Twilio and Google Sheets integration

How It Works ⚙️ This workflow is a comprehensive, AI-powered system that acts as a virtual client relationship manager for any appointment-based business. It handles the entire client journey—from appointment booking to follow-up and re-engagement—all on autopilot. Appointment Trigger: The workflow starts when a new event is created in your Google Calendar. Client Data Management: It queries your client CRM database (Airtable or Google Sheets) to check if the client's email exists, preparing to send a personalized message. Dynamic Reminders: An If node splits the workflow. It sends a personalized welcome message for new clients and a standard reminder for returning clients, drastically reducing no-shows. Post-Appointment Follow-up: A Wait node pauses the workflow until after the appointment ends. It then sends a personalized "thank you" message via Twilio with a link to a review or survey. Re-engagement Loop: A separate Cron trigger runs weekly, automatically identifying clients who haven't rebooked in a set period (e.g., 30 days) and sends them a personalized offer to encourage them to return. Data Logging: It automatically logs all client data and engagement actions into a central database like Airtable or Google Sheets, creating a real-time dashboard for your business. How to Set Up 🛠️ Import the Workflow: Copy the provided workflow JSON and import it into your n8n instance. Configure Credentials: Google Calendar: Add your OAuth2 credential. Twilio: Add your API credentials. Google Sheets / Airtable: Add your credentials for your chosen CRM. Customize Workflow Nodes: Node 1 (Google Calendar Trigger): Select your Google Calendar credential and the calendar you use for bookings. Node 2 (Google Sheets / Airtable): Connect to your client CRM. Adjust the filter to search by the client's email from the calendar event. Node 4 & 5 (Twilio Reminders): Replace YOUR_TWILIO_NUMBER with your Twilio number. Customize the message body to fit your business. Node 6 (Wait): Adjust the Wait Duration if you want to send the follow-up message at a different time after the appointment. Node 7 (Twilio Follow-up): Replace the placeholder [LINK TO YOUR REVIEW/SURVEY PAGE] with your actual link. Nodes 8, 9, 10 (Re-engagement Loop): This is an optional, high-value part of the workflow. Configure the Cron node to run on your desired schedule. Adjust the filter in the Find Clients node to your specific re-engagement criteria (e.g., last visit date is older than 30 days). Save & Activate: Once all settings and credentials are configured, save the workflow and click the "Inactive" toggle in the top-right corner to make it live.

Who is this for? This template is perfect for Gumroad creators, solopreneurs, digital product sellers, and freelancers who want to track and thank customers automatically — without spending time on manual work. What problem does this solve? Every sale is a moment to build trust. But manually checking your inbox for new orders, logging clients, and remembering to send a thank-you note? It’s time-consuming and inconsistent. This workflow handles it all: From sale → to sheet → to ping → to personalized “thank you” — all fully automated. What this workflow does: ✅ Triggers on each new sale on Gumroad 📋 Extracts buyer details, amount paid, and product purchased 📈 Logs the sale to a Google Sheet for tracking 📲 Sends a Telegram approval message to notify you 💌 (Optional) Sends a Gmail thank-you email to the buyer 🔁 Keeps your workflow organized with color-coded notes and sample data ⚙️ Setup Instructions: Create Gumroad API and connect the trigger node Authenticate with Google Sheets to store each client Connect your Telegram bot for real-time alerts (Optional) Setup Gmail API for sending thank-you emails Customize the email copy & sheet headers (e.g. % cut, timestamps) 🗒 Color-coded workflow notes: To make customization smooth, the workflow includes a color-coded sticky note system: 🟩 Green Notes – Main building blocks (trigger, logging, ping, email) 🟦 Blue Notes – Setup guidance and editable fields (e.g. your email or brand name) 🟨 Yellow Notes – Optional upgrades (e.g. swap Gmail, use AI email generator, change to WhatsApp) Each step has comments or hints to make your setup easy — whether you're new to n8n or a seasoned automator. 🔧 How to customize this workflow? 🎯 Swap Gmail with Outlook, SMTP, or Mailgun 🤖 Use AI (e.g. OpenAI or Claude) to draft personalized emails dynamically 📞 Replace Telegram with WhatsApp, Discord, or Slack 🗃️ Log to Airtable or Notion instead of Google Sheets 🧠 Add approval logic or advanced tagging in Gmail 🧾 Licensing & Support This template is built by Velebit from Innovatio. External links (Gumroad store or support email) are included in the notes for optional help and upgrades. A separate license applies to the paid version on Gumroad, which includes additional modules and commercial use rights. 📩 Support & customization: [email protected]

