SendGrid and Google Sheets integration

This n8n workflow automates the entire lead generation pipeline from discovery to outreach: Location Grid Generation and Management Generates precise lat/lng grid points covering major US cities (New York, Texas, New Jersey, Atlanta, Miami) Uses 1.5km radius searches for optimal coverage Tracks searched locations to prevent duplicates Processes 50 points per day (customizable based on API quota) Automated Lead Discovery Daily scheduled searches using Google Places Nearby API Extracts business details: name, address, rating, status, place ID Fetches additional data via Google Places Details API (phone, website, hours) Smart filtering to focus only on businesses with websites Contact Information Extraction Scrapes business websites to find email addresses Advanced email filtering removes fake/placeholder emails Deduplicates by domain to ensure quality leads Tracks all discovered emails per business Intelligent Cold Email Outreach Two alternating email templates for variety and testing Personalized with business name, industry, and first name Rate-limited sending (30-second delays) to avoid spam flags Automated via SendGrid integration Marks sent emails in the database Real-Time Lead Dashboard Webhook-powered reporting endpoint Displays all discovered leads with full details Filters out fake/invalid emails automatically Clean, accessible data format for analysis What You Get: Automated daily lead collection from Google Places Email extraction from business websites Personalized cold email campaigns with A/B testing Lead tracking database in Google Sheets Real-time reporting dashboard via webhook Complete deduplication to maintain data quality Setup Requirements: Google Cloud Platform account (for Places API key) SendGrid account (for email sending) Google Sheets (2 templates provided) Basic n8n knowledge for configuration Included Templates: Location Grid Google Sheet - Tracks searched coordinates Leads Database Google Sheet - Stores all discovered leads Dashboard Webpage - Real-time lead reporting interface Customizable Features: Target locations (currently covers 5 major US cities) Daily batch size (default: 50 searches/day) Email templates and personalization Search radius (default: 1.5km) Industry filters and targeting Perfect For: Marketing agencies building client lead lists B2B sales teams prospecting locally Service providers finding new customers Anyone needing automated local business outreach Need help setting this up or want custom modifications? 📧 Connect with me on LinkedIn: Gilbert Onyebuchi 🌐 View live dashboard demo: Click here

This workflow automates the post-publish process for YouTube videos, combining advanced SEO optimization, cross-platform promotion, and analytics reporting. It is designed for creators, marketers, and agencies who want to maximize the reach and performance of their YouTube content with minimal manual effort. Features SEO Automation** Fetches video metadata and analyzes competitor and trending data. Uses AI to generate SEO-optimized titles, descriptions, and tags. Calculates an SEO score and applies A/B testing logic to select the best title. Updates the video metadata on YouTube automatically. Cross-Platform Promotion** Generates platform-specific promotional content (LinkedIn, X/Twitter, Instagram, Facebook, etc.) using AI. Publishes posts to each connected social channel. Extracts video clips and analyzes thumbnails for enhanced promotion. Engagement Monitoring & Analytics** Monitors YouTube comments, detects negative sentiment, and drafts AI-powered replies. Logs all key data (videos, comments, analytics) to Google Sheets for tracking and reporting. Runs a weekly analytics job to aggregate performance, calculate engagement/viral indicators, and email a detailed report. Notifications & Alerts** Sends Slack alerts when a new video is published or when viral potential/negative comments are detected. How It Works Trigger The workflow starts automatically when a new YouTube video is published (via webhook) or on a weekly schedule for analytics. Video Intake & SEO Fetches video details (title, description, tags, stats). Gathers competitor and trending topic data. Uses AI to generate improved SEO assets and calculates an SEO