Google Sheets and Slack integration

CV → Match → Screen → Decide, all automated This workflow automatically processes candidate CVs from email, intelligently matches them to job descriptions, performs AI-powered screening analysis, and sends actionable summaries to your team in Slack. Good to know Handles both PDF and Word document CVs automatically Two-stage JD matching: prioritizes role mentioned in candidate's email, falls back to CV analysis if needed Uses Google Gemini API for AI screening (generous free tier and rate limits, typically enough to avoid paying for API requests, but check latest pricing at Google AI Pricing) All CVs stored in Google Drive with standardized naming (candidate name + date/time) Complete audit trail logged in Google Sheets Who's it for Hiring teams and recruiters who want to automate first-round CV screening while maintaining quality. Perfect for companies receiving high volumes of applications across multiple roles, especially in tech, sales, or automation-focused positions. How it works Gmail monitors inbox for CVs with specific label and downloads attachments Detects file type (PDF or Word) and converts/standardizes format for text extraction AI agent matches candidate to best-fit job description by analyzing email context first (if candidate mentioned a role), or CV content as fallback (selects up to 3 potential JD matches) If multiple JDs matched, second AI agent selects the single best fit AI recruiter agent analyzes CV against selected JD and generates structured screening report (strengths, weaknesses, risk/reward factors, overall fit score 0-10 with justification) Extracts candidate details (name, email) from CV text Logs complete analysis to Google Sheets tracker Sends formatted summary to Slack with Proceed/Reject action buttons for instant team decisions Requirements Gmail account with API access Google Drive account (OAuth2) Google Sheets account (OAuth2) Slack workspace with bot permissions Google Gemini API key (Get free key here) Google Drive folders: one for CVs, one for Job Descriptions (as PDFs or Google Docs) How to set up Add credentials: Gmail OAuth2, Google Drive OAuth2, Google Sheets OAuth2, Slack OAuth2, Google Gemini API Create Gmail label (e.g., "CV-Screening") for incoming candidate emails In "Receive CV via Email" node: select your Gmail label for filtering Create two Google Drive folders: "Candidate CVs" and "Job Descriptions" In "Upload CV - PDF" and "Stream Doc/Docx File" nodes: update folder ID to your "Candidate CVs" folder In "Access JD Files" node: update folder ID to your "Job Descriptions" folder Create Google Sheet named "AI Candidate Screening" with columns matching the sample AI Candidate Screening sheet In "Append row in sheet" node: select your Google Sheet In "Send Candidate Screening Confirmation" node: select your Slack channel Activate workflow Customizing this workflow Change JD matching logic: Edit "JD Matching Agent" node prompt to adjust how CVs are matched to roles (e.g., weight technical skills vs. experience). Change "Company Description" in AI prompts: Insert your "Company Description" in System Message sections in "JD Matching Agent" and "Detailed JD Matching Agent" nodes Modify screening criteria: Edit "Recruiter Scoring Agent" node system message to focus on specific qualities (culture fit, leadership, technical depth, etc.) Add more storage locations: Add nodes to save CVs to other systems (Notion, Airtable, ATS platforms) Customize Slack message: Edit "Send Candidate Screening Confirmation" node to change formatting, add more context, or include additional candidate data Auto-proceed logic: Add IF node after screening to auto-proceed candidates with fit score above threshold (e.g., 8+/10) Add email responses: Connect nodes to automatically email candidates (confirmation, rejection, interview invite) Add human-in-the-loop: Sub-workflow triggered by Slack response or email response, to update Sheet with approve/reject status Add candidate email responses + interview scheduling**: For approved candidates, trigger email to candidate with Cal.com or Calendly link so they can book their interview Quick Troubleshooting No CVs being processed: Check Gmail label is correctly set in "Receive CV via Email" node and emails are being labeled Word documents failing: Verify "Stream Doc/Docx File" node has correct parent folder ID and Google Drive credentials authorized JD matching returns no results: Check "Access JD Files" node folder ID points to your Job Descriptions folder, and JD files are named clearly (e.g., "Marketing Director JD.pdf") JD matching is not relevant for my company: Update the "Company Description" in the System Messages in the "JD Matching Agent" and "Detailed JD Matching Agent" nodes "Can't find matching JD": Ensure candidate's email mentions role name OR their CV clearly indicates relevant experience for available JDs Google Sheets errors: Verify sheet name is "AI Candidate Screening" and column headers exactly match workflow expectations (Submission ID, Date, CV, First Name, etc.) Slack message not appearing: Re-authorize Slack credentials and confirm channel ID in "Send Candidate Screening Confirmation" node Missing candidate name/email: CV text must be readable - check PDF extraction quality or try converting complex CVs to simpler format 401/403 API errors: Re-authorize all OAuth2 credentials (Gmail, Google Drive, Google Sheets, Slack) AI analysis quality issues: Edit system prompts in "JD Matching Agent" and "Recruiter Scoring Agent" nodes to refine screening criteria Sample Outputs Google Sheets - AI Candidate Screening - sample Slack confirmation message Acknowledgments This workflow was inspired by Nate Herk's YouTube demonstration on building a resume analysis system. This implementation builds upon that foundation by adding dynamic job description matching (initial + detailed JD matching agents), Slack Block Kit integration with interactive buttons, updated Google Drive API methods for document handling, and enhanced candidate data capture in Google Sheets.

✅ What problem does this workflow solve? Automatically monitor multiple websites every 5 minutes, log downtime, notify your team instantly via multiple channels, and track uptime/downtime in a Google Sheet—without relying on expensive monitoring tools. ⚙️ What does this workflow do? Triggers every 5 minutes to monitor website health. Fetches a list of website URLs from a Google Sheet. Checks the status of each website one by one. Sends instant alerts if a website is down (Email, Slack, Telegram, Voice Call). Logs downtime events in Google Sheets. Tracks when websites are back up and updates the log. Sends recovery notifications when a site is live again (Email, Slack, Telegram). 🔧 Setup 📄 Google Sheets Setup Sheet 1: List of website URLs to monitor. Sheet 2: Log to store uptime/downtime records. Sample Format: https://docs.google.com/spreadsheets/d/1_VVpkIvpYQigw5q0KmPXUAC2aV2rk1nRQLQZ7YK2KwY/edit?usp=sharing ✉️ Gmail, Slack & Telegram Setup Connect Gmail, Slack, and Telegram to n8n. Configure each service with proper credentials or OAuth. 📞 Vapi (Voice Call) Setup Create a Vapi account. Generate an API key. Configure API Parameters (vapi_api_key, assistant_id, number, phone_number_id) on VAPI Node. Insert the First Message specified in the Workflow. 🧠 How it Works ⏱ 1. Scheduled Monitoring A Schedule Trigger runs the workflow every 5 minutes. It reads the list of URLs from the Google Sheet and loops through each one. 🌍 2. Website Health Check Each website is pinged to check if it’s online. 🔴 3. If Website is Down: It verifies if a downtime record already exists. If not, it: Adds a new row in the Google Sheet with the timestamp. Sends notifications via: 📧 Email 💬 Slack 📲 Telegram 📞 Voice Call via Vapi 🟢 4. If Website is Back Up: It fetches the matching downtime record. Updates the sheet with: ✅ Uptime timestamp ⏱ Total downtime duration Sends recovery notifications via: 📧 Email 💬 Slack 📲 Telegram (No phone call is made for uptime.) 👤 Who can use it? This is perfect for: 🚀 Startups 👨‍💻 Freelance Developers 🛠 SaaS Product Owners 🖥 IT/DevOps Teams If you're looking to replace tools like UptimeRobot, Pingdom, or StatusCake, this no-code solution gives you full control, customization, and cost-efficiency.

This n8n workflow acts as an AI-powered Inbox Assistant that automatically summarizes and classifies Gmail emails, prioritizes important messages, and sends a daily digest to Slack. It’s ideal for startup founders and small teams juggling investor intros, customer leads, and support queries — all from a busy Gmail inbox. Each email is processed using ChatGPT to generate a concise summary, classify the message (e.g., Support, Investor, Spam), and determine its urgency. High and medium priority messages are forwarded to Slack instantly. Lower priority emails are logged to Google Sheets for review. A daily 7 PM digest summarizes the day’s most important messages. 💡 Use Cases Preventing missed investor or lead emails Lightweight CRM alternative using Google Sheets Slack summaries of critical Gmail activity 🔧 How It Works Gmail node fetches new messages ChatGPT summarizes and extracts urgency + type High/medium urgency → sent to Slack + labeled in Gmail Low urgency → logged in Google Sheets Cron node triggers a daily 7 PM Slack summary ✅ Requirements OpenAI API Key (GPT-4 or GPT-4o recommended) Gmail access with read and label permission Slack Bot Token or Webhook URL Google Sheets integration (optional) 🛠 Customization Ideas Replace Slack with Telegram or WhatsApp Route investor leads to Airtable or Notion Add multi-language support in ChatGPT prompt Create weekly summaries via email

📘 Description This workflow automates market-driven content ideation by continuously discovering real user pain points from public discussions and converting them into execution-ready content ideas. It is designed for growth and content teams who want ideas grounded in actual customer language, frustrations, and unmet needs—rather than assumptions or generic brainstorming. On a scheduled basis, the workflow scans public search and social platforms for conversations related to a defined niche and keyword set. An AI discovery agent extracts recurring pain points, common complaints, and the exact phrasing users use when describing their problems. These raw market signals are then transformed by a second AI agent into pain-driven content ideas, each mapped to a platform, format, hook, core pain point, resonance logic, and CTA. All generated ideas are normalized, stored in a central Google Sheets content database, converted into execution tasks in ClickUp, and summarized in Slack for immediate team visibility. Built-in error handling ensures failures are reported instantly. ⚠️ Deployment Disclaimer This workflow is intended for self-hosted n8n instances only. It relies on MCP-based social intelligence tools and advanced AI agent orchestration not supported on n8n Cloud. ⚙️ What This Workflow Does (Step-by-Step) ⏰ Scheduled Market Discovery Trigger Runs automatically on a defined schedule. 🧾 Inject Niche and Keyword Parameters Defines the research scope for discovery. 🔎 Extract Raw User Pain Points (AI) Scans public discussions to capture real frustrations, questions, and language—no solutions, no opinions. 📡 Public Search & Social Intelligence (MCP) Fetches relevant public conversations for analysis. 🧠 Generate Pain-Driven Content Ideas (AI) Converts raw pain points into platform-ready content ideas with hooks, formats, and CTAs. 🧹 Normalize & Parse AI Output Cleans and standardizes content ideas for downstream systems. 📊 Store Content Ideas in Google Sheets Appends ideas to a centralized content database. 🗂 Create Content Tasks in ClickUp Automatically creates execution-ready tasks for the content team. 📣 Aggregate & Summarize Ideas Generates a concise Slack summary highlighting volume, platforms, and strongest hooks. 🚨 Workflow Error Handler → Email Alert Sends immediate error notifications if any step fails. 🧩 Prerequisites • Self-hosted n8n instance • OpenAI API credentials • MCP (Xpoz) public search & social intelligence credentials • Google Sheets API access • ClickUp API credentials • Slack API access 💡 Key Benefits ✔ Content ideas grounded in real user pain ✔ Eliminates manual research and brainstorming ✔ Produces creator-ready, platform-specific ideas ✔ Centralized storage and task creation ✔ Clear Slack visibility for growth teams ✔ Reliable error monitoring 👥 Perfect For Content strategists Growth marketers B2B SaaS teams Automation and n8n-focused creators Marketing operations teams

🧠 Google Ads Monthly Performance Optimization (Channable + Google Ads + Relevance AI) 🚀 Overview This workflow automatically analyzes your Google Ads performance every month, identifies top-performing themes and categories, and regenerates optimized ad copy using Relevance AI — powered by insights from your Channable product feed. It then saves the improved ads to Google Sheets for review and sends a detailed performance report to your Slack workspace. Ideal for marketing teams who want to automate ad optimization at scale with zero manual intervention. 🔗 Integrations Used Google Ads** → Fetch campaign and ad performance metrics using GAQL. Relevance AI** → Analyze performance data and regenerate ad copy using AI agents and tools. Channable** → Pull updated product feeds for ad refresh cycles. Google Sheets** → Save optimized ad copy for review and documentation. Slack** → Send a 30-day performance report to your marketing team. 🧩 Workflow Summary | Step | Node | Description | | ---- | --------------------------------------------------- | --------------------------------------------------------------------------- | | 1 | Monthly Schedule Trigger | Runs automatically on the 1st of each month to review last 30 days of data. | | 2 | Get Google Ads Performance Data | Fetches ad metrics via GAQL query (impressions, clicks, CTR, etc.). | | 3 | Calculate Performance Metrics | Groups results by ad group and theme to find top/bottom performers. | | 4 | AI Performance Analysis (Relevance AI) | Generates human-readable insights and improvement suggestions. | | 5 | Update Knowledge Base (Relevance AI) | Saves new insights for future ad copy training. | | 6 | Get Updated Product Feed (Channable) | Retrieves the latest catalog items for ad regeneration. | | 7 | Split Into Batches | Splits the feed into groups of 50 to avoid API rate limits. | | 8 | Regenerate Ad Copy with Insights (Relevance AI) | Rewrites ad copy with the latest product and performance data. | | 9 | Save Optimized Ads to Sheets | Writes output to your “Optimized Ads” Google Sheet. | | 10 | Generate Performance Report | Summarizes the AI analysis, CTR trends, and key insights. | | 11 | Email Performance Report (Slack) | Sends report directly to your Slack channel/team. | 🧰 Requirements Before running the workflow, make sure you have: A Google Ads account with API access and OAuth2 credentials. A Relevance AI project (with one Agent and one Tool setup). A Channable account with API key and project feed. A Google Sheets document for saving results. A Slack webhook URL for sending performance summaries. ⚙️ Environment Variables Add these environment variables to your n8n instance (via .env or UI): | Variable | Description | | -------------------------------- | ------------------------------------------------------------------- | | GOOGLE_ADS_API_VERSION | API version (e.g., v17). | | GOOGLE_ADS_CUSTOMER_ID | Your Google Ads customer ID. | | RELEVANCE_AI_API_URL | Base Relevance AI API URL (e.g., https://api.relevanceai.com/v1). | | RELEVANCE_AGENT_PERFORMANCE_ID | ID of your Relevance AI Agent for performance analysis. | | RELEVANCE_KNOWLEDGE_SOURCE_ID | Knowledge base or dataset ID used to store insights. | | RELEVANCE_TOOL_AD_COPY_ID | Relevance AI tool ID for generating ad copy. | | CHANNABLE_API_URL | Channable API endpoint (e.g., https://api.channable.com/v1). | | CHANNABLE_COMPANY_ID | Your Channable company ID. | | CHANNABLE_PROJECT_ID | Your Channable project ID. | | FEED_ID | The feed ID for product data. | | GOOGLE_SHEET_ID | ID of your Google Sheet to store optimized ads. | | SLACK_WEBHOOK_URL | Slack Incoming Webhook URL for sending reports. | 🔐 Credentials Setup in n8n | Credential | Type | Usage | | ----------------------------------------------- | ------- | --------------------------------------------------- | | Google Ads OAuth2 API | OAuth2 | Authenticates your Ads API queries. | | HTTP Header Auth (Relevance AI & Channable) | Header | Uses your API key as Authorization: Bearer <key>. | | Google Sheets OAuth2 API | OAuth2 | Writes optimized ads to Sheets. | | Slack Webhook | Webhook | Sends monthly reports to your team channel. | 🧠 Example AI Insight Output { "insights": [ "Ad groups using 'vegan' and 'organic' messaging achieved +23% CTR.", "'Budget' keyword ads underperformed (-15% CTR).", "Campaigns featuring 'new' or 'bestseller' tags showed higher conversion rates." ], "recommendations": [ "Increase ad spend for top-performing 'vegan' and 'premium' categories.", "Revise copy for 'budget' and 'sale' ads with low CTR." ] } 📊 Output Example (Google Sheet) | Product | Category | Old Headline | New Headline | CTR Change | Theme | | ------------------- | -------- | ------------------------ | -------------------------------------------- | ---------- | ------- | | Organic Protein Bar | Snacks | “Healthy Energy Anytime” | “Organic Protein Bar — 100% Natural Fuel” | +12% | Organic | | Eco Face Cream | Skincare | “Gentle Hydration” | “Vegan Face Cream — Clean, Natural Moisture” | +17% | Vegan | 📤 Automation Flow Run Automatically on the first of every month (cron: 0 0 1 * *). Fetch Ads Data → Analyze & Learn → Generate New Ads → Save & Notify. Every iteration updates the AI’s knowledge base — improving your campaigns progressively. ⚡ Scalability The flow is batch-optimized (50 items per request). Works for large ad accounts with up to 10,000 ad records. AI analysis & regeneration steps are asynchronous-safe (timeouts extended). Perfect for agencies managing multiple ad accounts — simply duplicate and update the environment variables per client. 🧩 Best Use Cases Monthly ad creative optimization for eCommerce stores. Marketing automation for Google Ads campaign scaling. Continuous learning ad systems powered by Relevance AI insights. Agencies automating ad copy refresh cycles across clients. 💬 Slack Report Example 30-Day Performance Optimization Report Date: 2025-10-01 Analysis Period: Last 30 days Ads Analyzed: 842 Top Performing Themes Vegan: 5.2% CTR (34 ads) Premium: 4.9% CTR (28 ads) Underperforming Themes Budget: 1.8% CTR (12 ads) AI Insights “Vegan” and “Premium” themes outperform baseline by +22% CTR. “Budget” ads underperform due to lack of value framing. Next Optimization Cycle: 2025-11-01 🛠️ Maintenance Tips Update your GAQL query occasionally to include new metrics or segments. Refresh Relevance AI tokens every 90 days (if required). Review generated ads in Google Sheets before pushing them live. Test webhook and OAuth connections after major n8n updates. 🧩 Import Instructions Open n8n → Workflows → Import from File / JSON. Paste this workflow JSON or upload it. Add all required environment variables and credentials. Execute the first run manually to validate connections. Once verified, enable scheduling for automatic monthly runs. 🧾 Credits Developed for AI-driven marketing teams leveraging Google Ads, Channable, and Relevance AI to achieve continuous ad improvement — fully automated via n8n.

