HTTP Request and Microsoft Outlook integration

Automate Microsoft Teams Meeting Analysis with GPT-4.1, Outlook & Mem.ai Watch the YouTube video to get started Follow along with the blog post Template Overview This advanced n8n template automates Microsoft Teams meeting analysis, knowledge base creation, and email drafting directly from meeting recordings and transcripts. It provides end-to-end automation for the following use cases: Meeting Analysis Connects to Microsoft Graph to retrieve meeting recordings, chat messages, and transcripts. Analyses meeting content using AI models. Extracts key points, action items, questions, and themes from meetings automatically. AI-Powered Web App Automatically creates a detailed report from past meetings. Stores meeting summaries, metadata, and insights into an easy-to-browse frontend. New meetings are added dynamically without manual work. ** Knowledge Base Indexing (via Mem.ai)** Uploads extracted meeting data into a structured knowledge base. Supports categorisation, search and chat functionality across meetings. Draft Follow-Up Emails** Draft personalised follow-up emails for meeting participants. Email drafts include: Meeting summary Key decisions Action items Emails can be sent manually with a human in the loop context via Microsoft Outlook integration. Core Components Microsoft Graph API for accessing meetings, chats, files, and user profiles. SharePoint API for file storage and search. n8n Webhooks to trigger processes dynamically. Generic OAuth2 authentication for seamless Microsoft access. JavaScript Code Nodes for flexible, intelligent parsing and structuring of meeting data. AI/LLM nodes for summarisation and content creation. Designed to be scalable, modular, and easily customisable for different organisation sizes and industries. 🛡️ Note Failure to correctly configure Azure permissions will prevent the template from functioning. Ensure admin approval is fully completed during setup. Important Prerequisites ⚠️ Administrator consent is required This template requires a Microsoft 365 Global Administrator or Application Administrator to grant admin consent to a set of Microsoft Graph and SharePoint API scopes. Basic Azure App Registration knowledge is required: You need to set up an Azure App Registration manually, configure OAuth2 authentication, and assign specific API permissions. A setup guide is included, but familiarity with: App registrations API permissions Client secrets OAuth2 flows is highly recommended. Knowledge of Postgres is required The template includes a SQL script to create the required Postgres table (see blog post). You are responsible for hosting your own database (You can use Supabase with the Postgres connection string).

🧠 Key Features Looping source scraping: Collects content from news sites you have selected (it might not work for all of them however) HTML extraction & cleaning: Parses, cleans, and filters messy website data to isolate only the most relevant content. AI-powered synthesis: Uses Google Gemini (via LangChain agent) to summarize and structure financial news into a clear, bullet-pointed format. Email-ready output: Generates styled HTML summaries with coral-colored headings, ideal for daily email reports. Fully automated delivery: Sends out beautifully formatted updates via Outlook — no manual work required. 🔧 Technologies Used n8n workflow orchestration LangChain agents for prompt logic and formatting Google Gemini API for advanced NLP Custom JS logic to manage dynamic inputs and cleanup Microsoft Outlook API for final distribution > Feel free to reach out if needed !

Overview This workflow template automates lead management and customer inquiry processing by integrating ERPNext, AI agents, and email notifications. It streamlines the process of capturing leads, analyzing inquiries, and generating actionable responses. The workflow uses ERPNext to capture inquiries, analyzes them with AI, and notifies the appropriate team or individual, all while maintaining a professional approach. What This Template Does ERPNext Webhook Integration: Captures leads and inquiries through ERPNext webhooks. Triggers the workflow when a new lead is created. AI-Powered Inquiry Analysis: Uses AI to extract key details from lead notes (e.g., customer name, organization, inquiry summary). Classifies inquiries as valid or invalid based on relevance to products, services, or solutions. Contact Assignment: Matches inquiries to the appropriate contact(s) using a Google Sheets database or ERPNext contact information. Handles multiple contacts if required. Email Notifications: Generates professional email notifications for valid inquiries. Sends emails to the appropriate contact(s) with inquiry details and action steps. Invalid Lead Handling: Identifies invalid inquiries (e.g., unrelated to products or services) and flags them for follow-up or dismissal. Custom Email Formatting: Converts plain text into professionally formatted HTML emails. Ensures that communication is clear, concise, and visually appealing. How It Works Step 1: Capture Lead Data Webhook in ERPNext:** Create a webhook in ERPNext for the "Lead" DocType. Set the trigger to on_insert to capture new leads in real-time. Lead Details:** The workflow fetches lead details, including notes, contact information, and the source of the lead. Step 2: Validate and Analyze Inquiry AI Agent for Analysis:** An AI agent analyzes the lead notes to extract key details and classify the inquiry as valid or invalid. The analysis includes checking the relevance of the inquiry to products, services, or solutions offered by the company. Invalid Leads:** If the inquiry is invalid, the workflow flags it and stops further processing. Step 3: Assign Contact(s) Google Sheets Integration:** Uses a Google Sheets database to map products, services, or solutions to responsible contacts. Ensures that inquiries are directed to the right person or team. Multiple Contacts:** Handles cases where multiple contacts are responsible for a particular product or service. Step 4: Generate and Send Email Notifications AI-Generated Emails:** The workflow generates a professional email summarizing the inquiry. Emails include details like customer name, organization, inquiry summary, and action steps. Custom HTML Formatting:** Emails are converted to HTML for a polished and professional appearance. Send Notifications:** Sends email notifications through Microsoft Outlook or another configured email client. Optionally, notifies via WhatsApp or SMS for urgent inquiries. Step 5: Post-Inquiry Actions ERPNext Record Updates:** Updates the lead record in ERPNext with relevant details, including inquiry status and contact information. Setup Instructions Prerequisites ERPNext: A configured ERPNext instance with lead data and a webhook for the "Lead" DocType. Google Sheets: A sheet mapping products, services, or solutions to responsible contacts. AI Integration: Credentials for OpenAI or other supported AI platforms. Email Client: Credentials for Microsoft Outlook or another email client. Step-by-Step Setup ERPNext Configuration: Create a webhook for the "Lead" DocType in ERPNext. Test the webhook with sample data to ensure proper integration. Workflow Import: Import the workflow template into n8n. Configure nodes with your API credentials for ERPNext, Google Sheets, and AI tools. Google Sheets Integration: Prepare a Google Sheet with columns for product, service, or solution and the responsible contact(s). Link the sheet to the workflow. AI Agent Configuration: Customize the AI agent’s prompts to align with your business’s products and services. Adjust criteria for valid and invalid inquiries as needed. Email Setup: Configure the email client node with your email service credentials. Customize the email template for your organization. Testing: Run the workflow with sample leads to validate the entire process. Check email notifications, contact assignments, and record updates in ERPNext. Dos and Don’ts Dos: Test Thoroughly:** Test the workflow with various scenarios before deploying in production. Secure Credentials:** Keep API and email credentials secure to avoid unauthorized access. Customize Prompts:** Tailor AI prompts to match your business needs and language style. Use Professional Email Templates:** Ensure emails are clear and well-formatted. Don’ts: Skip Validation:** Always validate inquiry data to avoid sending irrelevant notifications. Overload the Workflow:** Avoid adding unnecessary nodes that can slow down processing. Ignore Errors:** Monitor logs and address errors promptly for a smooth workflow. Resources GET n8n Now N8N COURSE n8n Book YouTube Tutorial:** Watch the full step-by-step tutorial on setting up this workflow: SyncBricks YouTube Channel Courses and Training:** Learn more about ERPNext and AI automation through my comprehensive courses: SyncBricks LMS Support and Contact:** Email: [email protected] Website: SyncBricks LinkedIn: Amjid Ali