score. Selects the best title (A/B test) and updates the video metadata. Clip & Thumbnail Processing If the video is long enough, runs thumbnail analysis and extracts short clips for social media. Cross-Platform Promotion Generates and formats promotional posts for each social platform. Publishes automatically to enabled channels. Engagement & Comment Monitoring Fetches comments, detects negative sentiment, and drafts AI-powered replies. Logs comments and responses to Google Sheets. Analytics & Reporting Aggregates weekly analytics, calculates engagement and viral indicators. Logs insights and sends a weekly report via email. Notifications Sends Slack alerts for new video publications and viral/negative comment detection. Setup Instructions Connect YouTube Set up YouTube API credentials and required IDs in the Workflow Configuration node. Connect OpenAI Add your OpenAI credentials for AI-powered content generation. Connect Slack Configure Slack credentials and specify alert channels. Connect Google Sheets Set up service account credentials for logging video, comment, and analytics data. Configure Social Platforms Add credentials for LinkedIn, Twitter (X), Instagram, and Facebook as needed. Test the Workflow Publish a test video and verify that metadata updates, social posts, logging, and weekly reports are working as expected. Use Cases YouTube Creators:** Automate SEO, promotion, and analytics to grow your channel faster. Marketing Teams:** Streamline multi-channel video campaigns and reporting. Agencies:** Deliver consistent, data-driven YouTube growth for multiple clients. Requirements YouTube API credentials OpenAI API key Slack API token Google Sheets service account (Optional) LinkedIn, Twitter, Instagram, Facebook API credentials Limitations Requires valid API credentials for all connected services. AI-powered features depend on OpenAI API access. Social posting is limited to platforms with available n8n nodes and valid credentials. Tip: You can easily customize prompts, scoring logic, and enabled platforms to fit your channel’s unique needs.

A complete email campaign automation system featuring dual-mode access control (Demo/Pro), usage tracking, and professional email delivery. Perfect for SaaS products, marketing agencies, or anyone building newsletter tools with freemium models. WHAT IT DOES This workflow manages email newsletter campaigns with built-in rate limiting for free users and unlimited access for premium users. It automatically tracks daily usage, manages user data in Google Sheets, delivers emails via SendGrid, and sends real-time notifications through Telegram. KEY FEATURES Dual-Mode System: Demo mode (5 emails/day) and Pro mode (unlimited) Smart Rate Limiting: Automatic daily counter reset User Management: Automatic new user registration and tracking Google Sheets Integration: Stores user data, send counts, and usage history Professional Email Delivery: SendGrid integration for reliable sending Real-Time Monitoring: Telegram notifications for every send Ready-to-Use Templates: 4 professional email designs included (Modern, Professional, Promotional, Newsletter) Live Preview: See exactly how emails look before sending HTML Export: Copy email HTML for use in any platform HOW IT WORKS User accesses the Email Newsletter Builder web form Designs email using one of 4 professional templates Chooses Demo or Pro mode Webhook receives the email data and configuration Workflow checks mode (Demo/Pro) For Demo mode: Queries Google Sheets for user email Checks if user exists and validates daily limit (<5 sends) If new user: Creates database entry If existing user + under limit: Increments counter If limit reached: Returns error message For Pro mode: Sends immediately without limits SendGrid delivers the email Google Sheets updates with new send count and timestamp Telegram notification sent to admin Success/error response returned to user SETUP REQUIREMENTS Google Sheets account (free) SendGrid account (free tier: 100 emails/day) Telegram account + bot (free) n8n instance (self-hosted or cloud) SUPPORT & FEEDBACK Questions or issues? Connect with me on LinkedIn Want to see it in action? Try the live demo: Click here ⭐ If you find this workflow helpful, please give it a rating and share your feedback!

