Webhook captures form submissions from your website or app with patient details (name, email, phone, appointment date/time, symptoms, age, gender) Validates & Cleans Data - Automatically validates required fields, cleans input data, and generates a unique patient ID with timestamp for tracking Verifies Email Address - Uses VerifiEmail API to ensure email deliverability by checking RFC compliance, MX records, and filtering out disposable/spoof emails Generates QR Code - Creates a unique verification URL and scannable QR code for instant patient identification at reception Builds Professional Health Card - Generates a beautiful, responsive HTML health card featuring: Patient information grid (name, ID, email, phone, age/gender, appointment) Chief complaints/symptoms section Embedded QR code for quick check-in Important appointment instructions Modern gradient design with mobile-responsive layout Converts to PNG Image - Uses HTMLCSSToImg API to convert the HTML card into a high-quality PNG image (900x1200px) Stores in Google Drive - Uploads the health card to an organized "Patients record" folder with patient ID-based naming for easy retrieval Emails Patient - Sends a beautifully formatted email to the patient containing: Their health card as a PNG attachment Appointment details and confirmation Google Drive link for backup access Check-in instructions and preparation tips Notifies Reception Team - Sends real-time Slack message to clinic reception with patient details, verification status, and Drive link Logs to Database - Records complete patient information, timestamps, verification status, and file links in Google Sheets for tracking and analytics Returns Success Response - Sends JSON response back to the website form with patient ID, confirmation, and Drive link Key Features ✅ Email Verification - VerifiEmail API integration prevents failed deliveries and fake emails ✅ Unique Patient IDs - Timestamp-based IDs ensure no duplicates (format: PAT-{timestamp}-{random}) ✅ QR Code Generation - Free QR Server API creates scannable codes for instant check-in ✅ Professional Design - Modern, gradient-styled health cards with responsive layout ✅ Multi-format Output - PNG image format for easy viewing on any device ✅ Cloud Storage - Secure Google Drive storage with organized folder structure ✅ Multi-channel Notifications - Email to patient + Slack to staff for complete coverage ✅ Comprehensive Logging - Google Sheets database for analytics and record-keeping ✅ Error Handling - Graceful failure for invalid emails with user notification ✅ Webhook Response - Real-time feedback to website form for seamless UX ✅ Indian Locale Support - Date/time formatting in Indian format with 12-hour time ✅ Mobile Responsive - Health cards look great on both desktop and mobile devices Perfect For 🏥 Medical Clinics & Healthcare Providers - Streamline patient pre-registration and reduce waiting times 🦷 Dental Practices - Digital check-in for appointments with patient history 💉 Diagnostic Centers - Pre-appointment verification for lab tests and scans 👨‍⚕️ Specialist Doctors - Organized patient records with symptoms documentation 🏃 Physiotherapy Clinics - Track patient visits and treatment history 💆 Wellness Centers & Spas - Appointment management with customer details 🐕 Veterinary Clinics - Pet owner pre-registration system 📋 Any Appointment-Based Business - Adaptable to salons, consultancies, or service providers Business Benefits 💰 Reduced No-Shows - Email verification ensures valid contact information ⏱️ Time Savings - Eliminates manual data entry at reception 📊 Better Analytics - Automated logging provides insights into patient flow ✨ Professional Image - Modern, branded health cards improve patient experience 🔒 Secure Records - Cloud storage with organized folder structure 📱 Contactless Check-in - QR codes enable touch-free reception process 🎯 Improved Communication - Multi-channel notifications keep everyone informed 🚀 Scalable System - Handles high volumes without additional staff Required Services & Credentials VerifiEmail API - Email verification service Sign up at: https://verifi.email HTMLCSSToImg API - HTML to image conversion Sign up at: https://htmlcsstoimg.com Google Drive - Cloud file storage Requires: Google Account with Drive access Gmail - Email delivery Requires: Google Account Slack - Team notifications Requires: Slack workspace Google Sheets - Database logging Requires: Google Account Customization Options Change Health Card Design: Edit the "Build Health Card HTML" node Modify CSS styles, colors, layout, fonts Add clinic logo by including `` tag in header Adjust Email Template: Edit the "Email Health Card to Patient" node Customize subject line, message content, styling Add clinic branding and contact information Modify Slack Message: Edit the "Notify Reception Team" node Change message format, add emojis, include additional fields Integrate with different channels Add PDF Generation: Insert an additional HTTP Request node after "Build Health Card HTML" Use a PDF conversion API (like PDFMunk or Puppeteer) Upload both PNG and PDF to Google Drive Add SMS Notifications: Insert Twilio or similar SMS node after email verification Send appointment confirmation via SMS Include patient ID and appointment time Multi-language Support: Modify the HTML template to support multiple languages Add language detection based on patient input Translate email and Slack messages Troubleshooting Guide Email Verification Fails: Check VerifiEmail API key is correct Verify API quota hasn't been exceeded Test with known valid email address Image Generation Fails: Check HTMLCSSToImg API credentials Verify HTML content is valid (no syntax errors) Check API rate limits Google Drive Upload Fails: Re-authenticate Google Drive OAuth2 credentials Check folder permissions Verify folder ID is correct Email Not Sending: Re-authenticate Gmail OAuth2 credentials Check email attachment size limits Verify "Less secure app access" if using password auth Slack Message Not Posting: Check Slack app permissions Verify channel exists and bot is invited Re-authenticate Slack credentials Google Sheets Not Logging: Re-authenticate Google Sheets credentials Verify sheet name and column headers match exactly Check sheet permissions Performance & Scalability Expected Performance: Single execution: 15-20 seconds Concurrent executions: Supports multiple parallel workflows API rate limits: Respects all third-party API limits Volume Handling: Small clinics: <50 patients/day - Perfect Medium practices: 50-200 patients/day - Excellent Large hospitals: 200+ patients/day - Consider API tier upgrades Security & Compliance ✅ Data Privacy - Patient data transmitted securely via HTTPS ✅ Access Control - OAuth2 authentication for all Google services ✅ Secure Storage - Files stored in private Google Drive folders ✅ Audit Trail - Complete logging in Google Sheets with timestamps ✅ Email Verification - Prevents data leakage to invalid addresses ✅ No Data Storage in n8n - Patient data passes through, not stored Tags healthcare, medical, clinic, patient-management, appointment, email-verification, qr-code, google-drive, gmail, slack, automation, workflow, pre-checkin, health-card, verifi-email, htmlcsstoimg, medical-records, patient-portal, healthcare-automation, clinic-management Category Healthcare & Medical Subcategory Patient Management & Appointment Systems License MIT License - Free to use, modify, and distribute with attribution

Free PDF Generator in n8n – No External Libraries or Paid Services > A 100% free n8n workflow for generating professionally formatted PDFs without relying on external libraries or paid converters. It uses OpenAI to create Markdown content, Google Docs to format and convert to PDF, and integrates with Google Drive and Slack for archiving and sharing, ideal for reports, BRDs, proposals, or any document you need directly inside n8n. Watch the demo video below: Who’s it for Teams that need auto-generated documents (reports, guides, checklists) in PDF format. Operations or enablement teams who want files archived in Google Drive and shared in Slack automatically. Anyone experimenting with LLM-powered document generation integrated into business workflows. How it works / What it does Manual trigger starts the workflow. LLM generates a sample Markdown document (via OpenAI Chat Model). Google Drive folder is configured for storage. Google Doc is created from the generated Markdown content. Document is exported to PDF using Google Drive. (Sample PDF generated from comprehensive markdown) PDF is archived in a designated Drive folder. Archived PDF is downloaded for sharing. Slack message is sent with the PDF attached. How to set up Add nodes in sequence: Manual Trigger OpenAI Chat Model (prompt to generate sample Markdown) Set/Manual input for Google Drive folder ID(s) HTTP Request or Google Drive Upload (convert to Google Docs) Google Drive Download (PDF export) Google Drive Upload (archive PDF) Google Drive Download (fetch archived file) Slack Upload (send message with attachment) Configure credentials for OpenAI, Google Drive, and Slack. Map output fields: data.markdown → Google Docs creation docId → PDF export fileId → Slack upload Test run to ensure PDF is generated, archived, and posted to Slack. Requirements Credentials**: OpenAI API key (or compatible LLM provider) Google Drive (OAuth2) with read/write permissions Slack bot token with files:write permission Access**: Write access to target Google Drive folders Slack bot invited to the target channel How to customize the workflow Change the prompt** in the OpenAI Chat Model to generate different types of content (reports, meeting notes, checklists). Automate triggering**: Replace Manual Trigger with Cron for scheduled document generation. Use Webhook Trigger to run on-demand from external apps. Modify storage logic**: Save both .md and .pdf versions in Google Drive. Use separate folders for drafts vs. final versions. Enhance distribution**: Send PDFs to multiple Slack channels or via email. Integrate with project management tools for automated task creation.

Imagine having an AI chatbot on Slack that seamlessly integrates with your company’s workflow, automating repetitive requests. No more digging through emails or documents to find answers about IT requests, company policies, or vacation days—just ask the bot, and it will instantly provide the right information. With its 24/7 availability, the chatbot ensures that team members get immediate support without waiting for a colleague to be online, making assistance faster and more efficient. Moreover, this AI-powered bot serves as a central hub for internal communication, allowing everyone to quickly access procedures, documents, and company knowledge without searching manually. A simple Slack message is all it takes to get the information you need, enhancing productivity and collaboration across teams. How It Works Slack Trigger: The workflow starts when a user mentions the AI bot in a Slack channel. The trigger captures the message and forwards it to the AI Agent. AI Agent Processing: The AI Agent, powered by Anthropic's Claude 3.7 Sonnet model, processes the query. It uses Retrieval-Augmented Generation (RAG) to fetch relevant information from the company’s internal knowledge base stored in Qdrant (a vector database). A Simple Memory buffer retains recent conversation context (last 10 messages) for continuity. Knowledge Retrieval: The RAG tool searches Qdrant’s vector store using OpenAI embeddings to find the most relevant document chunks (top 10 matches). Response Generation: The AI synthesizes the retrieved data into a concise, structured response (1-2 sentences for the answer, 2-3 supporting details, and a source citation). The response is formatted in Slack-friendly markdown (bullet points, blockquotes) and sent back to the user. Set Up Steps Prepare Qdrant Vector Database: Create a Qdrant collection via HTTP request (Create collection node). Optionally, refresh/clear the collection (Refresh collection node) before adding new documents. Load Company Documents: Fetch files from a Google Drive folder (Get folder → Download Files). Process documents: Split text into chunks (Token Splitter) and generate embeddings (Embeddings OpenAI2). Store embeddings in Qdrant (Qdrant Vector Store1). Configure Slack Bot: Create a Slack bot via Slack API with required permissions Add the bot to the desired Slack channel and note the channelId for the workflow. Deploy AI Components: Connect the AI Agent to Anthropic’s model, RAG tool, and memory buffer. Ensure OpenAI embeddings are configured for both RAG and document processing. Test & Activate: Use the manual trigger (When clicking ‘Test workflow’) to validate document ingestion. Activate the workflow to enable real-time Slack interactions. Need help customizing? Contact me for consulting and support or add me on Linkedin.

Build a fully automated music generation workflow in n8n using Suno to create and store AI-generated songs. What's the Goal? Automate end-to-end AI music creation — from a simple text prompt to a fully generated, stored, and shareable song — using Suno's API inside n8n with zero manual effort. Why Does It Matter? AI music generation is powerful but manual. This workflow lets you batch-generate songs, integrate music into apps or content pipelines, and store outputs automatically — saving hours of repetitive work. How It Works Webhook or Schedule triggers the flow with a text prompt Prompt is enriched/formatted for best Suno results Suno API call initiates song generation Workflow polls until song is ready (async wait loop) Song metadata & audio URL retrieved File downloaded and saved to cloud storage (Google Drive / S3) Metadata logged to Google Sheets / Airtable Notification sent via Slack / Email Configuration Requirements Suno API key (via RapidAPI or official Suno API access) Cloud storage credentials (Google Drive / AWS S3) Google Sheets or Airtable credentials (for logging) Slack Bot Token or SMTP (for notifications) Optional: OpenAI API key (for prompt enrichment) Setup Guide Import workflow into n8n Connect credentials (Suno/RapidAPI, Google Drive, Sheets, Slack) Configure Set node: default genre, mood, duration, style tags Test with a manual trigger and a sample prompt Activate webhook → send prompts to trigger URL Monitor generation status and tune polling interval Check storage & logs for generated songs Contact Us https://www.oneclickitsolution.com/contact-us/

Who is it for? This template is designed for school nutritionists, cafeteria managers, and school administrators who are responsible for managing student dietary needs and ensuring food safety. What it does The workflow operates in two main scenarios: immediate allergy alerting and proactive menu analysis. Automated Allergy Alert System: It reads upcoming menus, student allergy lists, and teacher rosters from your Google Sheets. If it finds a potential conflict—like a student with a dairy allergy scheduled for a cheese-based meal—it automatically sends a detailed, AI-generated alert to the correct teacher in Slack and logs the event in Google Drive. Proactive AI Menu Assistant: Beyond daily alerts, the workflow uses AI to analyze the entire monthly menu. It identifies "high-risk" days with numerous potential allergy issues and generates a strategic "Menu Improvement Report" with suggestions for safer, alternative dishes. This report is sent directly to you via Slack, helping you make informed decisions before finalizing the menu. Built-in Error Handling: If any part of the workflow fails, it immediately sends a detailed error notification to an administrator, ensuring the system remains reliable. How to set up Connect Credentials: First, ensure you have created and connected credentials for Google (for Sheets and Drive) and Slack in your n8n instance. Configure Google Sheets Nodes: In the three Read... nodes (Read Monthly Menu, Read Student Allergy List, Read Teacher List), update the Document ID and Sheet Name to point to your specific files. The column structure of your sheets should match the data being used in the workflow. Configure Slack Nodes: In all four Slack nodes, select the correct recipient User or Channel for each type of notification (e.g., send allergy alerts to teachers, but error alerts to your IT admin). Configure Google Drive Node: In the Log Alert to Google Drive node, select the target Drive and Folder where you want your audit logs to be saved. (Optional) Configure AI Model: You can configure the OpenRouter Chat Model nodes if you want to use a specific LLM or add your own API key. Requirements An active n8n instance. A Google account with access to Google Sheets and Google Drive. A Slack workspace and account. An OpenRouter account to power the AI features.