Who is this for? This template is ideal for solo store owners, eCommerce marketers, automation beginners, or anyone using Shopify and Gmail who wants to recover lost revenue without coding. What problem does this solve? Customers often leave items in their cart without completing the purchase. Manually chasing those sales is inefficient and inconsistent. This workflow automates the recovery process by sending emails (and optionally SMS) based on Shopify checkout activity. What this workflow does: ✅ Detects when a Shopify checkout is created but not completed, ⏳ Waits 1 hour, then checks if the cart was abandoned, 🧾 Pulls cart contents and applies a fallback discount, 📧 Sends a recovery email via Gmail, 🕓 After 24 hours, you can optionally send an SMS or WhatsApp reminder via Twilio, 📊 Logs each interaction to Google Sheets for tracking. Setup: Create Shopify, Gmail, Google Sheets, and Twilio credentials in your n8n instance, Import the JSON workflow file Replace the Shopify trigger with your store's webhook (set to “Checkout Create”), Set your wait time (default: 1 hour), Link your Gmail account and customize the email message, (Optional) Link Twilio to add a multi-channel reminder, Update the Google Sheets node with your own Sheet ID and headers. 🗒 Color-coded workflow notes: To make customization easier, this template includes a visual sticky note system inside the n8n canvas. You’ll find: 🟩 Green Notes → Main Steps Clear, essential stages of the automation (e.g. wait, check cart status, send email), 🟦 Blue Notes → Personalization Tips Small tweaks you can make to match your tone, store brand, or logic (e.g. email copy, discount logic), 🟨 Yellow Notes → Optional / Advanced Features that you can explore setting up: Twilio SMS, Airtable logging, human approval steps, etc. 👉 Look around each key node for quick tips, setup instructions, and TO-DO items. This system helps you understand and modify the workflow at a glance — whether you're a beginner or scaling a pro setup. How to customize this workflow? 🎯 Swap Shopify for WooCommerce or Stripe by replacing the trigger and cart-check logic, 💬 Localize and personalize each email message or add multilingual support via AI, 📈 Upgrade logging from Google Sheets to Airtable for CRM-style features, 🤝 Add manual approval steps for high-value discounts, 💡 Want a one-time unique code per user? Let us build that logic for you → [email protected] Final notes This template was designed by Velebit from Innovatio. External links in the workflow (e.g. support or upgrade options) are optional and purely informative, while only leading to the official company webiste with no affiliate or similar links included in the template itself. A separate license applies to the paid version on Gumroad, which includes additional modules and commercial use rights.

Never lose an inbound lead because someone missed the phone. This workflow captures missed inbound calls from Twilio, logs them, notifies your team, and instantly sends a context aware SMS to the caller. It automatically adapts messaging based on business hours, ensuring fast response during working hours and clear expectations after hours. Built for small service businesses, agencies, clinics, and local operators who rely heavily on phone calls. How it works Receives inbound call events from Twilio via webhook Filters for failed, busy, or no answer call statuses Checks whether the call happened during business hours Logs call details to Google Sheets for tracking and follow up Sends an automatic SMS reply to the caller During business hours, promises a quick callback After hours, sets next business day expectations Notifies your team in Slack with caller details This creates instant acknowledgment, internal visibility, and a structured follow up trail. Setup steps Connect your Twilio account and configure the webhook URL Connect Google Sheets and select your tracking sheet Connect Slack and choose a notification channel Adjust business hours and timezone inside the code node Customize SMS copy to match your brand voice Setup typically takes 10 to 15 minutes.

📖 Overview This workflow automates your morning wake-up call by calculating the perfect time to leave based on real-time traffic. Instead of a static alarm, n8n continuously monitors road conditions via the Google Maps Distance Matrix API. When the "strike time" is reached, accounting for both live traffic and your morning preparation; the workflow triggers a physical alarm on your iPhone via a Twilio SMS and iOS Shortcuts. 🛠️ System components The Brain (n8n) Check interval: Monitors traffic every minute during your "ready window." Logic: Uses a mathematical expression to determine if you need to wake up now to make your arrival goal. **Formula: T_{wake} = T_{arrival} - (T_{traffic} + T_{prep}) The Log (Google Sheets): Maintains a diagnostic history when an sms is sent to your phone for each day. The Trigger (iPhone): Utilizes an iOS Shortcut Automation that listens for a specific SMS phrase ("Wake up!") to trigger a physical alarm. ⚙️ Setup instructions Step 1: Google Cloud Platform Enable the Distance Matrix API in your Google Cloud Console. Generate an API Key and restrict it to your IP if possible. Step 2: Twilio configuration Gather your Account SID and Auth Token. Ensure your personal mobile number is verified in the Twilio console to receive messages. Step 3: iOS Shortcut automation Open the Shortcuts App → Automation → New Automation. Select Message → Message Contains: Wake up! → Action: Add "Start Timer" or "Create Alarm." Important: Disable "Ask Before Running" and "Notify When Run." 💡 Node breakdown & logic Arrival Schedule (Cron): Defines the window when the workflow should be active (e.g., 7:00 AM – 8:00 AM). Traffic Monitor (Google Maps): Fetches the duration_in_traffic value. Wake-up Evaluator (Filter): Compares if Current Time + Traffic + 20 mins >= Arrival Time. SMS Dispatcher (Twilio): Sends the trigger phrase to your device. Activity Logger (Google Sheets): Records the 1st execution of the day and then, with the use of the google sheet and the IF loop, the workflow will stop sending sms after the first send.