Capture leads from Tally forms to Google Sheets CRM This workflow automates lead intake by capturing form submissions, enriching them with smart tags and scores, storing them in a Google Sheets CRM, and sending personalized welcome emails. Who's it for This template is perfect for solopreneurs, small agencies, and marketing consultants who need a simple yet powerful CRM system without paying for expensive tools like HubSpot or Salesforce. If you're collecting leads through forms and manually copying data to spreadsheets, this automation will save you hours every week. What it does When someone submits your Tally lead capture form, this workflow automatically: Generates a unique lead ID and timestamps the entry Analyzes their responses to assign relevant service tags (Podcast Lead, Social Content Lead, Video Editing Lead, etc.) Calculates an initial lead score based on interest level Determines the next follow-up date automatically Appends all data to your Google Sheets CRM with proper formatting Logs the activity in a separate tracker sheet Sends a personalized welcome email tailored to their interests Updates the lead status to "Nurturing" Requirements Apps & Services: Google Sheets (for your CRM database) Tally.so or Google Forms (for lead capture) SendGrid account (free tier works) for email sending n8n instance (cloud or self-hosted) Setup needed: Create the Google Sheets CRM structure (4 sheets: Leads, Email Sequence Tracker, Activity Log, Dashboard Data) Set up your Tally form with fields: Name, Email, Business Type, Interest Level, Services Needed Configure SendGrid API credentials in n8n Connect your Google Sheets account to n8n How to set up Copy the Google Sheets template with all four sheets (Leads, Email Sequence Tracker, Activity Log, Dashboard Data) and set up column headers as specified Create your Tally form at tally.so with the required fields, then grab the webhook URL from n8n Import this workflow into your n8n instance Configure credentials for Google Sheets and SendGrid Update the webhook URL in your Tally form settings Customize the welcome email in the "Generate Welcome Email" node with your branding Test with a sample submission to verify everything flows correctly Activate the workflow and start capturing leads How to customize Modify service tags: Edit the serviceTagMap object in the "Auto-Tag Lead" node to match your specific services. Adjust lead scoring: Change the scoring logic in "Calculate Initial Dates & Score" to prioritize different interest levels or sources. Personalize emails: Update the email templates in "Generate Welcome Email" to match your brand voice and add specific resources or links. Add more integrations: Extend the workflow with Slack notifications, SMS alerts via Twilio, or sync to other tools like Notion or Airtable. Change follow-up timing: Modify the daysToAdd calculation to adjust when leads receive their next touchpoint. Add conditional paths: Use IF nodes to route different lead types to different email sequences or team members.

Generate AI newsletters from form inputs and send via SendGrid Streamline your email marketing process with this AI-powered "Human-in-the-Loop" workflow. It allows you to generate high-quality, targeted newsletters from a simple form input, review them via email, and automatically distribute them to your subscribers upon approval. Who is this for? Digital marketers, content creators, community managers, and small business owners who want to maintain consistent communication with their audience but need to reduce the time spent on drafting and formatting emails. What does this workflow do? Input Collection: Starts with a user-friendly n8n Form where you input the newsletter topic, target audience, and sender details. Data Logging: Automatically saves the form responses to a Google Sheet for your records. AI Generation: Uses OpenAI (GPT-4o) to draft a catchy subject line and valuable body content formatted in Markdown based on your inputs. Approval Process: Sends a "Review Request" email to your inbox (via Gmail). This email contains a preview of the newsletter and a special link to approve it. Execution Wait: The workflow pauses and waits for you to click the approval link. Distribution: Once approved, it converts the Markdown to HTML and sends the final newsletter to your subscriber list using SendGrid. Requirements OpenAI API Key:** To utilize GPT-4o for content generation. Google Cloud Account:** Required for the Google Sheets (logging) and Gmail (approval notifications) nodes. SendGrid Account:** Required for sending the final newsletter to your subscribers. n8n version:** Ensure you are using a version that supports the LangChain nodes. How to set up Configure Credentials: Set up your credentials for OpenAI, Google (Sheets & Gmail), and SendGrid within n8n. Subscriber List: Open the Workflow Configuration node (Set node). Replace the placeholder with your comma-separated list of subscriber emails. Google Sheets: Create a Google Sheet with columns for topic, target, sender, and admin_email. Update the Store Form Responses node with your Document ID and Sheet Name. Sender Verification: In the SendGrid node, ensure the "From Email" matches a verified sender identity in your SendGrid account. Test: Click "Test Workflow," fill out the Form Trigger URL, and check your email for the approval draft. Click the link in the email to finish the process. How to customize Change the AI Model:** You can swap the OpenAI model node for Anthropic (Claude) or a local LLM if preferred. Adjust the Prompt:* Edit the system message in the Generate Newsletter Content* agent node to change the tone or structure of the newsletter. Swap Email Providers:** If you don't use SendGrid or Gmail, simply replace these nodes with the email service of your choice (e.g., Mailchimp, Outlook, AWS SES).