Hourly Email Summary: This agent scans your inbox every 4 hour and summarizes new emails into a clean, actionable Slack message. Powered by GPT-4, it classifies emails by Urgency (High, Medium, Low) and Intent (Awaiting Reply, To Respond, Comment, Notification, Marketing). No more inbox FOMO — just what you need to act fast. Main Use Cases: • Stay on top of important threads without refreshing your inbox constantly • Prioritize tasks and replies based on urgency and context • Catch missed follow-ups by surfacing emails that need a response • Filter out noise like marketing emails or low-priority notifications • Enable async decision-making by keeping the team updated on critical emails via Slack • Reduce cognitive load by letting AI handle sorting and triaging ⸻ ✅ Steps to Use Connect Your Accounts: Add your Gmail, Slack, Google Sheets, and OpenAI credentials inside n8n. Create Gmail Labels (Required): Go to your Gmail settings and create labels matching the following format: AI Agent/To Respond, AI Agent/Awaiting Reply, AI Agent/Notification, AI Agent/Marketing, etc. These are used by the workflow to auto-tag emails based on intent. Create a Google Sheet with 2 Tabs • Name the sheet something like “N8N - Emails”. • Add two sheets/tabs inside: • Sheet1 → stores all processed emails • Sheet2 → stores only the latest batch for digest view • In both sheets, add these columns (first row): From | Summary | Intent | Category | TimeStamp | Urgency Import the Workflow: Upload or paste the .json file into your n8n instance. Make sure each node is linked to your active credentials. Configure Slack Channel: In the Slack node, select the channel where you want urgent alerts and digest summaries to be posted. Adjust Schedule (Optional): Default: runs every hour. You can tweak this to suit your preference (e.g., every 30 min or 2 hours). Run a Test: Execute manually once to check: • Emails are getting processed • Labels are added correctly in Gmail • Slack notifications are triggered • Data is logged in Google Sheets Turn It On • Once everything looks good, activate the workflow. • Your inbox will now be triaged in real-time — sorted, labeled, summarized. Step-by-Step Breakdown: ⏰ Schedule Trigger: Runs every hour to kick off the workflow automatically. 📩 Fetch Emails & Labels • Pulls all Gmail messages received in the last 4 hours. • Also fetches Gmail labels to use for tagging messages based on intent. 🤖 Analyze with GPT-4 • Each email is analyzed using GPT-4. • Output includes: • Summary • Urgency: High, Medium, Low • Intent: To Respond, Awaiting Reply, Marketing, Notification, etc. • Category: Customer, Investor, Spam, etc. Classify and Label • Emails are tagged with the right intent label inside Gmail. 5.🚨 Slack Alerts for High Urgency • If an email is marked High Urgency, it sends an alert to a designated Slack channel with all key details. 📊 Google Sheets Logging • All emails are logged to two Google Sheets: • Sheet1: All messages, for long-term record. • Sheet2: Temporary sheet to collect latest batch for digest. ⏳ Wait + Digest Preparation • After logging, the workflow waits 30 seconds. • It then fetches recent entries from Sheet2, filters out older messages, and groups them by Medium and Low urgency. 📬 Slack Digest Summary • A clean digest is posted on Slack showing only the Medium and Low urgency messages from the past hour — helping you catch up without inbox overload. Uses a System Prompt to define its role as an AI Chief of Staff. Uses a User Prompt that instructs GPT-4 to analyze each email and return a structured JSON with the following: • summary – One-line summary of the email • urgency – High / Medium / Low • category – Investor, Customer, Support, Spam, Other • Intent – One of: • To Respond: Needs your reply • Awaiting Reply: You’re waiting for a response • Notification: Auto-updates from tools or services • Meeting Update: Calendar or schedule changes • Marketing: Promotional or cold emails • FYI: Informational emails that don’t need action The output is clean JSON with built-in guardrails to avoid hallucinations or irrelevant content. Only real message data is used for summaries and classification. Sections with no relevant data are omitted to keep it concise. 🧩 What’s Next This agent already cuts through inbox noise and gives you clarity — but there’s more you can build on top: 💡 Suggestions to Improve: • Train on your past threads to make prioritization even smarter • Allow custom rules per sender or domain (e.g. always mark investor emails as High) • Add emoji tags or reactions in Slack to quickly mark emails as done or follow-up • Support voice summary via Slack audio snippet or Loom integration 🚀 Next Features You Could Add: • Reply-from-Slack: One-click smart reply suggestions that can be sent right from Slack • Cross-inbox support: Add Outlook or multiple Gmail accounts • Weekend Digest: A weekly email or Slack drop with trends (top senders, most flagged categories) • Daily Timeline View: Generate a Notion page that logs the day’s most critical communication

💼 LinkedIn Content Machine – AI-Powered Post Generator & Scheduler for X and LinkedIn How it works: This end-to-end workflow automates your personal or brand content strategy by: 🧠 Using Google Gemini or OpenAI to generate engaging LinkedIn/X content from a title or trending posts. 🗓️ Posting directly to LinkedIn and X (formerly Twitter). 📊 Pulling high-performing LinkedIn posts to inspire new ideas. ✍️ Saving AI-generated drafts to Google Sheets for review. 🔔 Notifying your team on Slack when drafts are ready. Steps to set up: Add your API keys for Google Gemini or OpenAI. Set up your LinkedIn, X (Twitter), Google Sheets, and Slack credentials. Customize prompt logic or post filters if needed. Schedule the idea generation module or trigger it manually. Start generating and posting consistent, high-quality content with zero manual effort!

Automated E-commerce Store Monitoring for New Products Using BrowserAct This n8n template is an advanced competitive intelligence tool that automatically monitors competitor E-commerce/Shopify stores and alerts you the moment they launch a new product. This workflow is essential for e-commerce store owners, product strategists, and marketing teams who need real-time insight into what their competitors are selling. Self-Hosted Only This Workflow uses a community contribution and is designed and tested for self-hosted n8n instances only. How it works The workflow runs on a Schedule Trigger to check for new products automatically (e.g., daily). A Google Sheets node fetches your master list of competitor store links from a central sheet. The workflow loops through each competitor one by one. For each competitor, a Google Sheets node first creates a dedicated tracking sheet (if one doesn't exist) to store their product list history. A BrowserAct node then scrapes the competitor's current product list from their live website. The scraped data is saved to the competitor's dedicated tracking sheet. The workflow then fetches the newly scraped list and the previously stored list of products. A custom Code node (labeled "Compare Datas") performs a difference check to reliably detect if any new products have been added. If a new product is detected, an If node triggers an immediate Slack alert to your team, providing real-time competitive insight. Requirements BrowserAct** API account for web scraping BrowserAct* "Competitors Shopify Website New Product Monitor*" Template BrowserAct** n8n Community Node -> (n8n Nodes BrowserAct) Google Sheets** credentials for storing and managing data Slack** credentials for sending alerts Need Help? How to Find Your BrowseAct API Key & Workflow ID How to Connect n8n to Browseract How to Use & Customize BrowserAct Templates How to Use the BrowserAct N8N Community Node Workflow Guidance and Showcase Automatically Track Competitor Products | n8n & Google Sheets Template

📘 Description This workflow automates end-to-end pre-surgery checklist reminders and confirmation tracking for healthcare operations teams. It ensures patients receive timely preparation instructions, can confirm completion with a single click, and allows staff to monitor confirmation status in real time—without manual coordination. Every day at 9:00 AM, the workflow fetches surgery events from Google Calendar, extracts patient details from event descriptions, and generates a unique confirmation link for each patient. An AI assistant then creates a personalized, patient-friendly pre-op checklist email (subject + styled HTML body) that includes surgery details and a confirmation button. When a patient clicks the confirmation link, a webhook captures the confirmation, updates Google Sheets as the source of truth, and records the timestamp. A separate periodic scheduler scans the sheet for patients who have not confirmed within the expected window. If confirmation is missing, the assigned nurse or owner is alerted in Slack with full patient and surgery context for immediate follow-up. This creates a closed-loop system: reminder → confirmation capture → tracking → escalation. ⚙️ What This Workflow Does (Step-by-Step) ▶️ Daily 9:00 AM Trigger Starts the pre-op reminder cycle automatically each morning. 📅 Fetch Today’s Surgery Events (Google Calendar) Pulls calendar events and filters only surgery-related entries. 🧾 Extract Patient Details from Event Description Parses patient name, email, phone, ID, procedure, and surgery time. 🔗 Generate Unique Confirmation Link Creates a secure confirmUrl per patient with tracking parameters. ✉️ AI Email Generation (Subject + HTML Body) Uses Azure OpenAI (gpt-4o) to generate a calm, professional checklist email with: Surgery details Basic preparation checklist Green confirmation button linked to confirmUrl 📤 Send Pre-Op Reminder via Gmail Delivers the styled HTML email directly to the patient. ✅ Confirmation Webhook (GET /confirm) Captures patient clicks, parses query parameters, and marks the checklist as confirmed. 🧾 Upsert Confirmation Status (Google Sheets) Stores and updates patient confirmation records as the operational source of truth. ⏳ Periodic Confirmation Check Runs on a schedule to scan all patient rows for missing confirmations. 🚨 Slack Alert for Missing Confirmations Notifies the nurse or owner with full patient context when confirmation is not received in time. 🧩 Prerequisites • Google Calendar OAuth2 • Gmail OAuth2 • Azure OpenAI (gpt-4o) credentials • Google Sheets OAuth2 • Slack API credentials • Publicly accessible webhook URL for confirmation tracking 💡 Key Benefits ✔ Automated pre-op reminders at a fixed daily time ✔ Personalized AI-generated patient emails ✔ One-click confirmation tracking ✔ Google Sheets audit trail for operations ✔ Proactive Slack alerts for missing confirmations ✔ Reduced manual follow-ups and missed preparations 👥 Perfect For Hospitals and surgical centers Clinic operations teams Care coordinators Day-surgery facilities Healthcare admin automation systems

How it Works This workflow automates intelligent Reddit marketing by monitoring brand mentions, analyzing sentiment with AI, and engaging authentically with communities. Every 24 hours, the system searches Reddit for posts containing your configured brand keywords across all subreddits, finding up to 50 of the newest mentions to analyze. Each discovered post is sent to OpenAI's GPT-4o-mini model for comprehensive analysis. The AI evaluates sentiment (positive/neutral/negative), assigns an engagement score (0-100), determines relevance to your brand, and generates contextual, helpful responses that add genuine value to the conversation. It also classifies the response type (educational/supportive/promotional) and provides reasoning for whether engagement is appropriate. The workflow intelligently filters posts using a multi-criteria system: only posts that are relevant to your brand, score above 60 in engagement quality, and warrant a response type other than "pass" proceed to engagement. This prevents spam and ensures every interaction is meaningful. Selected posts are processed one at a time through a loop to respect Reddit's rate limits. For each worthy post, the AI-generated comment is posted, and complete interaction data is logged to Google Sheets including timestamp, post details, sentiment, engagement scores, and success status. This creates a permanent audit trail and analytics database. At the end of each run, the workflow aggregates all data into a comprehensive daily summary report with total posts analyzed, comments posted, engagement rate, sentiment breakdown, and the top 5 engagement opportunities ranked by score. This report is automatically sent to Slack with formatted metrics, giving your team instant visibility into your Reddit marketing performance. Who is this for? Brand managers and marketing teams** needing automated social listening and engagement on Reddit Community managers** responsible for authentic brand presence across multiple subreddits Startup founders and growth marketers** who want to scale Reddit marketing without hiring a team PR and reputation teams** monitoring brand sentiment and responding to discussions in real-time Product marketers** seeking organic engagement opportunities in product-related communities Any business** that wants to build authentic Reddit presence while avoiding spammy marketing tactics Setup Steps Setup time:** Approx. 30-40 minutes (credential configuration, keyword setup, Google Sheets creation, Slack integration) Requirements:** Reddit account with OAuth2 application credentials (create at reddit.com/prefs/apps) OpenAI API key with GPT-4o-mini access Google account with a new Google Sheet for tracking interactions Slack workspace with posting permissions to a marketing/monitoring channel Brand keywords and subreddit strategy prepared Create Reddit OAuth Application: Visit reddit.com/prefs/apps, create a "script" type app, and obtain your client ID and secret Configure Reddit Credentials in n8n: Add Reddit OAuth2 credentials with your app credentials and authorize access Set up OpenAI API: Obtain API key from platform.openai.com and configure in n8n OpenAI credentials Create Google Sheet: Set up a new sheet with columns: timestamp, postId, postTitle, subreddit, postUrl, sentiment, engagementScore, responseType, commentPosted, reasoning Configure these nodes: Brand Keywords Config: Edit the JavaScript code to include your brand name, product names, and relevant industry keywords Search Brand Mentions: Adjust the limit (default 50) and sort preference based on your needs AI Post Analysis: Customize the prompt to match your brand voice and engagement guidelines Filter Engagement-Worthy: Adjust the engagementScore threshold (default 60) based on your quality standards Loop Through Posts: Configure max iterations and batch size for rate limit compliance Log to Google Sheets: Replace YOUR_SHEET_ID with your actual Google Sheets document ID Send Slack Report: Replace YOUR_CHANNEL_ID with your Slack channel ID Test the workflow: Run manually first to verify all connections work and adjust AI prompts Activate for daily runs: Once tested, activate the Schedule Trigger to run automatically every 24 hours Node Descriptions (10 words each) Daily Marketing Check - Schedule trigger runs workflow every 24 hours automatically daily Brand Keywords Config - JavaScript code node defining brand keywords to monitor Reddit Search Brand Mentions - Reddit node searches all subreddits for brand keyword mentions AI Post Analysis - OpenAI analyzes sentiment, relevance, generates contextual helpful comment responses Filter Engagement-Worthy - Conditional node filters only high-quality relevant posts worth engaging Loop Through Posts - Split in batches processes each post individually respecting limits Post Helpful Comment - Reddit node posts AI-generated comment to worthy Reddit discussions Log to Google Sheets - Appends all interaction data to spreadsheet for permanent tracking Generate Daily Summary - JavaScript aggregates metrics, sentiment breakdown, generates comprehensive daily report Send Slack Report - Posts formatted daily summary with metrics to team Slack channel

📘 Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts, sends personalized follow-up emails, checks for responses, and notifies the sales team accordingly. It eliminates manual follow-up tracking, ensures timely outreach, and provides real-time notifications — helping sales teams maintain engagement, respond promptly, and improve lead conversion. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Starts the automation manually Action: Initiates the workflow for immediate follow-up execution or testing. 📦 Fetch Contacts from HighLevel CRM Action: Retrieves all contacts from HighLevel, including names, emails, and metadata for full visibility. 🔍 Validate Deal Fetch Success (IF Node) Action: Verifies that fetched contacts contain valid IDs. ✅ True Path: Continues to filter inactive contacts. ❌ False Path: Logs invalid or missing contacts to Google Sheets for auditing and troubleshooting. 🧹 Filter Contacts with No Response Action: Selects contacts who have not replied in the last 24 hours, ensuring follow-ups target only inactive leads. 📊 Get Most Recent Contact Action: Retrieves the latest contact based on last updated time and calculates hours since last interaction. 📧 Send Follow-Up Email to Contact Action: Sends a personalized email to the contact, asking for confirmation or questions and including dynamic details like name and last interaction time. ⏳ Wait for 24 Hours Before Next Action Action: Pauses the workflow for 24 hours to allow contacts sufficient time to respond. 📨 Retrieve Email Thread for Response Action: Fetches the most recent Gmail thread using the thread ID to check if the contact has replied. ✅ Check If Contact Responded with “Yes” (IF Node) Action: Evaluates if the response contains the word “yes”. ✅ True Path: Triggers Slack notification for positive response. ❌ False Path: Triggers Slack notification for no response. 💬 Notify Sales Team in Slack if Response Received Action: Sends a Slack message notifying the team of a positive reply, including contact details and response snippet. ⚠️ Notify Sales Team in Slack if No Response Action: Sends a Slack message notifying the team that the contact hasn’t replied, including contact info, follow-up timestamp, and waiting status. 🚨 Log Fetch or Validation Errors (Error Handling) Action: Records any fetch or validation errors in Google Sheets for easy review and troubleshooting. 🧩 Prerequisites HighLevel CRM API OAuth credentials Gmail OAuth2 credentials for sending and fetching emails Google Sheets document for error logging Slack API credentials for notifications 💡 Key Benefits ✅ Fully automated follow-up workflow for sales contacts ✅ Timely notifications for positive and inactive responses ✅ Personalized emails to contacts ✅ Transparent tracking and logging of errors ✅ Seamless integration across HighLevel, Gmail, Slack, and Google Sheets 👥 Perfect For Sales teams managing multiple leads Marketing teams ensuring lead engagement Startups scaling outreach efforts Organizations using HighLevel CRM + Gmail + Slack for sales follow-ups