📘 Description: This workflow automates the incident response lifecycle — from creation to communication and archival. It instantly creates Jira tickets for new incidents, alerts the on-call Slack team, generates timeline reports, logs the status in Google Sheets, and archives documentation to Google Drive — all automatically. It helps engineering and DevOps teams respond faster, maintain audit trails, and ensure no incident details are lost, even after Slack or Jira history expires. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Start the incident creation and alerting process manually on demand. 🏷️ Define Incident Metadata – Sets up standardized incident data (Service, Severity, Description) used across Jira, Slack, and Sheets for consistent processing. 🎫 Create Jira Incident Ticket – Automatically creates a Jira task with service, severity, and description fields. Returns a unique Jira key and link for tracking. ✅ Validate Jira Ticket Creation Success – Confirms the Jira ticket was successfully created before continuing. True Path: Proceeds to Slack alerts and documentation flow. False Path: Logs the failure details to Google Sheets for debugging. 🚨 Log Jira Creation Failures to Error Sheet – Records any Jira API errors, permission issues, or timeouts to an error log sheet for reliability monitoring. 🔗 Combine Incident & Jira Data – Merges incident context with Jira ticket data to ensure all details are unified for downstream notifications. 💬 Format Incident Alert for Slack – Generates a rich Slack message containing Jira key, service, severity, and description with clickable Jira links. 📢 Alert On-Call Team in Slack – Posts the formatted message directly to the #oncall Slack channel to instantly notify engineers. 📋 Generate Incident Timeline Report – Parses Slack message content to create a detailed incident timeline including timestamps, service, severity, and placeholders for postmortem tracking. 📄 Convert Timeline to Text File – Converts the generated timeline into a structured .txt file for archival and compliance. ☁️ Archive Incident Timeline to Drive – Uploads the finalized incident report to Google Drive (“Incident Reports” folder) with timestamped filenames for traceability. 📊 Log Incident to Status Tracking Sheet – Appends Jira key, service, severity, and timestamp to the “status update” Google Sheet to build a live incident dashboard and enable SLA tracking. 🧩 Prerequisites Jira account with API access Google Sheets for “status update” and “error log” tracking Slack workspace connected via API credentials Google Drive access for archival 💡 Key Benefits ✅ Instant Slack alerts for new incidents ✅ Centralized Jira ticketing and tracking ✅ Automated timeline documentation for audits ✅ Seamless Google Drive archival and status logging ✅ Reduced MTTR through faster communication 👥 Perfect For DevOps and SRE teams managing production incidents Engineering managers overseeing uptime and reliability Organizations needing automated post-incident documentation Teams focused on SLA adherence and compliance reporting

TalentFlow AI – Bulk Resume Screening with JD Matching Automatically extract, evaluate, and shortlist multiple resumes against a selected job description using GPT-4. This smart, scalable n8n workflow helps HR/TA teams streamline hiring decisions while keeping results structured, auditable, and easy to share. 👤 Who’s it for This workflow is designed for: HR or Talent Acquisition (TA) teams handling multiple candidates per role Recruiters who want AI-assisted resume screening to save time and reduce bias Organizations that want to automatically log evaluations and keep stakeholders updated in real-time via Slack or Sheets ⚙️ How it works / What it does HR/TA uploads multiple candidate resumes and selects a job role Each resume is: Uploaded to Google Drive Parsed with GPT-4 to extract structured profile data The job description for the selected role is: Retrieved from Google Sheets Downloaded from Drive and parsed The profile + JD are sent to an AI agent to generate: Fit score Strengths & gaps Final recommendation Results are: Appended to the evaluation tracking sheet Optionally shared with the hiring team on Slack Used to trigger emails to qualified or unqualified candidates 🛠️ How to set up Clone or import the workflow into your n8n instance Connect your integrations: Google Sheets (positions & evaluation form) Google Drive (CV & JD folders) OpenAI API (GPT-4) Slack (for notifications) (Optional) SendGrid or SMTP for email notifications Update Google Sheets structure: Positions sheet: maps Job Role → JD file link Evaluation form: stores evaluation results Prepare Drive folders: /cv folder for uploaded resumes /jd folder for job description PDFs 📋 Requirements ✅ n8n (hosted or self-hosted) ✅ OpenAI GPT-4 account (used in Profile & JD evaluator agents) ✅ Google Drive + Google Sheets access ✅ Slack workspace + bot token (Optional) SendGrid or email credentials for candidate follow-up 🎨 How to customize the workflow Change the fit score threshold in the Candidate qualified? node Edit Slack message content/formatting to match your company tone Add additional candidate metadata to Sheets or Slack messages Use a webhook trigger to integrate with your ATS or job board Swap GPT-4 with Claude or Gemini if you prefer other AI services Expand to include multi-position batch screening logic Happy Hiring! 🚀 Automated with love using n8n

Who is this for? This template is ideal for HR teams, startup founders, operations leads, remote-first companies, and freelancers managing onboarding manually or across multiple tools. Whether you’re hiring your first intern or streamlining onboarding for dozens of new team members, this workflow automates the entire trigger → task creation → onboarding delivery process using no-code tools connected via n8n. What problem does this solve? Employee onboarding is often fragmented and error-prone — involving Jira tasks, Slack DMs, file sharing, and email templates spread across different apps. This workflow connects it all, letting you create tasks, notify people, share folders, and message hires instantly — right when they’re marked as “Hired” in a Google Sheet or added to Slack. No more bouncing between 5 tabs. This is onboarding as a system. What this workflow does ✅ Watches a Google Sheet (or Slack trigger) for new hires 📋 Creates a Jira onboarding Epic with role-based subtasks 📂 Generates a Google Drive folder and shares it with the new hire 📬 Sends a personalized, HTML-formatted welcome email via Gmail 💬 Posts a Slack message in the #onboarding channel + DM to the hire 📊 Logs onboarding activity back to the Sheet (status, links, etc.) 🔁 Modular subtasks based on role/team (e.g. Dev vs Marketing vs Student) 🧠 Expressions, fallback logic, and Slack→Jira user ID mapping built-in Setup Create API credentials for: Slack Google Sheets Google Drive Jira Cloud Gmail (API or SMTP) Import the .json workflow into your n8n instance (Cloud or self-hosted) Replace placeholder values (e.g. Project ID, Issue Type ID, folder path) Customize onboarding messages, email HTML, and task logic Test with included mock data (sample hire, Slack user, Jira user) Activate your flow and start onboarding with one click 🗒 Color-coded workflow notes This workflow uses Innovatio’s sticky note system to guide you visually: 🟩 Green Notes → Main automation steps 🟦 Blue Notes → What to customize (IDs, prompts, expressions) 🟨 Yellow Notes → Optional logic and future upgrades 🟫 Gray Notes → Welcome + final “next steps” CTA Every group includes pre-filled nodes, dynamic expressions, and mock outputs so you can test quickly and scale confidently. How to customize this workflow? 📂 Swap Google Sheets for Airtable (better for teams or approvals) 📅 Add 30/60/90-day check-ins via Google Calendar 🤖 Plug in OpenAI to generate onboarding subtasks by role 📬 Auto-assign mentors or SlackBot reminders after 7 days 📊 Push Sheet logs into Notion or your HR dashboard Need custom logic? Email me at [email protected] Final notes This template was created by Velebit from Innovatio with modularity, scalability, and team experience in mind. All links included are official. No affiliate tracking, no sponsored content. 📜 A separate commercial license applies to the purchase via Gumroad, which includes extended rights, usage for client work, and scaling strategies.

AI Recruitment Automation Pipeline – Resume Parsing, GPT-4 Evaluation, Assessment Triggers & Interview Scheduling This end-to-end AI-powered recruitment automation workflow helps HR and talent acquisition teams automate the complete hiring pipeline—from resume intake and parsing to GPT-4-based evaluation, TA approvals, assessment delivery, and interview scheduling. Built using n8n, this template integrates with OpenAI GPT-4, Google Sheets, Google Drive, Slack, and SMTP to reduce time-to-hire, improve candidate quality, and eliminate repetitive manual tasks. The workflow enables scalable, consistent, and intelligent decision-making by automating resume evaluation, semantic fit analysis, and candidate communication. This template is ideal for recruiters, TA teams, and founders looking to optimize hiring for tech, sales, support, and other roles with high applicant volume. Who is this for? HR and TA teams handling high-volume recruitment Startups and SMBs looking to reduce hiring time and cost Hiring managers seeking to automate CV parsing and candidate evaluation What problem does this solve? Eliminates manual resume screening Sends real-time updates to TA team on assessment completion Automates assessments, scoring, and interview scheduling Keeps candidate communication consistent and timely What this workflow does Smart Resume Intake Form Collects candidate data: name, email, phone, LinkedIn, job role, and CV (PDF). Custom-designed UI with branding-ready CSS. PDF Resume Parsing & Storage CV is uploaded to a dedicated Google Drive folder. Resume text is extracted for semantic analysis. AI-Based Candidate Evaluation (GPT-4 via LangChain) Extracts: City, Education, Job History, Skills. Summarizes candidate profile (100 words). Retrieves and summarizes job description from Google Sheets. Performs detailed evaluation: ✅ Semantic fit scoring (0–100%) ✅ Key matches and skill gaps ✅ Soft skills extraction ✅ Red flag detection (job-hopping, missing info) ✅ Final score (1–10) with rationale Google Sheets Integration Logs and updates candidate data at each stage: CV Submitted → Scored → Shortlisted → Assessment Sent → Interview Scheduled → Rejected TA Approval via Email (Send & Wait) TA receives evaluation summary and gives one-click approve/reject. ✅ Approved → Status: Resume Selected ❌ Rejected → Status: Resume Rejected Assessment Trigger (Post Approval) Sends assessment link to shortlisted candidates. Notifies TA via Slack and Email when assessment is submitted. Interview Scheduling Sends Calendly link for self-scheduled interview booking. Candidate receives detailed next-step instructions. Status-Based Candidate Emails Automatically sends: ✔️ Shortlisting confirmation + interview setup ❌ Rejection email with branded message Business Benefits Save 80%+ time** spent on manual resume reviews and coordination Reduce cost-per-hire** by eliminating manual tasks Improve hiring accuracy** with structured, AI-based decision-making Scalable recruitment** for 100s of candidates per week Enhance candidate experience** with instant status updates Centralize data** in Google Sheets for full team visibility 🔧 Setup Instructions Google Service Account Setup (One-Time) Before using Google Sheets or Google Drive in n8n: Go to Google Cloud Console. Create a Service Account under your project. Enable these APIs: Google Sheets API Google Drive API Download the JSON credentials for the service account. IMPORTANT: Share your target Google Sheets and Docs with the service account email (e.g., [email protected]). Add Applicant's Details to Google Sheet Document**: Select the Profiles Google Sheet document. Sheet**: Select the Applicant's Details sheet. Fields to Map**: EMAIL: {{ $('On form submission').item.json.Email }} DATE: {{ $now.format('dd-MM-yyyy') }} NAME: {{ $('On form submission').item.json.Name }} LINKEDIN URL: {{ $('On form submission').item.json["LinkedIn Profile URL"] }} JOB PROFILE: {{ $('On form submission').item.json["Job Openings"] }} STATUS: CV SUBMITTED LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Extract Applicant's Resume Text Text**: {{ $('Extract from File').item.json.text }} Get Job Description from Google Sheet Document**: Profiles Sheet**: Job Openings Filter**: Column**: Job Profile Value**: {{ $('On form submission').item.json["Job Openings"] }} Save Evaluation Results in Google Sheets Document**: Profiles Sheet**: Applicant's Details Column Match On**: EMAIL Fields to Map**: EMAIL: {{ $('On form submission').item.json.Email }} CITY: {{ $('Applicant\'s Details').item.json.output.City }} EDUCATIONAL: {{ $('Applicant\'s Details').item.json.output["Educational Qualification"] }} JOB HISTORY: {{ $('Applicant\'s Details').item.json.output["Job History"] }} SKILLS: {{ $('Applicant\'s Details').item.json.output.Skills }} SUMMARIZE: {{ $('Summarize Applicant\'s Profile').item.json.response.text }} SEMANTIC FIT SCORE: {{ $json.output.semantic_fit.score }} KEY MATCHES: {{ $json.output.semantic_fit.key_matches.toJsonString() }} KEY GAPS: {{ $json.output.semantic_fit.key_gaps.toJsonString() }} SEMANTIC FIT CONSIDERATION: {{ $json.output.semantic_fit.consideration }} SOFT SKILLS: {{ $json.output.soft_skills.toJsonString() }} EXPERIENCE GAP DETECTED: {{ $json.output.experience_analysis.experience_gap_detected }} OVER QUALIFICATION DETECTED: {{ $json.output.experience_analysis.overqualification_detected }} EXPERIENCE ANALYSIS CONSIDERATION: {{ $json.output.experience_analysis.consideration }} RED FLAGS ISSUES DETECTED: {{ $json.output.red_flags.issues_detected.toJsonString() }} RED FLAGS CONSIDERATION: {{ $json.output.red_flags.consideration }} VOTE: {{ $json.output.overall_evaluation.final_vote }} FINAL CONSIDERATION: {{ $json.output.overall_evaluation.consideration }} STATUS: CV SCORED LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Update Applicant Statuses Resume Selected Document**: Profiles Sheet**: Applicant's Details Column Match On**: EMAIL Update**: STATUS: RESUME SELECTED LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Resume Rejected Update**: STATUS: RESUME REJECTED LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Assessment Sent Email**: {{ $('Loop to Send Assessment Link to Each Candidate').item.json.EMAIL }} Update**: STATUS: ASSESSMENT SENT LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Assessment Submitted Email**: {{ $json["Enter Your Email Address"] }} Update**: STATUS: ASSESSMENT SUBMITTED LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Interview Booked Email**: {{ $json.payload.email }} Update**: STATUS: INTERVIEW BOOKED LAST UPDATED DATE: {{ $now.format('dd-MM-yyyy hh:mm:ss') }} Fetch Applicants with Specific Status Status: RESUME SELECTED Document**: Profiles Sheet**: Applicant's Details Filter**: Column**: STATUS Value**: RESUME SELECTED Get Assessment Form URL from Job Profile Document**: Profiles Sheet**: Job Openings Filter**: Column**: Job Profile Value**: {{ $json["JOB PROFILE"] }} Trigger on Applicant Status Update Document**: Profiles Sheet**: Applicant's Details Trigger Settings**: Columns to Watch**: STATUS ⚠️ Important Notes Always use “Select Document from List” instead of manually pasting the sheet/document ID. Share your Sheets/Docs with the Google Service Account email for proper access. Keep your date formats consistent using {{ $now.format('dd-MM-yyyy hh:mm:ss') }}. Add credentials for: Google Drive Google Sheets SMTP (for emails) OpenAI API Key (GPT-4) Replace placeholders: Google Sheet & Folder IDs Calendly Link Assessment Link (Optional) Customize GPT-4 prompts for domain-specific scoring (Optional) Use your Slack webhook for TA notifications 🛠️ Tools & Integrations Form Trigger** – Candidate form with file upload Google Drive + Extract PDF** – CV parsing Google Sheets** – Database for all applicant statuses LangChain GPT-4 Nodes** – AI profile + job analysis Email Send & Send & Wait** – Candidate/TA communication IF Node** – Logic for approve/reject Slack Integration** – TA notification Calendly Link** – Interview scheduling AI resume screening, GPT-4 recruitment workflow, automated hiring pipeline, semantic fit evaluation, LangChain for HR, resume parsing automation, AI in talent acquisition, assessment workflow automation, interview scheduling automation, candidate shortlisting automation, OpenAI HR integration, Google Sheets recruitment tracker, n8n HR automation template, self-scheduling interviews with Calendly, Slack notifications in recruitment