📌 Overview This n8n-powered workflow automates the entire lifecycle of lead generation and email workflows/campaign. It combines six specialized workflows into one seamless system that scrapes fresh leads, sends personalized emails, tracks engagements, detects replies, classifies responses, handles follow-ups, and keeps a live CRM updated — all in one loop. Designed for B2B cold outreach and follow-up nurturing, this system integrates with Apify, Google Sheets, SendGrid, Gmail, and OpenAI for AI summarization and real-time alerts. 🧠 What It Does This workflow automates the entire lifecycle of B2B cold campaign. It: Scrapes targeted leads directly from Google Maps (via Apify). Extracts verified emails from business websites with anti-blocking safeguards. Stores everything in a centralized Google Sheets CRM. Sends personalized emails via SendGrid, with unique embedded IDs for tracking. Tracks delivery, opens, clicks, and bounces in real time through webhook events. Detects replies from Gmail, matches them to the right campaign stage, and updates the CRM. Uses AI classification to label replies (Interested, Not Interested, Miscellaneous). Routes qualified replies directly to your sales team or Slack/Telegram channel. Automates follow-up emails (5-day & 10-day intervals) for non-responders. Provides light analytics & reporting in Google Sheets for quick insights (with deeper logs available in SendGrid). 💡 Why This Workflow All-in-One Solution**: Instead of juggling multiple tools, this workflow handles lead gen, outreach, tracking, and CRM updates in one place. Smart Reply Handling**: Never lose a lead — every reply is tracked, classified, and routed intelligently. Scalable & Modular**: Each workflow (lead gen, email sending, webhook, replies, routing, follow-ups) can run independently or as part of the full system. Time-Saving: Reduces manual lead collection, email follow-up, and CRM updating by **90%+. Client-Ready**: Built with reliability in mind — randomized delays, duplicate prevention, priority logic for status updates, and AI-powered classification. 👤 Who It’s For This workflow is ideal for: Agencies** running cold campaigns for clients. B2B Businesses** looking to automate lead generation and follow-ups. Freelancers / Consultants** who need a plug-and-play outreach system without expensive SaaS subscriptions. Sales Teams** that want structured, real-time leads routed directly to their inbox or Slack. Startups** who want a scalable, low-cost alternative to tools like Apollo, Firecrawl, Bright Data or Reply.io. ⚙️ How It Works 🧩 1. Lead Generation Workflow 🎯 Purpose Scrape fresh B2B leads from Google Maps, crawl their websites to extract verified email addresses, and upload structured, clean lead data into a Google Sheets CRM. 🛠 How It Works User Input via Form Trigger The workflow begins with a form asking for: Business keyword (e.g. "Dentist") Location (e.g. "Florida") Lead limit (e.g. 50) Scrape Google Maps via Apify Calls the Apify Google Maps Scraper Actor Extracts structured business data like: Business Name, Website, Phone, Category, Rating, Address. Website Filtering & Normalization Filters out businesses with no website Cleans up URLs Website Email Extraction Sends direct HTTP GET requests to the homepage of each business Parses the raw HTML for public-facing email addresses using regex Implements anti-blocking techniques: Random delays between requests Custom headers / User-Agent spoofing Graceful skip on failures Final Filtering & Data Structuring Keeps only businesses with a valid email address Constructs lead objects with: Business Name, Category, Email, Website, Phone, Rating, Location. Upload to Google Sheets CRM Pushes leads to a connected Google Sheet that acts as the system’s central CRM This CRM becomes the source for the email sending workflow 🧩 2. Send an Email Workflow 🎯 Purpose Automatically sends personalized emails to verified leads using rotating templates, embedded ID tracking, and campaign-stage tagging. 