Analyze & Sort Suspicious Email Contents with ChatGPT and Jira Who is this for? This workflow is tailored for IT security teams, managed service providers (MSPs), and organizations aiming to streamline the detection and reporting of phishing emails. It's especially useful for teams handling high email volumes and requiring quick, automated analysis. What problem is this workflow solving? Phishing emails pose a significant cybersecurity threat, and manual review processes are time-consuming and prone to human error. This workflow automates the identification of malicious emails, provides AI-driven insights, and generates structured reports, enabling faster and more efficient responses to email-based threats. What this workflow does This workflow integrates Gmail or Microsoft Outlook to monitor and capture incoming emails. It processes the email content and headers, converts the email's body to a visual screenshot for clarity, and uses ChatGPT's advanced AI to analyze the email for phishing indicators. Based on the analysis, it categorizes emails as potentially malicious or benign, creating detailed Jira tickets for each case. Attachments, including the email body and screenshots, are automatically uploaded for comprehensive reporting. Key steps include: Email Integration: Captures emails from Gmail or Microsoft Outlook. Content Processing: Extracts and organizes email content and metadata. AI Analysis: Uses ChatGPT to evaluate email content and headers. Classification: Categorizes emails as malicious or benign. Automated Reporting: Creates Jira tickets with detailed analysis and attachments. Setup Authentication: Configure Gmail or Microsoft Outlook credentials in n8n. API Keys: Add credentials for the HTML screenshot service (hcti.io) and OpenAI. Jira Configuration: Set up project and issue types in the Jira nodes. Customization: Update sticky notes and nodes to fit your organizational requirements, such as modifying the AI prompt or Jira ticket fields. How to customize this workflow to your needs Adjust email triggers to include or exclude specific senders or subjects. Refine the AI prompt in the ChatGPT node to tailor phishing detection criteria. Modify Jira ticket content to include additional fields or match specific workflows. This workflow is ideal for automating email threat detection, reducing response times, and enhancing overall cybersecurity processes. By leveraging AI-powered insights, it helps organizations stay ahead of phishing attacks.

📝 DESCRIPTION OF THE WORKFLOW This workflow connects Salesforce and Geotab to streamline fleet tracking for field service jobs (Work Orders). When a new Work Order is created in Salesforce (with a 'New' status and valid coordinates), it creates a circular geofence zone in Geotab and updates the Work Order with the zone ID. If geolocation is missing, an alert email is sent to dedicated email. The workflow uses a Salesforce Outbound Message to trigger an n8n webhook. It includes robust credential handling and optional logic to skip or notify on bad data. Use Cases: Automating vehicle geofence setup for service visits Enhancing CRM-to-fleet system synchronisation Enforcing work orders data quality via alerts Integrations Used: Salesforce Geotab API Microsoft Outlook (or any SMTP-compatible service) Tags: geotab, salesforce, fleet management, gps tracking, field service, crm, automation, webhook, integration ADDITIONAL RESOURCES 🔗 Salesforce Salesforce Login \[Salesforce Setup (Admin Console)]\(https://login.salesforce.com/ → click “Setup” gear icon) Outbound Messages Documentation Salesforce Developer Documentation Salesforce Workbench (API Testing Tool) 🔗 Geotab Geotab Login (MyGeotab) Geotab Developer Portal Geotab API Explorer Geotab SDK (JavaScript Samples) Geotab Support Centre

Template Guide for Employee Shortlisting AI Agent Automation Overview This template automates the process of shortlisting job applicants using ERPNext, n8n, and AI-powered decision-making tools like Google Gemini and OpenAI. It reduces manual effort, ensures fast evaluations, and provides justifiable decisions about applicants. This is ideal for businesses aiming to streamline their recruitment process while maintaining accuracy and professionalism. YouTube Tutorial:** For a full walkthrough of this template, visit: Integrate AI in ERPNext: Automate Recruitment Job Applicant Shortlisting in Seconds! What Does This Template Do? Webhook Integration with ERPNext: Automatically triggers the workflow when a job application is created in ERPNext. Resume Validation: Ensures resumes are attached and correctly processes various file formats like PDF and DOC. AI-Powered Evaluation: Uses AI to compare resumes against job descriptions and provides a: Fit Level (Strong, Moderate, or Weak) Score (0–100) Justification for the decision. Automated Decision Making: Based on AI-generated scores: Candidates with a score of 80 or higher are Accepted. Candidates below 80 are Rejected. Applications missing required fields or attachments are put On Hold. ERPNext Integration: Updates applicant records in ERPNext, including custom fields such as justification, fit level, and scores. Notifications: Notifies candidates via email, WhatsApp, or SMS about their application status. Step-by-Step Guide Step 1: Set Up ERPNext Webhook Go to Webhooks in ERPNext. Create a webhook for the Job Applicant DocType. Set the trigger to Insert. Pin and test the webhook to ensure proper data flow. Step 2: Import the Template into n8n Open your n8n instance. Import the provided workflow template. Check all nodes for proper configuration. Step 3: Configure Credentials Add your ERPNext API credentials to the ERPNext nodes. Add credentials for AI services like OpenAI or Google Gemini. Configure additional services like WhatsApp or email if you plan to use them for notifications. Step 4: Test Resume Validation Test how the workflow handles different file types (e.g., PDF, DOC, JPG). Ensure resumes without the proper format or attachment are flagged and rejected. Step 5: AI Evaluation The AI model (Google Gemini or OpenAI) will evaluate resumes against job descriptions. Customize the AI prompt to suit your job evaluation needs. The output will include a Fit Level, Score, Rating, and Justification. Step 6: Decision Automation The workflow automatically categorizes applicants: Accepted for scores ≥ 80. Rejected for scores < 80. On Hold if essential fields or attachments are missing. Step 7: Update ERPNext Records The workflow updates the Job Applicant record in ERPNext with: Status (Accepted, Rejected, On Hold) AI-generated Fit Level, Score, Rating, and Justification. Step 8: Notify Candidates Configure notification nodes (email, WhatsApp, or SMS). Inform candidates about their application status and include feedback if required. How It Works Trigger: The workflow starts when a job application is submitted in ERPNext. Validation: Checks if the resume is attached and in the correct format. AI Evaluation: Compares the resume with the job description and generates a decision. ERPNext Update: Updates the applicant's record with the decision and justification. Notification: Sends a personalized notification to the candidate. Dos and Don’ts Dos: Customize Prompts:** Tailor the AI prompt to match your specific job evaluation requirements. Test the Workflow:** Run sample data to ensure the process works as intended. Secure Your Credentials:** Keep your API credentials safe and do not share them publicly. Optimize for Different Formats:** Ensure the workflow can handle all types of resumes you expect. Don’ts: Avoid Manual Intervention:** Let the workflow handle most of the tasks to ensure efficiency. Do Not Skip Testing:** Always test the workflow with various scenarios to avoid errors. Do Not Overlook Notifications:** Ensure candidates are notified promptly to maintain professionalism. Customization Options Add logic for more file types (e.g., scanned images using OCR). Enhance the AI prompts to analyze more complex resume data. Integrate additional tools like Slack or Trello for recruitment tracking. Resources GET n8n Now N8N COURSE n8n Book YouTube Tutorial:** For a full walkthrough of this template, visit: SyncBricks YouTube Channel Detailed Guides and Courses:** Learn more about ERPNext and AI-driven automation at: SyncBricks LMS Support If you encounter issues or want to explore more possibilities with AI-driven automation, feel free to reach out: Email:** [email protected] Website:** ERPNext and Other Courses LinkedIn:** Amjid Ali Let me know if you'd like further details or modifications to the guide!