LinkedIn Profile Tracker Automation Who is this for? This template is ideal for sales teams, recruiters, business development professionals, and relationship managers who need to monitor changes in their network's LinkedIn profiles. Perfect for agencies tracking client personnel changes, HR teams monitoring talent movements, sales professionals staying updated on prospect job changes, and content teams tracking influencer activity. What problem does this workflow solve? Manually checking LinkedIn profiles for updates like job changes, status modifications, profile edits, or latest posts is extremely time-consuming and easy to miss. This automation eliminates the need for constant manual monitoring while ensuring you never miss important changes that could signal new business opportunities, relationship updates, or content engagement opportunities. What this workflow does This workflow automatically monitors a list of LinkedIn profiles on a weekly schedule, detects any changes in: Personal information** (name, headline, summary) Job status** (hiring/open to work flags) Latest work experience** (new positions, company changes) Recent posts** (latest content activity) When changes are detected, it immediately sends Slack notifications with before/after comparisons and updates your tracking database to maintain historical records of all profile evolution. Setup Create a Ghost Genius API account and get your API key for LinkedIn profile scraping Configure HTTP Request nodes with Header Auth credentials using your Ghost Genius API key Set up your Google Sheets database with columns: Firstname, Lastname, LinkedIn URL, ID Tagline, Summary, Latest experience Open to work?, Hiring?, Latest post Configure Slack webhook integration for real-time notifications Set up credentials for Google Sheets and Slack following n8n documentation Add LinkedIn profile URLs to your Google Sheet to start monitoring How to customize this workflow Modify the schedule trigger** to check profiles daily, bi-weekly, or monthly based on your monitoring needs Customize Slack notification messages** to include additional context, mentions, or custom formatting Add email notifications** alongside Slack alerts for critical changes like job transitions Set up filtered notifications** to only alert on specific types of changes (e.g., job changes only, posts from key influencers) Add post content analysis** to detect mentions of your company or competitors Integrate with CRM systems** to automatically update lead records when profile changes occur

Revolutionize your recruitment process with intelligent AI-driven candidate screening that evaluates resumes, scores applicants, and automatically routes them based on fit - saving 10-15 hours per week on initial screening. 🎯 What This Workflow Does Transforms your hiring pipeline from manual resume review to intelligent automation: 📝 Captures Applications - Jotform intake with resume upload 🤖 AI Resume Analysis - OpenAI parses skills, experience, education, and red flags 🎯 Intelligent Scoring - Evaluates candidates against job requirements with structured scoring (0-100) 🚦 Smart Routing - Automatically routes based on AI recommendation: Strong Yes (85-100): Instant Slack alert → Interview invitation Maybe/Yes (60-84): Manager review → Approval workflow No (<60): Polite rejection email 📊 Analytics Tracking - All data logged to Google Sheets for hiring insights ✨ Key Features AI Resume Parsing**: Extracts structured data from any resume format Intelligent Scoring System**: Multi-dimensional evaluation (skills match, experience quality, cultural fit) Structured Output**: Consistent JSON schema ensures reliable data for decision-making Automated Communication**: Personalized emails for every candidate outcome Human-in-the-Loop**: Manager approval for borderline candidates Comprehensive Analytics**: Track conversion rates, average scores, and hiring metrics Customizable Job Requirements**: Easy prompt editing to match any role 💼 Perfect For Startups & Scale-ups**: Processing 50+ applications per week HR Teams**: Wanting to reduce time-to-hire by 40-60% Technical Recruiters**: Screening engineering, product, or design roles Growing Companies**: Scaling hiring without scaling headcount 🔧 What You'll Need Required Integrations Jotform** - Application intake form (free tier works) Create your form for free on Jotform using this link OpenAI API** - GPT-4o-mini for cost-effective AI analysis (~$0.15 per candidate) Gmail** - Automated candidate communication Google Sheets** - Hiring database and analytics Optional Integrations Slack** - Instant alerts for hot candidates Linear/Asana** - Task creation for interview scheduling Calendar APIs** - Automated interview booking 🚀 Quick Start Import Template - Copy JSON and import into n8n Create Jotform - Use provided field structure (name, email, resume upload, etc.) Add API Keys - OpenAI, Jotform, Gmail, Google Sheets Customize Job Requirements - Edit AI screening prompt with your role details Personalize Emails - Update templates with your company branding Test & Deploy - Submit test application and verify all nodes 🎨 Customization Options Adjust Scoring Thresholds**: Change routing logic based on your needs Multiple Positions**: Clone workflow for different roles with unique requirements Add Technical Assessments**: Integrate HackerRank, CodeSignal, or custom tests Interview Scheduling**: Connect Calendly or Google Calendar for auto-booking ATS Integration**: Push data to Lever, Greenhouse, or BambooHR Diversity Tracking**: Add demographic fields and analytics Reference Checking**: Automate reference request emails 📈 Expected Results 90% reduction** in manual resume review time 24-hour response time** to all candidates Zero missed applications** - every candidate gets feedback Data-driven hiring** - track what works with comprehensive analytics Better candidate experience** - fast, professional communication Consistent evaluation** - eliminate unconscious bias with structured AI scoring 🏆 Use Cases Technology Companies Screen 100+ engineering applications per week, identify top 10% instantly, schedule interviews same-day. Agencies & Consultancies Evaluate consultant candidates across multiple skill dimensions, route to appropriate practice areas. High-Volume Hiring Process retail, customer service, or sales applications at scale with consistent quality. Remote-First Teams Evaluate global candidates 24/7, respond instantly regardless of timezone. 💡 Pro Tips Train Your AI**: After 50+ applications, refine prompts based on false positives/negatives A/B Test Thresholds**: Experiment with score cutoffs to optimize for your needs Build Talent Pipeline**: Keep "maybe" candidates in CRM for future roles Track Source Effectiveness**: Add UTM parameters to measure which job boards deliver best candidates Continuous Improvement**: Weekly review of AI assessments to calibrate accuracy 🎓 Learning Resources This workflow demonstrates: AI Agents with structured output Multi-stage conditional routing Human-in-the-loop automation Binary data processing (resume files) Email automation with HTML templates Real-time notifications Analytics and data logging Perfect for learning advanced n8n automation patterns! Ready to transform your hiring process? Import this template and start screening candidates intelligently in under 30 minutes. Questions or customization needs? The workflow includes detailed sticky notes explaining each section.

HR Date Management Automation - Complete Setup Guide 🎯 How It Works This n8n workflow transforms your HR department from reactive to proactive by automatically monitoring 5 critical employee timelines and generating smart alerts before deadlines hit. Core Components Data Input → Employee information (hire dates, contracts, certifications) Date Analysis Engine → Calculates days until critical events Smart Categorization → Sorts employees by urgency level Reminder Scheduler → Creates proactive notifications Multi-Format Export → Sends alerts to your preferred systems Business Value Prevents compliance violations** ($5K-50K+ in fines) Reduces HR workload** (15-20 hours/month saved) Improves employee experience** (no missed reviews/renewals) Provides management visibility** (dashboard reporting) 🚀 Quick Start Test Import the Workflow Download the Javascript_Hr.json file Open n8n and click “Import from file” Select the downloaded JSON file Click “Import” Test with Sample Data Click the “Execute Workflow” button Review the sample output in each node Check the final export data format What you’ll see: 5 sample employees with different scenarios Calculated days until contract/certification expiry Priority levels (high/medium/low) Scheduled reminders with recipient emails Export data in multiple formats 🔧 Real-World Integration Setup Option 1: Google Sheets Integration (Most Popular) Step 1: Prepare Your Employee Data Create a Google Sheet with these columns: | Employee ID | Name | Email | Department | Hire Date | Contract End | Certification Expiry | Last Review | Probation End | Vacation Days | Status | Sample data format: | 1 | John Smith | [email protected] | IT | 2024-01-15 | 2025-12-31 | 2025-03-20 | 2024-06-15 | 2024-07-15 | 20 | active | Step 2: Replace Sample Data Generator Delete the “Sample Data Generator” node Add “Google Sheets” node Connect to your Google account Configure these settings: Operation**: Read Document**: Your employee spreadsheet Sheet**: Employee data sheet Range**: A1:K100 (adjust for your data size) Options**: ✅ RAW data, ✅ Header row Step 3: Map Your Data Add a “Set” node after Google Sheets to standardize field names: // Map your sheet columns to workflow format { "id": "{{ $json['Employee ID'] }}", "name": "{{ $json['Name'] }}", "email": "{{ $json['Email'] }}", "department": "{{ $json['Department'] }}", "hiredOn": "{{ $json['Hire Date'] }}", "contractEndDate": "{{ $json['Contract End'] }}", "certificationExpiry": "{{ $json['Certification Expiry'] }}", "lastReviewDate": "{{ $json['Last Review'] }}", "probationEndDate": "{{ $json['Probation End'] }}", "vacationDays": "{{ $json['Vacation Days'] }}", "status": "{{ $json['Status'] }}" } Option 2: HRIS Integration (BambooHR Example) Step 1: BambooHR API Setup Get your BambooHR API key from Settings > API Keys Note your company subdomain (e.g., yourcompany.bamboohr.com) Step 2: Replace Sample Data Generator Delete the “Sample Data Generator” node Add “HTTP Request” node Configure these settings: Method**: GET URL**: https://api.bamboohr.com/api/gateway.php/[SUBDOMAIN]/v1/employees/directory Authentication**: Basic Auth Username**: Your API key Password**: x (leave as ‘x’) Headers**: Accept: application/json Step 3: Transform BambooHR Data Add a “Code” node to transform the API response: // Transform BambooHR response to workflow format const employees = []; for (const employee of $input.all()) { const emp = employee.json; employees.push({ id: emp.id, name: ${emp.firstName} ${emp.lastName}, email: emp.workEmail, department: emp.department, hiredOn: emp.hireDate, contractEndDate: emp.terminationDate || "2025-12-31", // Default if not set certificationExpiry: emp.customCertDate || "2025-12-31", lastReviewDate: emp.customReviewDate || null, probationEndDate: emp.customProbationDate || null, vacationDays: emp.paidTimeOff || 20, status: emp.employeeStatus || "active" }); } return employees.map(emp => ({ json: emp })); Option 3: CSV File Upload Step 1: Prepare CSV File Create a CSV with the same structure as the Google Sheets format. Step 2: Use CSV Parser Replace “Sample Data Generator” with “Read Binary File” node Add “CSV Parser” node Configure settings: Include Headers**: Yes Delimiter**: Comma Skip Empty Lines**: Yes 📧 Output Integration Setup Email Notifications Step 1: Add Email Node Add “Email” node after “Reminder Scheduler” Connect to your email provider (Gmail/Outlook) Step 2: Configure Email Templates // Dynamic email content based on reminder type const reminder = $json; const emailTemplates = { contract_renewal: { subject: 🚨 Contract Renewal Required - ${reminder.employeeName}, body: ` Hi HR Team, ${reminder.employeeName}'s contract expires on ${reminder.dueDate}. Days remaining: ${Math.ceil((new Date(reminder.dueDate) - new Date()) / (10006060*24))} Please initiate renewal process immediately. Best regards, HR Automation System ` }, certification_renewal: { subject: 📜 Certification Renewal Reminder - ${reminder.employeeName}, body: ` Hi ${reminder.employeeName}, Your certification expires on ${reminder.dueDate}. Please renew your certification to maintain compliance. Contact HR if you need assistance. Best regards, HR Team ` } }; const template = emailTemplates[reminder.type]; return { to: reminder.recipientEmail, subject: template.subject, body: template.body }; Slack Integration Step 1: Add Slack Node Add “Slack” node after “Advanced Date Filters” Connect to your Slack workspace Step 2: Configure Channel Alerts // Send summary to #hr-alerts channel const summary = $json.summary; const message = ` 🏢 Daily HR Report 👥 Total Employees: ${summary.totalEmployees} 🆕 New Hires: ${summary.newHires} ⚠️ High Priority Actions: ${summary.highPriority} 📋 Contracts Expiring: ${summary.contractsExpiring} 🎓 Certifications Expiring: ${summary.certificationsExpiring} Generated: ${new Date().toLocaleDateString()} `; return { channel: '#hr-alerts', text: message }; Google Calendar Integration Step 1: Add Calendar Node Add “Google Calendar” node after “Reminder Scheduler” Connect to your Google account Step 2: Create Calendar Events // Create calendar events for upcoming deadlines const reminder = $json; const eventTitles = { contract_renewal: Contract Renewal - ${reminder.employeeName}, certification_renewal: Certification Renewal - ${reminder.employeeName}, performance_review: Performance Review - ${reminder.employeeName}, probation_review: Probation Review - ${reminder.employeeName} }; return { calendarId: '[email protected]', summary: eventTitles[reminder.type], description: reminder.message, start: { dateTime: reminder.dueDate, timeZone: 'America/New_York' }, end: { dateTime: reminder.dueDate, timeZone: 'America/New_York' }, attendees: [ { email: '[email protected]' }, { email: reminder.recipientEmail } ] }; 🎯 Scheduling & Automation Daily Monitoring Setup Step 1: Add Cron Trigger Replace “Manual Trigger” with “Cron” node Set schedule: 0 9 * * 1-5 (9 AM, Monday-Friday) Configure timezone to your business hours Step 2: Error Handling Add “Error Trigger” node Connect to email notification for failures Set up retry logic for failed integrations Weekly Reports Step 1: Create Weekly Summary Add separate “Cron” trigger for weekly reports Set schedule: 0 9 * * 1 (9 AM every Monday) Modify the filtering logic to show weekly trends 🔍 Customization Options Adjust Alert Timings In the “Date Analysis & Categorization” node: // Modify these values to change alert timing const isContractExpiringSoon = daysUntilContractEnd <= 90; // Change from 90 days const isCertificationExpiringSoon = daysUntilCertificationExpiry <= 60; // Change from 60 days const needsReview = daysSinceLastReview >= 365; // Change from 365 days Add Custom Employee Categories // Add new categories in the analysis node const isContractor = employee.employeeType === 'contractor'; const isRemoteWorker = employee.location === 'remote'; const isHighRisk = employee.performanceRating === 'needs_improvement'; Custom Date Formats Modify the “Date Formatting & Export” node to add your preferred formats: // Add custom date format const formatters = { custom: (date) => { const options = { year: 'numeric', month: 'long', day: 'numeric', weekday: 'long' }; return date.toLocaleDateString('en-US', options); } }; 🎚️ Testing & Validation Step 1: Data Validation Test with 2-3 sample employees first Verify all dates are parsing correctly Check that calculations match manual calculations Step 2: Alert Testing Create test scenarios with dates 30/60/90 days out Verify emails are sent to correct recipients Test Slack notifications in a test channel Step 3: Performance Testing Test with your full employee dataset Monitor execution time (should be under 30 seconds) Check for memory usage with large datasets 🆘 Troubleshooting Guide Common Issues Date Parsing Errors // Add date validation in the analysis node const parseDate = (dateStr) => { const date = new Date(dateStr); if (isNaN(date.getTime())) { console.error(Invalid date: ${dateStr}); return null; } return date; }; Missing Data Fields // Add data validation const validateEmployee = (employee) => { const required = ['name', 'email', 'hiredOn']; const missing = required.filter(field => !employee[field]); if (missing.length > 0) { console.error(Missing required fields for ${employee.name}: ${missing.join(', ')}); return false; } return true; }; API Rate Limits Add “Wait” nodes between API calls Implement retry logic with exponential backoff Cache API responses when possible 🚀 Advanced Features Multi-Company Support // Add company filtering in the analysis node const processEmployeesByCompany = (employees, companyId) => { return employees.filter(emp => emp.companyId === companyId); }; Custom Notification Rules // Advanced notification logic const shouldNotify = (employee, eventType) => { const rules = { contract_renewal: employee.department !== 'intern', certification_renewal: employee.role === 'certified_professional', performance_review: employee.status === 'active' }; return rules[eventType] || false; }; Integration with Time Tracking // Connect to time tracking APIs const calculateWorkingDays = (startDate, endDate) => { // Implementation for working days calculation // Excluding weekends and holidays }; This workflow transforms your HR department from reactive to proactive, preventing costly compliance issues while improving employee experience. The modular design allows you to start simple and add complexity as needed.