🛠 How It Works Pull Active Leads from CRM Retrieves fresh leads from the Google Sheet where Select a Random Template Pulls from a template library stored in a separate Google Sheet Injects lead-specific variables into placeholders like: [Business Name], [Category], [Location], etc. Embed Unique Tracking ID Appends an embedded ID token to the email. This enables accurate reply source tracking across all email stages Send Email via SendGrid Sends the message using SendGrid's transactional API Emails are tagged internally according to email type. 🧩 3. Webhook Event Workflow 🎯 Purpose Processes SendGrid webhook events (e.g., delivered, opened, clicked, bounced) and updates the CRM with prioritized delivery status and engagement tracking — using clean classification and smart update logic. 🛠 How It Works Receive Events via Webhook Trigger Listens for real-time webhook events from SendGrid, including: delivered, bounce, deferred, processed, open, click, unsubscribe, spamreport, etc. Classify Each Event Type A custom code node adds a route label: status: delivery-level events engagement: recipient interaction events others: uncategorized or unsupported Switch-Based Routing Status Events**: Applies priority logic If multiple status events are received for the same lead, only the highest-priority event is stored Updates corresponding CRM fields: Engagement Events**: Detects interactions like: Opened, Clicked, Unsubscribed, Spam Reported Updates CRM fields: Opened, Clicked, Unsubscribed, Spam Reported, Engaged At Preserve first-time interaction records and avoiding regressions Others Branch**: Logs or gracefully skips events not explicitly supported CRM Synchronization Merges event data with the correct lead by matching Email Ensures all updates are timestamped and consistent across systems 🧩 4. Reply Update Database Workflow 🎯 Purpose Polls Gmail inbox, extracts replies, determines their source, and logs them in both the CRM and a message tracker sheet. 🛠 How It Works Poll Gmail for New Replies Uses Gmail API to fetch recent messages Filters out auto-replies, no-reply addresses, or irrelevant responses Prevent Duplicate Processing Checks each message against a "Processed Message IDs" Google Sheet Skips if the message has been handled before Extract Reply Metadata Match to Lead & Update CRM Determines the original email stage based on ID Updates necessary fields 🧩 5. Email Routing Workflow 🎯 Purpose Uses AI to classify replies by intent (Interested, Not Interested, or Miscellaneous) and automatically routes, labels, and logs them accordingly. 🛠 How It Works Receive Cleaned Reply Triggered after a set time interval Classify Using AI (LangChain / OpenAI) The reply is analyzed and categorized as: Interested: wants to talk, asks for more info Not Interested: says no or unsubscribes Miscellaneous: unclear or unrelated response Gmail Label Assignment Adds Gmail label based on classification Handle “Interested” Replies If Interested: Adds label in Gmail Forwards message to a sales or response channel Updates Google Sheet CRM 🧩 6. Follow-Up Email Workflow 🎯 Purpose Automatically sends up to two follow-up emails to leads who showed interest (opened or clicked) but haven’t replied yet. 🛠 How It Works Scheduled Execution Runs daily or at set intervals Filter Leads for Follow-Up Checks that desired conditions are met: Required number of days have passed: 5 days → Follow-Up 1 10 days → Follow-Up 2 Choose and Personalize Template Injects lead-specific data Embeds corresponding for reply tracking Send via SendGrid Message is tagged by stage Sent using the same logic as the original email Update CRM Increments: Follow-Up Sent flag Follow-Up Count Follow-Up Time field ✅ Setup Requirements (Before You Start) Prepare these items to avoid interruptions during setup: 🌍 Domain DNS Access** You’ll need to add TXT/CNAME records in your registrar (GoDaddy, Namecheap, Cloudflare, etc.) to authenticate your domain with SendGrid. 📧 Domain Email Address or Single Sender Authentication (e.g., [email protected])** Needed for SendGrid domain authentication (don’t use Gmail/Yahoo). This step ensures emails are not flagged as spam. Tip: If you don’t own a domain, you can use a single sender email to test, but for production you MUST authenticate a domain. 🔑 API Keys / Credentials** Apify API Key → for Google Maps scraping. SendGrid API Key → for sending emails + webhook events. Google Sheets OAuth Credentials → for CRM integration. Gmail API Credentials → for reply detection. OpenAI API Key → for AI-based reply classification. 