Analyze Emails for Security Insights Who is this for? This workflow is ideal for security teams, IT Ops professionals, and managed service providers (MSPs) responsible for monitoring and validating email traffic. It’s especially useful for organizations that need to identify potential phishing attempts, spam, or compromised accounts by analyzing email headers and IP reputation. What problem is this workflow solving? This workflow helps identify malicious or suspicious emails by verifying email authentication headers (SPF, DKIM, DMARC) and analyzing the reputation of the originating IP address. By automating these checks, it reduces manual analysis time and flags potential threats efficiently. What this workflow does Email Monitoring:** Polls a specified Microsoft Outlook folder for new emails in real-time. Header Analysis:** Retrieves and processes email headers to extract critical information such as authentication results and the sender’s IP address. IP Reputation Check:** Leverages external APIs (IP Quality Score and IP-API) to analyze the originating IP for potential spam or malicious activity. Authentication Validation:** Validates SPF, DKIM, and DMARC headers, determining if the email passes industry-standard authentication protocols. Data Aggregation and Reporting:** Combines all analyzed data into a unified format, ready for reporting or integration into downstream systems. Webhook Integration:** Outputs the findings via a webhook, enabling integration with alerting tools or security information and event management (SIEM) platforms. Setup Connect to Outlook: Configure the Microsoft Outlook trigger node with valid OAuth2 credentials. Specify the email folder to monitor for new messages. API Keys (Optional): Obtain an API key for IP Quality Score (https://ipqualityscore.com). Ensure the IP-API endpoint is accessible. This step is optional as ipqualityscore.com will provide a limited number of free lookups each month. See more details here. Webhook Configuration: Set up a webhook endpoint to receive the output of the workflow. Optional Adjustments: Customize polling intervals in the trigger node. Modify header filters or extend the validation logic as needed. How to customize this workflow to your needs Add Alerts:** Use the Respond to Webhook node to trigger notifications in Slack, email, or any other communication channel. Integrate with SIEM:** Forward the workflow output to SIEM tools like Splunk or ELK Stack for further analysis. Modify Validation Rules:** Update SPF, DKIM, or DMARC logic in the Set nodes to align with your organization’s security policies. Expand IP Analysis:** Add more APIs or services to enrich IP reputation data, such as VirusTotal or AbuseIPDB. This workflow provides a robust foundation for email security monitoring and can be tailored to fit your organization's unique requirements. With its modular design and integration options, it’s a versatile tool to enhance your cybersecurity operations.

Phishing Email Detection and Reporting with n8n Who is this for? This workflow is designed for IT teams, security professionals, and managed service providers (MSPs) looking to automate the process of detecting, analyzing, and reporting phishing emails. What problem is this workflow solving? Phishing emails are a significant cybersecurity threat, and manually detecting and reporting them is time-consuming and prone to errors. This workflow streamlines the process by automating email analysis, generating detailed reports, and logging incidents in a centralized system like Jira. What this workflow does This workflow automates phishing email detection and reporting by integrating Gmail and Microsoft Outlook email triggers, analyzing the content and headers of incoming emails, and generating Jira tickets for flagged phishing emails. Here’s what happens: Email Triggers: Captures incoming emails from Gmail or Microsoft Outlook. Email Analysis: Extracts email content, headers, and metadata for analysis. HTML Screenshot: Converts the email’s HTML body into a visual screenshot. AI Phishing Detection: Leverages ChatGPT to analyze the email and detect potential phishing indicators. Jira Integration: Automatically creates a Jira ticket with detailed analysis and attaches the email screenshot for review by the security team. Customizable Reports: Includes options to customize ticket descriptions and adapt the workflow to organizational needs. Setup Authentication: Set up Gmail and Microsoft Outlook OAuth credentials in n8n to access your email accounts securely. API Keys: Add API credentials for the HTML screenshot service (hcti.io) and ChatGPT. Jira Integration: Configure your Jira project and issue types in the workflow. Workflow Configuration: Update sticky notes and nodes to include any additional setup or configuration details unique to your system. How to customize this workflow to your needs Email Filters**: Modify email triggers to filter specific subjects or sender addresses. Analysis Scope**: Adjust the ChatGPT prompt to refine phishing detection logic. Integration**: Replace Jira with your preferred ticketing system or modify the ticket fields to include additional information. This workflow provides an end-to-end automated solution for phishing email management, enhancing efficiency and reducing security risks. It’s perfect for teams looking to minimize manual effort and improve incident response times.

📈 Daily Financial News - Description This workflow automates the process of collecting, organizing, and delivering a daily summary of financial news by following these key steps: Scheduled Activation The workflow starts at 7:00 AM each day, triggered by the Schedule Trigger node. News Retrieval The HTTP Request node fetches the latest financial news from FT.com. Content Extraction The Extract Specific Content node scrapes targeted sections of the HTML (headlines, editor's picks, top stories, etc.) using CSS selectors to locate and capture relevant content. News Aggregation The Set Node gathers and organizes the extracted news data, preparing it for summarization. Categories like "Headline #1," "Editor's Picks," and "Europe News" are all structured into a single data block. Summarization An AI Agent (Google Gemini) takes the aggregated news data and creates a concise, HTML-formatted summary tailored to give investors an insightful market snapshot. Email Delivery Finally, the Microsoft Outlook node sends the summary via email to the designated recipient with the subject "Financial news from today." This process ensures that financial news is efficiently curated, summarized, and delivered without manual intervention.

This n8n workflow automates the analysis of email messages received in a Microsoft Outlook inbox to identify indicators of compromise (IOCs), specifically suspicious URLs. It can be triggered manually or scheduled to run daily at midnight. The workflow begins by retrieving up to 100 read email messages from the Outlook inbox. However, there seems to be a configuration issue as it should retrieve unread messages, not read ones. It then marks these messages as read to avoid processing them again in the future. The messages are then split into individual items using the Split In Batches node for sequential processing. For each email, the workflow analyzes its content to find URLs, which are considered potential IOCs. If URLs are found, the workflow proceeds to check these URLs for potential threats using two services, URLScan.io and VirusTotal, in parallel. In the first path, URLScan.io scans each URL, and if there are no errors, the results from URLScan.io and VirusTotal are merged. If there are errors, the workflow waits 1 minute before attempting to retrieve the URLScan results again. The loop then continues for the next email. In the second path, VirusTotal is used to scan the URLs, and the results are retrieved. Finally, the workflow checks if the data field is not empty, filtering out items where no data was found. It then sends a summarized Slack message to report details about the analyzed email, including the subject, sender, date, URLScan report URL, and VirusTotal verdict for URLs that were reported as malicious. Potential issues during setup include configuring the Outlook node to retrieve unread messages, resolving a configuration issue in the VirusTotal node, and handling authentication and API keys for both URLScan.io and VirusTotal nodes. Additionally, proper error handling and testing with various email content types and URLs are essential to ensure the workflow accurately identifies IOCs and reports them to the Slack channel.