LinkedIn Post Automation with AI Generation (Gpt-4o) & Slack Approval How it Works This workflow automates the creation and publishing of LinkedIn posts with AI-generated content and human approval via Slack, using Google Sheets, OpenAI (GPT-4), Slack Interactive Messages, and the LinkedIn API. Whether you're a social media manager, content creator, or marketing professional, this workflow helps you maintain consistent LinkedIn presence and scale content creation while keeping human oversight — all managed from a simple spreadsheet. 🎯 Use Case Ideal for: Content Marketers** managing multiple LinkedIn accounts Personal Brand Builders** maintaining regular posting schedule Agencies** handling client social media presence Teams** requiring content approval workflows Setup Instructions Prepare the Spreadsheet File name: Linkedin Post Main sheet structure: | ID | Linkedin Post Title | Status | Image URL | Groups sheet structure: | GroupIds | Add post topics and set their Status as Pending Configure Google Sheets Nodes Connect your Google account to: Linkedin-Post-Topic (Trigger node) Update-Status Get-Group-id Add API Credentials OpenAI API Key** → for GPT-4 content generation Slack OAuth Token** → for approval messages LinkedIn Access Token** → for posting content HTTP Header Auth** → Bearer token for LinkedIn API Configure Webhooks Set up Slack Interactive Components webhook Point Request URL to your N8N webhook endpoint Enable interactive messages in Slack app Activate the Workflow Once live, the workflow will: Monitor spreadsheet for new topics every minute Generate LinkedIn post using GPT-4 Send to Slack for approval/editing Upload image to LinkedIn Publish to profile and groups Update spreadsheet status to Posted 🔁 Workflow Logic Trigger: New/updated row with Pending status Generate: AI creates engaging LinkedIn post Approve: Slack message for review/edit Process: Handle approval response Upload: Register and upload image Publish: Post to LinkedIn profile & groups Update: Mark as Posted in sheet 🧩 Node Descriptions | Node Name | Description | |-----------|-------------| | Linkedin-Post-Topic | Monitors spreadsheet for new post topics | | Validate-Status | Filters only 'Pending' items | | Limit | Processes one item at a time | | Linedin-Post-Creator | Generates post content using GPT-4 | | Format-Content | Prepares content for Slack display | | Approval-on-Slack | Sends interactive approval message | | Webhook | Receives Slack button responses | | Format-Response | Extracts edited content from Slack | | Set-Final-Message | Prepares approved content | | Linkedin-User-Detail | Fetches LinkedIn user info | | Register Image | Initiates LinkedIn image upload | | Upload Image | Uploads image to LinkedIn | | Linkedin-post | Publishes to personal profile | | Get-Group-id | Retrieves LinkedIn group IDs | | Post-Linkedin-Groups | Posts to multiple groups | | Update-Status | Marks as completed in sheet | 🛠️ Customization Tips Adjust AI prompt for brand voice and hashtags Change Slack approver or add multiple reviewers Modify posting schedule with delay nodes Add analytics tracking with additional API calls Filter groups based on specific criteria Include URL shortening for tracking 📒 Suggested Sticky Notes for Workflow | Node/Section | Sticky Note Content | |--------------|---------------------| | Linkedin-Post-Topic | "Triggers every minute for new posts in your spreadsheet" | | Validate-Status | "Filters to process only 'Pending' items - prevents duplicates" | | Linedin-Post-Creator | "Uses GPT-4 to generate LinkedIn content - customize prompt for your brand voice" | | Approval-on-Slack | "Sends for human review - edit the Slack user to change approver" | | Webhook | "Receives approval responses - ensure URL is configured in Slack app" | | Register Image | "Initiates LinkedIn media upload - requires valid image URL from sheet" | | Linkedin-post | "Publishes to your profile - update with your LinkedIn credentials" | | Post-Linkedin-Groups | "Posts to multiple groups - add group IDs in Groups sheet" | | Update-Status | "Marks as 'Posted' to prevent reprocessing" | 💡 AI Prompt Configuration The workflow uses a sophisticated prompt that: Creates compelling hooks Includes 3-4 informative paragraphs Adds engagement questions Inserts relevant emojis Generates 4-6 hashtags Formats with proper spacing 🔒 Security & Permissions LinkedIn App Requirements: r_liteprofile - Read profile data r_emailaddress - Access email w_member_social - Post content rw_organization_admin - Group posting Slack Bot Permissions: chat:write - Send messages im:write - Direct messages users:read - User information 📎 Required Components | Component | Purpose | |-----------|---------| | Google Sheet | Store post topics and status | | LinkedIn App | API access for posting | | Slack App | Interactive approval flow | | OpenAI Account | GPT-4 content generation | | N8N Instance | Workflow execution | 🧪 Testing Tips Start with one test topic marked as Pending Verify Slack message appears correctly Test both "Approve" and "Edit" buttons Check image upload completes Confirm post appears on LinkedIn Verify status updates to Posted ⚠️ Common Issues & Solutions LinkedIn API Errors: Token expiration → Refresh access token Rate limits → Add delays between posts Group restrictions → Check posting permissions Slack Integration: Missing responses → Verify webhook URL Button not working → Check interactive components User not found → Confirm Slack user ID Image Upload Failures: Invalid URL → Validate image accessibility Size limits → Compress images under 10MB Format issues → Use JPEG or PNG only 📊 Workflow Benefits Time Savings**: 80% reduction in content publishing time Consistency**: Regular posting schedule maintained Quality Control**: Human review ensures brand standards Scalability**: Handle multiple accounts and groups Flexibility**: Easy to modify and extend 📎 Required Files | File Name | Purpose | |-----------|---------| | Linkedin Post | Google Sheet to hold post topics and status | 🏷 Suggested Tags & Categories #LinkedIn #AI #ContentAutomation #SocialMedia #Slack #GPT4 #Marketing #WorkflowAutomation

📘 Description This workflow is an AI-powered roto matte generation and first-pass compositing pipeline designed for VFX production. It transforms structured roto requests into multiple high-precision matte passes using AI, performs automated quality evaluation, generates production-ready Nuke scripts, and delivers fully organized assets and review tasks to the team—bridging the gap between manual rotoscoping and scalable AI-assisted matte generation. ⚙️ Step-by-Step Flow The workflow begins with a Google Sheets trigger that continuously monitors for new roto requests, acting as the intake layer for structured production data such as plate image URLs, subject descriptions, shot codes, subject type, and complexity. Once a new entry is detected, the system moves into a validation and extraction stage, where input fields are normalized, defaults are assigned, and essential attributes like sequence codes, frame ranges, QC thresholds, and project metadata are structured for downstream processing. The pipeline then performs prompt engineering and expands the request into four specialized roto passes: an alpha matte pass for clean silhouette extraction, an edge detail pass for fine hair and motion blur accuracy, a foreground isolation pass for compositing-ready subject separation, and a motion tracking reference pass enriched with tracking markers and velocity overlays. Each variation includes detailed instructions aligned with shot context and technical constraints to ensure precise AI-driven outputs. At the core of the workflow, an image-to-video generation layer constructs structured API requests and submits each variation as an independent job to the Seedance AI model, always using the plate image as a reference for accurate subject extraction. A polling mechanism continuously monitors each job at fixed intervals, ensuring that processing proceeds only after successful completion. Once rendering is complete, a metadata and automated QC layer evaluates each pass by assigning a quality score based on resolution and predefined thresholds, classifying outputs as either AI-approved or requiring manual intervention. A decision routing layer then determines the next stage—approved passes continue through the pipeline, while failed outputs trigger immediate Slack alerts for senior artist review and manual roto assignment. For approved outputs, the system generates a fully production-ready Nuke roto template, automatically configuring nodes for plate input, AI matte extraction, alpha application, edge refinement, and artist-level roto adjustments, along with structured EXR output paths and naming conventions. The pipeline then proceeds to asset handling, where generated videos are downloaded and distributed via email to requesters, while simultaneously creating Jira review tasks to ensure pipeline tracking and accountability. An aggregation layer consolidates all roto passes into a unified structured summary, combining QC results, video links, task references, and technical metadata. Finally, a team notification system delivers a comprehensive summary to the roto team via Telegram, including per-pass QC status, preview links, task tracking, output paths, and artist notes highlighting areas requiring refinement—ensuring seamless collaboration between AI outputs and human artists. 🚨 Error Handling • Global error trigger across the workflow • Instant Slack alerts with failure details • Prevents silent failures and ensures pipeline reliability 🧩 Prerequisites • Seedance API (AI video generation) • Google Sheets OAuth2 (trigger input) • Jira API (task tracking) • Gmail OAuth2 (asset delivery) • Slack OAuth2 (alerts & QC failures) • Telegram Bot (team notifications) 💡 Key Benefits ✔ Automated roto matte generation with AI-assisted precision ✔ Multiple specialized passes for production flexibility ✔ Built-in QC scoring and intelligent decision routing ✔ Auto-generated Nuke scripts with pre-configured nodes ✔ Integrated task tracking via Jira ✔ Seamless delivery via email and team notifications ✔ Scalable pipeline for high-volume roto workflows 👥 Perfect For Roto and paint teams in VFX studios Compositors working with Nuke pipelines Film and post-production environments AI-assisted rotoscoping workflows Studios handling high-volume shot processing

Monitor CRM accounts for hiring spikes by enriching HubSpot companies with PredictLeads job data and alerting your team via Slack. This workflow pulls all companies from your HubSpot CRM, checks each one against the PredictLeads Job Openings API for target roles (sales, engineering, marketing, product, data), compares the current count to historical data stored in Google Sheets, and flags any company where hiring jumped more than 50%. Flagged companies get updated in HubSpot with a hiring signal and trigger a Slack alert so your sales team can act fast. How it works: Schedule trigger runs the workflow daily at 9 AM. Retrieves all companies from HubSpot CRM (domain, name, ID). Loops through each company and fetches job openings from PredictLeads. Filters jobs to target roles (sales, engineering, marketing, product, data). Reads the previous job count for that company from Google Sheets. Calculates percentage change between current and historical counts. If hiring increased more than 50%, flags it as a spike. Updates the HubSpot company record with a hiring signal property. Sends a Slack alert with the company name, role count, and percentage change. Updates Google Sheets with the latest count regardless of spike status. Setup: Connect your HubSpot CRM (OAuth2) with company read/write access. Create a Google Sheet with a "HistoricalCounts" tab containing columns: domain, company_name, job_count, previous_count, percent_change, check_date. Connect a Slack bot to the channel where you want hiring alerts. Add your PredictLeads API credentials (X-Api-Key and X-Api-Token headers). Requirements: HubSpot CRM account with OAuth2 credentials. Google Sheets OAuth2 credentials. Slack OAuth2 credentials (bot with chat:write permission). PredictLeads API account (https://docs.predictleads.com). Notes: The 50% spike threshold can be adjusted in the IF node. Target roles are configured in the Filter Target Roles code node -- add or remove roles as needed. The workflow updates historical data on every run, so spike detection improves over time. PredictLeads Job Openings API docs: https://docs.predictleads.com

How It Works This workflow automates end-to-end concert ticket booking validation and fan experience management using two coordinated AI agents. It is designed for ticketing platforms, event operators, and venue operations teams that must prevent fraud, manage inventory accurately, and deliver seamless customer communication at scale. The workflow solves key challenges such as duplicate bookings, bot-driven purchases, payment failures, overbooking, and inconsistent refund handling. When a booking request enters via webhook, inventory data is fetched and normalized. The Ticket Validation Agent analyzes structured booking, payment authorization, pricing tier rules, seat allocation, resale restrictions, and fraud signals to produce a standardized risk classification. Based on risk level, the workflow routes transactions for auto-approval, conditional handling, or escalation. The Fan Experience Orchestration Agent then manages confirmations, ticket system updates, waitlist activation, refund or compensation logic, and SLA-driven escalation to operations. All outcomes are merged and logged into an audit trail, ensuring compliance, transparency, and consistent service enforcement while minimizing manual review. Setup Steps Add OpenAI/Nvidia API credentials in n8n. Configure ticketing system HTTP endpoint. Connect Gmail for confirmations. Connect Slack for escalation alerts. Connect Google Sheets for audit logging. Define risk thresholds and SLA rules. Prerequisites n8n account, OpenAI API key, ticketing API access, Gmail, Slack, Google Sheets Use Cases Concert ticket sales, festival booking systems, venue seat management, VIP allocation handling Customization Adjust fraud thresholds, add SMS notifications, integrate CRM, extend loyalty logic Benefits Reduces fraud, automates fan communication, enforces ticketing policies

Sync your Google Calendar events with Google Sheets and get daily Slack summaries with meeting statistics. FEATURES: Real-time sync of new and updated events Auto-categorization (Meeting, 1:1, Interview, Demo, Focus Time) Platform detection (Google Meet, Zoom, Teams) Daily statistics dashboard Cancellation tracking Optional email notifications to attendees FLOWS: New Event: Log to Sheets + Slack notification + Optional email Updated Event: Update Sheets + Slack notification Canceled Event: Log cancellation + Slack alert Daily Summary (8AM): Meeting time stats + Schedule to Slack SETUP: Connect Google account with Calendar access Create Google Sheet with 3 tabs: Events: ID, Synced At, Title, Category, Date, Day, Start Time, End Time, Duration, Platform, Attendees, Status, Meeting Link Cancellations: ID, Canceled At, Title, Original Date, Original Time, Affected Attendees Statistics: Date, Total Events, Meeting Time, Minutes, Busy %, Status, Virtual, In-Person Replace YOUR_DOCUMENT_ID in all Sheets nodes Connect Slack (#calendar, #errors channels) Optional: Connect Gmail for attendee notifications DAILY STATISTICS: Total events count Time spent in meetings Busy percentage of work day Virtual vs in-person breakdown Full day schedule IDEAL FOR: Anyone wanting to track their calendar, analyze meeting patterns, or get daily schedule summaries on Slack.

This workflow automates customer support across multiple channels (Email, Live Chat, WhatsApp, Slack, Discord) using AI-powered responses enhanced with Retrieval Augmented Generation (RAG) and your product documentation. It intelligently handles incoming queries, provides instant and context-aware answers, and escalates complex or negative-sentiment cases to your human support team. All interactions are logged and categorized for easy tracking and reporting. Key Features Omnichannel Support:** Handles customer queries from Email, Live Chat, WhatsApp, Slack, and Discord. AI-Powered Answers:** Uses RAG to generate accurate, context-aware responses based on your product documentation. Automatic Escalation:** Detects low-confidence or negative-sentiment cases and escalates them to your human support team. Conversation Logging:** Automatically logs and categorizes all conversations for future analysis. Weekly Reporting:** Sends automated weekly summaries and metrics to your support team. How It Works Trigger: The workflow starts when a new message is received on any supported channel. Normalization: Incoming messages are normalized into a common format for unified processing. Context Management: Conversation history is fetched and merged with the new query for better AI context. AI Response: The workflow uses RAG to generate a response, referencing your product documentation. Confidence & Sentiment Analysis: The response is scored for confidence and sentiment. Escalation Logic: If the response is low-confidence or negative, the workflow escalates the case to your support team and creates a ticket. Response Delivery: The answer (or escalation notice) is sent back to the customer on the original channel. Logging & Reporting: All interactions are logged, categorized, and included in weekly reports. Configuration Connect Your Channels: Set up triggers for each channel you want to support (Email, Webhook, WhatsApp, Slack, Discord). Add Your Documentation: Integrate your product documentation source (e.g., Google Docs, Notion, or a knowledge base) for the RAG model. Configure AI Model: Set your preferred AI provider and model (e.g., OpenAI, Azure OpenAI, etc.). Set Escalation Rules: Adjust confidence thresholds and escalation logic to fit your support workflow. Integrate Support Tools: Connect your ticketing system (e.g., Zendesk) and reporting tools (e.g., Google Sheets, Slack). Test the Workflow: Send test queries from each channel to ensure correct routing, AI responses, and escalation. Use Cases Provide instant, accurate answers to customer questions 24/7. Reduce manual workload for your support team by automating common queries. Ensure complex or sensitive cases are quickly escalated to human agents. Gain insights into support trends with automated logging and weekly reports. Requirements n8n version 2.0.2 or later Accounts and credentials for your chosen channels and AI provider Access to your product documentation in a supported format Notes Please review and customize the workflow to fit your company’s privacy and data handling policies. For best results, keep your product documentation up to date and well-structured.

Automate your Instagram growth strategy by generating and posting viral Reels using AI and Creatomate. This workflow plans content topics based on trends, generates video assets, and handles the approval and posting process—all without manual video editing. How it works Schedule Trigger: Runs every day at 9:00 AM. Topic Planning: Checks past topics from Google Sheets to avoid duplicates, then uses OpenAI (GPT-4o) to generate a new quiz-style content plan. Video Generation: Uses Creatomate to generate a video based on a template, dynamically inserting the AI-generated text and images. Approval Loop: Sends the generated video to Slack for human review. Posting: Once approved in Slack, the workflow automatically uploads the Reel to Instagram. Logging: Saves the new topic to Google Sheets and notifies Slack upon successful publication. Setup steps Configure Credentials: OpenAI: For generating content plans. Creatomate: For video rendering. Google Sheets: For tracking past topics. Slack: For approval notifications. Facebook Graph API: For Instagram publishing. Google Sheets Setup: Create a Google Sheet with columns: Question, Answer, Title, Date. Update the Get Past Topics and Save New Topic nodes with your Sheet ID. Creatomate Setup: Create a template in Creatomate or use an existing one. Update the Generate Video node with your template_id in the JSON body. Slack Setup: Create a channel for approvals. Update the Slack Approval Request and Slack Notification nodes with your Channel ID. Activate: Turn on the workflow to start automating your content pipeline!

This workflow automatically collects customer reviews from Google, Facebook, Trustpilot, and Yelp, analyzes their sentiment using AI, sends real-time alerts for negative feedback, and generates a weekly summary report. It is ideal for businesses that want to monitor their online reputation across multiple platforms and respond quickly to customer concerns. How It Works Daily Schedule**: Triggers the workflow every day at 09:00. Review Collection**: Fetches new reviews from Google, Facebook, Trustpilot, and Yelp using their official APIs. Data Normalization**: Merges and standardizes all reviews into a unified format. AI Sentiment Analysis**: Uses GPT-4 to analyze the sentiment and extract key insights from each review. Negative Review Alerts**: Sends a Slack notification to managers if a negative review is detected. Logging**: Saves all reviews and their analysis to a Google Sheet for record-keeping. Weekly Reporting**: Every Monday, aggregates the past week’s reviews, generates an AI-powered summary, and emails it to management. Configuration API Credentials: Google My Business API: Create a project in Google Cloud, enable the My Business API, and generate OAuth credentials. Facebook Graph API: Create a Facebook App, request the necessary permissions, and obtain a Page Access Token. Trustpilot API: Register for a Trustpilot Business account and generate an API key. Yelp Fusion API: Sign up for Yelp Fusion, create an app, and get your API key. OpenAI API: Create an account at OpenAI, generate an API key for GPT-4 access. Slack API: Create a Slack App, enable Incoming Webhooks, and get the webhook URL. Google Sheets API: Enable the Google Sheets API in Google Cloud and create OAuth credentials. Set Up Environment Variables: Add all API keys, tokens, and configuration values in the Workflow Configuration node or as n8n credentials. Google Sheet Setup: Create a Google Sheet with columns for review data and share it with your service account email. Slack Channel: Set up a Slack channel for alerts and add the webhook URL in the configuration. Email Settings: Configure the recipient email address for weekly reports in the workflow. Usage Activate the workflow after configuration. Reviews will be collected and analyzed daily. Negative reviews trigger instant Slack alerts. Every Monday, a summary report is sent via email. Use Case: Monitor and respond to customer feedback across Google, Facebook, Trustpilot, and Yelp, automate sentiment analysis, and keep management informed with actionable weekly insights.