🧾 An intelligent automation system that turns Google Meet recordings into structured meeting notes — integrating Fireflies.ai, OpenAI GPT-4.1-mini, Notion, Slack, Google Drive, and Gmail via n8n. 🎥 Demo: Watch the Loom walkthrough ⚙️ What It Does The Google Meet Notes Generator & Distributor automates the entire post-meeting workflow. Workflow Summary: Fetches Google Meet transcript via Fireflies.ai webhook. Aggregates and summarizes transcript using OpenAI GPT-4.1-mini into: Title Summary Decisions Action Items Risks Questions Stores the transcript as a text file on Google Drive and generates a shareable link. Creates a Notion page with all the meeting details. Posts the summary in #meeting Slack channel. DMs each attendee on Slack with personalized meeting notes. Sends email recap to all attendees via Gmail. Result: No more manual note-taking or scattered updates — everything centralized, formatted, and instantly shareable. 💡 Use Cases | Scenario | Description | | --------------------------- | --------------------------------------------------------------------------------------- | | Team Meeting Summaries | Automatically summarize and distribute meeting notes for internal teams. | | Project Management | Keep structured decisions, action items, and risks documented for each project meeting. | | Remote Teams | Notify distributed teams in Slack and via email without extra effort. | | Client Updates | Share polished meeting summaries with clients instantly. | | Knowledge Base / Notion | Archive structured notes in Notion for reference and compliance. | 🔧 Setup Accounts and Tools Needed | Tool | Purpose | | -------------------------- | ---------------------------------------------- | | 🤖 Fireflies.ai API | Fetch Google Meet transcripts via webhook | | 🧠 OpenAI API | Summarize and structure transcript into notes | | 📓 Notion API | Create structured meeting pages | | 💬 Slack OAuth/Bot | Post summaries in channel and DM attendees | | 🗂 Google Drive OAuth2 | Store transcripts and generate shareable links | | ✉️ Gmail OAuth2 | Email meeting recaps to attendees | Fireflies.ai Setup Get API key from Fireflies.ai. Configure n8n → Credentials → Fireflies API. Ensure webhook triggers are set to send meetingId to n8n. OpenAI Setup Generate API key at OpenAI. Add to n8n → Credentials → OpenAI API. Use model GPT-4.1-mini in Agent and Generate Slack Message nodes. Notion Setup Create a Notion integration and share your workspace. Add API token in n8n → Credentials → Notion API. Map workspace/page IDs to Notion Page node. Slack Setup Create Slack Bot in workspace with chat:write and users:read permissions. Add OAuth token in n8n → Credentials → Slack API. Connect to Send a message #meeting and DMs to Attendees nodes. Google Drive Setup Create a folder for transcripts. Enable Google Drive API in Google Cloud Console. Add OAuth2 credentials to n8n → Google Drive. Gmail Setup Enable Gmail API in Google Cloud. Add OAuth2 credentials in n8n → Gmail. Connect to Email to Attendees node. n8n Workflow Setup Import provided n8n workflow JSON. Configure all credentials: Fireflies, OpenAI, Notion, Slack, Google Drive, Gmail. Activate workflow. Test by sending a meeting ID via webhook. Workflow automatically: Fetch → Summarize → Store → Notion → Slack → DM → Email 🧠 Result A fully automated AI pipeline that transforms Google Meet recordings into polished, shareable meeting notes — eliminating manual note-taking and keeping your team informed in real time. 📞 Support & Contact If you face any issues during setup or execution, contact: 📧 Email: [email protected] 🔗 LinkedIn: Atharva Jaiswal

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Automatically transform your video uploads into AI-powered summaries with key topic extraction and instant team notifications. What this workflow does Monitors Google Drive for new video uploads Downloads and processes videos using VLM Run AI Generates intelligent summaries with key topics extracted Posts results to Slack for immediate team access Setup Prerequisites: Google Drive account, VLM Run API credentials, Slack workspace, self-hosted n8n. You need to install VLM Run community node Quick Setup: Configure Google Drive OAuth2 and create video upload folder Add VLM Run API credentials Set up Slack integration for notifications Update folder/channel IDs in workflow nodes Test and activate Perfect for Meeting recordings and training videos Webinar summaries and educational content Content analysis and team collaboration Any video content requiring quick insights Key Benefits Asynchronous processing** handles large files without timeouts Multi-format support** for MP4, AVI, MOV, WebM, MKV Instant team updates** via Slack notifications Saves hours** of manual video review time How to customize Extend by adding: Video categorization and tagging Integration with project management tools Email notifications alongside Slack Searchable video databases with summaries This workflow transforms lengthy videos into actionable insights, making your content instantly accessible and shareable with your team.

Generate and post Apple App Store review replies with Anthropic Claude, Google Drive and App Store Connect API This workflow empowers app developers and community management teams by automating the generation and posting of responses to user reviews on the Apple App Store. Designed to streamline the engagement process, it drastically reduces the manual workload on community managers by integrating AI-driven responses with necessary human oversight. By leveraging n8n's workflow automation capabilities, this solution eliminates the need for costly third-party platforms like AppFollow or Appbot, making it a cost-effective and efficient alternative. Pre-requisites Google Drive & Google Sheets access: To store and manage review spreadsheets. App Store Connect API credentials: To fetch and respond to app reviews. LLM credentials (e.g., Anthropic): Required for generating responses. Slack account Workflow steps Initialise and trigger workflow: The process begins daily at 10 AM through a scheduled trigger. Fetch application data: Utilizes a data table (Apple App Store apps) to retrieve a list of applications with their app id and name, essential for identifying review sources. Collect App Store Reviews: Retrieves previous day's reviews from the App Store Connect API based on app data. Stores the reviews in Google Sheets for further processing. Generate AI Responses: AI model generates initial responses based on review content. Responses are structured and stored along with reviews within a Google Spreadsheet located in a Google Drive folder called ToReview. A Slack message is sent with the URL of the file Human Review & Modification: Community managers review and refine AI-generated responses. Reviewed spreadsheets are moved to the ToSubmit Google Drive folder by the editor. Post Verified Responses: Workflow triggers again at 5 PM to access reviewed spreadsheets in ToSubmit folder. It posts the human-verified responses back to the respective reviews on Apple App Store using App Store Connect API. Logs are maintained, recording each response's success or failure. Archive processed spreadsheets: After posting the responses, workflow moves the processed files from ToSubmit to a different folder called Archived

CV Extractor: Google Drive to Sheet + Slack Update for Recruiters Watch the demo video below: > This workflow automatically processes resumes (PDFs) uploaded or updated in a Google Drive folder. It extracts and structures the candidate’s information using AI, then updates or inserts the data into a Google Sheet, acting as a central talent database. Finally, it notifies the hiring team via Slack with a summary. Perfect for HR and TA teams, this automation eliminates the repetitive task of manually copying candidate details from CVs into spreadsheets, saving hours of admin work every week and keeping your hiring pipeline clean, fast, and up to date. 👤 Who’s it for This workflow is designed for: Recruiters* and HR coordinators* who manage candidate profiles via Google Drive. Talent Acquisition teams** who want to automate CV parsing, enrichment, and database updating. Companies or hiring agencies** using spreadsheets for candidate tracking and CRM-like HR ops. ⚙️ How it works / What it does This smart and fully automated workflow: Monitors a Google Drive folder for any uploaded or updated resumes (PDFs). Downloads and extracts resume content using PDF parsing. Sends the raw text to GPT-4, which returns a structured profile (name, title, experience, skills, etc.). Verifies the profile and transforms it into a clean, row-based format. Upserts the candidate profile into a Google Sheet (insert or update by email). Notifies the hiring team in Slack or email that a profile was added or updated. This is a no-touch pipeline to keep your candidate data clean, current, and centralized. 🛠️ How to set up Step 1: Prepare your Google Drive folder Create a folder like /SmartHR/cv/ Upload sample resumes in .pdf format Step 2: Create your Google Sheet Columns to include: Email, FullName, JobTitle, Phone, Location, Experience, Education, Skills, etc. Optional: Add conditional formatting to highlight updates Step 3: Connect the n8n workflow Use the Google Drive Trigger: fileCreated → new profile uploaded fileUpdated → existing profile modified Use Google Drive (Download file) to fetch the resume Use Extract From PDF to get raw content Step 4: Configure GPT-4 node Use the structured system prompt to extract profile information Use json parser node to ensure safe formatting for next steps Step 5: Transform & Save Use a Function node to map fields to Google Sheet columns Use Append or update row (based on email as unique key) Optionally send Slack or email message to notify hiring team ✅ Requirements 🔑 OpenAI GPT-4 API key 🟩 n8n Cloud or Self-hosted with: Google Drive integration Google Sheets integration Email/Slack credentials (optional) 📄 Resume files in readable PDF format 📊 Google Sheet prepared with relevant headers ✏️ How to customize the workflow | Part | Customization Options | |----------------------------|----------------------------------------------------------------------------------------| | GPT Prompt | Tune for different job levels or fields (e.g., engineers vs marketers) | | Field Mapping | Update transform node to include other profile fields (LinkedIn, portfolio, etc.) | | Notification | Switch to Microsoft Teams, Telegram, or email alerts instead of Slack | | Data Store | Replace Google Sheet with Airtable, Notion, or database system | | Trigger Source | Trigger from email attachments or webhook instead of Google Drive if needed | | Output Format | Generate PDF profile cards or summary documents using HTML → PDF node |

📘 Description This workflow is an AI-driven FX concept generation pipeline that transforms a single VFX brief into multiple high-quality simulation-ready video concepts. It automates ideation, rendering, storage, and team review—bridging the gap between creative direction and simulation execution. ⚙️ Step-by-Step Flow The process begins with a webhook trigger that serves as the FX brief intake layer, receiving a POST request containing the core FX brief, shot code, and optional parameters such as FX type, scale, intensity, and camera details. This input then moves through a validation and normalization stage, where required fields are verified and key attributes—such as FX type (fire, smoke, explosion), camera movement, frame range, FPS, scale, intensity, and speed—are standardized for consistency. Following this, the system performs prompt engineering and fans out the single brief into four creative variations: a primary reference (balanced), a high-intensity version (extreme simulation), a subtle version (controlled low-intensity FX), and an alternate camera variation offering a different perspective. Each variation is enriched with detailed cinematic instructions, including camera behavior, speed dynamics, and frame timing. At the core of the workflow, a dynamic generation mode determines whether to use image-to-video (if a reference image is provided) or text-to-video (if not), ensuring flexibility across both concepting and plate-matching use cases. Each variation is then submitted as an independent job to the Seedance API for AI rendering, returning unique job IDs for asynchronous tracking. A polling system manages execution by checking the job status every 20 seconds and continues until rendering is complete, handling each variation independently. Once completed, the system structures detailed metadata for each asset, including the video URL, FX type, scale, intensity, camera movement, frame specifications, and relevant tags for tracking and review. The asset storage pipeline then downloads the generated videos, uploads them to Google Drive using a structured naming convention, and logs all associated metadata into a Notion database for organized tracking. An aggregation layer consolidates all variations into a single structured output, combining video links, Notion records, and technical metadata. Finally, a Slack review dispatch sends a well-formatted message to the FX team, presenting all variations in one place with direct video previews, along with a technical breakdown covering scale, intensity, camera settings, and FPS, as well as Notion links for streamlined tracking and review. 🚨 Error Handling • Global error trigger • Sends Slack alert with failure details • Ensures no lost jobs or silent failures 🧩 Prerequisites • Seedance API (AI video generation) • Google Drive OAuth2 • Notion API • Slack OAuth2 • Webhook integration 💡 Key Benefits ✔ Rapid FX concept iteration (4 variations instantly) ✔ Structured prompt engineering for consistent outputs ✔ Automatic handling of camera, timing, and simulation context ✔ Integrated storage (Drive + Notion) ✔ Centralized team review via Slack ✔ Supports both concept art and simulation previsualization 👥 Perfect For VFX studios Simulation teams (Houdini, FX artists) Previsualization pipelines Creative direction teams AI-assisted film production systems