Keep your IT operations moving, every action email becomes a tracked task, and every security alert lands where it belongs, automatically. Every IT team deals with the same two problems: important emails that should become tasks but don't, and security posture scores that nobody checks until something breaks. This workflow solves both automatically. It scans your Outlook inbox every 30 minutes for actionable emails and converts them into Microsoft Planner tasks, while a separate Monday morning pipeline monitors your Microsoft Secure Score and creates a priority-1 alert task if you drop below 80%. How it works The workflow runs two independent pipelines on a single Microsoft Graph OAuth2 credential: Pipeline 1: Email-to-Task Parser (every 30 minutes) Email Ingestion: Polls Outlook for unread emails every 30 minutes. Exits cleanly if the inbox is empty. Splits emails into a sequential batch loop for one-at-a-time processing. Keyword Extraction & Date Parsing: Strips HTML from the email body and scans subject and body for configurable action keywords (URGENT, ACTION REQUIRED, TASK:, PLEASE REVIEW, CRITICAL). Extracts due dates from ISO format (2025-06-30), structured prefixes (due: 30.6.2025), or relative phrases (today, tomorrow, end of week, Friday). Task Creation Chain: Creates a Planner task via Graph API with the correct priority and due date, attaches the sender details and a 500-character body preview as the task description, posts a Teams notification, sends an auto-reply to the sender, and marks the email as read. Every node runs with Continue on Fail so a single API error does not crash the batch. Poison Pill Guard & Rate Limit: Checks upstream nodes for silent failures before continuing. Waits 2 seconds between emails to respect Graph API rate limits, then loops back for the next email. Pipeline 2: Security Score Monitor (every Monday at 08:00) Score Fetch & Calculation: Fetches the latest Microsoft Secure Score from the Graph Security API and calculates it as a percentage of the maximum achievable score. Alert Routing & Deduplication: If below 80%, checks whether an open alert task already exists in Planner to avoid duplicate accumulation across weekly runs. Creates a new task or updates the existing one with the latest score. Security Task & Teams Alert: Creates or updates a priority-1 Planner task with a 24-hour due date and a Defender portal reference. Posts a Teams alert with current score, maximum score, and scan date. If the score is healthy, posts a green summary instead. Key benefits Keyword-driven task creation:** Configurable keyword list means no hardcoded triggers, adapt it to your team's exact email language without touching code Smart date extraction:** Parses ISO dates, structured due:/by: prefixes, and natural language relative phrases in a single pass, timezone-aware for Europe/Helsinki Deduplication guard:** The security monitor checks for open alert tasks before creating new ones, so your Planner bucket stays clean across repeated weekly runs Poison Pill Guard:** Catches silent node failures after each email is processed without crashing the batch loop, failed emails are flagged, not lost Continue on Fail throughout:** A Teams API failure does not prevent the Planner task from being created or the email from being marked read Global error handling:** A dedicated Error Trigger catches any catastrophic workflow failure and sends a structured HTML alert email via Graph API with execution ID, failed node name, and timestamp Setup Credentials: Connect your Microsoft Graph OAuth2 credential to all nodes (covers Outlook, Planner, and Teams) Workflow variables: Set the following in the n8n Variables panel: PLANNER_PLAN_ID PLANNER_BUCKET_ID TASK_ASSIGNEE_USER_ID TEAMS_TEAM_ID TEAMS_CHANNEL_ID MONITORED_MAILBOX (UPN of the Outlook mailbox to scan) ACTION_KEYWORDS (comma-separated, defaults to: ACTION REQUIRED,URGENT,TASK:,PLEASE REVIEW,CRITICAL) Error alert: Update the recipient address in the Send Error Notification Email node ([email protected]) Timezone: Set the REPORT_TIMEZONE environment variable if your team is not in Europe/Helsinki (defaults to Europe/Helsinki) Graph API permissions: Ensure your registered Azure App has Mail.ReadWrite, Tasks.ReadWrite, ChannelMessage.Send, and SecurityEvents.Read.All Activate: Turn the workflow on Pipeline 1 starts on the next 30-minute interval, Pipeline 2 fires the following Monday at 08:00 Who this is for IT Operations teams** managing a Microsoft 365 environment who want action emails automatically converted to tracked tasks without manual triage IT managers and security leads** who need a weekly automated check on tenant security posture without logging into Defender every Monday MSPs and internal IT departments** looking to standardize ITSM intake through email without deploying a full helpdesk platform Small and mid-size teams** that live in Microsoft 365 and want automation that stays entirely within the M365 ecosystem Required credentials Microsoft Graph OAuth2 (covers all M365 nodes: Outlook, Planner, Teams) Required Graph API permissions Mail.ReadWrite Tasks.ReadWrite ChannelMessage.Send SecurityEvents.Read.All How to customize it Change the keyword list:** Update the ACTION_KEYWORDS workflow variable to match your team's exact email language no code changes needed Adjust the security threshold:** Change the 80% threshold in the Is Score Below 80%? node to match your organization's compliance baseline Add more task destinations:** Fan out from Keyword Match Found? to also create Jira tickets, ServiceNow incidents, or send a dedicated Slack message Extend the date parser:** Add additional relative phrase patterns to the Extract Task from Email code node to handle phrases like "next week" or "end of month" Change the schedule:** Modify the trigger intervals run the email parser every 15 minutes for high-volume inboxes, or shift the security check to Friday afternoons

Invoice Processor – Microsoft 365 > Automatically extract, log, and archive invoices from your Outlook inbox using GPT-4.1-mini, OneDrive, and Excel — no manual data entry required. Who It's For This workflow is built for small business owners, finance teams, and operations managers who receive invoices via email and need a hands-free way to capture, organize, and track them. It works entirely within the Microsoft 365 ecosystem — no third-party apps required. How It Works The workflow runs on a daily schedule (default: 7 AM) and fetches all unread emails from a specified Outlook folder. Each email body is cleaned from HTML to plain text and passed to GPT-4.1-mini, which extracts 14 structured invoice fields — including vendor name, invoice number, issue date, due date, and total amount due. If the email includes a PDF attachment, the workflow fetches it via the Microsoft Graph API, checks whether a dated subfolder exists in OneDrive (Invoices/YYYY-MM-DD), creates one if needed, and uploads the file as VENDOR-YYYY-MM.pdf, capturing the shareable link. All extracted data is appended to an Excel table for record-keeping. Finally, processed emails are marked as read and a formatted HTML digest summarizing all invoices is sent via Outlook. How to Set Up Add your Microsoft Outlook OAuth2 credential — used to fetch emails and send the digest. Add your Microsoft Graph OAuth2 credential — used for OneDrive folder creation, PDF upload, and Excel append. In Outlook — Get Unread Emails, update foldersToInclude to your target Outlook folder ID (find it via Graph Explorer). In Excel — Append Invoice Row, update the workbook, worksheet, and table IDs to match your tblInvoices tracker file in OneDrive. In Code — Build Digest Email, replace YOUR_ONEDRIVE_FOLDER_URL with a direct link to your Invoices folder. In Outlook — Send Daily Digest, replace [email protected] with your recipient address. Requirements Microsoft Outlook OAuth2 credential Microsoft Graph OAuth2 credential (Generic OAuth2 with https://graph.microsoft.com/.default scope) OpenAI API credential (GPT-4.1-mini) An Excel workbook in OneDrive with a table named tblInvoices containing columns matching the field list A PDF Link column added to your tblInvoices table How to Customize Change the schedule: Adjust the cron expression in **Schedule — Daily Trigger to run more or less frequently. Add more fields: Extend the extraction prompt in **AI — Extract Invoice Fields with additional fields and add matching columns to your Excel table. Modify the folder structure: Edit **Code — Build Upload Path to change how PDF subfolders are named or organized in OneDrive. Filter by sender or subject: Add a Filter node after **Outlook — Get Unread Emails to process only emails matching specific criteria. Support: [email protected] | Automated Intelligent Solutions

🏆 Sports Digest — AI-Curated Weekly Newsletter Automatically aggregates sports news for a configurable topic (e.g., "University of Florida Football" or "Atlanta Falcons") from Reddit, Google News, Yahoo Sports, NCAA.com, and BBC Sport, then curates and delivers a branded HTML email newsletter. How it works Schedule Trigger fires weekly on Friday at 9 AM. Config — Topic & Recipients — Set your topic, subreddit, and recipient_email in one node. News Collection — Five sources run in parallel: Reddit, Google News RSS, Yahoo Sports RSS, NCAA.com RSS, and BBC Sport RSS. Normalization — Each source is standardized into a uniform schema (title, date, link, source, score, description). Article Selection — All sources are merged, deduplicated, filtered to the last 60 days, and 7 articles are randomly selected (≥1 per source where available). AI Curation — GPT-4o-mini summarizes each article with a headline, 2-sentence summary, and "why it matters" note. Output is structured JSON. Image Generation — Gemini 2.5 Flash generates 2 AI images (for the top 2 articles) in parallel, each uploaded to your WordPress media library. HTML Assembly — Images are attached to the first 2 articles; all articles are rendered into a responsive branded HTML email. Delivery — Newsletter is sent via Microsoft Outlook to the configured recipient email. Setup Config node**: Set topic, subreddit, and recipient_email before activating. Reddit**: Configure Reddit OAuth2 credential. OpenAI**: Add OpenAI API credential — requires GPT-4o-mini access. Gemini**: Add Google PaLM API credential for Gemini 2.5 Flash image generation. WordPress**: Add HTTP Basic Auth credential for your WordPress site (for image upload). Outlook**: Add Microsoft Outlook OAuth2 credential for email delivery. Customization Change the schedule in the trigger node (daily, weekly, etc.). Adjust the article count (default: 7) in the Select Articles node. Swap the WordPress upload for any image hosting service. Update the HTML template in Build Newsletter HTML to match your brand colors. Community Nodes ⚠️ This workflow uses @n8n/n8n-nodes-langchain.googleGemini for AI image generation. This is a LangChain community node — requires a self-hosted n8n instance. visit https://iportgpt.com/n8n_assets/sportsdig.html for instructions