📘 Description This workflow performs automated inventory reconciliation between Notion (physical counts) and Airtable (system counts), ensuring both databases stay synchronized. It fetches records from both systems, merges them into a unified comparison payload, validates the structure, and calculates discrepancies. If a mismatch is detected, the workflow automatically updates Airtable with the corrected count and notifies the operations team on Slack. If everything matches, a simple “No action needed” Slack message is sent. Any malformed or incomplete payloads are logged into Google Sheets for audit tracking. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Execute Workflow Starts the reconciliation process on demand. 📥 Fetch Records from Notion Retrieves physical stock data (cycle count) stored in Notion. 📦 Fetch Records from Airtable Loads inventory data from Airtable’s system-of-record table. 🔀 Merge Notion + Airtable Inputs Combines both datasets into a single payload for unified processing. 🔍 Validate Payload Structure (IF Node) Ensures that key fields (like id) exist. Valid → continue Invalid → logged to Google Sheets. 🧾 Log Invalid Versioning Requests to Google Sheets Stores broken or incomplete payload entries for later review. 🧮 Build Combined Notion + Airtable Payload (Code Node) Constructs the structured comparison object: { notion: {...}, airtable: [...] } 📊 Compare Notion Record With Airtable Record (Code Node) Performs core reconciliation logic: Matches items by name Compares physical vs. system count Calculates difference Determines if a correction is needed If mismatch → flagged for update. 🔎 Check If Record Requires Update (IF Node) Branches logic into: Mismatch → Update Airtable + Alert Match → No action summary 🛠️ Update Airtable Record With Corrected Count Writes the accurate physical count from Notion into Airtable. 🧠 Configure GPT-4o – Slack Summary Models Two models: For “no action needed” summaries For “Airtable updated” discrepancy alerts 🤖 Generate Slack Summary / Generate Slack Summary1 AI produces short, precise, operations-friendly Slack messages based on whether a discrepancy existed. 💬 Slack – Send Summary Notification / Send Update Notification Sends final Slack message to the operations user, confirming: Stock match status Updates made Item details Difference values 🧩 Prerequisites Notion API integration Airtable API credentials Azure OpenAI GPT-4o Slack API connection Google Sheets OAuth 💡 Key Benefits ✔ Eliminates manual reconciliation errors ✔ Keeps Airtable continuously aligned with real physical counts ✔ Provides instant Slack visibility to operations teams ✔ Logs all invalid or malformed cases ✔ Centralizes Notion + Airtable consistency checks 👥 Perfect For Operations teams managing multi-system inventory Warehouse cycle count workflows Audit-driven companies needing accurate stock data Businesses using Notion + Airtable as parallel systems

🚀 Turn your random ideas into concrete automation specs This workflow acts as your interactive "n8n Consultant." Simply write down a rough automation idea in Google Tasks (e.g., "Send weather updates to Telegram"), and the AI will research, design, and send a detailed n8n implementation plan to your Slack. ✨ Why is this workflow special? Unlike simple notification workflows, this features a Human-in-the-Loop review process. You don't just get a message; you get control. Regenerate:** Not satisfied with the AI's plan? Click a button in Slack to have the AI rewrite it instantly. Archive:* Happy with the plan? Click "Approve" to automatically save the detailed specs to Google Sheets* and mark the task as complete. How it works Fetch: The workflow periodically checks a specific Google Tasks list for new ideas. AI Design: The AI (OpenAI) analyzes your idea and generates a structured plan, including node configuration and potential pitfalls. Human Review: It sends the plan to Slack with interactive "Approve" and "Regenerate" buttons. The workflow waits for your input. If Regenerate: The AI re-analyzes the idea and creates a new variation. If Approve: The workflow proceeds to the next step. Archive: The approved plan (Title, Nodes, Challenges) is saved to a Google Sheet for future development. Close: The original Google Task is updated with a "Processed" flag. How to set up Google Tasks: Create a new list named "n8n Ideas". Google Sheets: Create a new sheet with the following headers in the first row (A to H): Date Added Idea Title Status Recommended Nodes Key Challenges Improvement Ideas Alternatives Source Task ID Credentials: Configure credentials for Google Tasks, Google Sheets, OpenAI, and Slack. Configure Nodes: [Step 1] Fetch New Ideas: Select your Task list. [Step 4] Slack — Review & Approve: Select your target channel. [Action] Archive to Sheets: Select your Spreadsheet and Sheet. [Close] Mark Task Done: Select your Task list again. Requirements Google Tasks account Google Sheets account OpenAI API Key Slack account

🎫 Verified Press Pass Generator for Media Events Automate press credential verification and badge generation for journalists covering your events 📝 Description Streamline your event media management with this comprehensive press pass automation. When journalists apply for credentials, this workflow instantly validates their identity, verifies their media affiliation, generates professional digital badges with QR codes, and delivers everything via email—all within seconds. Perfect for conferences, product launches, trade shows, corporate events, and any occasion requiring verified media access. ✨ Key Features 🔐 Advanced Email Verification Real-time email validation using VerifiEmail API Checks RFC compliance, MX records, and domain reputation Detects disposable email addresses and spoofed domains Confirms journalist works for legitimate media organization 🎨 Professional Badge Design Auto-generates branded digital press passes Includes journalist photo, name, media outlet, and credentials Embedded QR code for contactless event entry Customizable colors, fonts, and event branding 400×600px portrait format optimized for mobile display 📧 Automated Communication Beautiful HTML email with embedded badge preview Download links for PNG and PDF versions Clear instructions for event check-in Professional event branding throughout 📊 Multi-Platform Logging Google Sheets backup with timestamp logs Slack notifications for organizer oversight Complete audit trail for compliance ⚡ Lightning Fast Processing Average execution time: 5-10 seconds Real-time webhook response with confirmation Scalable to hundreds of applications per hour Error handling with graceful fallbacks 🎯 Use Cases Event Types: Tech conferences and summits Product launch events Trade shows and exhibitions Political rallies and press conferences Sports events and tournaments Film festivals and premieres Corporate announcements Award ceremonies 🔧 What You Need Required Services: n8n (Cloud or Self-hosted) VerifiEmail API (Get API Key) - Email verification HTMLCSSToImage API (Get API Key) - Badge generation Gmail Account (OAuth) - Email delivery Slack Workspace - Team notifications Google Sheets - Backup logging 📋 How It Works Step-by-Step Process: Application Submission Journalist fills out form on your event website (name, email, media outlet, photo, phone) Data Validation Webhook receives application and checks for required fields (name, email, photo) Email Verification VerifiEmail API validates email domain, checks MX records, and confirms media affiliation Credential Generation Generates unique press ID (PRESS-XXX-timestamp) Creates QR code linking to verification portal Sets 30-day validity period Badge Creation HTMLCSSToImage API renders professional badge with: Circular profile photo Name and media outlet Press ID in styled container Scannable QR code Event name and validity dates "VERIFIED" indicator Distribution Sends HTML email with badge preview and download link Posts notification to Slack channel Backs up to Google Sheets Returns success response to webhook Event Check-In Security scans QR code at event entrance, verifies credentials instantly 🚀 Setup Instructions Quick Start (15 minutes): Import Workflow Download the JSON file In n8n: Click Workflows → Import from File Upload the JSON and open the workflow Configure Webhook Activate the workflow Copy the webhook URL from the Webhook Trigger node Add this URL to your website form's action attribute Add API Credentials VerifiEmail:** Create credential with API key from verifi.email dashboard HTMLCSSToImage:** Add User ID and API Key from htmlcsstoimg.com Gmail:** Connect via OAuth (click "Sign in with Google") Slack:** Connect via OAuth and select notification channel Google Sheets:** Connect via OAuth Setup Google Sheets Create a new sheet named "Press Pass Logs" with these column headers: Timestamp | Press ID | Name | Email | Phone | Media Outlet | Email Domain | Verification Status | Event Name | Issued Date | Valid Until | Badge Image URL | QR Code URL | Verification URL | Photo URL | Execution Mode Customize Badge Design Open the "HTML/CSS to Image" node Edit the HTML in html_content field Change gradient colors: Replace #667eea and #764ba2 with your brand colors Update event name default value Modify font sizes, spacing, or layout as needed Update Email Content Open "Send Press Pass Email" node Customize email text, support contact info Update company/event branding Modify footer with your details Configure Slack Channel Open "Notify Organizers (Slack)" node Select your preferred notification channel Customize notification message format Test the Workflow Send a test POST request using Postman or cURL: curl -X POST https://your-n8n-url/webhook/press-application \ -H "Content-Type: application/json" \ -d '{ "name": "Jane Smith", "email": "[email protected]", "media_outlet": "BBC News", "photo_url": "https://randomuser.me/api/portraits/women/50.jpg", "phone": "+44-1234567890", "event_name": "Tech Summit 2025" }' Go Live Verify test execution completed successfully Check email received with badge Activate workflow for production use 🎨 Customization Options Badge Design: Colors:** Change gradient from purple (#667eea, #764ba2) to your brand colors Fonts:** Swap Google Font from Poppins to any available font Logo:** Add event logo in header section Size:** Adjust viewport_width and viewport_height for different dimensions Layout:** Modify HTML structure for custom badge designs Email Templates: Branding:** Update colors, fonts, and styling in HTML email Content:** Customize greeting, instructions, and footer Attachments:** Add PDF version or additional documents Language:** Translate all text to your language 🔒 Security & Privacy Data Protection: ✅ Email verification prevents fake submissions ✅ QR codes use unique, non-guessable IDs ✅ HTTPS webhook for encrypted transmission ✅ No sensitive data stored in workflow variables ✅ Audit trail for compliance requirements Best Practices: Use environment variables for API keys Enable webhook authentication (Basic Auth or API key) Implement rate limiting on webhook endpoint Regularly rotate API credentials Set up backup systems for critical data 🛠️ Troubleshooting Common Issues: Issue: "Webhook not receiving data" Solution: Ensure workflow is activated and webhook URL is correct in form action Issue: "Email verification fails for valid domains" Solution: Check VerifiEmail API credit balance and credential configuration Issue: "Badge image not generating" Solution: Verify HTMLCSSToImage API key is correct and has sufficient credits Issue: "Gmail not sending" Solution: Reconnect Gmail OAuth credential and check sending limits Issue: "QR code not loading in badge" Solution: Ensure QR code URL is properly encoded and publicly accessible 📈 Performance Metrics Average execution time:** 5-10 seconds Success rate:** 98%+ (with valid inputs) Concurrent capacity:** 50+ requests/minute API reliability:** 99.9% uptime (dependent on services) Badge generation:** <2 seconds Email delivery:** <3 seconds 🏷️ Tags event-management press-pass credential-verification badge-generation email-automation qr-code media-relations event-technology htmlcsstoimage verifi-email gmail slack google-sheets webhook automation workflow conference journalism press-credentials 📄 License This workflow template is provided as-is for use with n8n. Customize freely for your organization's needs.

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

Description Automatically send personalized customer feedback requests once a support ticket is marked as closed and centralize responses for service quality tracking. Uses Google Sheets as the ticket source, filters only resolved tickets, and delivers tailored survey invitations via Gmail. Ensures timely, relevant outreach while reducing manual follow-ups. 📧✨ What This Template Does Fetches support ticket data from a Google Sheets database (“Ticket status dummy”). 📊 Filters for tickets where Status = closed only. 🎯 Sends a personalized feedback request email via Gmail, including ticket details (ID, subject, customer name). 💌 Provides a dynamic link to your survey form (Typeform/Google Form). 🔗 Runs on manual trigger (can be scheduled/automated later). ▶️ Key Benefits Targeted communication — only resolved tickets receive surveys. Personalized emails — includes customer name + ticket details. Zero manual work — feedback requests are automatically generated. Quality insights — structured process for customer satisfaction measurement. Improved experience — timely outreach builds trust and engagement. 🌟 Features Smart filtering for closed tickets only. 🛡️ Dynamic Gmail email templates with emojis + survey link. 💬 Google Sheets integration for centralized ticket management. 📂 Fully customizable email subject, body, and survey form. ✍️ Manual trigger for testing; can be extended with schedules/webhooks. ⏱️ Requirements n8n instance (cloud or self-hosted). Google Sheets with ticket data (must include: Status, Ticket No., Description, Email, Owner). Gmail account connected via OAuth2 credentials. Survey form (Typeform/Google Form) with accessible link. Target Audience Customer Support Teams seeking structured feedback. 🛎️ HR & Internal IT Teams using ticket-based systems (Keka, Google Sheets). 👥 Managers wanting data-driven insights into support quality. 📈 Businesses committed to continuous service improvement. 🚀 Step-by-Step Setup Instructions Prepare Google Sheet with required columns: Status, Ticket No., Description, Email, Owner. In n8n, connect Google Sheets and Gmail credentials. Update the Gmail node with your survey link. Import workflow JSON and assign credentials to nodes. Run Manual Trigger to test → verify email delivery. Extend automation with schedules or webhooks for ongoing campaigns.

Description: Keep your API documentation accurate and reliable with this n8n automation template. The workflow automatically tests your FAQ content related to authentication and rate limits, evaluating each answer using Azure OpenAI GPT-4o-mini for completeness, edge-case coverage, and technical clarity. It logs all results to Google Sheets, scores FAQs from 0–10, and sends Slack alerts when low-quality answers are detected. Ideal for API teams, developer relations managers, and technical writers who want to maintain high-quality documentation with zero manual review effort. ✅ What This Template Does (Step-by-Step) ▶️ Manual Trigger or On-Demand Run Start the evaluation anytime you update your FAQs — perfect for regression testing before documentation releases. 📖 Fetch FAQ Q&A from Google Sheets Reads FAQ questions and answers from your designated test sheet (columns A:B). Each Q&A pair becomes a test case for AI evaluation. 🤖 AI Evaluation via GPT-4o-mini Uses Azure OpenAI GPT-4o-mini to evaluate how well each FAQ covers critical aspects of API authentication and rate limiting. The AI provides a numeric score (0–10) and a short explanation. 🔍 Parse & Format AI Results Extracts structured JSON data (Question, Score, Explanation, Timestamp) and prepares it for reporting and filtering. 💾 Save Evaluation to Google Sheets Appends all results to a Results Sheet (A:D) — creating a running history of FAQ quality audits. ⚠️ Filter for Low-Scoring FAQs Identifies any FAQ with a score below 7, flagging them as needing review or rewrite. 🔔 Send Slack Alerts for Weak Entries Posts an alert message in your chosen Slack channel, including: The question text Score received AI’s explanation Link to the full results sheet This ensures your documentation team can quickly address weak or incomplete FAQ answers. 🧠 Key Features 🤖 AI-powered FAQ quality scoring (0–10) 📊 Automated tracking of doc health over time 📥 Seamless Google Sheets integration for results storage ⚙️ Slack notifications for underperforming FAQs 🧩 Ideal for continuous documentation improvement 💼 Use Cases 📘 Validate FAQ accuracy before API documentation updates ⚡ Auto-test new FAQ sets during content refresh cycles 🧠 Ensure API rate limit and auth topics cover all edge cases 📢 Alert documentation owners about weak answers instantly 📦 Required Integrations Google Sheets API – for reading and storing FAQs and test results Azure OpenAI (GPT-4o-mini) – for evaluating FAQ coverage and clarity Slack API – for sending quality alerts and notifications 🎯 Why Use This Template? ✅ Ensures API FAQ accuracy and completeness automatically ✅ Replaces tedious manual content reviews with AI scoring ✅ Builds an ongoing record of documentation improvements ✅ Keeps technical FAQs consistent, relevant, and developer-friendly