📘 Description This workflow is an AI-assisted clean plate and object removal pipeline built for modern VFX production environments. It transforms a single plate image and removal brief into multiple high-quality clean plate variations, complete with automated quality evaluation, compositing-ready assets, and production-ready Nuke scripts—bridging the gap between manual paint workflows and fully automated AI-driven cleanup pipelines. ⚙️ Step-by-Step Flow 1 . The workflow begins with a webhook trigger that acts as the clean plate request intake layer, receiving a POST request containing the plate image URL, removal brief, shot code, and optional parameters such as object type, frame range, and QC thresholds. This input flows into a validation and data structuring stage, where required fields are verified, default values are assigned, and the payload is normalized to ensure consistency across downstream processes. The system then performs prompt engineering and expands the single removal brief into four specialized passes: a primary production-ready clean plate, an alternative variation, a foreground removal pass for background isolation, and a difference map for quality control visualization. Each pass is enriched with object-specific removal instructions, reconstruction constraints, and technical shot metadata to guide accurate AI generation. 2 . At the core of the pipeline, an image-to-video rendering process leverages the provided plate image as a reference and submits each variation as an independent job to the Seedance AI API, generating video-based clean plate outputs. A polling mechanism continuously tracks each job at fixed intervals, ensuring that processing only advances once rendering is successfully completed. Once outputs are available, a metadata and automated QC layer evaluates each pass by assigning a quality score based on resolution and consistency logic, comparing it against a predefined threshold to classify results as either auto-approved or flagged for review. A decision routing layer then determines the next step—allowing approved outputs to continue through the pipeline while immediately notifying the team via Slack in case of failures. 3 . Following this, the system generates a fully production-ready Nuke compositing script, automatically configuring nodes for the original plate, AI-generated clean plate, difference map visualization, merge operations, grading adjustments, and final output writes, all aligned with standardized folder structures and naming conventions. The asset pipeline then downloads the generated videos, uploads them to Google Drive using structured shot-based organization, and logs all associated metadata—including plate references, output variations, and project details—into a Notion database for centralized tracking. An aggregation layer consolidates all outputs into a unified structured response, combining QC results, video links, compositing scripts, and storage paths. Finally, a multi-channel notification system dispatches a detailed message to Slack and Telegram, presenting all clean plate variations with QC status, video previews, inline Nuke scripts, and direct access to delivery folders for seamless team review and integration into production workflows. 🚨 Error Handling • Global error trigger • Sends failure alerts to Slack instantly • Prevents silent pipeline failures and data loss 🧩 Prerequisites • Seedance API (AI video generation) • Google Drive OAuth2 • Notion API • Slack + Telegram credentials • Webhook integration 💡 Key Benefits ✔ Fully automated clean plate generation with zero manual prep ✔ Multiple AI-generated passes for flexible compositing workflows ✔ Built-in QC validation with intelligent decision routing ✔ Auto-generated Nuke scripts ready for production use ✔ Structured asset storage and centralized tracking ✔ Real-time notifications for faster team collaboration 👥 Perfect For VFX paint and prep teams Compositors working in Nuke pipelines Film and post-production studios AI-assisted cleanup and restoration workflows Studios managing high-volume plate processing

What This Workflow Does Upload a document (PDF, PNG, JPEG) via a web form and let easybits Extractor classify it into one of your defined categories. Based on the classification result and a confidence score, the document is automatically sorted into the correct Google Drive folder. Low-confidence or unrecognized documents are flagged for manual review via Slack. How It Works User uploads a file through the hosted web form The binary file is converted to base64 and sent to easybits easybits returns a document_type and confidence_score The classification result is merged with the original file binary If confidence > 0.5 → routed to the matching Google Drive folder If confidence ≤ 0.5 or no category match → uploaded to Needs Review folder + Slack alert Supported categories: medical_invoice · restaurant_invoice · hotel_invoice · trades_invoice · telecom_invoice Setup Guide Set Up Your easybits Extractor Pipeline Go to extractor.easybits.tech and create a new pipeline Add two fields to the mapping: document_class and confidence_score In each field's description, paste the corresponding classification or confidence prompt that tells the model how to analyze the document The classification prompt should return exactly one category label – or null if uncertain The confidence prompt should return a decimal number between 0.0 and 1.0 Save & test the pipeline, then copy your Pipeline ID and API Key Set Up Google Drive Create a folder in Google Drive for each category: Medical, Restaurant, Hotel, Trades, Telecom, and Needs Review In n8n, go to Settings → Credentials and create a Google Drive OAuth2 credential This requires a Client ID and Client Secret from the Google Cloud Console (APIs & Services → Credentials → OAuth 2.0 Client ID) Make sure the Google Drive API is enabled in your Google Cloud project Open each of the 6 Google Drive upload nodes in this workflow and select the correct target folder Set Up Slack In n8n, go to Settings → Credentials and create a Slack API credential You'll need a Slack Bot Token – create a Slack App at api.slack.com/apps, add the chat:write scope, and install it to your workspace Create a channel for review notifications (e.g. #n8n-invoice-review) Invite the bot to that channel Open the Review Message node and select the correct channel Connect the easybits Node Open the easybits Extractor (Classification) node Replace the pipeline URL with your own: https://extractor.easybits.tech/api/pipelines/YOUR_PIPELINE_ID Create a Bearer Auth credential using your easybits API Key and assign it to the node Activate & Test Click Active in the top-right corner of n8n Open the form URL and upload a test document Check the execution log to verify the classification result Confirm the file lands in the correct Google Drive folder Test with an unrecognized document to verify the Slack notification fires

Who’s it for Affiliate managers, partner programs, and teams collecting leads via public forms who want automated, error-free routing to separate spreadsheets per affiliate — no more manual copying or sheet hunting. What it does This workflow captures new submissions from a Tally.so form, extracts the affiliate code, finds or creates the corresponding Google Sheet, appends the lead data, and sends a real-time Slack notification. New affiliates are handled automatically: if no sheet exists for the submitted code, the workflow creates one and places it in a designated Google Drive folder. Key features 📝 Real-time Tally form capture (Name, Email, Affiliation Code, Phone) 🔍 Smart routing by affiliation code 📊 Auto-creates new affiliate sheets when needed 📁 Organized storage in a single Google Drive folder 🔔 Instant Slack notifications with full lead details 🔄 How it works Tally submission → Webhook trigger Extract fields: Name, Email Address, Phone Number, Affiliation Code Add current Submission Date and Submission Time Search Google Drive for sheet matching the Affiliation Code ✅ Found → Append row with all data ❌ Not found → Create new sheet → Move to folder → Append row Send formatted Slack alert with full lead info 📋 Requirements Tally.so form including Name, Email Address, Phone Number, and Affiliation Code fields Google Drive folder for storing affiliate sheets Google Sheets & Drive OAuth2 credentials (with Drive + Sheets APIs enabled) Slack bot token with chat:write scope Slack channel ID where notifications will be sent ⚙️ How to set up Import the workflow into n8n Create credentials: Tally API Google Sheets OAuth2 Google Drive OAuth2 Slack Bot Configure nodes: Select your Tally form in the webhook Set the parent Folder ID for affiliate sheets Enter your Slack Channel ID Activate the workflow and start receiving leads! 🛠️ How to customize Add extra fields: Capture additional data (e.g., UTM parameters, notes, referral source) by adding the fields to your Tally form, then map them in the webhook parsing and Google Sheets **Append nodes. Change notification channels: Replace the **Slack node with Discord Webhook, Send Email, Microsoft Teams, or any other notification node to fit your team’s preferred platform. Add validation & duplicate checks: Insert **IF nodes or a Code node before the sheet append to validate data quality, reject incomplete entries, or check for duplicate emails/phone numbers. Support multiple programs or priority routing: Extend the routing logic with **Switch nodes or additional Drive searches to handle different affiliate programs, tiers, or priority queues.

A smart, fully automated coding pipeline built inside n8n that leverages Cursor AI to write, refactor, review, and optimize code projects — triggered by a webhook, schedule, or manual prompt. Every output is versioned, stored, and delivered with a detailed review report. 🎯 What's the Goal? Eliminate the repetitive overhead of writing boilerplate code, performing code reviews, and refactoring legacy code manually. This workflow turns a plain-text task description into production-ready, reviewed, and optimized code — automatically and at scale — using Cursor AI's deep coding intelligence inside n8n. 💡 Why Does It Matter? Software teams lose hundreds of hours to boilerplate writing, manual code reviews, and inconsistent refactoring. AI-assisted coding with Cursor is powerful, but still requires manual triggering. By wiring Cursor into n8n, you get a repeatable, auditable, hands-free coding pipeline that integrates directly with your Git repos, Slack, and storage — making AI code generation a true part of your CI/CD culture, not just a one-off tool. ⚙️ How It Works Webhook or Schedule triggers the flow with a coding task description Task is classified (Generate / Review / Refactor / Optimize) Cursor AI API is called with the appropriate system prompt & task Raw code output is received and parsed A second Cursor pass performs automated code review & scoring If quality score passes threshold → code is committed to GitHub If score is below threshold → Cursor runs an optimization pass Final code + review report saved to Google Drive Summary logged to Google Sheets Slack notification sent with code snippet preview & Drive link 🔧 Configuration Requirements Cursor AI API key** (via Cursor developer access or proxy endpoint) GitHub Personal Access Token** (for auto-commit & PR creation) Google Drive OAuth2** (for storing code files & reports) Google Sheets OAuth2** (for logging task history & quality scores) Slack Bot Token** (for team notifications) Optional: OpenAI API key** (for task classification fallback) 🚀 Setup Guide Import this workflow into your n8n instance Connect all credentials: Cursor API, GitHub, Google Drive, Google Sheets, Slack Open the Set Task Config node and fill in: repo_owner and repo_name (your GitHub target repo) target_branch (e.g. ai-generated or main) quality_threshold (score 0–100, recommended: 75) storage_folder (Google Drive folder name) log_sheet_id (Google Sheets document ID) Test with a manual webhook POST containing { "task": "Write a Python FastAPI CRUD endpoint for users" } Review output in Drive and check Slack notification Activate the webhook for live use Optionally activate the daily schedule for batch processing queued tasks Monitor quality scores in Google Sheets and tune the threshold as needed

This workflow automatically detects duplicate files uploaded to a specific Google Drive folder by generating an MD5 hash of each file and comparing it against a Supabase database. If a duplicate is found, the file is moved to a dedicated Duplicates folder and a Slack notification is sent. All events, including unique uploads, duplicates, race conditions, and errors, are logged for audit purposes. It is designed for teams that handle high file volumes and need reliable, content based deduplication instead of simple filename checks. How it works Monitors a specific Google Drive folder for new files. Normalizes file metadata and downloads the binary content. Generates an MD5 hash from the file binary. Checks Supabase to see if the hash already exists. If duplicate, moves the file to a Duplicates folder and sends a Slack alert. If unique, stores the hash in Supabase. Logs every outcome, including errors and race conditions, in an audit table. Setup steps Connect your Google Drive account and select the folder to monitor. Connect your Supabase account and create the required tables: file_hashes dedup_audit_log Connect your Slack account and select a channel for duplicate alerts. Update the Duplicates folder ID in the Google Drive Move node. Setup typically takes 10 to 15 minutes if your Supabase project is ready.

Talent Sovereign: AI-Powered Resume Screener & Recruitment Hub 🎯 Description This is an elite enterprise-grade solution for Talent Acquisition and HR Ops teams. It automates the high-volume task of resume screening by transforming unstructured PDF applications into structured candidate profiles. Leveraging an advanced PDF-to-JSON parsing engine and a multi-factor scoring algorithm, it ensures only the highest-quality candidates reach your CRM while maintaining a professional feedback loop for all applicants. ✨ The Sovereign Lifecycle Intelligent Intake & Validation - Monitors Gmail for new submissions. A pre-validation layer ensures only healthy PDF binaries under 10MB enter the stream, filtering out noise and irrelevant attachments. Atomic Data Extraction - Utilizes the HTML to PDF (Parse PDF to JSON) node to decompose resumes into structured text data. Advanced AI Resume Parser - A sophisticated Code Node acts as a virtual Recruiter. It extracts contact info, LinkedIn URLs, and maps 45+ specific skills across 7 categories (Programming, Cloud, Data, etc.). It even calculates "Total Years of Experience" by analyzing date ranges within the text. Multi-Factor Scoring & Tiering - Candidates are automatically ranked on a 100-point scale: A+ Tier (90+): Exceptional talent; priority alerts. Qualified (70+): Standard qualified candidates. Below Threshold: Automatically prepared for the rejection track. Smart Routing Matrix - Green Track: Qualified leads are created in HubSpot CRM, archived in a "Qualified" Google Drive folder, and announced via Slack. Red Track: Unqualified candidates receive a personalized Gmail rejection including constructive feedback on skills they could improve. Closed-Loop Analytics - Logs every data point to PostgreSQL, calculating funnel metrics such as skill-match percentages and processing latency for continuous hiring strategy optimization. 💡 Key Technical Features Heuristic Skill Detection:** Uses NLP pattern matching to identify technical competencies even if they are phrased differently. Personalized Rejection Engine:** Automatically suggests specific skill areas (e.g., Cloud or Certifications) for candidates to work on based on what was missing from their resume. Forensic Archival:** Maintains a clean, searchable archive of all applicants in a hierarchical cloud structure. 🚀 Benefits ✅ 90% Faster Screening - Moves from manual reading to high-level candidate oversight instantly. ✅ Professional Employer Brand - Ensures every applicant receives a timely, personalized response. ✅ Data-Driven Hiring - Track exactly which sources and skill sets are performing best in your funnel. Tags: #recruitment #hr-tech #resume-parser #ai #hubspot #automation #pdf-to-json Category: Human Resources | Difficulty: Advanced