Who is this for This template is built for solo attorneys, small law firms, and legal billing coordinators who receive timesheet documents by email and need to produce LEDES-compliant e-billing files for client billing management systems. If you have an IMAP inbox, an OpenAI API key, a self-hosted Gotenberg instance, and a Microsoft 365 account, you can have AI-processed LEDES invoices delivering automatically in under 30 minutes of setup. What it does The workflow monitors an inbox for emails with PDF or Word timesheet attachments, extracts all time entries using GPT-4o, assigns UTBMS task codes, auto-increments an invoice number, and returns a PDF invoice, LEDES 1998B file, and LEDES XML 2.0 file to the original sender — all without any manual data entry. How it works An IMAP — Watch Inbox trigger monitors for unread emails with attachments. Classify Attachment detects whether the file is a PDF or Word document and routes it to the correct extractor. Extract — PDF Text or Extract — Word Text pulls the raw text content from the attachment and passes it to the AI pipeline. AI Agent — Extract Time Entries uses GPT-4o to parse all time entries from the document, capture date, timekeeper, hours, rate, description, client, and matter fields, and assign the best-fit UTBMS ABA task code (A101–A111) for each line. If rate or timekeeper information is missing, configurable defaults are applied automatically. AI Agent — Extract Sender Info runs a second GPT-4o-mini pass over the email body and signature to extract the sender's name, address, and contact details for the "Remit To" section of the invoice. Excel — Read Invoice Numbers queries your timesheets.xlsx tracking workbook via Microsoft Graph API to find the last issued invoice number and increment it automatically. Merge — Time Entries + Invoice Number combines the AI-extracted data with the new invoice number, then fans out to four parallel generation nodes. Generate — LEDES 1998B, Generate — LEDES XML 2.0, Generate — Invoice HTML, and Prep Excel Rows run simultaneously to produce all outputs. All brand variables — logo URL, firm name, colors — are defined as named constants at the top of the Invoice HTML Code node for easy one-time customization. Convert to PDF sends the finished HTML to your self-hosted Gotenberg instance, returning a print-ready US Letter PDF — no third-party PDF service required. Send Invoice Email delivers all three billing files as attachments via Gmail OAuth2 back to the original sender. Excel — Append Time Entries and Excel — Append Invoice Number update your tracking workbook with the full LEDES row data and the new invoice record. How to set up Install the n8n-nodes-word2text community node under Settings → Community Nodes and restart n8n. In IMAP — Watch Inbox, configure your IMAP credential for the inbox you want to monitor. On both LLM nodes, connect your OpenAI API credential. In Send Invoice Email, connect your Gmail OAuth2 credential. On all three Excel nodes, connect your Microsoft Excel OAuth2 credential and point each node at your timesheets.xlsx workbook, worksheet, and table. In Convert to PDF, update the Gotenberg base URL to your self-hosted instance and configure HTTP Basic Auth if required. In Get Next Invoice Number, update the 'INV-' prefix to match your firm's invoice numbering convention. In Generate — Invoice HTML, update logoUrl and the brand color constants to match your firm identity. Requirements Self-hosted n8n — required for the n8n-nodes-word2text community node OpenAI API key (GPT-4o for time entry extraction; GPT-4o-mini for sender info) IMAP-accessible inbox for monitoring incoming timesheets Gmail account with OAuth2 configured in n8n Microsoft 365 account with OneDrive or SharePoint access for Excel tracking Self-hosted Gotenberg instance for HTML-to-PDF conversion How to customize the workflow Default billing rate** — Change the fallback hourly rate in the AI Agent system prompt (currently $650/hr) to match your firm's standard rate. UTBMS task codes* — Add, remove, or redefine task code mappings in the AI Agent — Extract Time Entries* system prompt to match your practice area or client requirements. Invoice layout* — All styling, fonts, colors, and section order are controlled inside Generate — Invoice HTML*. The HTML uses @page CSS rules and table-based layout for reliable PDF rendering. Email delivery** — Swap the Gmail node for Outlook, SendGrid, or any SMTP-compatible service supported by n8n. The binary attachment references require no changes. Approval gate* — Insert a Wait node and an internal Slack or email notification between Convert to PDF and Send Invoice Email* to require internal review before delivery. Word-only or PDF-only** — If you only process one file type, remove the unused branch and its corresponding If node to simplify the workflow. Visit automatedintelligentsolutions.com for more information, support, and workflows.

AI Article Publisher — Scheduled WordPress Post from Topic List This workflow automatically generates and publishes a full-length, SEO-optimized WordPress article on a weekly schedule. Topics are sourced from a SharePoint list. The AI agent writes the article body with embedded inline images, generates a separate featured (hero) image, creates a WordPress draft, and sends a notification email when complete. How it works Schedule Trigger fires on a configurable schedule (default: every Monday at 10 AM) Get Topics pulls unposted items from a SharePoint list where PostID is null Fetch WP Categories retrieves all WordPress categories from your site Format Categories + Match Categories AI selects the best-fit category IDs for the topic Write Article (AI Agent + web search) writes a 1,500–2,500-word HTML article with 3–4 embedded inline images via the image tool Strip Code Fences + Generate Title clean the output and produce an SEO-optimized title Add Draft to WP creates the post as a draft in WordPress Generate Feature Image + Upload Image → Attach Featured Media sets the hero image on the post Update SharePoint PostID stamps the list item with the new WP Post ID to prevent re-processing Build Notification Email + Send Notification delivers a formatted HTML email summary to your team Setup WordPress credential**: Create an Application Password in WP Admin → Users → Profile. Set the WordPress API credential in all WordPress nodes. WordPress site URL**: Replace YOUR_WP_SITE_URL placeholder in HTTP Request nodes with your domain (e.g., https://yoursite.com). SharePoint credential: Add a Microsoft SharePoint OAuth2 credential and select your SharePoint site and list in the **Get Topics and Update SharePoint PostID nodes. OpenAI credential**: Add your OpenAI API key. GPT-4.1 (or GPT-4o) is recommended for the article agent; GPT-4.1-mini for category matching and title generation. Google Gemini credential: Required for the **Generate Feature Image node. Add a Google PaLM/Gemini API key. Image sub-workflow: The **Generate and Upload Image tool calls a separate image-generation sub-workflow. Deploy that workflow first and update the workflow ID in the tool node. Notification email: Replace YOUR_NOTIFICATION_EMAIL in the **Send Notification node with your email address. Customization Change status: 'draft' to 'publish' in Add Draft to WP to auto-publish articles. Adjust the article tone and CTA in the Write Article system prompt to match your brand voice. Swap the SharePoint list for a Google Sheet or Airtable by replacing the Get Topics and Update Record nodes. Visit automatedintelligentsolutions.com for more information and workflows.