📊 Google Sheet (CRM)** Add desired columns: Business Name, Email, Website, Phone, Category, Status, Reply, Follow-Up Count. 🌐 n8n Environment (Cloud or Self-Hosted)** Must allow Apify node installation. 🛠 How to Set It Up Open n8n (Cloud or Self-Hosted). Install Apify node before importing. Search Apify → click Install. Import the provided .json workflow file into your n8n editor. Set up the required credentials: 🔑 Apify API Key, 🔑 SendGrid API Key, 🔑 Google Sheets OAuth, 🔑 Gmail API, 🔑 OpenAI API Key. Prepare your Google Sheet (CRM). Verify column names match your workflow fields. Adjust “Get Desired Fields” node in n8n “Lead generation workflow” if you add/remove columns. Enable SendGrid Webhook Events. Go to SendGrid → Settings → Mail Settings → Event Webhook. Paste the webhook URL from your n8n “Webhook Event Workflow”. Select: Delivered, Opened, Clicked, Bounced, Unsubscribed, Spam Report. Run a test. Trigger the Lead Generation workflow → check Google Sheets for leads. Send a test email → verify delivery + engagement updates in CRM. Reply from a test inbox → confirm Gmail polling + AI classification. 📂 Additional Provided Resources. To help you get started faster, you’ll also receive: SendGrid Setup and Troubleshooting document. Two ready-to-use Google Sheets example templates** which can be modified to suit your business needs: Email Workflow DB CRM Includes: Leads Tab → structured space for scraped businesses and contact details. Email Templates Tab → pre-written templates for the main email, 1st follow-up, and 2nd follow-up (with placeholders for personalization). Analytics Tab → light reporting on sends, opens, clicks, and replies to give quick campaign insights. Processed Gmails IDs A simpler sheet designed for Gmail reply handling. Useful for tracking processed messages and avoiding duplicates while you familiarize yourself with how reply updates work. 🎨 Customization Tips Templates**: Update the Google Sheets Templates tab with your own outreach copy. Use placeholders like [Business Name], [Location], [Category] so each email feels personalized. CRM Fields: Add or remove CRM columns depending on your business needs (e.g., Industry, Revenue, Sales Owner, Notes). Just make sure the field names match in n8n’s **“Grab Desired Fields” nodes in the Lead generation workflow. Follow-Up Logic: Adjust the timing for follow-ups. Default is **5 days (Follow-Up 1) and 10 days (Follow-Up 2), but you can easily change this to 3/7/14 days or any schedule your sales process requires. Reply Routing**: Customize how AI classification works. For example, rename labels (“Hot Lead”, “Not Interested”, “Out of Scope”) and route replies differently (e.g., forward “Interested” to your sales inbox, Slack channel, or Telegram bot). Analytics & Reporting**: Expand the Google Sheets reporting tab. You can add pivot tables for deeper campaign insights. For more advanced analytics, SendGrid also keeps full logs.* Scalability**: Add proxy handling for higher-volume scraping. Switch to a database (Postgres, Supabase, MongoDB) instead of Google Sheets if managing thousands of leads. Use multiple SendGrid accounts or IP warm-up strategies for large-scale sending. Scraping Alternatives**: If you prefer not to use direct HTTP requests for email extraction, you can integrate with external scrapers like: Firecrawl – lightweight scraper for web/email extraction. Bright Data – residential proxies + scraping tools. Apify Website Scrapers – customizable actors for deep site scraping. These can plug into the workflow instead of (or alongside) the built-in email scraper. ✨ Predefined Templates vs. AI-Generated Emails By default, this workflow uses predefined templates stored in Google Sheets. This design choice was intentional, and here’s why: ✅ Reliability: Alway work, no prompt issues. ✅ Cost Savings: no API token usage. ✅ Total Control, Consistent & Customizable: You control tone and can tweak anytime. ⚡ That said, you can absolutely swap out the template system for AI-based generation if you prefer dynamic messaging. The workflow is flexible — just keep in mind the trade-offs in cost, reliability, and control. ⚡ Best approach: start with templates for stability, then add AI if you want more variety.