Automated Invoice Intelligence: PDF-to-JSON Financial Orchestrator 🎯 Description This is an elite enterprise-grade solution for Accounts Payable and Finance Ops teams. It automates the high-volume extraction of unstructured data from PDF invoices using the HTML to PDF (Parse PDF to JSON) node, transforming raw email attachments into validated, audit-ready financial records across multiple platforms. ✨ The Sovereign Lifecycle Intelligent Intake & Validation - Monitors Gmail for incoming invoices. Implements a strict validation layer to ensure only valid PDF binaries enter the intelligence stream, filtering out noise and non-invoice attachments. Atomic JSON Transformation - Leverages the HTML to PDF (Parse PDF to JSON) node to decompose monolithic PDF files into structured data objects. This allows the system to treat document text as actionable data points. AI Ledger Mapping - A sophisticated hybrid-intelligence Code Node acts as a virtual "Financial Controller." It uses advanced pattern matching to extract key fields (Vendor Name, Invoice Number, Tax, and Total Amount) and calculates a Confidence Score for every entry. Conditional Approval Gating - Implements a "Trust-but-Verify" architecture: Auto-Process: High-confidence extractions of standard value invoices are posted immediately. Human-in-the-Loop (HITL): Low-confidence results (<0.7) or high-value invoices (>$5,000) are automatically diverted to a Review Queue in Google Sheets. Multi-Platform Ledger Sync - Simultaneously synchronizes data across Google Sheets (for real-time reporting) and Airtable (for project management), ensuring a single source of truth. Forensic Archival & Alerts - Moves original files to a secure Google Drive archive. High-priority items trigger instant Slack and Gmail alerts for the finance team. 💡 Key Technical Features Heuristic Pattern Matching:** Dynamically handles various invoice layouts by analyzing financial context and keywords. Math Integrity Check:** Automatically verifies if (Subtotal + Tax = Total) to boost extraction confidence. Bi-Directional Governance:** Keeps track of every document with a unique Processing ID and metadata log for regulatory compliance. 🚀 Benefits ✅ 95% Reduction in Data Entry - Shifts human effort from manual typing to high-level oversight. ✅ Financial Risk Mitigation - Automatically flags high-value transactions and extraction anomalies before they hit the books. ✅ Real-Time Visibility - Instant updates to financial dashboards the moment an invoice is received. Tags: #finance #accounts-payable #pdf-to-json #automation #fintech #google-sheets #airtable Category: Finance & Operations | Difficulty: Advanced

Bulk Archival Decryption: AI-Powered Compliance Audit & Unlocking Engine 🎯 Description This is a high-security enterprise solution for LegalOps and Compliance departments. It automates the high-stakes process of decrypting batches of legacy, password-protected PDF assets to facilitate forensic indexing and search discovery. By utilizing the HTML to PDF (Unlock) node, it bridges the gap between inaccessible "dark data" and searchable compliance archives. ✨ The Sovereign Lifecycle Phase 1: Secure Intake & Forensic Fingerprinting - Fetches legacy binaries and generates an initial SHA-256 hash. This establishes a strict "Chain of Custody" before any modification occurs. Phase 2: Key Vault Orchestration - Integrates with a PostgreSQL Key Vault to automatically retrieve historical passwords based on file metadata, enabling the decryption of thousands of documents without manual intervention. Phase 3: Atomic Unlock sovereign - Utilizes the HTML to PDF (Unlock) node to strip owner and user passwords with cryptographic precision, restoring full text-extraction and print capabilities. Phase 4: Integrity Guard & Validation - A dedicated Code Node compares the original and unlocked file hashes to verify successful decryption. It calculates processing latency and logs comprehensive integrity statuses. Phase 5: Compliance-Ready Archival - Unlocked files are vaulted in a secure Google Drive "Audit Vault." Forensic metadata, including custody IDs and timestamps, are permanently logged to PostgreSQL. Phase 6: Incident Management - Features a robust error-handling "Quarantine Zone." Failed decryptions or invalid keys trigger immediate Slack alerts and moves the problematic files to a restricted folder for manual legal review. 💡 Key Technical Features Forensic Audit Trail:** Every processing event is recorded with non-repudiation tokens for regulatory auditors. Bi-Directional Governance:** Simultaneously updates PostgreSQL audit logs while managing physical file movements in cloud storage. Fail-Safe Validation:** Implements strict MIME-type and file-size validation to prevent the processing of malicious or corrupted binaries. 🚀 Benefits ✅ Zero Audit Gaps - Ensures 100% of legacy data is accessible for regulatory search and indexing. ✅ Reduced Legal Risk - Provides an immutable record of the decryption process for internal and external discovery. ✅ Instant Discovery - Drastically reduces the time required to "open" legacy archives for litigation or audits. Tags: #legalops #compliance #pdf-unlock #audit #governance #enterprise #cybersecurity Category: Legal & Compliance | Difficulty: Advanced

This workflow automatically converts unstructured internal documentation into clear, actionable Standard Operating Procedures (SOPs). Instead of manually rewriting internal knowledge, teams can upload or update documents and let AI generate consistent, step-by-step SOPs that are easy to follow and scale across the organization. How it works When a new or updated document is detected in Google Drive, the workflow extracts the content and splits it into manageable sections. AI then analyzes the material, identifies implicit steps, and generates a structured SOP with clear actions, responsibilities, and outcomes. A second AI pass refines clarity and consistency. Completed SOPs are saved to Google Docs, logged in Google Sheets, and shared with stakeholders via Slack or email. Who it’s for Operations teams Consulting firms Agencies and service businesses Scaling startups Internal enablement teams Requirements Google Drive & Docs Google Sheets OpenAI credentials Slack or Gmail Built by QuarterSmart Created by Hyrum Hurst, AI Automation Engineer at QuarterSmart, specializing in practical, production-ready AI automation systems. For custom SOP automation or enterprise setups: [email protected]

Who’s it for Property management teams handling leases, IDs, and compliance documents. What it does Automates document validation, reminders, escalation, and compliance reporting using AI and Google Sheets. How it works Uploaded documents are analyzed for completeness, logged, and monitored until compliant. Setup Connect Webhook, Drive, Sheets, AI, Email, and Slack. Customization Change reminder timing, add more document types, or expand validation rules. Created by QuarterSmart — Hyrum Hurst

Intelligent Financial Invoice Hub: AI Parsing, 3-Way Matching & Multi-Channel Alerting 🎯 Description This is an enterprise-grade solution designed for complex finance departments. It automates the entire accounts payable lifecycle by combining secure document handling, intelligent vendor mapping, 3-way reconciliation, and a sophisticated multi-channel notification engine. ✨ What This Workflow Does Multi-Channel Ingestion - Consolidates invoices arriving via Gmail, legacy IMAP servers, and direct vendor portal webhooks into a single processing stream. Advanced Security Layer - Automatically retrieves rotating encryption keys from a secure database and uses the HTML to PDF (Unlock) node to decrypt protected vendor statements. Fuzzy Vendor Identification - Uses intelligent string analysis to identify vendors despite name variations (e.g., "Amazon" vs. "AWS"), ensuring data consistency. Automated 3-Way Matching - Fetches the associated Purchase Order (PO) and Delivery Receipt, then uses the HTML to PDF (Merge) engine to create a verified "Audit Bundle" for compliance. AI-Driven Data Extraction - Parses line-item details, converts international currencies using live exchange rates, and detects early payment discounts to optimize cash flow. Enterprise Notification Engine - Slack: Instant escalation for high-value outliers (e.g., >$10k) or urgent invoices. Microsoft Teams: Direct alerts to Department Heads when items impact their specific budgets. Gmail: Delivers a daily processing success digest to the Finance Lead. 💡 Key Features 3-Way Reconciliation:** Prevents fraud and overpayment by validating quantities and prices across three distinct documents before ERP synchronization. Encrypted Document Handling:** Seamlessly manages password-protected PDFs without manual intervention. Currency Intelligence:** Automatically handles international vendor payments with real-time conversion and tax mapping. Budget Allocation:** Smartly assigns costs to specific department codes and project tags in your accounting software. 🔧 Technical Highlights Binary Buffer Management:** High-performance handling of multiple large PDF streams during the merge process. Fuzzy Matching Logic:** Robust vendor recognition that handles typos and naming variations. Hybrid Trigger Support:** Reliable execution via polling (Email) and real-time events (Webhooks). Modular Architecture:** Easy to adapt for Xero, QuickBooks, or custom SQL databases. 📦 What You'll Need HTML to PDF Node - Essential for the Unlock and Merge operations. Google Sheets - To serve as the Vendor Vault (decryption keys) and Master Audit Log. ERP Credentials - Access to Xero, QuickBooks, or Sage for bill creation. Communication Tools - Slack, Microsoft Teams, and a Gmail account. 🚀 Benefits ✅ Zero Manual Data Entry - Complete "Email-to-ERP" automation saves hours of administrative work. ✅ Eliminate Overpayments - 3-way matching ensures you only pay for exactly what was ordered and received. ✅ Real-Time Financial Visibility - Department heads are notified the moment their budget is impacted. ✅ Audit Readiness - Automatically maintains a complete digital paper trail for every single invoice. 🎨 Customization Options Thresholds:** Adjust the "High Value" IF-node to match your internal approval policies. Channels:** Easily swap Slack for Discord or Teams for SMS alerts (via Twilio). Currency:** Add or remove currency pairs in the Intelligence Engine code node. Tags: #finance #accounting #xero #3-way-match #pdf-automation #slack #enterprise #security Category: Finance & Accounting Difficulty: Advanced

Enterprise secure payroll distribution with encryption and error handling 🎯 Description Achieve a high-security, compliant payroll distribution system by using this automation to encrypt sensitive documents and manage delivery failures. This workflow provides an enterprise-grade solution by monitoring secure storage for payslips, fetching unique employee credentials from a database, and applying 128-bit AES password protection before dispatching via Gmail. A technical highlight of this template is the resilient fail-safe architecture. By utilizing a Switch node and custom Code node logic, the workflow identifies missing employee metadata and prevents the delivery of unencrypted files. Furthermore, it uses Luxon expressions such as {{ $now.minus({ months: 1 }).toFormat('MMMM_yyyy') }} to dynamically tag files with the correct payroll period, ensuring that the audit trail remains perfectly synced with your fiscal calendar. ✨ How to achieve secure document delivery You can achieve a GDPR-compliant document pipeline by using the available tools to: Trigger and pre-validate — Monitor Google Drive for new files and perform an integrity check to ensure the binary data is valid before processing begins. Fetch security metadata — Dynamically retrieve the unique user password (e.g., National ID) from Google Sheets based on the file's metadata or employee email. Apply 128-bit AES encryption — Pass the binary through the HTML to PDF security engine to apply user-specific password protection and restrict permissions. Route with error logic — Use an IF node to verify encryption success; if valid, deliver via Gmail. If metadata is missing, route to an Error Handler that alerts the team via Slack. 💡 Key features Fail-closed security** — The workflow is designed so that no unencrypted document can ever accidentally be dispatched if the security step fails. Intelligent period mapping* — Uses Luxon* to automatically identify and label documents by the preceding month's payroll period. Centralized incident logging** — Separates successful deliveries from system errors, providing a transparent audit trail for IT compliance. 📦 What you will need Google Drive — To act as the landing zone for your unencrypted source payslips. HTML to PDF Node — For the 128-bit AES encryption and password protection engine. Google Sheets — To host your employee security database and audit logs. Gmail & Slack — For secure document delivery and real-time administrative failure alerts. Ready to secure your payroll? Import this template, connect your database, and ensure your sensitive financial documents are always encrypted and delivered safely.

Enterprise CLM: AI-Optimized Assembly, Multi-Stage Approvals & Audit Governance 🎯 Description This industrial-strength Contract Lifecycle Management (CLM) hub provides end-to-end automation for securing, optimizing, and archiving sensitive corporate agreements. It bridges the gap between initial sales triggers and final compliance archival with an AI-driven optimization layer. ✨ What This Workflow Does Intelligent Approval Gating - Automatically assigns a dynamic approval chain (2 to 6 levels) based on the contract value tier ($50k - $500k+), ensuring high-value deals receive proper executive oversight. Complexity-Aware Compression - Analyzes the document (page count/complexity) and recipient ISP limits (Gmail/Outlook) to apply optimal compression ratios via the HTML to PDF (Compress) node. Automated Compliance Auditing - Generates a secondary, immutable "Audit PDF" that captures all approval metadata, timestamps, and digital fingerprints for legal non-repudiation. Secure Multi-Cloud Archival - Automatically uploads final signed documents and audit trails to specific Google Drive folder structures. Bi-Directional CRM Sync - Updates the HubSpot deal stage to "Contract Signed" and attaches the direct link to the audit record for immediate visibility. Instant Financial Notification - Alerts the Finance and Legal teams via Slack the moment a contract is fully executed and archived. 💡 Key Features ISP Optimization:** Prevents email delivery failures by dynamically scaling file quality to stay within provider attachment limits. Audit Readiness:** Every contract lifecycle is documented in a secondary "Black Box" PDF, making regulatory audits seamless. Self-Healing Updates:** CRM and storage systems are updated simultaneously, eliminating manual data entry across departments. 📦 Requirements HTML to PDF Node** - Essential for both document compression and audit trail generation. HubSpot** - For deal tracking and CRM synchronization. Google Drive** - For secure, long-term document archival. Slack** - For real-time stakeholder notifications. 🚀 Benefits ✅ Reduced Legal Risk - Every stage of approval is logged in an immutable PDF audit trail. ✅ Guaranteed Deliverability - Smart compression ensures contracts always reach the recipient's inbox. ✅ Centralized Governance - One workflow manages the transition from Sales to Finance and Legal departments. Tags: #legal-ops #clm #pdf-automation #compression #governance #hubspot #slack #enterprise Category: Legal & Compliance Difficulty: Advanced Ready to stop email bounces? Import this template, connect your accounts, and ensure your large PDF attachments are always delivered.

Consolidate and compress project archives for cost-optimized cloud storage 🎯 Description Optimize your cloud storage costs by using this automation to intelligently compress and migrate aging project documentation. This workflow allows you to achieve a professional data lifecycle policy by identifying "stale" files in active storage, applying high-ratio PDF compression, and migrating them to cold storage while maintaining a searchable audit trail. A critical technical feature of this template is the Luxon-based lifecycle logic. By utilizing {{ $now.minus({ months: 6 }).toISODate() }}, the workflow dynamically filters for files that haven't been modified in over half a year. It then generates a unique archive path using {{ $now.toFormat('yyyy/MM_MMM') }}, ensuring your cold storage bucket remains perfectly indexed by year and month without any manual folder creation or renaming. ✨ How to achieve automated storage optimization You can achieve an enterprise-grade archiving system by using the available tools to: Monitor and age-gate — Use the Google Drive node to list project files and a Code node to compare file metadata against a 6-month "hot storage" threshold. Compress and verify — Pass identified files through the HTML to PDF compression engine to reduce file size by up to 80% while maintaining document readability. Migrate to cold storage — Stream the compressed binary directly to AWS S3 (or a dedicated archive folder), using dynamic naming conventions for organized retrieval. Log and notify — Automatically alert the IT team via Slack upon batch completion, providing a report on the specific files migrated and the storage path used. 💡 Key features Intelligent cost reduction** — Automatically targets large, old files for compression, significantly reducing long-term "Cold Storage" billing. Dynamic indexing* — Uses Luxon* to build a chronological folder structure in the cloud, making multi-year archives easy to navigate. Integrity assurance** — The workflow ensures files meet specific age and type criteria before moving them, preventing accidental archival of active documents. 📦 What you will need Google Drive — Your "Hot" storage where active project files are kept. HTML to PDF Node — Used here for the PDF compression and optimization engine. AWS S3 — Your destination "Cold" storage for long-term archiving. Slack — For automated reporting on storage optimization status. Ready to optimize your cloud storage? Import this template, connect your credentials, and start saving on long-term data costs today.