Who is this for This template is built for consultants, agencies, and service businesses that quote custom engagements and want to eliminate the manual work of building, formatting, and delivering pricing proposals. If you have a SharePoint or OneDrive pricing sheet, a self-hosted Gotenberg instance, and a Gmail account, you can have personalized PDF proposals landing in prospect inboxes in under 30 minutes of setup. What it does The workflow accepts a form submission from your website or internal tools, looks up live pricing from your Excel pricing sheet, calculates the correct totals for the selected services and discount tier, renders a branded PDF proposal, and emails it to the requestor — all without any manual steps. How it works A Webhook Trigger receives a POST request from your web form containing the prospect's details, the services they're interested in, the applicable discount level, and the requestor's contact information. Fetch Pricing Sheet calls the Microsoft Graph API to pull all rows from your pricing_request.xlsx Excel table stored in OneDrive or SharePoint — so your proposals always reflect current, live pricing without any hardcoding. Process & Price is a Code node that filters the pricing rows down to only the selected services, applies the correct price tier (Discount, Retail, or Premium), and calculates line items and a grand total. It normalizes raw Excel data into clean proposal objects ready for rendering. Build HTML renders the processed data into a fully branded, print-optimized HTML document. The layout includes a cover page with prospect and firm details, a line-item pricing table, payment terms, and a signature block. All brand variables — logo URL, firm name, colors, and footer content — are defined as named constants at the top of the Code node for easy one-time customization. Convert to PDF sends the finished HTML to your self-hosted Gotenberg instance, which returns a print-ready, US Letter PDF using your CSS page layout — no third-party PDF service or API key required. Email Proposal delivers the PDF as an attachment via Gmail OAuth2 to the requestor. Internal recipients (e.g., a sales inbox) can be added as a CC with a single constant. How to set up In Webhook Trigger, copy the production webhook URL and wire it to your web form's POST action. In Fetch Pricing Sheet, update the SharePoint hostname, site path, drive, and file path to point to your pricing_request.xlsx. In Process & Price, confirm that your Excel column names match the field references in the Code node (service name, retail price, discount price, premium price). In Build HTML, update the brand constants at the top of the Code node: FIRM_NAME, LOGO_URL, ACCENT_COLOR, FOOTER_TEXT, and TERMS_TEXT. In Convert to PDF, update the Gotenberg base URL to your self-hosted instance. In Email Proposal, select your Gmail OAuth2 credential and update the INTERNAL_CC constant if desired. Requirements Microsoft 365 account with OneDrive or SharePoint access (for the pricing Excel file) Self-hosted Gotenberg instance (for HTML-to-PDF conversion) Gmail account with OAuth2 configured in n8n A web form or API client capable of POSTing JSON to a webhook URL Self-hosted n8n** — this workflow uses direct Microsoft Graph API calls and Gotenberg, which require a self-hosted instance for full compatibility How to customize the workflow Pricing tiers* — Add or rename price columns in your Excel sheet and update the tier-selection logic in Process & Price* to match. Proposal layout* — All styling, fonts, colors, and section order are controlled inside Build HTML*. The HTML uses @page CSS rules and table-based layout for reliable PDF rendering across Gotenberg versions. Discount logic* — Modify the discount calculation in Process & Price* to support percentage-based discounts, volume thresholds, or client-specific pricing rules. Email delivery** — Swap the Gmail node for Outlook, SendGrid, or any SMTP-compatible service supported by n8n. Map the pdfBuffer binary attachment and the rest of the workflow requires no changes. CRM routing** — Add a lookup step after the webhook to pull prospect details from HubSpot, Salesforce, or a SharePoint contact list and merge them into the proposal data before pricing. Approval gate* — Insert a Wait node and an internal Slack or email notification between Convert to PDF and Email Proposal* to require internal sign-off before delivery. Visit automatedintelligentsolutions.com for more information, support, and workflows.

Who's this for Small business owners, finance teams, accountants, and bookkeepers who use Xero for invoicing and want to improve cash flow by automating payment reminders. If you're spending time manually following up on unpaid invoices or struggling with late payments, this workflow eliminates the manual effort and ensures consistent, timely communication with customers while maintaining a complete audit trail. What it does This workflow automatically monitors all invoices in your Xero account and sends friendly payment reminders to customers when invoices are approaching their due date. It runs daily at noon, checks every invoice, calculates how many days until payment is due, sends personalized email reminders for invoices due within 7 days, and logs each reminder activity back into Xero's invoice history. The automation ensures no invoice slips through the cracks, reduces the administrative burden of accounts receivable management, and maintains professional customer relationships through polite, timely reminders—all while keeping your Xero records up to date with reminder tracking. How it works The workflow executes automatically every day at 12 PM and follows this process: Triggers the daily check using the Schedule Trigger node Fetches all invoices from your Xero account using the Xero API integration Filters out invoices that are already marked as "PAID" to avoid sending unnecessary reminders Calculates the number of days remaining until each unpaid invoice is due using a JavaScript code node Identifies invoices that are due within the next 7 days (customizable threshold) Sends personalized email reminders to customers via Microsoft Outlook, including invoice number, due date, and amount Logs the reminder activity back into Xero's invoice history with the date sent and days until due Creates a complete audit trail in Xero showing when reminders were sent for each invoice The workflow only sends reminders for invoices meeting the criteria, so customers aren't bombarded with unnecessary emails. The Xero history logging ensures your team can see at a glance which customers have been reminded and when, preventing duplicate reminders and providing accountability. Requirements Xero account with API access enabled (available to all Xero users at no additional cost) Microsoft Outlook or Office 365 account for sending email reminders Valid email addresses configured for all customers in your Xero contact records n8n instance (self-hosted or cloud) with credentials configured for: Xero OAuth2 connection (used twice: once for fetching invoices, once for logging history) Microsoft Outlook OAuth2 connection Setup instructions Enable Xero API access Ensure your Xero account has API access enabled. This is available by default for all Xero accounts. You'll need administrator access to create the API connection. Configure n8n credentials In your n8n instance, set up OAuth2 credentials for: Xero:** Follow n8n's Xero credential documentation to authorize access to your Xero organization. Make sure the credentials have permission to both read invoices and write to invoice history. Microsoft Outlook:** Set up OAuth2 connection to allow n8n to send emails on your behalf Assign credentials to nodes Open the workflow and assign your configured credentials to these nodes: "Fetch All Xero Invoices" → Select your Xero credential "Send Email Reminder to Customer" → Select your Microsoft Outlook credential "Log Reminder in Xero History" → Select your Xero credential (same as above) Customize the email template Edit the "Send Email Reminder to Customer" node to personalize the message: Update the sender name and signature Add your company branding or logo Include payment instructions or online payment links Adjust the tone to match your customer communication style Add any legal disclaimers or terms if required Customize the subject line if needed Adjust the reminder threshold (optional) By default, reminders are sent for invoices due within 7 days. To change this: Open the "Calculate Days Until Due" code node Find the line: isDueSoon: diffDays <= 7 && diffDays >= 0 Change 7 to your preferred number of days (e.g., 14 for two weeks notice) Test the workflow Before enabling the daily schedule: Use the manual trigger to test with your actual Xero data Verify that invoices are fetched correctly Check that the date calculations are accurate Send a test email to yourself to review the message format Confirm the reminder is logged in Xero's invoice history Verify only qualifying invoices trigger reminders Activate the workflow Once testing is complete, activate the workflow. It will run automatically every day at noon (or your customized schedule time).

🛜 Daily Notification on Specific Latest Job Offers 🛜 🌟 Overview: Never miss a job offer again! This n8n workflow automates daily job scraping from LinkedIn, Indeed, Welcome to the Jungle, and more, using Google Dorks and SerpAPI. It filters offers with a Gemini AI agent, stores them in Google Sheets, and sends a sleek HTML newsletter to your inbox or subscribers—all manageable from your phone! 💼 Use Cases: Students hunting for M&A, valuation, or transaction services internships (6+ months). Career switchers seeking automated, curated job alerts. Content creators building a job newsletter to monetize their audience. ⚙️ How It Works: Scrape: Uses SerpAPI with a tailored Google Dork to fetch fresh job listings daily from top platforms. Filter: A Gemini AI agent validates offers to ensure they match corporate finance criteria. Store: Saves new offers in Google Sheets, marking duplicates to avoid spam. Notify: Generates an email/newsletter notification and sends it via Outlook 🛠️ Setup Instructions: Import the JSON workflow into n8n. Add credentials: SerpAPI (API key), Google Sheets (OAuth2), Microsoft Outlook (OAuth2) Customize the Google Dork in the "Edit Fields" node for specific job criteria. Schedule to run daily at 7 AM. Test and tweak the AI prompt for precision. 🔑 Required Credentials & Nodes: Credentials**: SerpAPI, Google Sheets OAuth2, Microsoft Outlook OAuth2 Nodes**: Schedule Trigger, HTTP Request, Google Sheets, AI Agent (Gemini), Microsoft Outlook 🔗 Creator: Louis Delahaye | n8n.io/creators/louisdl 🎥 YouTube @cash-routine My AI Agency : https://agence-alain.fr