📘 Description: This automation streamlines client review collection and sentiment summarization for Techdome using HighLevel CRM, Azure OpenAI GPT-4o, Gmail, Slack, and Google Sheets. It starts by pulling recently won deals from HighLevel, then generates and sends AI-written HTML review request emails with built-in Google Review and feedback form links. After waiting 24 hours, it fetches the client’s reply thread, summarizes the sentiment using GPT-4o, and posts a clean update to Slack for team visibility. Any failures—API errors, empty responses, or data validation issues—are logged automatically to Google Sheets for full transparency and QA. The result: a fully hands-free Client Appreciation + Feedback Intelligence Loop, improving brand perception and internal responsiveness. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Allows on-demand execution or scheduled testing of the workflow. Initiates the fetch for all newly “Won” deals from HighLevel CRM. 🏆 Fetch All Won Deals from HighLevel Retrieves all opportunities labeled “won” in HighLevel, gathering essential client details such as name, email, and deal information to personalize outgoing emails. 🔍 Validate Deal Fetch Success (IF Node) Checks each record for a valid id field. ✅ True Path: Moves ahead to generate AI email content. ❌ False Path: Logs the event to Google Sheets under the error log sheet. 🧠 Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o engine that powers all language-generation tasks in this workflow—ensuring precise tone, correct formatting, and safe structured HTML output. 💌 Generate Personalized Review Request Email (AI Agent) Uses GPT-4o to create a tailored, HTML-formatted email thanking the client for their business and requesting feedback. Includes two clickable CTA buttons: ⭐ Google Review Link: 📝 Internal Feedback Form: Google Form link for in-depth feedback Each email maintains Techdome’s friendly, brand-consistent voice with clean inline CSS styling. 📨 Send Review Request Email to Client (Gmail Node) Automatically sends the AI-generated email to the client’s registered address through Gmail. Ensures timely post-service communication without manual follow-ups. ⏳ Wait for 24 Hours Before Next Action Pauses the workflow for 24 hours to give clients time to read and respond to the review request. 📥 Retrieve Email Thread for Response (Gmail Node) After the waiting period, fetches the Gmail thread associated with the initial email to capture client replies or feedback messages. 🧠 Configure GPT-4o Model (Summarization Engine) Prepares another GPT-4o instance specialized for summarizing client replies into concise, sentiment-aware Slack messages. 💬 Summarize Client Feedback (AI Agent) Analyzes the Gmail thread and produces a short Slack-formatted summary using this structure: 🎉 New Client Review Received!Client: <Name> Feedback: <Message snippet> Sentiment: Positive / Neutral / Negative Focuses on tone clarity and quick readability for internal teams. 📢 Announce Review Summary in Slack Posts the AI-generated summary in a designated Slack channel, keeping success and support teams instantly informed of client sentiments and feedback trends. 📊 Log Errors in Google Sheets Appends all failures—including fetch issues, missing fields, or parsing errors—to the Google Sheets “error log sheet,” maintaining workflow reliability and accountability. 🧩 Prerequisites HighLevel CRM OAuth credentials (to fetch deals) Azure OpenAI GPT-4o access (for AI-driven writing and summarization) Gmail API connection (for sending & reading threads) Slack API integration (for posting summaries) Google Sheets access (for error logging) 💡 Key Benefits ✅ Automates personalized review outreach after project completion ✅ Waits intelligently before analyzing responses ✅ Uses GPT-4o to summarize client sentiment in human tone ✅ Sends instant Slack updates for real-time visibility ✅ Keeps audit logs of all errors for debugging 👥 Perfect For Client Success and Account Management Teams Agencies using HighLevel CRM for project delivery Teams aiming to collect consistent client feedback and reviews Businesses wanting AI-assisted sentiment insights in Slack

Description: Discover which marketing channels actually convert with this n8n automation template. The workflow fetches all opportunities from HighLevel (GHL), filters for “Closed Won” deals, computes lead-to-sale conversion metrics per source, and sends a summary report to Slack while logging raw data into Google Sheets for ongoing analysis. Perfect for marketing teams, growth analysts, and sales managers who want to reduce wasted ad spend and double down on sources that deliver real ROI. ✅ What This Template Does (Step-by-Step) ⚡ Manual or Scheduled Trigger Run the workflow manually for instant analysis or automate it daily/weekly with a schedule trigger. 📥 Fetch All Opportunities from HighLevel Pulls every deal record from your GHL CRM, including status, amount, and lead source fields. 🔍 Filter for Closed-Won Deals Separates deals by outcome — only “Won” deals are used for conversion tracking, while others trigger Slack alerts for team review. 📊 Log Won Deals to Google Sheets Saves every successful deal’s details into a structured Google Sheet for long-term performance tracking. 🧮 Calculate Lead Source Metrics Aggregates results by lead source, calculating total deals, conversion rate, and total revenue per source automatically. 📢 Send Slack Summary Report Posts a neat summary of conversion metrics to a dedicated Slack channel like #lead-source-report, ensuring visibility for the marketing and sales teams. 🔔 Alert for Lost/Pending Deals Non-won opportunities are flagged and shared with the team via Slack for timely follow-ups. ##🧠 Key Features 📊 Automated lead source performance tracking 💬 Slack alerts for both success and loss updates 📈 Real-time conversion and ROI visibility ⚙️ Seamless GHL + Google Sheets + Slack integration 🔁 Ready to run on-demand or on schedule 💼 Use Cases 💡 Measure campaign ROI across channels 🎯 Identify top-performing ad platforms 📢 Send weekly sales source reports to marketing 💰 Optimize budget allocation using data-driven insights 📦 Required Integrations HighLevel (GHL) – for opportunity data retrieval Google Sheets – for storing and visualizing deal data Slack – for team notifications and reports 🎯 Why Use This Template? ✅ Saves hours of manual reporting work ✅ Ensures consistent performance tracking ✅ Highlights winning and underperforming sources ✅ Helps marketing teams focus on what truly converts

📘 Description: This workflow automates sales performance tracking and motivational updates by integrating HighLevel CRM, Notion, GPT-4o, and Slack. It pulls all deals from HighLevel, cleans and summarizes sales data per representative, creates performance dashboards in Notion, and uses GPT-powered AI to generate personalized motivational Slack messages. It eliminates manual leaderboard tracking and boosts sales engagement with real-time insights and daily motivation — ensuring every sales rep stays informed, recognized, and inspired. What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Starts the automation manually for data refresh or testing. 📦 Fetch All Deals from HighLevel CRM – Retrieves all opportunities from HighLevel CRM, including deal names, reps, values, and stages for full visibility. 🔍 Validate Deal Fetch Success (IF Node) – Verifies that fetched data contains valid deal IDs. ✅ True Path: Continues to data cleaning. ❌ False Path: Logs failed records to Google Sheets for debugging. 🧹 Clean & Structure Deal Data – Normalizes raw deal data into a consistent schema (deal ID, rep ID, client name, value, status). Ensures clean inputs for analytics. 📊 Summarize Sales by Representative – Aggregates deals per sales rep and computes: Total deals handled Total deal value Total deals won Average deal value 🧾 Generate Notion Performance Dashboard – Creates personalized Notion dashboards for each rep with daily updated performance summaries and motivation metrics. ⚙️ Transform Data for AI Input – Converts summarized data into AI-readable format for GPT-4o processing. 🧠 GPT-4o Model Configuration – Sets up Azure OpenAI GPT-4o model to generate motivational and contextual Slack messages. 🤖 AI-Generated Motivational Slack Messages – Uses LangChain + GPT-4o to create energetic, emoji-filled messages that celebrate rep achievements and encourage improvement. 💬 Notify Sales Team in Slack – Sends the AI-generated performance summaries and motivational blurbs directly to each rep or the team Slack channel for transparency and engagement. 🚨 Log Fetch or Validation Errors (Error Handling) – Records any fetch or validation failures in the Google Sheets “error log sheet” for easy review and error management. Prerequisites HighLevel CRM API credentials Google Sheets for “Error Log” tracking Notion API integration for dashboards Azure OpenAI (GPT-4o) credentials Slack API connection for notifications Key Benefits ✅ Fully automated daily performance tracking ✅ Personalized AI-powered motivation in Slack ✅ Transparent visibility for managers and reps ✅ Improved accountability and sales performance ✅ Seamless integration across CRM, Notion, and Slack 👥 Perfect For Sales teams seeking real-time motivation and transparency Managers who want automated performance dashboards Teams using HighLevel CRM and Slack for daily operations Companies aiming to gamify sales productivity

🚀 Channable + Google Ads + Relevance AI: Scalable AI Workflow for Automated Ad Copy Generation & Publishing 🧩 Overview This workflow automates the entire ad creation process for Google Ads by integrating product data, AI-generated copy, compliance checks, and publication into your marketing pipeline. It connects n8n, Relevance AI, Google Sheets, and optionally Channable to: Fetch product data from your catalog Generate Google Text Ad headlines and descriptions using Relevance AI Validate character limits and ensure Google Ads compliance Route non-compliant ads to a Slack review channel Save compliant, ready-to-publish ads in Google Sheets Notify your marketing team automatically after each generation cycle 🧠 Key Benefits ✅ 100% automated ad copy pipeline ✅ AI-generated, human-quality Google Ads text ✅ Built-in compliance verification (Google Ads policy) ✅ Google Sheet integration for team review ✅ Daily automatic schedule (zero manual effort) ✅ Slack alerts for QA and transparency ✅ Modular design — extendable for Shopping and Performance Optimization ✅ Scalable for 10 → 10,000+ product ads ⚙️ System Architecture Tech Stack n8n** – Automation Orchestrator Relevance AI** – AI tools for copy generation and policy compliance Google Sheets** – Data storage and team collaboration Slack** – Real-time alerts and notifications (Optional) Channable – Product feed integration 🧭 Workflow Logic Daily Trigger (00:00) ⬇️ 1️⃣ Get Product Feed (Channable or custom API) ⬇️ 2️⃣ Split Into Batches (50 products each) ⬇️ 3️⃣ Generate Ad Copy (Relevance AI tool → Claude 3.5 prompt) ⬇️ 4️⃣ Validate Character Limits (JS node: max 30 headline / 90 description) ⬇️ 5️⃣ Compliance Check (Relevance AI agent → Google Ads policies) ⬇️ 6️⃣ IF Compliant → CSV / Google Sheets ↳ ❌ Non-Compliant → Slack Alert ⬇️ 7️⃣ Aggregate Batches + Generate CSV ⬇️ 8️⃣ Save to Google Sheets (“Generated Ads” tab) ⬇️ 9️⃣ Slack Notification → Summary Report 📋 Environment Variables Set these in n8n → Settings → Variables → Add Variable Copy-paste from your ENVIRONMENT_VARIABLES_CORRECTED.txt. Includes: ✅ Relevance AI region, API key, tool & agent IDs ✅ Google Ads, Merchant Center, and Sheets credentials ✅ Slack channel name ✅ Optional Channable endpoint Example: RELEVANCE_AI_API_URL=https://api-f1db6c.stack.tryrelevance.com/latest RELEVANCE_TOOL_AD_COPY_ID=bueQG8io04dw RELEVANCE_AGENT_COMPLIANCE_ID=xT29mQ4QKsl GOOGLE_SHEET_ID=1q2w3e4r5t6y7u8i9o0p SLACK_CHANNEL=#google-ads-automation 🏗️ Node-by-Node Breakdown | Node | Description | Endpoint / Logic | | -------------------------------------- | ----------------------------------------------- | ----------------------------------------------------------------------------- | | 🕓 Schedule Trigger | Runs daily at 00:00 | Cron 0 0 * * * | | 📦 Get Product Feed | Pulls product data from Channable or custom API | GET {{$env.CHANNABLE_API_URL}}/v1/projects/{{$env.PROJECT_ID}}/items | | 🧮 Split Into Batches | Processes 50 products at a time | Avoids rate limits | | ✍️ Generate Ad Copy (Relevance AI) | Calls AI tool for each product | POST {{$env.RELEVANCE_AI_API_URL}}/tools/google_text_ad_copy_generator/run | | 🔍 Validate Character Limits | JS validation (≤30 headline / ≤90 description) | Truncates smartly | | 🧠 Compliance Check Agent | Verifies Google Ads compliance | POST {{$env.RELEVANCE_AI_API_URL}}/agents/google_ads_compliance_checker/run | | ⚖️ IF Compliant | Routes APPROVED vs REJECTED | "contains 'APPROVED'" | | 💾 Format for CSV | Formats compliant ads for export | Maps ID, headline, desc, URLs | | 📊 Aggregate Batches | Combines all results | Merges datasets | | 🧱 Generate CSV File | Converts JSON → CSV | Escaped string-safe format | | 📑 Save to Google Sheets | Saves reviewed ads | Sheet: Generated Ads | | 📢 Slack Notification (Success) | Posts completion summary | Shows ad count, timestamp | | 🚨 Slack Alert (Non-Compliant) | Notifies team for review | Includes issues, category | 🔑 API Authentication Setup 🔹 Relevance AI Create “HTTP Header Auth” credential Header Name: Authorization Header Value: Bearer {{$env.RELEVANCE_AI_API_KEY}} 🔹 Google Sheets Credential type: “Google OAuth2 API” Scopes: https://www.googleapis.com/auth/spreadsheets https://www.googleapis.com/auth/drive.file 🔹 Slack Create Slack App → Add Bot Token Scopes → chat:write Paste token in n8n “Slack API” credential. 🔹 (Optional) Channable Header Auth: Bearer {{$env.CHANNABLE_API_TOKEN}} 🧩 Google Sheet Template Sheet name: Generated Ads Columns: | product_id | headline | description | final_url | display_url | generated_at | Optional: Add compliance_status or notes columns for QA. ⚙️ Testing Procedure Manual Trigger: Disable the schedule → click “Execute Workflow”. Batch Size: Start small (3 products). Expected Output: ✅ Ad copy generated ✅ Character limits validated ✅ Slack alerts for rejects ✅ Google Sheet filled Check logs in Executions for errors. Re-enable the cron trigger after successful validation. 🧾 Example Output | product_id | headline | description | final_url | display_url | generated_at | | ---------- | ------------------ | --------------------------------------------- | ------------------------------------------------ | ----------- | -------------------- | | 12243 | “Eco Bamboo Socks” | “Soft, breathable comfort for everyday wear.” | https://shop.com/socks | shop.com | 2025-10-22T00:00:00Z | 📬 Slack Alert Templates ✅ Success Notification ✅ Google Ads Generation Complete 📊 Summary: • Total Ads Generated: 50 • Saved to Google Sheets: Generated Ads • Timestamp: 2025-10-22T00:00:00Z ⚠️ Non-Compliant Alert ⚠️ Non-Compliant Ad Flagged Product: Bamboo Socks Issues: Contains “Free Shipping” Headline too long Timestamp: 2025-10-22T00:00:00Z 🧰 Maintenance & Monitoring | Frequency | Task | | --------- | -------------------------------- | | Daily | Check Slack alerts for rejects | | Weekly | Review ad performance metrics | | Monthly | Update Relevance AI prompts | | Quarterly | Refresh API tokens and variables | 📊 Success Metrics ✅ Compliance approval rate: >85% 🚫 Disapproval rate: <5% 📈 CTR improvement: +15–25% ⏱️ Time saved: 10–15 hours/week 🌐 Scalable: 1,000+ ads/day 🪜 Next Steps Deploy and monitor for 7 days. After 30 days → activate Workflow 2: Performance Optimization Loop. Extend to Shopping Feed Optimization. Add multi-language generation using Relevance AI. Integrate Google Ads API publishing (full automation). 🔗 Resources n8n Docs Relevance AI Docs Google Ads API Merchant API Channable Help 🎉 Conclusion You now have a production-ready, scalable AI-powered ad generation system integrating Channable, Google Ads, and Relevance AI — built entirely on n8n. This delivers: 💡 AI creativity at scale ✅ Google Ads policy compliance ⚙️ Hands-free daily automation 📊 Transparent reporting and collaboration > Start small → validate → scale to 10,000+ ads per day. > Within weeks, you’ll have a self-learning, always-on ad pipeline driving consistent performance.