Create Job Folders, Tasks, Alerts, and Onboarding Emails After Stripe Payment with Google Drive, ClickUp, and Slack Categories: Payments, Project Operations, Client Onboarding This workflow creates a complete payment → project kickoff system for service-based businesses. Once a client pays via Stripe, the system automatically provisions project infrastructure, records the order, notifies the team, and sends clear next steps to the client. Built for operational reliability rather than flash, this workflow proves that strong client experiences come from consistent execution, not manual coordination. Benefits Instant Project Kickoff** – Projects are fully set up the moment payment clears Operational Consistency** – Every client starts with the same clean structure Fail‑Loud Safeguards** – Critical errors stop execution and alert the team Reduced Manual Ops** – No copying data across tools after payment Professional Client Experience** – Immediate confirmation and next steps Fully Customizable** – Folder structures and tasks are examples, not constraints How It Works Payment & Validation Listens for successful Stripe payments Verifies required customer and package data Prevents partial setup if data is missing Client & Order Identification Locates the client in your CRM using email Creates an internal order record as a source of truth Project Infrastructure Provisioning Creates a project folder structure in Google Drive (example configuration) Creates a ClickUp project list with default tasks (example configuration) Communication & Handoff Sends a welcome email with onboarding instructions to the client Notifies the internal team in Slack that work can begin Error Handling Critical failures stop execution and surface alerts Non‑critical failures alert the team but allow progress This staged approach keeps the workflow easy to reason about and safe to operate at scale. Required Setup Configuration Core Configuration Update the Workflow Configuration node: intakeFormUrl – Your onboarding or intake form parentFolderId – Google Drive folder where client projects live Required Integrations Stripe Google Drive Google Sheets (CRM + Orders) ClickUp Gmail Slack Once credentials are connected and configuration values are set, the workflow is ready for testing. Project Structure (Example Configuration) The structures below are examples only. They demonstrate how the workflow provisions infrastructure automatically. You can freely rename, remove, or replace folders and tasks to match any service or industry. Google Drive Example folder structure: YYYY-MM — Client Name — Package ├─ 01-Intake ├─ 02-Logo ├─ 03-Brand Kit ├─ 04-Website └─ 05-Final Delivery ClickUp Example default tasks: Brand Questionnaire Review Logo Concepts Brand Kit Website Build All task names, counts, and priorities are customizable. Business Use Cases Agencies delivering repeatable services Productized service businesses Freelancers managing multiple paid engagements Internal teams onboarding clients or stakeholders If work begins after payment, this workflow fits. Business Impact Faster project start times Fewer setup errors Clear ownership between sales and delivery Improved client confidence after payment Reduced operational overhead as volume scales The payment moment becomes a clean handoff instead of an operational bottleneck. Difficulty & Cost Difficulty Level:** Intermediate Estimated Setup Time:** 30–45 minutes Monthly Operating Cost:** ~$0–$10 (API usage dependent) Installation Steps Connect all required credentials Update the Workflow Configuration node Run a test Stripe payment Verify folders, tasks, email, and Slack alerts Activate the workflow Customization & Extensions This workflow is designed to plug cleanly into a larger end‑to‑end sales → delivery automation system. If you are building multiple automations, this template typically sits in the middle of the lifecycle. How It Fits Into a Larger System Common upstream and downstream integrations include: Lead & Opportunity Pipelines** When combined with lead scraping, enrichment, and qualification workflows, this automation acts as the handoff point where a qualified opportunity becomes a paid project. Proposal & Payment Flows** This workflow is commonly triggered after an automated proposal + Stripe checkout flow, ensuring that once payment clears, production begins immediately with no manual coordination. Client Intake & Brief Generation** The welcome email can link directly into automated intake form workflows that convert responses into structured briefs, creative direction, or production instructions. Production & Delivery Pipelines** Project folders and tasks created here can act as triggers for downstream workflows such as approvals, revision tracking, asset delivery, or website launches. Typical Expansion Path For fast ROI, many teams implement these stages in order: Payment → Project Kickoff (this workflow) Intake Form → Structured Brief Production Pipelines (Design / Website / Delivery) Additional layers such as lead scraping, outbound outreach, and nurture engines can be added before this workflow once delivery operations are stable. If you’re curious, I’ve built other templates that cover the steps before and after this one (lead gen, proposals, intake, production, etc.). You can find those on my profile — they’re designed to work together, but each one stands on its own.

Intelligent Multi-Source Document Orchestrator: AI Triage & Multi-Tier Routing 🎯 Description This is an enterprise-grade Intelligent Document Processing (IDP) hub designed to handle high-volume document ingestion, classification, and departmental routing. It transforms monolithic bulk scans into actionable data streams by leveraging a "Split-Extract-Route" architecture. ✨ The Orchestration Lifecycle Intake Layer - Aggregates document triggers from Google Drive, Webhooks, and Scheduled Tasks. It implements a strict file integrity check to ensure only healthy binaries enter the pipeline. Document Atomization - Utilizes the HTML to PDF (Split) node to explode multi-page bulk scans into individual, manageable pages. This ensures that a single PDF containing an invoice, a contract, and a payroll slip is correctly decomposed for separate processing. AI Extraction & Intelligence - A sophisticated Code Node acts as the "Brain," using regex and keyword logic to classify documents (Invoices, Payroll, Legal, POs) and extract structured metadata (Amounts, Vendors, Due Dates) with confidence scoring. Smart Routing Matrix - Documents are contextually routed based on department and value: Invoices & POs: High-value items (>$5,000) trigger a priority escalation track. Legal & Payroll: Grouped and logged for standard departmental audit. High-Value Escalation - For critical financial items, the system creates an approval task in Notion and sends an urgent escalation email via Gmail to the CFO/Manager. Quality Assurance & Alerts - Low-confidence extractions (<85%) are automatically quarantined, triggering a Slack alert for immediate manual team review. Forensic Audit Logging - Every action, confidence score, and routing decision is appended to a Google Sheets master audit log for total transparency and compliance. 💡 Key Technical Features Conditional Gating:** Multi-tier IF nodes ensure that documents only proceed once they meet specific quality and value thresholds. Binary Integrity Guard:** Prevents workflow crashes by validating file data before intensive AI processing. Bi-Directional Governance:** Simultaneously updates Notion for task management and Google Sheets for historical reporting. 🚀 Benefits ✅ Zero Manual Sorting - Automates the transition from "Bulk Scan" to "Departmental Action." ✅ Risk Mitigation - High-value items and low-confidence data are surfaced immediately for human oversight. ✅ Regulatory Compliance - Every document lifecycle is tracked with a permanent, immutable audit trail. Tags: #IDP #AI #document-intelligence #notion #slack #automation #fintech Category: Finance & Operations | Difficulty: Advanced

⚖️ HR Sovereign: AI-Powered Onboarding Hub A high-fidelity employee onboarding engine: Intake → Role-Based Enrichment → AI Personalization → IT Provisioning. ⚙️ Core Sovereign Logic Enrichment:** Auto-classifies Tech, Sales, and Leadership roles to drive specific logic tracks. Intelligence:* Uses AI Agent (GPT-4)* to generate personalized welcome messaging based on job DNA. Atomization:* Merge PDF* node assembles role-specific policies and benefits into a single high-res package. Provisioning:* Dynamically generates Jira hardware/access tickets and Notion* tracking dashboards. Delivery:* Sends branded HTML emails via Gmail and announces hires on Slack*. 📋 Setup & Prerequisites Intake: Connect your HRIS (BambooHR/Workday) to the Webhook URL. Assets: Organize Drive folders into "Technical", "Leadership", and "Standard" templates. Tracking: Connect your Notion Onboarding Database and Jira IT Project. Metrics: Time_to_Provision, Engagement_Score, Document_Integrity_Hash.

Who is this for? Agencies, consultants, and service providers who conduct discovery calls and need to quickly turn conversations into professional proposals. What it does: This workflow transforms meeting transcripts into complete, professional quotes using a sophisticated multi-agent AI architecture. It handles the entire quote lifecycle: from transcript analysis to client signature and onboarding. How it works: Trigger: Google Drive detects a new VTT/transcript file in a designated folder Extraction: The transcript is cleaned and parsed, then matched with calendar data to identify the client AI Analysis: A main orchestrator agent analyzes the call and delegates tasks to specialized sub-agents: SOW Agent: Generates problems, solutions, and action items Pricing Agent: Creates competitive pricing based on service catalog and market research Document Creation: PandaDoc API creates the quote with all tokens populated Review & Approval: Quote is sent to Slack for human review with approve/reject buttons Delivery: Approved quotes are sent via Gmail with custom HTML templates Post-Signature: Webhook triggers CRM update and welcome email upon signature Key Features: Multi-agent architecture with specialized AI agents Automatic pricing calculation with 80%+ margin targeting Market research integration via Perplexity API Human-in-the-loop approval via Slack Professional HTML email templates CRM integration (Notion) for client status tracking Requirements Google Drive account (for transcript storage) Google Calendar (for meeting context) PandaDoc account (for quote generation) OpenRouter API (for LLM access - Claude/GPT models) Perplexity API (for market research) Slack workspace (for approval workflow) Gmail account (for client communication) Notion database (for CRM) Setup Instructions Configure Google Drive trigger folder Set up PandaDoc template with required tokens Add API credentials for OpenRouter and Perplexity Connect Slack workspace for approval notifications Configure Gmail for outbound emails Set up Notion CRM database with required properties

Automated Webinar Signup Verification & Personalized Welcome Kit Description Transform your webinar registrations from basic form submissions into a verified, personalized, and premium attendee experience. This intelligent workflow automates webinar signup intake, email verification, attendee validation, AI-powered personalization, welcome kit generation, PDF creation, and automated email delivery — ensuring only genuine attendees are onboarded while delivering a high-quality first impression at scale. No manual checks, no fake signups, and no generic emails — just clean data and tailored communication. What This Workflow Does Turns a simple webinar signup into a fully automated onboarding pipeline: 📝 Capture Webinar Signup – Collects attendee details such as name, email, company, and session preferences. 📧 Email Verification – Validates the attendee’s email address in real time to prevent fake or mistyped signups. 🚫 Invalid Signup Handling – Stops unverified registrations and alerts organizers instantly. 📊 Verified Attendee Storage – Stores confirmed attendee data in Google Sheets for tracking and reporting. 🧠 AI-Powered Personalization – Generates a customized welcome message based on attendee details and interests. 📄 Welcome Kit Generation – Creates a professional welcome document and converts it into a PDF. 📧 Automated Email Delivery – Sends the personalized welcome kit directly to the attendee. 📚 Optional Extra Materials – Dynamically generates and emails advanced learning resources when requested. Key Features ✅ Email Verification Built-In – Keeps your attendee list clean and reliable 🤖 AI-Generated Personalized Content – No generic welcome emails 📄 Professional PDF Welcome Kits – Polished, shareable onboarding assets ⚡ Fully Automated Signup Flow – Zero manual intervention required 📊 Centralized Attendee Tracking – Easy reporting and follow-ups Perfect For 🎤 Webinar Hosts & Event Organizers 🏢 Marketing & Growth Teams 📚 Educators & Online Course Creators 🚀 SaaS & Startup Communities 🎯 Anyone running high-value webinars or live sessions What You’ll Need Required Integrations 📧 VerifiEmail – Real-time email validation 🤖 OpenAI – AI-generated welcome messages and learning content 📊 Google Sheets – Attendee data storage 📧 Gmail – Sending welcome and follow-up emails 📄 HTML → PDF – Welcome kit and resource PDF generation Optional Enhancements 💬 Slack Notifications – Alert organizers of verified or invalid signups 📅 Calendar Invites – Auto-add webinar events to attendee calendars 🎨 Branding – Add logos, colors, and custom layouts to PDFs 🌍 Multilingual Support – Localize welcome kits for global audiences 📈 CRM Sync – Push verified attendees to your CRM Quick Start 1️⃣ Import the workflow into your n8n workspace 2️⃣ Connect VerifiEmail, OpenAI, Google Sheets, Gmail, and PDF credentials 3️⃣ Update spreadsheet ID, email sender, and Slack channel (if used) 4️⃣ Customize AI prompts and email templates 5️⃣ Test with a sample webinar signup 6️⃣ Activate the workflow Customization Options 1️⃣ Verification Rules – Change email validation strictness 2️⃣ AI Prompt Tuning – Adjust tone (formal, friendly, premium, etc.) 3️⃣ Welcome Kit Content – Add agenda, speaker bios, or links 4️⃣ Follow-Up Logic – Add reminder or post-webinar emails 5️⃣ Data Fields – Capture job title, industry, or experience level Expected Results 📈 Higher-quality webinar attendees 🧹 Clean, verified signup lists 🤝 Stronger first impression with personalized onboarding ⏱️ Reduced manual verification work 📧 Professional, automated attendee communication Workflow Structure Visualization 📝 Webinar Signup ↓ 📧 Email Verification ↓ 🚫 Invalid Signup Handling / ✅ Verified Attendee Storage ↓ 🧠 AI Welcome Message ↓ 📄 Welcome Kit Creation ↓ 📑 PDF Generation ↓ 📧 Welcome Email ↓ 📚 Optional Extra Materials & Follow-Up

How It Works This workflow automates business intelligence reporting by aggregating data from multiple sources, processing it through AI models, and delivering formatted dashboards via email. Designed for business analysts, operations managers, and executive teams, it solves the challenge of manually compiling metrics from disparate systems into coherent reports. The system triggers on schedule or webhook, extracting data from Google Sheets, databases, and APIs. Raw data flows through transformation nodes that calculate KPIs, generate trend analyses, and create visualizations. AI models (OpenAI) provide natural language insights and anomaly detection. Results populate multiple dashboard templates—executive summary, departmental metrics, and detailed analytics—each tailored to specific stakeholder needs. Formatted reports are automatically distributed via Gmail with embedded charts and actionable recommendations. This eliminates hours of manual data gathering, reduces reporting errors, and ensures stakeholders receive timely, consistent insights. Setup Steps Configure Google Sheets credentials and specify source spreadsheet IDs Set up database connections (PostgreSQL, MySQL) with read-only access Add OpenAI API key for GPT-4 analytics and narrative generation Set Gmail OAuth credentials for automated email delivery Define recipient lists for each dashboard type (executive, departmental, detailed) Customize dashboard templates with company branding and preferred KPIs Prerequisites Active Google Workspace account with Sheets and Gmail access. Use Cases Automated weekly executive dashboards with YoY comparisons. Customization Modify dashboard templates to match corporate branding standards. Benefits Reduces report preparation time by 80% through full automation.