Multi-agent RAG system for smarter BRD (Business Requirement Document) writing Who’s it for This workflow is designed for Business Analysts, Project Managers, and Operations Teams who need to automate the creation, tracking, and delivery of Business Requirements Documents (BRDs) from submitted forms and supporting materials. It’s ideal for organizations handling multiple BRD requests and looking to streamline document generation, archiving, and communication. How it works / What it does Trigger: The process begins when a BRD request form is submitted along with any supporting files. Sample supporting document PDF: Download URL Data Recording: Creates a BRD request record and appends it to a tracking Google Sheet. Handles multiple uploaded files, saving them to Google Drive. Creates supporting document records and updates the supporting documents tracking sheet. Content Extraction & Storage: Extracts text from uploaded PDF files. Inserts extracted content into a vector store for contextual retrieval by AI agents. Document Generation: Uses two specialized AI agents: General BRD Writer Agent for the overall document structure. Business Requirement Writer Agent for detailed business requirement sections. Both agents query the stored data and produce content, which is then merged. Metadata & File Creation: Configures metadata for the document. Creates a final document file (Google Docs). Finalization: Converts the document to PDF Sample output Archives the PDF in Google Drive. Sends a BRD response email to the requester with the completed document. Updates the request status in the Google Sheet as completed. How to set up Prepare Google Sheets: Create a BRD tracking sheet. Create a supporting document tracking sheet. Configure Google Drive: Set up folders for supporting documents and archived PDFs. Ensure the workflow has API access to upload and retrieve files. Form Integration: Connect your BRD request form to trigger the workflow. Vector Store: Configure a vector database or embedding store for extracted document text. AI Agents: Configure the General BRD Writer Agent and Business Requirement Writer Agent with your preferred OpenAI model. Link both agents to the Query Data Tool for retrieving embedded content. Email Setup: Configure email sending credentials to deliver final BRDs to requesters. Requirements Google Sheets API credentials. Google Drive API credentials. An OpenAI API key with access to the desired models. A form submission trigger (e.g., Google Forms, Typeform). Vector store or embedding database for contextual AI queries. Permissions for file uploads, downloads, and updates in Google Drive. How to customize the workflow Custom Templates**: Modify the AI agents’ system prompts to match your organization’s BRD format and tone. Metadata Fields**: Add custom fields (e.g., department, priority level) during metadata configuration. File Storage Paths**: Adjust Google Drive folder structure for project-specific storage. Approval Steps**: Insert an approval workflow between draft document creation and final archiving. Notification Channels**: Add Slack, Microsoft Teams, or other notification integrations in addition to email. AI Model Selection**: Swap the OpenAI model for another LLM or fine-tuned variant to improve BRD quality for your domain.

📧 What It Does This n8n workflow sends personalized marketing or outreach emails using predefined templates stored in Google Sheets, with SendGrid as the email delivery provider. Instead of relying on dynamic AI content, this setup selects a ready-made template and merges it with business-specific lead data — delivering consistent and fast email personalization at scale. 💡 Why This Workflow? Sometimes, you don’t need the overhead or variability of AI-generated content. Predefined templates give you: ⚡ Faster execution — no calls to AI models 🎯 Total control over tone, formatting, and structure 🛠️ Easy customization using variables like [BusinessName], [Location], etc. 💰 Zero additional cost per email 👤 Who It’s For Freelancers* or Agencies* running outreach campaigns Startups* or SMBs* with lead data in Google Sheets Anyone who wants to automate email sending with consistency, control, and low cost. ⚙️ How It Works Manual Trigger starts the workflow. Google Sheets (Leads tab) supplies a list of businesses with fields like name, location, email, category, etc. Loop started to execute each item. Google Sheets (Email Template tab) holds predefined subject and body templates (HTML supported). A random template is selected for each email. Placeholders like [BusinessName] or [Category] are replaced with actual lead info using the Fix Variable (Set) node. The formatted message is sent via SendGrid, using your authenticated sender email. A 1-second wait is added between emails to manage rate limits and avoid spam flags. Loop continues until all leads have been emailed. 