Streamline client onboarding and project setup from hours to minutes with AI-driven automation. This intelligent workflow eliminates manual coordination, builds proposals, creates projects in Asana, welcomes clients on Slack, and logs everything — ensuring 90% faster onboarding and zero dropped steps. What This Workflow Does Transforms your client onboarding from scattered tools and emails into one seamless automation: 📝 Capture Client Details – Jotform intake form collects client, company, and project information. 🧠 AI-Powered Analysis – LangChain AI Agent analyzes the project scope, estimates effort, and recommends team composition. 📄 Generate Proposal – Automatically builds a professional HTML proposal summarizing goals, timeline, and estimated hours. 🗂️ Create Asana Project – Generates a new project with all key details, milestones, and assigned team members. 💬 Slack Collaboration – Creates a dedicated Slack channel, sends welcome messages, and introduces the project team. 📧 Welcome Email – Sends a personalized onboarding email to the client with project summary and next steps. 💼 CRM Sync – Creates or updates a HubSpot contact with complete project and client information. 📊 Audit Logging – Logs all onboarding activity to Google Sheets for centralized record-keeping. Key Features 🤖 AI Proposal Generation – Uses LangChain AI to generate smart project summaries and resource plans. ⚙️ End-to-End Automation – From form submission to project creation, communication, and CRM logging. 💬 Smart Slack Setup – Automatic channel creation and messaging for internal coordination. 📧 Personalized Client Emails – Beautifully formatted, professional onboarding emails. 🗂️ Asana Integration – Project creation with dynamic task templates and priorities. 📊 Google Sheets Logging – Instant audit trail for every client submission and generated proposal. 💼 CRM Integration – Automatically syncs client data with HubSpot for sales and account tracking. Perfect For 🚀 Agencies & Service Providers – Automate client onboarding, proposal creation, and task setup. 🏢 Consultancies – Quickly turn client requests into structured projects with assigned resources. 💻 Freelancers & Creators – Impress clients with AI-built proposals and instant communication. 📈 Growing Teams – Scale onboarding without extra admin or coordination time. 🧠 Operations Teams – Ensure consistency and transparency across all onboarding activities. What You’ll Need Required Integrations 🧾 Jotform – Client intake form (project details, budget, company info). Create your form for free on Jotform using this link 🤖 AI Agent – For analyzing project scope and building proposals. 🗂️ Asana – Project creation and task assignment. 💬 Slack – For automated client channel creation and internal communication. 📧 Gmail – For onboarding and proposal emails. 💼 HubSpot – CRM contact creation and project linkage. 📊 Google Sheets – For logging all onboarding and AI results. Optional Enhancements 📄 PDF Generation (PDF Munk) – Convert AI-generated proposals into downloadable PDFs. 💬 Slack Interactive Approvals – Add buttons for internal review before client communication. 📈 Performance Dashboard – Connect Google Sheets data to Looker Studio for tracking onboarding times. 🌍 Multilingual Support – Add translation nodes for international clients. 🔐 File Attachments – Send proposal PDFs or onboarding kits automatically via Gmail. Quick Start 1️⃣ Import Template – Copy and import the JSON file into your n8n workspace. 2️⃣ Set Up Jotform – Create a form with fields for client name, company, project name, budget, and requirements. 3️⃣ Add Credentials – Connect Jotform, AI Agent, Asana, Slack, Gmail, HubSpot, and Google Sheets. 4️⃣ Configure Sheet ID – Replace YOUR_SHEET_ID in the Google Sheets node. 5️⃣ Customize Proposal HTML – Edit AI prompt and branding to reflect your company’s style. 6️⃣ Test Workflow – Submit a test form and verify Slack, Asana, Gmail, and Sheets outputs. 7️⃣ Deploy – Activate workflow and share the Jotform link with your sales or operations team. Customization Options 1️⃣ Proposal Branding – Customize proposal HTML with logos, brand colors, and formatting. 2️⃣ AI Prompt Tuning – Refine the LangChain AI prompt to match your tone or project style. 3️⃣ Task Templates – Adjust task names, assignees, and due dates in the Asana creation node. 4️⃣ Slack Messaging – Update welcome message formatting and team introduction details. 5️⃣ CRM Fields – Map additional HubSpot properties for better data tracking. 6️⃣ Sheet Logging – Add more columns for tracking team recommendations or proposal scores. Expected Results ⚡ 90% Faster Onboarding – Reduce manual setup from hours to minutes. 🤖 AI Precision – Intelligent proposals and team allocations that impress clients instantly. 📈 Zero Missed Steps – Every project automatically created, communicated, and logged. 💬 Seamless Collaboration – Slack, Gmail, and Asana in perfect sync. 🗂️ Complete Transparency – Every onboarding step logged for accountability and improvement. 🏆 Use Cases 🧑‍💼 Marketing & Creative Agencies – Automate creative project scoping and proposal creation. 💻 Software Development Teams – Rapidly assess client tech requirements and allocate developers. 🧾 Consulting Firms – Build data-backed, AI-enhanced proposals for client engagements. 🏢 Corporate PMOs – Standardize project setup and approvals across multiple departments. Pro Tips 💡 Refine AI Prompt – Include examples of past projects to improve proposal quality. 💬 Add Slack Approvals – Insert “manager approval” logic before sending proposals. 📄 Attach PDFs – Use PDF Munk for branded, downloadable proposals. 📊 Track Conversion – Link HubSpot deal stage changes based on Asana progress. 📅 Monitor Efficiency – Use Sheet timestamps to calculate average onboarding time. Learning Resources This workflow demonstrates: AI integration using Agents Multi-app orchestration and data syncing Advanced HTML and email template customization Real-world Asana and Slack API usage CRM syncing and Google Sheets logging Modular, scalable n8n workflow design Workflow Structure Visualization 📝 Jotform Submission ↓ 🧠 AI Project Analysis (Agent) ↓ 📄 Proposal Generation (HTML) ↓ 🗂️ Asana Project Creation ↓ 💬 Slack Channel Setup & Message ↓ 📧 Gmail Welcome Email ↓ 💼 HubSpot Contact Creation ↓ 📊 Google Sheets Log Ready to Revolutionize Client Onboarding? Import this template today and let AI handle the heavy lifting. Your team saves hours, your clients get instant engagement — and your entire process runs flawlessly. ✨

AI-powered feedback analysis and response automation from Jotform to Google Sheets and Slack Who’s it for Businesses using Jotform to collect customer feedback who want to automate sentiment analysis, email responses, and internal reporting — especially eCommerce, support, or CX teams looking to scale without hiring more agents. How it works This workflow captures every new Jotform submission, extracts key fields, and uses OpenAI GPT-4.1 to classify sentiment and root cause. Negative feedback or ratings ≤3:** Generates a recovery email, logs it in Google Sheets, and alerts your CX team on Slack. Positive or neutral feedback:** Sends a personalized thank-you email with a link to leave a public review. All submissions are stored in Google Sheets for analytics and performance tracking. How to set up Visit Jotform and sign up (if you’re new) or log in to your existing account. Click your profile icon (top-right) → go to Settings. In the left sidebar, open the API section. Click Create New Key. Set permission to Full Access (recommended for full workflow functionality). Copy the generated API key. In n8n, open Credentials → Create New → JotForm API. Paste your API key and save it as JotForm account. Test the connection by running your Jotform Trigger node. Jotform Configuration Guide (for n8n Feedback Workflow) Follow these steps to connect your Jotform to n8n: 1️⃣ Create the Feedback Form Build a form in Jotform with the following exact fields: Field Label - Field Type - Example Input Full Name - Short Text - Customer Name Email - Email - [email protected] Whatsapp Number - Short Text- 91xxxxxxxxxx Order Id - Short Text - #2321 Ratings - Ratings - 3 Please describe your experience in detail. - Long Text - “Feedback” Would you recommend us to others? - Single Choice (Yes/No) - No 💡 Tip: Keep field labels identical — n8n uses these exact keys for data mapping. Requirements Jotform API key (Full Access) OpenAI API key SMTP or transactional email service Google service account or Authenticate using Oauth2 Slack token How to customize You can easily adjust rating thresholds, AI prompts, or email templates to match your brand’s tone. The structure is modular — no code changes needed, just edit nodes and re-deploy.

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. 📊💬📧 What This Template Does Triggers automatically every day using a cron scheduler. ⏰ Fetches project task data from ClickUp, including status, priority, and assignee metrics. Retrieves lead generation data and responses from Google Sheets. Merges both data sources to create a unified performance dataset. Computes detailed KPI metrics (task completion, overdue %, sentiment analysis, response trends). Formats data for reporting and visualization. Posts a concise KPI summary snapshot to a designated Slack channel. Sends a professionally formatted HTML report via Gmail. Notifies your Slack channel instantly in case of any workflow errors. Key Benefits ✅ Eliminates manual KPI tracking and reporting. ✅ Combines ClickUp and Google Sheets data into one view. ✅ Provides real-time insights for decision-making. ✅ Automates daily updates for consistent visibility. ✅ Delivers both quick Slack summaries and detailed email reports. ✅ Built-in error alerting ensures uninterrupted automation. Features Scheduled daily cron trigger for automated execution. OAuth2-secured integrations with ClickUp, Google Sheets, Slack, and Gmail. Parallel data fetching for faster performance. Smart KPI calculations with sentiment and trend analysis. Custom HTML email template with visual charts and highlights. Slack snapshot notifications for instant updates. Error-handling mechanism with Slack alerts. Requirements ClickUp account with OAuth2 credentials. Google Sheets access with OAuth2 credentials. Slack API credentials with chat:write permission. Gmail OAuth2 credentials for report delivery. Target Audience Project managers tracking performance KPIs. Operations teams needing daily performance visibility. Marketing and sales teams monitoring task and lead metrics. Automation and analytics engineers building executive dashboards. Step-by-Step Setup Instructions Connect your ClickUp, Google Sheets, Slack, and Gmail accounts. 🔑 Replace placeholder IDs (Sheet ID, Channel ID, Email) with your actual values. Adjust the cron trigger time as per your timezone. Test with sample data to confirm correct KPI calculations. Enable workflow to start daily automated execution. 🚀

This workflow is the AI analysis and alerting engine for a complete social media monitoring system. It's designed to work with data scraped from X (formerly Twitter) using a tool like the Apify Tweet Scraper, which logs the data into a Google Sheet. The workflow then automatically analyzes new tweets with Google Gemini and sends tailored alerts to Slack. How it works This workflow automates the analysis and reporting part of your social media monitoring: tweet Hunting:** It finds tweets for the query entered in the set node and passes the data to the google sheets Fetches New Tweets:** It gets all new rows from your Google Sheet that haven't been processed yet (it looks for "Notmarked" in the 'action taken' column). Prepares for AI:** It combines the data from all new tweets into a single, clean prompt for the AI to analyze. AI Analysis with Gemini:* It sends the compiled data to Google Gemini, asking for a full summary report *and a separate, machine-readable JSON list of any urgent items. Splits the Response:** The workflow intelligently separates the AI's text summary from the JSON data for urgent alerts. Sends Notifications:** The high-level summary is sent to a general Slack channel (e.g., #brand-alerts). Each urgent item is sent as a separate, detailed alert to a high-priority Slack channel (e.g., #urgent). Set up steps It should take about 5-10 minutes to get this workflow running. Prerequisite - Data Source: Ensure you have a Google Sheet being populated with tweet data. For a complete automation, you can set up a new google sheet with the same structure for saving the tweets data and run the Tweet Scraper on a schedule. Configure Credentials: Make sure you have credentials set up in your n8n instance for Google Sheets, Google Gemini (PaLM) API, and Slack. Google Sheets Node ("Get row(s) in sheet"): Select your Google Sheet containing the tweet data. Choose the specific sheet name from the dropdown. Ensure your sheet has a column named action taken so the filter works correctly. Google Gemini Chat Model Node: Select your Google Gemini credential from the dropdown. Slack Nodes ("Send a message" & "Send a message1"): In the first Slack node, choose the channel for the summary report. In the second Slack node, choose the channel for urgent alerts. Save and Activate: Once configured, save your workflow and turn it on!

📞AI-Powered Cold Calling Automation with Vapi.ai, GPT-4o & Google Sheets Overview Transform your lead list into an AI-powered calling machine. This workflow automates your entire cold calling process using Vapi's conversational AI to initiate calls, qualify leads, capture detailed insights, and manage intelligent follow-ups - achieving 10x more calls than manual efforts while maintaining personalized, professional conversations. Built for sales teams, recruiters, and customer success professionals who need to scale outreach without sacrificing quality or adding headcount. 🎯 Use Cases Sales & Business Development Lead Qualification**: Auto-dial new leads to assess interest and budget Demo Scheduling**: Book meetings with qualified prospects automatically Re-engagement**: Win back cold leads with personalized outreach Product Launches**: Announce new features to your entire customer base Recruitment & HR Candidate Screening**: Conduct first-round interviews at scale Interview Scheduling**: Coordinate availability without back-and-forth Reference Checks**: Automate reference verification calls Offer Follow-ups**: Ensure candidates received and understood offers Customer Success Onboarding Calls**: Welcome new customers with consistent messaging Renewal Reminders**: Proactively reach out before contract expiration Upsell Campaigns**: Identify expansion opportunities through conversations NPS Surveys**: Gather voice feedback for authentic insights Market Research Customer Interviews**: Collect qualitative feedback at scale Product Validation**: Test new concepts with target audiences Competitive Intelligence**: Understand why customers chose competitors Industry Surveys**: Gather market trends through conversational data ⚙️ How it Works The workflow operates through two parallel processes: Process 1: Call Initiation (Manual/On-Demand) Trigger: Manual start or scheduled batch processing Lead Retrieval: Fetches leads marked "Pending" or "Retry Scheduled" from Google Sheets Validation: Checks retry count (max 5 attempts) and routes accordingly API Call: Sends request to Vapi with lead details and AI assistant configuration Status Update: Marks lead as "Call Initiated" with unique call ID Batch Processing: Loops through all eligible leads with controlled pacing Process 2: Result Collection (Every 10 Minutes) Schedule Trigger: Automatic execution every 10 minutes Active Call Check: Identifies all "Call Initiated" records Result Fetching: Retrieves call outcomes from Vapi API Data Processing: Extracts recordings, transcripts, summaries, and interest scores Sheet Update: Writes complete results or schedules retry for missed calls Team Notification: Sends Slack alerts on batch completion 📋 Setup Instructions Prerequisites n8n Instance**: Version 1.0.0+ (self-hosted or cloud) Google Account**: With Sheets API enabled Vapi Account**: Active subscription with API access Slack Workspace**: Optional, for notifications Step 1: Prepare Your Lead Database Create a Google Sheet with these exact columns (case-sensitive): Customer_id | Name | Phone Number | Email | Status | Recording URL | Transcript | Summary | Interest | Call Duration | Retry count | Last attempt | Call ID Initial Setup: Customer_id: Unique identifier (e.g., LEAD001) Name: Full name for personalization Phone Number: International format (+14155551234) Email: For follow-up campaigns Status: Set to "Pending" Retry count: Set to 0 Other fields: Leave empty (auto-populated) Step 2: Configure Vapi AI Assistant Create Your AI Voice Agent Log into vapi.ai Navigate to Assistants → Create New Design your conversation flow Configure voice settings (gender, accent, speed) Set up objection handling Save and copy the Assistant ID Set Up Phone Number Go to Phone Numbers → Purchase/Import Select local or toll-free number Configure caller ID settings Copy the Phone Number ID Step 3: Import & Configure Workflow Import to n8n Download Cold_calling_loop.json In n8n: Import → From File Select the JSON file Connect Credentials Google Sheets: OAuth2 authentication Vapi API: HTTP Header Auth Name: Authorization Value: Bearer YOUR_API_KEY Slack: OAuth2 (optional) Update Configuration All Google Sheets nodes: Select your spreadsheet HTTP Request nodes: Update assistantId and phoneNumberId Slack nodes: Choose notification channels Step 4: Test & Deploy Add test lead with your phone number Execute workflow manually Answer call and complete conversation Verify results in Google Sheet Activate workflow for production 🔄 Workflow Logic Explained Status Flow Diagram [New Lead: Pending] → [Call Initiated] → [Completed/Failed] ↓ [Retry Scheduled] ← (if failed & retry < 5) Key Decision Points Retry Limit Check (If1 Node) Condition: Retry count ≤ 5 True: Proceed with call False: Mark as "Max Retries Reached" Call Completion Check (If2 Node) Validates: Recording exists, transcript available, analysis complete Success: Update with full results Failure: Schedule retry with incremented counter Status Routing (If4 Node) "Pending": Direct to call queue "Retry Scheduled": Add wait period before calling 📊 Node Reference Guide Core Processing Nodes | Node | Type | Purpose | Configuration | |------|------|---------|---------------| | Get Leads from Sheet1 | Google Sheets | Fetches eligible leads | Filter: Status = "Pending" OR "Retry Scheduled" | | HTTP Request | HTTP | Initiates Vapi call | POST to api.vapi.ai/call with assistant config | | Loop Over Items | Split In Batches | Processes leads individually | Batch size: 1, ensures sequential processing | | Get Call Data | HTTP | Retrieves call results | GET from api.vapi.ai/call?id={callId} | | Edit Fields2 | Set | Formats result data | Maps Vapi response to sheet columns | Status Management Nodes | Node | Updates | Trigger | |------|---------|---------| | Update Status - Calling1 | "Call Initiated" | After successful API call | | Update Status - Calling | "Done" + results | When call completed successfully | | Update Status - for Missed call | "Retry Scheduled" | When call failed/no answer | | Update Status - Calling3 | "Retry Done" | After retry limit reached | Control Flow Nodes | Node | Function | Logic | |------|----------|-------| | If1 | Retry validation | Checks retry count ≤ 5 | | If2 | Result validation | Verifies call completion | | Wait | Retry delay | Pauses before retry attempt | | Merge | Path combination | Unifies success/retry flows | 🛠️ Customization Guide Modify Retry Strategy // Add to Code node for progressive delays const retryCount = $json["Retry count"]; const delays = { 1: 30, // 30 minutes 2: 120, // 2 hours 3: 1440, // Next day 4: 2880, // 2 days 5: 10080 // 1 week }; return { waitMinutes: delays[retryCount] || 60 }; Add Business Hours Check // Add before HTTP Request node const now = new Date(); const hour = now.getHours(); const day = now.getDay(); const isWeekday = day >= 1 && day <= 5; const isBusinessHours = hour >= 9 && hour <= 17; if (!isWeekday || !isBusinessHours) { throw new Error('Outside calling hours'); } Enhance Lead Context { "assistantId": "your-assistant-id", "phoneNumberId": "your-phone-id", "customer": { "number": "+{{ $json['Phone Number'] }}", "name": "{{ $json.Name }}", "customData": { "company": "{{ $json.Company }}", "lastPurchase": "{{ $json['Last Purchase Date'] }}", "accountValue": "{{ $json['Account Value'] }}", "preferredProduct": "{{ $json['Product Interest'] }}" } } } 💡 Sticky Notes Configuration Note 1: Status Progression Location: Near Google Sheets nodes 📊 LEAD STATUS FLOW: Pending → Call Initiated → Done/Retry Scheduled Retry Scheduled → Call Initiated → Done/Failed ⚠️ Max retries: 5 attempts ❌ Failed = No answer after 5 tries ✅ Done = Call completed with results Note 2: Phone Format Requirements Location: Near HTTP Request nodes 📱 PHONE NUMBER FORMAT: ✅ Correct: +14155551234 ❌ Wrong: (415) 555-1234 ❌ Wrong: 415-555-1234 Must include: Plus sign (+) Country code No spaces or symbols Note 3: Vapi Setup Checklist Location: At workflow start 🔧 VAPI CONFIGURATION: □ Assistant ID copied from Vapi □ Phone Number ID from Vapi □ API Key in credentials □ Credits available □ Assistant tested in playground Note 4: Performance Guidelines Location: Near Loop nodes ⚡ OPTIMIZATION TIPS: • Batch size: 10-20 leads • Call hours: 9 AM - 5 PM local • Delay between calls: 5 seconds • Monthly archive old records • Monitor Vapi credit usage Common Issues & Solutions 🔴 "Authentication Failed" Cause: Expired or invalid credentials Fix: Re-authenticate Google Sheets OAuth Verify Vapi API key is active Check credential permissions 🔴 "Call Not Initiating" Cause: Invalid phone format or Vapi configuration Fix: Ensure phone includes country code Verify Vapi account has credits Test assistant in Vapi playground Check assistant and phone IDs 🔴 "Missing Results" Cause: Call still processing or webhook failure Fix: Wait 3-5 minutes for processing Check Vapi dashboard directly Verify Get Call Data node query Review If2 conditions 🔴 "Infinite Loop" Cause: Status not updating correctly Fix: Check retry count increment logic Verify status update mappings Clear test data and restart 🔴 "No Slack Notifications" Cause: Bot permissions or channel access Fix: Invite bot to channel Verify OAuth scopes Test Slack node individually 📁 Required Files & Resources | File | Description | Location | |------|-------------|----------| | Cold_calling_loop.json | Complete workflow configuration | Main workflow file | | lead_template.xlsx | Google Sheets template with headers | Sample data file | 🏷️ Tags & Categories Primary Category Sales & Marketing Automation Workflow Tags cold-calling vapi-ai voice-automation lead-generation ai-sales google-sheets outbound-calling sales-automation conversational-ai crm-automation Use Case Tags b2b-sales recruitment customer-success market-research appointment-setting lead-qualification follow-up-automation Integration Tags vapi google-sheets slack voice-ai telephony 🚀 Future Enhancements Planned Features CRM Integration**: Direct sync with Salesforce/HubSpot Multi-language**: Support for 10+ languages SMS Follow-up**: Automated text after calls Analytics Dashboard**: Real-time performance metrics Sentiment Analysis**: Emotional intelligence scoring Community Roadmap Webhook support for real-time updates Custom voice training options A/B testing for scripts Predictive best time to call Integration with calendar systems 📞 Support & Resources Support email : [email protected]