Consolidate and report monthly financial documents using Google Drive and Slack 🎯 Description Streamline your month-end accounting processes with this enterprise-grade automation designed to aggregate, validate, and merge fragmented financial documents into a single, professional reporting bundle. This workflow transforms manual document chaos into a structured, touchless system using Google Drive and Slack. ✨ How to achieve automated document consolidation You can achieve a fully autonomous financial reporting cycle by using the available tools to: List and scan folders — Automatically retrieve all documents from a designated Google Drive folder at the end of each month. Validate file formats — Use an IF Node to ensure only PDF documents (invoices, receipts, statements) are processed, preventing workflow crashes from incompatible file types. Aggregate binary data — Gather separate file streams into a unified data array using the Aggregate Node to ensure stable processing for the merge engine. Merge into master reports — Utilize the HTML to PDF engine to consolidate individual files into one "Monthly Finance Pack" with professional naming conventions. Secure and archive — Upload the consolidated master file back to a secure archive folder in Google Drive. Notify the team — Send a real-time Slack alert with the final filename, ensuring the accounting team knows exactly when the report is ready. 💡 Key features Intelligent filtering and validation The workflow auto-detects MIME types to filter out non-PDF noise and system files. This ensures a consistent input for the merge engine and prevents processing errors. Advanced data aggregation By utilizing the Aggregate Node, the workflow handles multiple binary files simultaneously. This architecture prevents the "looping errors" common in basic PDF workflows and maintains document order during the merge process. Dynamic time-stamping with Luxon A critical technical feature of this template is the use of Luxon expressions for professional document naming. By utilizing {{ $now.setZone('America/New_York').toFormat('MMMM yyyy') }} within the Slack and upload nodes, the workflow automatically generates accurate timestamps. This eliminates manual renaming and ensures your archives are perfectly organized by month and year. 🎯 Perfect for Finance departments** — Consolidate hundreds of monthly vendor invoices into one audit-ready file. Property managers** — Bundle monthly utility bills and maintenance receipts for property owners. Freelancers and agencies** — Collate all business expenses for the month to send to a tax preparer. 📦 What you will need Required integrations: Google Drive — Source folder for documents and destination for the final bundle. HTML to PDF Node — The core engine for PDF merging operations. Slack — For automated team notifications and status updates. 📈 Expected results 90% time savings** — Reduce manual report creation from 30 minutes to seconds. Zero lost documents** — Maintain a complete digital trail with automatic archival. Audit readiness** — Ensure a consistent naming and storage structure for all past financial reports. Ready to automate your reporting? Import this template, connect your credentials, and turn your monthly document collection into a 100% automated workflow.

📊 Description Streamline and standardize your entire client onboarding process with a single end-to-end automation. 🚀📋 This workflow captures detailed client intake data via webhook, automatically creates a fully structured Asana onboarding project, generates a personalized service contract from a Google Docs template, emails the agreement to the client, and logs all information in Google Sheets. It also creates a dedicated Slack channel for internal collaboration, ensuring every new client is onboarded consistently, professionally, and without manual effort. Perfect for service businesses scaling operations while maintaining quality and clarity. ✨📄🤝 🔁 What This Template Does 1️⃣ Receives detailed client intake form data via webhook. 📥 2️⃣ Parses and normalizes 70+ client, business, and technical fields. 🧾 3️⃣ Creates a new client-specific onboarding project in Asana. 📋 4️⃣ Copies sections and tasks from a predefined Asana template project. 🔄 5️⃣ Assigns all tasks into the new project with proper structure. ✅ 6️⃣ Retrieves a Google Docs contract template. 📄 7️⃣ Replaces placeholders with client-specific details (name, fees, dates). ✍️ 8️⃣ Downloads the personalized contract as a PDF. 📑 9️⃣ Sends a welcome email to the client with the contract attached. 📧 🔟 Resets the contract template for the next onboarding. 🔁 1️⃣1️⃣ Logs all client data into Google Sheets for tracking and reporting. 📊 1️⃣2️⃣ Creates a dedicated Slack channel for internal client communication. 💬 ⭐ Key Benefits ✅ Eliminates manual onboarding setup and repetitive admin work ✅ Ensures consistent project structure for every client ✅ Generates error-free, personalized contracts automatically ✅ Improves client experience with instant, professional communication ✅ Centralizes client data for operations and reporting ✅ Scales onboarding without adding operational overhead 🧩 Features Webhook-based client intake form processing Advanced data parsing for large intake payloads Asana project creation with template-based sections and tasks Google Docs dynamic contract generation Automated PDF download and email delivery Google Sheets client tracking with append/update logic Automatic Slack channel creation for internal teams Clean reset logic for reusable document templates 🔐 Requirements Asana OAuth2 credentials Google Docs OAuth2 credentials Google Drive OAuth2 credentials Google Sheets OAuth2 credentials Gmail OAuth2 credentials Slack API credentials Asana template project ID Google Docs contract template ID Google Sheets tracking document ID 🎯 Target Audience Service-based businesses onboarding new clients Agencies managing multi-step client engagements Operations and delivery teams SaaS or healthcare service providers with complex intake forms Automation teams building scalable onboarding systems

How It Works This workflow automates multilingual audio content creation for content creators, educators, and marketing teams distributing materials globally. It solves the challenge of producing high-quality, translated audio content at scale without manual intervention. Starting with source text, the system translates content into English, Spanish, French, and German using AI translation services, validates translation quality through automated scoring, generates natural-sounding audio using ElevenLabs text-to-speech technology, calculates audio metrics for quality assurance, combines all language versions into a single package, uploads to Google Drive for centralized storage, and sends Slack notifications for team collaboration. The workflow eliminates weeks of manual translation and voice recording work while maintaining consistent quality across all language variants. Setup Steps Configure AI translation service credentials for multilingual processing Add ElevenLabs API key and select voice models for each target language Set quality threshold scores for translation validation gates Connect Google Drive with designated folder for audio storage Configure Slack webhook for team notifications with custom message Prerequisites AI translation API access (OpenAI/DeepL), ElevenLabs account with sufficient character quota Use Cases E-learning course localization, podcast multilingual distribution Customization Add additional languages, modify quality score thresholds Benefits Reduces content localization time by 95%, eliminates voice talent costs

AI-Powered Incident Report Generator with Severity Alerts & PDF Delivery Description Automate incident reporting from detection to delivery with AI-driven analysis and professional documentation. This workflow transforms raw incident details into a clear, structured incident report, performs AI-based root cause and impact analysis, triggers real-time alerts for high-severity issues, and delivers a polished PDF report to your operations team — all with minimal manual effort. What This Workflow Does Turns incident reporting into a fast, reliable, and repeatable process: 🚨 Receive Incident Details – Accepts incident data via webhook (ID, severity, systems affected, description). 🧠 AI Analysis – Uses AI to generate root cause analysis, impact assessment, and recommended actions. ⚠️ Severity Check – Automatically detects high-severity incidents. 💬 Slack Alerts – Sends instant alerts for critical incidents to the ops channel. 📄 Professional Report Generation – Formats incident details into a clean, readable report. 📑 PDF Creation – Converts the report into a downloadable PDF. 📧 Email Delivery – Sends the report to the operations team. ☁️ Secure Storage – Saves a copy to Google Drive for records and compliance. Key Features 🤖 AI-Generated Analysis – Automated root cause, impact, and action recommendations ⚡ Real-Time Severity Alerts – Immediate Slack notifications for high-risk incidents 📄 Professional PDF Reports – Clean, structured, and ready for audits 📧 Automated Delivery – Email reports without manual follow-ups ☁️ Centralized Storage – Securely archive reports in Google Drive Perfect For 🏢 IT & Operations Teams 🔐 Security & Compliance Teams 🧑‍💼 Internal Ops & Risk Management 🏭 Enterprises handling system or process incidents 📊 Teams needing audit-ready incident documentation What You’ll Need Required Integrations 🤖 OpenAI – Incident analysis and recommendations 📄 HTMLCSS to PDF – Convert reports into PDFs 📧 Gmail – Send incident reports 💬 Slack – Severity-based alerts Optional ☁️ Google Drive – Store incident reports securely Quick Start 1️⃣ Import the workflow into n8n 2️⃣ Connect OpenAI, Slack, Gmail, and HTMLCSS to PDF credentials 3️⃣ Update Slack channel and email recipients 4️⃣ Trigger the webhook with incident data 5️⃣ Activate the workflow Expected Results ⚡ Faster incident response 🤖 Consistent AI-driven analysis 📉 Reduced manual reporting work 📄 Audit-ready incident documentation 🚨 Immediate visibility into critical incidents

📄 AI Proposal Generator with PDF Delivery & Team Notifications Description Creating client proposals manually is slow, repetitive, and often inconsistent. This AI-powered workflow transforms proposal creation from a manual task into a fully automated, professional process. With a single submission, this workflow generates a customized AI-written proposal, converts it into a polished PDF, emails it to the client, stores it in Google Drive, and notifies your internal team — ensuring faster turnaround, consistent quality, and zero missed steps. What This Workflow Does This workflow turns client requirements into ready-to-send proposals with minimal effort: 📝 Capture Client & Project Details – A webhook receives client information, project scope, budget range, and timeline. 🧠 AI-Powered Proposal Writing – AI generates a structured, client-ready proposal tailored to the project requirements. 📄 HTML Proposal Formatting – The proposal content is converted into a clean, professional HTML layout. 📑 PDF Generation – The HTML proposal is automatically converted into a downloadable PDF. 📧 Email Delivery – The proposal PDF is emailed directly to the client. ☁️ Google Drive Storage – A copy of the proposal is saved for record-keeping and reuse. 💬 Slack Notification – Your team is notified when a proposal is generated and sent. 🔁 Webhook Response – Returns a confirmation response for frontend or system integrations. Key Features 🤖 AI Proposal Generation – Automatically creates professional proposals based on project inputs. ⚙️ End-to-End Automation – From input submission to PDF delivery, everything runs automatically. 📄 Professional PDF Output – Client-ready proposals with clean formatting. 📧 Automated Email Sending – No manual follow-ups required. ☁️ Centralized Storage – All proposals stored securely in Google Drive. 💬 Team Notifications – Instant Slack alerts for visibility and tracking. 🔀 Flexible Integration – Can be triggered from forms, CRMs, or web apps. Perfect For 🚀 Freelancers & Consultants – Send proposals faster without writing from scratch. 🏢 Agencies & Service Providers – Standardize proposal quality across teams. 📈 Sales & Operations Teams – Reduce manual work and response time. 💻 Startups & Small Businesses – Look professional without extra overhead. 🧠 Remote Teams – Keep everyone aligned with automated notifications. What You’ll Need Required Integrations 🌐 Webhook Trigger – Receives client and project details. 🤖 OpenAI – Generates proposal content. 📄 HTMLCSS to PDF – Converts HTML proposals into PDFs. 📧 Gmail – Sends proposal emails to clients. ☁️ Google Drive – Stores generated proposal files. 💬 Slack – Sends internal notifications. Optional Enhancements 📊 CRM Integration – Save proposal data to HubSpot, Airtable, or Salesforce. 🎨 Brand Customization – Add logos, brand colors, and styling to proposals. 🌍 Multilingual Proposals – Generate proposals in different languages. 🔐 Approval Step – Add internal approval before sending proposals. 📈 Analytics Dashboard – Track proposal volume and turnaround time. 📎 File Attachments – Include additional documents with the proposal email. Quick Start 1️⃣ Import the workflow template into your n8n workspace 2️⃣ Connect credentials for OpenAI, Gmail, Google Drive, Slack, and HTMLCSS to PDF 3️⃣ Send test data to the webhook with client and project details 4️⃣ Review the generated proposal PDF 5️⃣ Activate the workflow and start sending proposals automatically Customization Options 1️⃣ Proposal Branding – Update HTML layout, fonts, and colors. 2️⃣ AI Prompt Tuning – Adjust tone, length, or structure of proposals. 3️⃣ Email Messaging – Customize email subject and content. 4️⃣ Slack Messages – Modify notification text or channels. 5️⃣ Drive Organization – Change folder structure for stored proposals. 6️⃣ Pricing Logic – Adjust calculations for budget or timeline. Expected Results ⚡ Faster Proposal Turnaround – Generate proposals in minutes instead of hours. 🤖 Consistent Quality – Every proposal follows a structured format. 📧 Instant Delivery – Clients receive proposals immediately. 🗂️ Organized Records – All proposals stored automatically. 💬 Better Team Visibility – Everyone stays informed with Slack alerts. Workflow Structure Visualization 📝 Webhook Input ↓ 🧠 AI Proposal Generation ↓ 📄 HTML Formatting ↓ 📑 PDF Conversion ↓ 📧 Email Delivery ↓ ☁️ Google Drive Storage ↓ 💬 Slack Notification ↓ 🔁 Webhook Response 🚀 Ready to Automate Proposal Creation? Import this template and let AI handle proposal writing, formatting, delivery, and tracking — so you can focus on closing deals faster. ✨

How It Works This workflow automates the complete end-to-end processing of daily revenue transactions for finance and accounting teams. It systematically retrieves, validates, and standardizes transaction data from multiple sources, computes applicable tax obligations, identifies anomalies, and generates regulatory compliance reports. Designed primarily for accountants and financial analysts, it significantly reduces manual workload, improves the accuracy of tax calculations, and automates submission to relevant authorities. Transaction data flows through integrated sources, undergoes validation and AI-driven tax assessment, and ultimately produces well-formatted reports ready for secure archiving or automated email distribution. Setup Steps Connect Google Sheets/SQL for transactions Configure tax rules in workflow Set Gmail/Drive for report delivery Activate schedule for daily execution Prerequisites Accounts and API credentials for Google Sheets, Gmail, Drive; access to transaction database; tax rule configuration. Use Cases Daily financial reconciliation, automated tax calculation, anomaly detection in revenue streams. Customization Adjust connectors, validation rules, and tax logic to match local regulations or additional data sources. Benefits Reduces manual effort, improves accuracy, ensures timely compliance, and enables proactive anomaly detection.