Overview Intelligent email-to-WhatsApp automation that monitors Gmail and Outlook accounts, uses Google Gemini AI to filter important emails, and forwards them to WhatsApp via Evolution API. Key Features Multi-account support (Gmail + 2 Outlook accounts) AI-powered email classification with Google Gemini Automatic Arabic translation for foreign emails Approved sender whitelist Security email prioritization (2FA, activations, passwords) Spam and promotion filtering Automatic mark-as-read Link extraction from emails Setup Requirements Services Needed: n8n instance Gmail account with API access Microsoft Outlook account(s) Google Gemini API key (free tier available) Evolution API (self-hosted WhatsApp API) Credentials to Add: Gmail OAuth2 Microsoft Outlook OAuth2 Google Gemini API Evolution API Configuration Steps Import workflow Add all credentials in n8n Update WhatsApp numbers in all "Send" nodes (format: [email protected]) Replace "YourInstanceName" with your Evolution API instance Customize approved sender emails in AI Agent system prompts Test and activate How It Works Workflow monitors emails every minute, parses content with JavaScript, classifies importance with Google Gemini AI, extracts links, translates non-Arabic content, and sends formatted messages to WhatsApp. Use Cases Perfect for professionals needing instant mobile notifications for critical emails while filtering spam and promotions.

This n8n workflow lets you delegate inbox management to an AI agent. It automatically replies to emails when a suitable response is found in your knowledge base. If no match is found, the message is forwarded to a human for review. This ensures all replies follow company guidelines and prevent misinformation or misrepresentation. Use Case Ideal for businesses that receive frequent inquiries about products or services and want to automate responses, freeing up time to focus on core operations. How It Works Polls your inbox for new incoming emails Cleans HTML to reduce token usage and filters spam Categorizes emails for better organization Retrieves conversation history from Supabase (if available) to give the AI proper context Uses the AI agent to query your FAQ database for relevant answers Replies automatically if a suitable answer is found Sends a placeholder email and forwards to a human if no accurate answer exists Ingests all processed emails into Supabase to retain conversation history and improve future AI accuracy Customization You can connect any email provider or LLM model. The workflow can also be expanded to let the AI schedule meetings, answer availability questions, or handle other inbox tasks. If you'd like help tailoring this workflow to your business, feel free to reach out: Upwork Profile

Sync New Calendly Bookings to Easy8 CRM with Comment, Sales Activity, and Outlook Email Intro/Overview This automation workflow automatically syncs newly scheduled Calendly meetings into Easy8 CRM. When a meeting is booked via Calendly, it finds the associated lead in Easy8 CRM using the invitee’s email address and logs both a comment and a sales activity in the lead’s record. In addition, the workflow sends an email in Microsoft Outlook, ensuring the account manager can check and knows about the meeting. Ideal for sales teams and customer success managers, this workflow ensures your CRM and calendar stay updated with every new meeting—no manual entry required. How it works Calendly Trigger Watches for invitee.created events (newly booked meetings) Authenticates with Calendly via OAuth2 Get ID from email Sends a GET request to Easy8 CRM to search for a lead using the invitee’s email Extracts the lead ID, required for further CRM actions Add Comment Posts a comment to the lead’s record in Easy8 CRM The comment includes: Invitee’s full name Scheduled date/time of the meeting Meeting description Sales Activity POST Creates a new sales activity in Easy8 CRM under the same lead Includes structured details: Invitee’s name Meeting date and time Description of the meeting Send an email Sends a notification email in Microsoft Outlook Maps the name, start time, and description using dynamic values from the Calendly booking Ensures the account manager is informed about the scheduled meeting How to Use Import the workflow Copy or download the JSON of this workflow In your n8n editor, click Import Workflow and paste/upload the JSON Set up credentials Calendly API: Use OAuth2 credentials Ensure proper scopes for reading event data Follow n8n’s setup guide: https://docs.n8n.io/integrations/builtin/credentials/calendly/ Easy8 CRM: Add credentials using an API token or OAuth2, depending on your CRM setup Microsoft Outlook: Set up OAuth2 credentials and connect your Outlook email Assign and configure nodes Calendly Trigger: Confirm it’s set to listen for invitee.created Get ID from email: Update the GET request URL to match your Easy8 CRM lead search endpoint Ensure it uses the invitee’s email from the trigger Add Comment & Sales Activity POST: Use your Easy8 CRM’s correct endpoints Map dynamic fields like lead ID, name, meeting time, and description Send email notification: Set up your preferred Outlook email Map meeting details into email body (e.g. name, time, description) Timezone and formatting If needed, use a Code node to convert the meeting time if your CRM or Outlook expects a specific format or timezone Test the workflow Schedule a test meeting via Calendly using an email tied to an existing CRM lead Check Easy8 CRM to confirm: A comment was added A sales activity was created under the correct lead Check Outlook to confirm: An email notification was received Example Use Cases Sales Enablement Log every discovery or demo call automatically, helping reps track all activity in one place Block time in calendars without double-booking risk Customer Success Keep onboarding and check-in meetings logged, improving visibility across the team Ensure calendar events are created for every scheduled session Lead Qualification Identify engaged leads based on bookings and trigger follow-up sequences Requirements Calendly account with API access Easy8 CRM user with API access Microsoft Outlook account with email access Customization (Optional) Add Filters Use IF or Switch nodes to handle only specific event types (e.g., demo calls vs intro calls) Extend Comments Include additional data from Calendly like meeting location or answers to custom questions

💳 Automate Digital Product Sales & Delivery with Stripe and Email Turn Your Automations into Revenue Sell on n8n using Stripe (Fully Automated Delivery) Stop manually sending files after payment or struggling with clunky checkout flows. Instead of paying ~10% platform fees, you keep control of your sales, your brand, and your files — while giving buyers a smooth, professional experience. 💡 Turn Stripe into your own Gumroad alternative — sell and deliver workflows instantly. This workflow gives you a ready-made storefront system: customers pay via Stripe, and your n8n template is delivered instantly by email with setup guidelines and video instructions. Instant delivery** → No waiting, customers receive their purchase within seconds. No manual work** → Payment verification, file delivery, and confirmation emails are all automated. Professional experience** → Clean emails with branded HTML, Loom walkthroughs, and receipts. Scalable sales** → Sell 1 or 100 templates without adding workload. Who Benefits Most ✅ Automation creators: Sell your n8n templates without coding a shop. ✅ Freelancers & consultants: Package your workflows as digital products. ✅ Agencies: Offer prebuilt automations to clients on autopilot. ✅ SaaS builders: Add a self-serve template store for upsells. “Stop giving 10% of every sale to marketplaces. Keep your profit.” What It Does for You Customer pays securely. Logs the purchase for easy tracking. Pulls the correct workflow. Sends a personalized HTML email with: Workflow JSON file attached. Installation & setup guidelines. Walkthrough video link. Support contact details. Sends you (the seller) an instant purchase notification. Why This Template Instead of Building It Yourself Save 25–40 hours** of coding, testing, and Stripe API integration. Avoid errors in file delivery, duplicate checkouts, and failed notifications. Get a production-ready digital delivery system you can brand and deploy in minutes. Customize effortlessly → add more products, change branding, or connect CRM. Proven flow: already tested (and using ourselves). Requirements n8n (self-hosted or cloud). Active Stripe account with API key. Access for file storage & logging. An email account for delivery. Bottom Line 💡 If you sell even one automation template, this workflow pays for itself. Instead of manually emailing JSON files, every customer gets a smooth, Amazon-like experience: they pay → they instantly receive → you scale without lifting a finger. 👉 By purchasing, you get: Full workflow JSON file. Email delivery with setup guidelines. Contact Us** via [email protected].