🛠 How to Set It Up Import the .json file into your n8n instance. Connect the required credentials: SendGrid API Key (ensure sender domain and identity is verified) Google Sheets OAuth2 Create or duplicate this sample sheet, which contains two tabs and modify to your business interest: Leads Email Template Update the leads and email templates to match your campaign. Click “Execute Workflow” to begin sending emails. 🚀 Want to Scale This? Add additional workflows: 📬 SendGrid Webhook integration to track status & engagements like bounces, opens, and clicks 🔁 Reply tracker via Gmail to update lead status 🤖 AI-based Email Router to label replies as Interested, Not Interested, Others, Forward emails to appropriate department for further engagements. 📆 Follow-up Emails (when there's no email reply) for D+5, D+10 days sequences 📬 Need Help? Feel free to reach out via email: [email protected] Thanks for using this workflow

Try It Out, HireMind – AI-Driven Resume Intelligence Pipeline! This n8n template demonstrates how to automate resume screening and evaluation using AI to improve candidate processing and reduce manual HR effort. A smart and reliable resume screening pipeline for modern HR teams. This workflow combines Google Drive (JD & CV storage), OpenAI (GPT-4-based evaluation), Google Sheets (position mapping + result log), and Slack/SendGrid integrations for real-time communication. Automatically extract, evaluate, and track candidate applications with clarity and consistency. How it works A candidate submits their application using a form that includes name, email, CV (PDF), and a selected job role. The CV is uploaded to Google Drive for record-keeping and later reference. The Profile Analyzer Agent reads the uploaded resume, extracts structured candidate information, and transforms it into a standardized JSON format using GPT-4 and a custom output parser. The corresponding job description PDF file is automatically retrieved from a Google Sheet based on the selected job role. The HR Expert Agent evaluates the candidate profile against the job description using another GPT-4 model, generating a structured assessment that includes strengths, gaps, and an overall recommendation. The evaluation result is parsed and formatted for output. The evaluation score will be used to mark candidate as qualified or unqualified, based on that an email will be sent to applicant or the message will be send to hiring team for the next process The final evaluation result will be stored in a Google Sheet for long-term tracking and reporting. Google drive structure ├── jd # Google drive folder to store your JD (pdf) │ ├── Backend_Engineer.pdf │ ├── Azure_DevOps_Lead.pdf │ └── ... │ ├── cv # Google drive folder, where workflow upload candidate resume │ ├── John_Doe_DevOps.pdf │ ├── Jane_Smith_FullStack.pdf │ └── ... │ ├── Positions (Sample: https://docs.google.com/spreadsheets/d/1pW0muHp1NXwh2GiRvGVwGGRYCkcMR7z8NyS9wvSPYjs/edit?usp=sharing) # 📋 Mapping Table: Job Role ↔ Job Description (Link) │ └── Columns: │ - Job Role │ - Job Description File URL (PDF in jd/) │ └── Evaluation form (Google Sheet) # ✅ Final AI Evaluation Results How to use Set up credentials and integrations: Connect your OpenAI account (GPT-4 API). Enable Google Cloud APIs: Google Sheets API (for reading job roles and saving evaluation results) Google Drive API (for storing CVs and job descriptions) Set up SendGrid (to send email responses to candidates) Connect Slack (to send messages to the hiring team) Prepare your Google Drive structure: Create a root folder, then inside it create: /jd → Store all job descriptions in PDF format /cv → This is where candidate CVs will be uploaded automatically Create a Google Sheet named Positions with the following structure: | Job Role | Job Description Link | |------------------------------|----------------------------------------| | Azure DevOps Engineer | https://drive.google.com/xxx/jd1.pdf | | Full-Stack Developer (.NET) | https://drive.google.com/xxx/jd2.pdf | Update your application form: Use the built-in form, or connect your own (e.g., Typeform, Tally, Webflow, etc.) Ensure the Job Role dropdown matches exactly the roles in the Positions sheet Run the AI workflow: When a candidate submits the form: Their CV is uploaded to the /cv folder The job role is used to match the JD from /jd The Profile Analyzer Agent extracts candidate info from the CV The HR Expert Agent evaluates the candidate against the matched JD using GPT-4 Distribute and store results: Store the evaluation results in the Evaluation form Google Sheet Optionally notify your team: ✉️ Send an email to the candidate using SendGrid 💬 Send a Slack message to the hiring team with a summary and next steps Requirements OpenAI GPT-4 account for both Profile Analyzer and HR Expert Agents Google Drive account (for storing CVs and evaluation sheet) Google Sheets API credentials (for JD source and evaluation results) Need Help? Join the n8n Discord or ask in the n8n Forum! Happy Hiring! 🚀