Automated Podcast Generation with n8n, OpenAI & Buzzsprout This workflow automatically turns any audio file uploaded to Google Drive into a complete podcast episode. It handles transcription, content generation, blog drafting, social copy creation, thumbnail generation, Airtable record updates, Buzzsprout publishing and finally notifies your team via Slack. It is a full “audio-to-published-podcast” automation that requires no manual editing. ⚡ Quick Start: 10-Step Fast Implementation Connect Google Drive, OpenAI, Airtable, Slack & Buzzsprout credentials. Upload an audio file to the Drive folder. Workflow triggers automatically. Audio → Text transcription via OpenAI Whisper. AI converts transcript into title, show notes, tags, publish date, etc. AI generates social content & blog article. AI generates YouTube thumbnail (URL saved). Data saved to Airtable. Episode uploaded to Buzzsprout. Slack receives final “Episode Published” notification. What It Does This workflow automates the complete lifecycle of podcast publishing. Once an audio file is placed inside a Google Drive folder, the system takes over: it transcribes the audio, generates structured metadata, creates rich content including a blog post and multiple social media captions and produces a YouTube-ready thumbnail. Generated content is saved into Airtable, ensuring you always have a centralized database of episode metadata. The workflow then uploads the processed audio file to Buzzsprout, creating a ready-to-publish podcast entry. Finally, it sends a Slack notification summarizing the episode details. This workflow eliminates hours of manual podcast editing, writing and uploading — providing a fast, reliable and repeatable content automation pipeline. Who’s It For Podcasters who want to automate production and publishing Marketing teams managing multiple content channels Creators who want to repurpose audio into blogs & social content Agencies or studios producing podcasts for clients Anyone wanting a hands-free “record → upload → publish” podcast system Airtable Table Structure (Required Fields) To run this workflow successfully, you must create one Airtable table that stores all generated podcast episode data. Below is the exact list of fields (with correct Airtable field types) that the workflow expects. | Field Name | Airtable Field Type | Purpose | | -------------------------- | ------------------- | --------------------------------------------------------- | | episode_title | Single line text | Title generated from the audio transcript | | record_Id | Auto number | Automatically generated unique internal record identifier | | episode_description | Long text | Description of the episode (AI-generated) | | show_notes | Long text | Detailed show notes generated from transcript | | suggested_publish_date | Single line text | Publish date suggested by AI | | blog_draft_markdown | Long text | SEO-optimized full blog draft | | linkedin_post | Long text | LinkedIn long-form post | | instagram_caption | Long text | Instagram caption + hashtags | | twitter_thread | Long text | Thread text (converted from array → single string) | | tiktok_script | Long text | Short TikTok/Shorts script | | youtube_thumbnail_url | URL | Thumbnail image URL generated by OpenAI | | buzzsprout_episode_id | Number | Episode ID returned from Buzzsprout | | audio_url | Single line text | Buzzsprout final audio file URL | | published_at | Single line text | Actual published datetime returned by Buzzsprout | | guid | Single line text | Unique GUID assigned by Buzzsprout | Notes for Users Setting Up the Table Do not use array fields — arrays are converted into strings before saving. record_Id is Airtable auto-number will generate it and it used for update record. published_at, audio_url, guid and buzzsprout_episode_id are populated after Buzzsprout upload. youtube_thumbnail_url is populated after the AI Image Generation node. Requirements To use this workflow, you need: n8n** self-hosted or cloud Google Drive account** (folder monitored for new audio uploads) OpenAI API Key** (Whisper + GPT + Image Generation) Airtable Base & API Key** Buzzsprout Podcast ID & API Token** Slack App / Bot Token** Audio file in MP3/WAV/M4A format How It Works & Setup Steps Step 1 — Google Drive Trigger Monitors a specific folder. When an audio file is uploaded, the workflow starts. Step 2 — Transcribe Audio with OpenAI Uses Whisper model to convert speech → text. Returned transcript is cleaned and extracted. Step 3 — Extract Episode Metadata Title Description Show notes Episode tags Suggested publish date All parsed and structured via OpenAI. Step 4 — Generate Social Media Content LinkedIn article post Twitter/X thread Instagram caption TikTok short script Step 5 — Generate Blog Draft Full SEO-optimized Markdown article created by OpenAI. Step 6 — Create YouTube Thumbnail OpenAI Image API 1280×720 thumbnail URL stored in Airtable. Step 7 — Save Everything to Airtable One single table Stores episode title, description, tags, blog draft, social content, thumbnail URL, and transcript. Step 8 — Upload Episode to Buzzsprout Audio file from Google Drive → uploaded via multipart/form-data Title & description set Response returns audio URL and episode ID These are stored in Airtable. Step 9 — Slack Notification Sends message containing: Episode Title Buzzsprout Episode ID Published At Date Thumbnail URL How to Customize Nodes Google Drive Trigger Change the folder ID to monitor a different source directory. OpenAI Metadata Prompt Adjust tone, style, summarization level or tag generation. Social Content Node Modify the prompt to produce longer posts, more thread tweets or add new channels. Image Generation Customize thumbnail style: minimal, realistic, bold text, brand colors, etc. Buzzsprout Upload Node Set episode[published_at] to schedule future releases. Slack Notification Add more fields such as show notes or Airtable record links. Add-Ons (Optional Enhancements) You may extend the workflow with: Auto-post to LinkedIn, X, Instagram, TikTok** via Buffer API Notion page creation** for drafting content Automatic transcript** upload to Google Docs Email notification** to hosts or guests Auto-publish** YouTube video version (using static background + audio) Use Case Examples Podcast Production Automation – Record audio, upload to Drive and get a fully published episode automatically. Content Repurposing Workflow – Turn one audio file into several content formats instantly. Marketing Team Efficiency – Auto-generate social posts for multiple platforms. Client Podcast Management – Agencies can manage episodes with zero manual work. Internal Communications – Convert internal voice memos into polished summaries and blogs. (There can be many more such use cases depending on customization.) Troubleshooting Guide | Issue | Possible Cause | Solution | | ------------------------------------- | ---------------------------------- | -------------------------------------------------------------------- | | Buzzsprout upload missing audio | Wrong field name or missing binary | Ensure file field is binary & set to correct Drive binary property | | Episode title missing in Buzzsprout | OpenAI JSON not parsed correctly | Check parse code & that episode_title exists | | Social content not stored in Airtable | Airtable field type mismatch | Convert arrays into strings before writing | | Thumbnail not displaying | Expired OpenAI image URL | Regenerate or store static copy in Drive | | Workflow not triggering | Wrong Drive folder ID | Update folder ID in trigger node | Need Help? If you need assistance customizing this workflow, adding new features or building similar automations, WeblineIndia’s n8n automation developers can help you design, optimize and scale enterprise-grade n8n workflows. Feel free to reach out for professional support anytime.

🎥 AI Content Generator: Transcript to Video & Image Transform meeting transcripts into engaging multi-format content with AI-powered automation Perfect for educators, consultants, and content creators who record sessions and want to repurpose them into social media posts, videos, and images without manual work. How it works Chat interface triggers the AI orchestrator when you request content creation Fetches your most recent meeting transcript from Fathom AI analyzes the transcript and extracts key insights and breakthrough moments Generates written post content and creates a Google Doc automatically Creates detailed video generation prompts and sends to video API (Luma/Runway) Generates image prompts and creates social media graphics via DALL-E Returns all assets: written content, video URL, and image file ready to use How to use Connect your Fathom account to retrieve meeting transcripts Set up the three required subworkflows: Text to Video, Text to Image, and Transcript to Content Configure your OpenAI credentials for AI processing Simply chat: "Create content from my latest session - video and image" Review and customize the generated content as needed Requirements Fathom account with recorded meetings or sessions OpenAI API account (GPT-4 recommended for best results) Google Docs access for content storage Video generation API (Luma AI or Runway ML) for video creation Three subworkflows must be created separately (see setup notes) Good to know Video generation typically costs $0.50-$2.00 per video depending on your provider The workflow processes the most recent 7 days of Fathom transcripts automatically AI agents use ~5,000-10,000 tokens per complete content generation Subworkflows need to be set up once before using this main workflow Videos take 2-5 minutes to generate after the prompt is created Need Help? Join the Discord or ask in the Forum! Happy Creating! 🚀

✅ What problem does this workflow solve? Hiring teams often struggle with document follow-ups, offer letter generation, and stakeholder communication. Manual checks, email back-and-forth, and missing files slow down hiring and create chaos during onboarding. This workflow automates the entire offer letter lifecycle-from document validation to offer delivery-so HR teams can move faster with zero manual chasing. ⚙️ What does this workflow do? Monitors candidate records in Google Sheets. Detects pending onboarding documents automatically. Sends reminder emails for missing documents. Generates professional offer letters (HTML → PDF). Emails offer letters to candidates automatically. Notifies hiring managers on Slack. Stores offer letters securely in Google Drive. Tracks onboarding status and document links in Google Sheets. 💡 Main Use Cases Automate offer letter creation and delivery. Eliminate manual follow-ups for missing documents. Keep hiring managers informed in real time. Maintain a clean onboarding audit trail. Improve candidate experience with faster responses. 🧠 How It Works – Step by Step Candidate Data Trigger The workflow monitors Google Sheets for candidate records containing: Name, email, phone Profession and offered salary Document submission status Pending Document Check If documents are pending: A reminder email is sent to the candidate listing missing documents. Candidate status is updated to Documents_Pending. Workflow stops until documents are submitted. Offer Letter Generation If no documents are pending: A customized offer letter is generated dynamically using candidate data. The offer letter is converted from HTML to a professional PDF. The PDF is prepared for distribution and storage. Notifications & Delivery Offer letter PDF is emailed to the candidate. Hiring manager receives a Slack notification about the new joining. Storage & Status Tracking Offer letter PDF is uploaded to Google Drive. Google Sheets is updated with: Offer letter link Candidate status set to Offer_Sent Creates a complete onboarding audit trail. 🗂 Integrations Used Google Sheets** – Candidate tracking and onboarding status Gmail** – Candidate communication and reminders Slack** – Hiring manager notifications Google Drive** – Secure offer letter storage ConvertAPI** – HTML to PDF generation n8n Code Nodes** – Dynamic offer letter creation 👤 Who can use this? This workflow is ideal for: 🏢 HR teams 🚀 Startups and growing companies 🧑‍💼 Recruitment agencies 📋 Operations teams handling onboarding If your hiring process involves repetitive checks and emails, this automation saves hours per hire. 🚀 Benefits ✅ Zero manual document chasing ✅ Consistent, branded offer letters ✅ Faster hiring cycles ✅ Centralized document storage ✅ Clear onboarding visibility

Intelligent Invoice Processing with AI Classification and XML Export Summary Automated invoice processing pipeline that extracts data from PDF invoices, uses AI Agent for intelligent expense categorization, generates XML for accounting systems, and routes high-value invoices for approval. Detailed Description A comprehensive accounts payable automation workflow that monitors for new PDF invoices, extracts text content, uses AI to classify expenses and detect anomalies, converts to XML format for accounting system integration, and implements approval workflows for high-value or unusual invoices. Key Features PDF Text Extraction**: Extract from File node parses invoice PDFs automatically AI-Powered Classification**: AI Agent categorizes expenses, suggests GL codes, detects anomalies XML Export**: Convert structured data to accounting-compatible XML format Approval Workflow**: Route invoices over $5,000 or low confidence for human review Multi-Trigger Support**: Google Drive monitoring or manual webhook upload Comprehensive Logging**: Archive all processed invoices to Google Sheets Use Cases Accounts payable automation Expense report processing Vendor invoice management Financial document digitization Audit trail generation Required Credentials Google Drive OAuth (for PDF source folder) OpenAI API key Slack Bot Token Gmail OAuth Google Sheets OAuth Node Count: 24 (19 functional + 5 sticky notes) Unique Aspects Uses Extract from File node for PDF text extraction (rarely used) Uses XML node for JSON to XML conversion (very rare) Uses AI Agent node for intelligent classification Uses Google Drive Trigger for file monitoring Implements approval workflow with conditional routing Webhook response** mode for API integration Workflow Architecture [Google Drive Trigger] [Manual Webhook] | | +----------+-----------+ | v [Filter PDF Files] | v [Download Invoice PDF] | v [Extract PDF Text] | v [Parse Invoice Data] (Code) | v [AI Invoice Classifier] <-- [OpenAI Chat Model] | v [Parse AI Classification] | v [Convert to XML] | v [Format XML Output] | v [Needs Approval?] (If) / \ Yes (>$5000) No (Auto) | | [Email Approval] [Slack Notify] | | +------+-------+ | v [Archive to Google Sheets] | v [Respond to Webhook] Configuration Guide Google Drive: Set folder ID to monitor in Drive Trigger node Approval Threshold: Default $5,000, adjust in "Needs Approval?" node Email Recipients: Configure [email protected] Slack Channel: Set #finance-notifications for updates GL Codes: AI suggests codes; customize in AI prompt if needed Google Sheets: Configure document for invoice archive