How It Works Trigger: Watches for new emails in Gmail with PDF/image attachments. OCR: Sends the attachment to OCR.space API (https://ocr.space/OCRAPI) to extract invoice text. Parsing: Extracts key fields: Vendor Invoice number Amount Currency Invoice date Due date Description Validation Logic: Checks if amount is valid Ensures vendor and invoice number are present Flags high-value invoices (e.g., over $10,000) Routing: If invalid: Sends a Slack message highlighting issues Labels email as Rejected If valid: Logs the invoice into Google Sheets Sends a Slack message to the finance team for approval After approval, creates a draft invoice in Xero Labels the email as Processed in Gmail Set up steps • Estimated setup time: 45-60 mins • You’ll need connected credentials for Gmail, Slack, Google Sheets, and Xero • Replace the default API key for OCR.space with your own (in the HTTP Request node) • Update Slack channel IDs and label IDs to match your workspace • Adjust invoice validation rules as needed (e.g. currency, red flag conditions) All detailed explanations and field mappings are provided in sticky notes within the workflow.

Check Legal Regulations: This workflow involves scraping, so ensure you comply with the legal regulations in your country before getting started. Better safe than sorry! 📌 Purpose This workflow enables automated and AI-driven topic monitoring, delivering concise article summaries directly to a Slack channel in a structured and easy-to-read format. It allows users to stay informed on specific topics of interest effortlessly, without manually checking multiple sources, ensuring a time-efficient and focused monitoring experience. To get started, copy the Google Sheets template required for this workflow from here. 🎯 Target Audience This workflow is designed for: Industry professionals** looking to track key developments in their field. Research teams** who need up-to-date insights on specific topics. Companies** aiming to keep their teams informed with relevant content. ⚙️ How It Works Trigger: A Scheduler initiates the workflow at regular intervals (default: every hour). Data Retrieval: RSS feeds are fetched using the RSS Read node. Previously monitored articles are checked in Google Sheets to avoid duplicates. Content Processing: The article relevance is assessed using OpenAI (GPT-4o-mini). Relevant articles are scraped using Jina AI to extract content. Summaries are generated and formatted for Slack. Output: Summaries are posted to the specified Slack channel. Article metadata is stored in Google Sheets for tracking. 🛠️ Key APIs and Nodes Used Scheduler Node:** Triggers the workflow periodically. RSS Read:** Fetches the latest articles from defined RSS feeds. Google Sheets:** Stores monitored articles and manages feed URLs. OpenAI API (GPT-4o-mini):** Classifies article relevance and generates summaries. Jina AI API:** Extracts the full content of relevant articles. Slack API:** Posts formatted messages to Slack channels. This workflow provides an efficient and intelligent way to stay informed about your topics of interest, directly within Slack.

Reduce MTTR with context-aware AI severity analysis and automated SLA enforcement Know that feeling when a "low priority" ticket turns into a production fire? Or when your on-call rotation starts showing signs of serious burnout from alert overload? This workflow handles that problem. Two AI agents do the triage work—checking severity, validating against runbooks, triggering the right response. What This Workflow Does Incident comes in through webhook → two-agent analysis kicks off: Agent 1 (Incident Analyzer) checks the report against your Google Sheets runbook database. Looks for matching known issues, evaluates risk signals, assigns a confidence-scored severity (P1/P2/P3). Finally stops you from trusting "CRITICAL URGENT!!!" subject lines. Agent 2 (Response Planner) builds the action plan: what to do first, who needs to know, investigation steps, post-incident tasks. Like having your most experienced engineer review every single ticket. Then routing happens: P1 incidents** → PagerDuty goes off + war room gets created + 15-min SLA timer starts P2 incidents** → Gmail alert + you've got 1 hour to acknowledge P3 incidents** → Standard email notification Nobody responds in time? Auto-escalates to management. Everything logs to Google Sheets for the inevitable post-mortem. What Makes This Different | Feature | This Workflow | Typical AI Triage | |---------|--------------|-------------------| | Architecture | Two specialized agents (analyze + coordinate) | Single generic prompt | | Reliability | Multi-LLM fallback (Gemini → Groq) | Single model, fails if down | | SLA Enforcement | Auto-waits, checks, escalates autonomously | Sends alert, then done | | Learning | Feedback webhook improves accuracy over time | Static prompts forever | | Knowledge Source | Your runbooks (Google Sheets) | Generic templates | | War Room Creation | Automatic for P1 incidents | Manual | | Audit Trail | Every decision logged to Sheets | Often missing | How It Actually Works: Real Example Scenario: Your monitoring system detects database errors. Webhook receives this messy alert: { "title": "DB Connection Pool Exhausted", "description": "user-service reporting 503 errors", "severity": "P3", "service": "user-service" } Agent 1 (Incident Analyzer) reasoning: Checks Google Sheets runbook → finds entry: "Connection pool exhaustion typically P2 if customer-facing" Scans description for risk signals → detects "503 errors" = customer impact Cross-references service name → confirms user-service is customer-facing Decision: Override P3 → P2 (confidence score: 0.87) Reasoning logged: "Customer-facing service returning errors, matches known high-impact pattern from runbook" Agent 2 (Response Coordinator) builds the plan: Immediate actions:** "Check active DB connections via monitoring dashboard, restart service if pool usage >90%, verify connection pool configuration" Escalation tier:** "team" (not manager-level yet) SLA target:** 60 minutes War room needed:** No (P2 doesn't require it) Recommended assignee:** "Database team" (pulled from runbook escalation contact) Notification channels:** #incidents (not #incidents-critical) What happens next (autonomously): Slack alert posted to #incidents with full context 60-minute SLA timer starts automatically Workflow waits, then checks Google Sheets "Acknowledged By" column If still empty after 60 min → escalates to #engineering-leads with "SLA BREACH" tag Everything logged to both Incidents and AI_Audit_Log sheets Human feedback loop (optional but powerful): On-call engineer reviews the decision and submits: POST /incident-feedback { "incidentId": "INC-20260324-143022-a7f3", "feedback": "Correct severity upgrade - good catch", "correctSeverity": "P2" } → This correction gets logged to AI_Audit_Log. Over time, Agent 1 learns which patterns justify severity overrides. Key Benefits Stop manual triage:** What took your on-call engineer 5-10 minutes now takes 3 seconds. Agent 1 checks the runbook, Agent 2 builds the response plan. Severity validation = fewer false alarms:** The workflow cross-checks reported severity against runbook patterns and risk signals. That "P1 URGENT" email from marketing? Gets downgraded to P3 automatically. SLAs enforce themselves:** P1 gets 15 minutes. P2 gets 60. Timers run autonomously. If nobody acknowledges, management gets paged. No more "I forgot to check Slack." Uses YOUR runbooks, not generic templates:** Agent 1 pulls context from your Google Sheets runbook database — known issues, escalation contacts, SLA targets. It knows your systems. Multi-LLM fallback = 99.9% uptime:** Primary: Gemini 2.0. Fallback: Groq. Each agent retries 3x with 5-sec intervals. Basically always works. Self-improving feedback loop:** Engineers can submit corrections via /incident-feedback webhook. The workflow logs every decision + human feedback to AI_Audit_Log. Track accuracy over time, identify patterns where AI needs tuning. Complete audit trail:** Every incident, every AI decision, every escalation — all in Google Sheets. Perfect for post-mortems and compliance. Required APIs & Credentials Google Gemini API** (main LLM, free tier is fine) Groq API** (backup LLM, also has free tier) Google Sheets** (stores runbooks and audit trail) Gmail** (handles P2/P3 notifications) Slack OAuth2 API** (creates war rooms) PagerDuty** (P1 alerts—optional, you can just use Slack/Gmail) Setup Complexity This is not a 5-minute setup. You'll need: Google Sheets structure: 3 tabs: Runbooks, Incidents, AI_Audit_Log Pre-populated runbook data (services, known issues, escalation contacts) Slack configuration: 4 channels: #incidents-critical, #incidents, #management-escalation, #engineering-leads Slack OAuth2 with bot permissions Estimated setup time: 30-45 minutes Quick start option: Begin with just Slack + Google Sheets. Add PagerDuty later. Who This Is For DevOps engineers done being the human incident router SRE teams drowning in alert fatigue IT ops managers who need real accountability Security analysts triaging at high volume Platform engineers trying to automate the boring stuff

Overview This workflow automates financial reconciliation across multiple data sources such as bank statements, invoices, ERP systems, and CSV uploads. It standardizes all incoming data, performs rule-based matching, enhances results with AI-powered fuzzy matching, and assigns confidence scores. High-confidence matches are auto-reconciled, while uncertain ones are flagged for human review. How It Works Data Ingestion Receives financial data via webhook from different sources. Source Detection & Routing Identifies the data type and routes it to the correct normalization flow. Data Normalization Converts all records into a unified schema with consistent fields like ID, amount, date, and description. Data Merging Combines all normalized records into a single dataset for matching. Deterministic Matching Matches records using exact field combinations such as ID, amount, and date to generate initial confidence. Match Quality Check Filters low-confidence matches for further analysis. AI Fuzzy Matching Uses AI to identify near matches based on descriptions, amount tolerance, and date proximity. Confidence Scoring Combines deterministic and AI results into a final confidence score with a detailed audit trail. Decision Routing High confidence → auto-reconciled Low confidence → flagged for human review Reporting Logs reconciliation results into Google Sheets. Notifications Sends a summary report to Slack for visibility. Setup Instructions Configure webhook to receive financial data Set matching keys and confidence thresholds Connect OpenAI for fuzzy matching Connect Google Sheets for reporting Connect Slack for notifications Ensure input data follows expected formats Test with sample financial data Activate the workflow Use Cases Bank statement vs invoice reconciliation ERP vs accounting system matching Financial audit automation Detecting missing or duplicate transactions Reducing manual reconciliation effort Requirements n8n instance with webhook support OpenAI API access Google Sheets account Slack workspace Structured financial datasets (CSV/API) Notes Deterministic matching ensures accuracy for exact matches. AI fuzzy matching improves coverage for ambiguous records. Confidence scoring provides transparency and auditability. Human review ensures control over uncertain reconciliations.

Overview This workflow automates invoice processing directly from your email inbox. It captures invoice attachments, extracts structured data using OCR and AI, validates totals, and securely processes invoices. If issues are detected, it routes them for human review. Approved invoices are recorded in QuickBooks and logged for auditing. How It Works Email Trigger Monitors a Gmail label and downloads invoice attachments automatically. Configuration & Metadata Sets OCR API, thresholds, and captures invoice details like vendor, timestamp, and file hash. File Processing Routes PDFs to a text extractor and images to an OCR API. AI Data Extraction AI converts raw text into structured invoice data with confidence scores. Validation Recalculates totals and verifies subtotal, tax, and final amounts. Data Privacy Masks sensitive fields like PAN, GST, and bank account details. Review Decision Flags invoices for review if validation fails or confidence is low. Human Review (if needed) Sends Slack alert and waits for approval before proceeding. Accounting Integration Creates a bill in QuickBooks for approved invoices. Audit Logging Stores processing details in Google Sheets for traceability. Notifications Sends a success message after processing is complete. Setup Instructions Connect Gmail trigger and configure the invoice label (e.g., "AP Inbox") Add OCR API endpoint in the configuration node Connect OpenAI credentials for data extraction Connect Slack for alerts and notifications Connect QuickBooks for bill creation Add Google Sheets ID for audit logging Configure: Validation tolerance Confidence threshold Test with sample invoice emails Activate the workflow Use Cases Automating accounts payable workflows Reducing manual invoice data entry Validating invoices before accounting entry Handling invoice approvals with human-in-the-loop Maintaining audit logs for compliance Requirements Gmail account (with label setup) OpenAI API credentials OCR API (e.g., OCR.space or Google Vision) Slack workspace QuickBooks account Google Sheets (for audit logs) n8n instance with file handling enabled Notes You can adjust validation tolerance and confidence thresholds based on your needs. Extend validation logic in the Code node for stricter financial checks. Replace QuickBooks or Google Sheets with your preferred tools if needed. Ensure secure handling of sensitive financial data in production environments.

Generate personalized concert ticket PDFs with QR codes using PDF Generator API, then email them to attendees, log sales to Google Sheets, and notify organizers via Slack — all triggered from a simple web form. Who is this for Event organizers, ticketing teams, and developers who need an automated pipeline to issue branded PDF concert tickets with unique QR codes for venue entry — without building a custom backend. How it works An attendee fills out a web form with their name, email, event details, seat number, and ticket tier (General / VIP / Backstage). The workflow generates a unique ticket ID and prepares all data for the PDF template. PDF Generator API renders a personalized PDF ticket. The QR code is a native template component that encodes the ticket ID automatically. A styled HTML confirmation email with a download link is sent to the attendee via Gmail. The ticket details are logged to a Google Sheets spreadsheet for tracking and attendance management. A Slack notification alerts the event organizer with a summary of the newly issued ticket. Set up PDF Generator API — Sign up at pdfgeneratorapi.com, create a ticket template with a QR Code component bound to {{ ticket_id }}, and note your template ID. Template ID — Open the "Prepare Ticket Data" Code node and replace the TEMPLATE_ID value with your own. Credentials — Connect your accounts in each node: PDF Generator API, Gmail, Google Sheets, and Slack. Google Sheets — Create a spreadsheet with columns: Ticket ID, Attendee, Email, Event, Venue, Date, Seat, Tier, PDF URL, Issued At. Set the spreadsheet ID in the "Log Ticket Sale" node. Slack — Choose a channel (e.g. #tickets) in the "Notify Event Organizer" node. Requirements PDF Generator API account (free trial available) Gmail account (OAuth) Google Sheets account (OAuth) Slack workspace (optional — remove the last node if not needed) How to customize Output format** — The PDF node returns a hosted URL by default (valid 30 days). Switch to File output to attach the PDF directly to the email instead. Ticket tiers** — Add or rename tiers in the form node and update the tier mapping logic in the "Prepare Ticket Data" Code node. Email design** — Edit the "Build Confirmation Email" Code node to match your brand colors and layout. Remove Slack** — Simply delete the "Notify Event Organizer" node if you don't need organizer alerts. Add payment** — Insert a Stripe or payment node before the form confirmation to handle paid tickets.

Automate your Bitcoin content pipeline by turning the latest CoinDesk headlines into structured Japanese summaries posted to Discord every six hours — completely hands-free. Who is this for Crypto traders, Discord community managers, and content creators who want to keep their audience updated on Bitcoin news without writing posts manually. No coding required. What this workflow does On a six-hour schedule, the workflow fetches the three newest articles from the CoinDesk RSS feed. Each article is sent to Google Gemini 2.5 Flash via a Basic LLM Chain node. A Structured Output Parser then extracts the AI response into four clean fields: a one-line Japanese summary, a brief AI commentary, the article URL, and hashtags. The structured post is delivered to a Discord channel via webhook. Each post is also saved to Google Sheets for auditing, and a Slack notification confirms every successful run. How to set up Open the Set config values node and fill in your Google Sheet ID, Discord Webhook URL, and hashtags. Add your Google Gemini API credential to the Gemini 2.5 Flash node (free tier works). In Discord, go to your channel settings → Integrations → Webhooks, create a new webhook, and paste the URL into Set config values. Connect your Google Sheets OAuth2 credential and set the target sheet name. Add your Slack credential and update the channel ID in the Notify Slack node. Activate the workflow — it will run automatically every six hours. Requirements Google Gemini API key (free tier works) Discord server with webhook permission Google Sheets OAuth2 credential Slack API credential How to customize Swap the RSS URL in Set config values to follow Ethereum, Solana, or any crypto feed. Edit the prompt inside Basic LLM Chain to change language or post style. Update the hashtags in Set config values. Adjust the posting interval in the Schedule Trigger node (default: every 6 hours). Add a Filter node between RSS and LLM to post only articles matching specific keywords.