📄 PDF-to-Order Automation for Magento2 (Adobe commerce / open source) Description This n8n template demonstrates how to automatically process PDF purchase orders received via email and convert them into sales orders in Adobe Commerce (Magento 2) using Company Credit as the payment method. This is especially useful for B2B companies receiving structured orders from clients by email. Use cases include: Automating incoming B2B orders Reducing manual entry for sales teams Ensuring fast order creation in Adobe Commerce Reliable error handling and customer validation Good to know This workflow is tailored for Adobe Commerce, using the Company Credit payment method. It requires that the customer already has an account in Adobe Commerce and is authorized to use Company Credit. The same flow can be easily adapted for other payment methods (e.g. Purchase Order, Bank Transfer). No third-party services are required aside from n8n and access to Adobe Commerce with API credentials. How it works Trigger → Monitors an email inbox for incoming emails with PDF attachments. Extract PDF → Downloads the attached PDF and parses order data (e.g. SKU, quantity, customer reference). Validate Customer → Checks if the sender matches an existing customer in Adobe Commerce and verifies Company Credit eligibility. Create Order → Generates a new order in Magento using the extracted product data and Company Credit. Handle Errors → Logs issues and can notify a designated channel (email, Slack, etc.) if something goes wrong. Optional Enhancements → Add logging to Airtable, send confirmations to customers, or attach parsed order data to CRM entries. How to use A manual trigger is included as an example, but you can replace it with an IMAP Email Trigger, Gmail Trigger, or Webhook, depending on your setup. Customize the PDF parser node to fit your specific document layout and field structure. Configure Adobe Commerce API credentials in the HTTP nodes (or use environment variables). Optionally connect error steps to Slack, Email, or dashboards for monitoring. Requirements ✅ n8n instance (self-hosted or cloud) ✅ Adobe Commerce (Magento 2) instance with API access and Company Credit enabled ✅ Structured PDF templates used by your customers (Optional) Slack/Email/Airtable for notifications and logs Customising this workflow This workflow can be adapted for: Other payment methods (e.g. Purchase Orders, Online Payment) Magento open source ready. Just use your own payment method Alternate order sources (e.g. uploading PDFs via a portal instead of email) Parsing other document formats (e.g. CSV, Excel) Direct integration into ERP systems

Automatically Send Monthly Sales Reports from Square via Outlook What It Does This workflow automatically connects to the Square API and generates a monthly sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run monthly and pull the previous month’s sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358) Prerequisites To use this workflow, you'll need: A Square API credential (configured as a Header Auth credential) A Microsoft Outlook credential How to Set Up Square Credentials: Go to Credentials > Create New Choose Header Auth Set the Name to Authorization Set the Value to your Square Access Token (e.g., Bearer <your-api-key>) How It Works Trigger: The workflow runs on the 1st of every month at 8:00 AM Fetch Locations: An HTTP request retrieves all Square locations linked to your account Fetch Orders: For each location, an HTTP request pulls completed orders for the previous calendar month Filter Empty Locations: Locations with no sales are ignored Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report Create CSV File: A CSV file is created containing the relevant data Send Email: An email is sent using Microsoft Outlook to the chosen third party Example Use Cases Automatically send monthly Square sales data to management for forecasting and planning Automatically send data to an external third party, such as a landlord or agent, who is paid via commission Automatically send data to a bookkeeper for entry into QuickBooks How to Use Configure both HTTP Request nodes to use your Square API credential Set the workflow to Active so it runs automatically Enter the email address of the person you want to send the report to and update the message body If you want to remove the n8n attribution, you can do so in the last node Customization Options Add pagination to handle locations with more than 1,000 orders per month Adjust the date filters in the HTTP node to cover the full calendar month (e.g., use Luxon or JavaScript to calculate start_date and end_date) Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.

Automatically Send Weekly Sales Reports from Square via Outlook What It Does This workflow automatically connects to the Square API and generates a weekly sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run weekly and pull the previous week’s sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358) Prerequisites To use this workflow, you'll need: A Square API credential (configured as a Header Auth credential) A Microsoft Outlook credential How to Set Up Square Credentials: Go to Credentials > Create New Choose Header Auth Set the Name to Authorization Set the Value to your Square Access Token (e.g., Bearer <your-api-key>) How It Works Trigger: The workflow runs every Monday at 4:00 AM Fetch Locations: An HTTP request retrieves all Square locations linked to your account Fetch Orders: For each location, an HTTP request pulls completed orders for the previous week (e.g., Monday to Sunday) Filter Empty Locations: Locations with no sales are ignored Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report Create CSV File: A CSV file is created containing the relevant data Send Email: An email is sent via Microsoft Outlook to the chosen third party Example Use Cases Automatically send weekly Square sales data to management to improve the quality of planning and scheduling decisions Automatically send data to an external third party, such as a landlord or agent, who is paid via commission Automatically send data to a bookkeeper for entry into QuickBooks How to Use Configure both HTTP Request nodes to use your Square API credential Set the workflow to Active so it runs automatically Enter the email address of the person you want to send the report to and update the message body If you want to remove the n8n attribution, you can do so in the last node Customization Options Add pagination to handle locations with more than 1,000 orders per week Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.

Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook What It Does This workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in Square Dashboard > Reports > Sales Summary. It's designed to run daily and pull the previous day's sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358) Prerequisites To use this workflow, you'll need: A Square API credential (configured as a Header Auth credential) A Microsoft Outlook credential How to Set Up Square Credentials: Go to Credentials > Create New Choose Header Auth Set the Name to Authorization Set the Value to your Square Access Token (e.g., Bearer <your-api-key>) How It Works Trigger: The workflow runs every day at 4:00 AM Fetch Locations: An HTTP request retrieves all Square locations linked to your account Fetch Orders: For each location, an HTTP request pulls completed orders for the specified report_date Filter Empty Locations: Locations with no sales are ignored Aggregate Sales Data: A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report Create CSV File: A CSV file is created containing the relevant data Send Email: An email is sent to the chosen third party Example Use Cases Automatically send Square sales data to management to improve the quality of planning and scheduling decisions Automatically send data to an external third party, such as a landlord or agent, who is paid via commission Automatically send data to a bookkeeper for entry into QuickBooks How to Use Configure both HTTP Request nodes to use your Square API credential Set the workflow to Active so it runs automatically Enter the email address of the person you want to send the report to and update the message body If you want to remove the n8n attribution, you can do so in the last node Customization Options Add pagination to handle locations with more than 1,000 orders per day Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.

Automated Cryptocurrency Analysis & Reporting with Google Gemini and CoinGecko This powerful template is an n8n workflow that automates cryptocurrency market data analysis and delivers reports directly to your inbox. It fetches real-time data from CoinGecko API, generates AI-powered analysis, and sends the report via email. Features Scheduled Execution**: Runs automatically at a set time daily (default: 10:00 AM). Customizable Analysis**: Personalize analysis content/language via "AI Prompt" nodes. Easy Scalability**: Duplicate node groups to add more cryptocurrencies. Flexible AI Integration**: Defaults to Google Gemini, but supports ChatGPT/Ollama. Setup Instructions n8n Installation: Install n8n (self-hosted or Cloud version). Email Account Setup: Add email service credentials in n8n (e.g., Microsoft Outlook OAuth2). AI Model Credentials (Google Gemini): Obtain API key from Google AI Studio and add to n8n "Credentials". Import Template: Copy the JSON code into n8n as a new workflow. Customization Change Cryptocurrencies**: Update ids= parameter in HTTP Request nodes (e.g., ids=bitcoin). Edit AI Prompt**: Modify text in "AI Prompt" nodes. Use Different AI Model**: Replace Google Gemini with supported alternatives. Update Email Address**: Change recipient in "Send Mail" nodes. `

This workflow allows you to create, add an attachment, and send a draft using the Microsoft Outlook node. Microsoft Outlook node: This node creates a draft message with HTML content. You can either set the content as Text or HTML. You can also add the recipients to the draft in this node. HTTP Request node: This node fetches the logo of n8n from a URL and returns the binary data. You might want to fetch files from your machine or another email or a database. You can replace this node with the relevant node. Microsoft Outlook1 node: This node adds the attachment that we receive from the previous node to the draft message that we created. Microsoft Outlook2 node: This node sends the draft message to a recipient. Since we didn't mention the recipient in the Microsoft Outlook node, we add the recipient in this node. You can also enter multiple recipients.