Who’s it for Consultants, agencies, freelancers, and project managers who want to ensure proposals, emails, and tasks are followed up on time. How it works / What it does This n8n workflow automates follow-up reminders: Triggers when a new proposal, task, or client email is logged in Google Sheets, CRM, or project management tool. Normalizes data for client name, email, task, and due date. Uses OpenAI AI to classify urgency (high, medium, low). Routes reminders based on urgency: High → Immediate email and Slack alert Medium → Scheduled email reminder Low → Weekly summary reminder Logs follow-up status in Google Sheets. Sends daily Slack summary of all pending reminders. Optional: SMS notifications for VIP clients via Twilio. Includes error handling and retry logic for reliability. How to set up Connect Google Sheets, CRM, or project tool. Configure Gmail/Outlook for emails. Connect Slack for notifications. Optional: Connect Twilio for SMS. Connect OpenAI API for AI urgency classification. Adjust decision nodes to match your priority workflow. Test workflow with sample data to confirm routing works. Requirements n8n account with Gmail/Outlook, Slack, Twilio integrations. OpenAI API key for urgency classification. How to customize Adjust AI prompt to classify urgency per your business rules. Customize Slack channels and email templates. Add new routes (e.g., CRM updates, calendar scheduling) for additional automation. Created by Hyrum Hurst / QuarterSmart Keywords: AI follow-up automation, task reminders, proposal follow-up, consulting workflow, n8n workflow, QuarterSmart

Pet Grooming Appointment & Client Engagement Automation Automate reminders, follow-ups, and client engagement for your pet grooming business with this simple n8n workflow by Hyrum Hurst, AI Automation Engineer at QuarterSmart. Sends personalized SMS and email reminders with grooming prep tips Tracks client confirmations and responses in Google Sheets Notifies groomers of daily schedules via Slack Sends post-appointment thank-you or reschedule messages Compiles weekly engagement reports automatically Perfect for pet groomers looking to reduce no-shows, increase client satisfaction, and save time. Combines AI, Slack, Google Sheets, SMS, and Email for end-to-end automation. Author: Hyrum Hurst, AI Automation Engineer Company: QuarterSmart Contact: [email protected] Keywords: pet grooming automation, AI reminders, appointment automation, client engagement

Eliminate 90% of manual work in procurement by automating quote requests, response tracking, price extraction, and supplier follow-ups. This complete automation handles everything from sending personalized emails to extracting pricing data with AI and sending WhatsApp reminders—so you can focus on decision-making, not data entry. This all-in-one workflow transforms a 5-hour manual process into a 10-minute review task, saving 15-20 hours per month while improving supplier response rates by 30%. How it works This workflow contains 4 independent automation modules running on separate schedules: Quote Request Sender (Manual trigger) Reads supplier list from Google Sheets Sends personalized emails via Gmail with category and deadline Logs all requests with timestamps to tracking sheet Response Monitor (Hourly schedule) Automatically checks Gmail for supplier replies with attachments Updates tracking sheet status to "Quote Received" Zero manual email monitoring required AI Price Extraction (Manual trigger) Downloads PDF/Excel attachments from emails Extracts text using n8n's built-in parser Sends to OpenAI GPT-4o-mini to identify products, prices, quantities, currencies Saves structured data to Price Comparison sheet WhatsApp Follow-ups (Daily at 9 AM) Checks for non-responsive suppliers Sends smart reminders at Day 3, 5, and 7 with escalating urgency Falls back to email if no phone number Logs all follow-up history Each module shares data through Google Sheets while running independently. Set up steps Time to set up: 20-30 minutes Create two Google Sheets: "Quote Tracking" (with columns: supplier_name, supplier_email, category, request_date, status, quote_received, phone_number, last_follow_up, follow_up_count) and "Price Comparison" (with columns: supplier_name, supplier_email, product_name, price, currency, quantity, extracted_date, source_file) Connect credentials: Gmail OAuth, Google Sheets OAuth (same account), OpenAI API key, Twilio Account SID + Auth Token Update all Google Sheet IDs in every Google Sheets node (8 nodes total across all modules) Configure Twilio WhatsApp sandbox: Go to Twilio Console → Messaging → WhatsApp → Send join code from your phone → Update "From" number in Send WhatsApp node Add 2-3 test suppliers to Tracking Sheet with your email addresses using + trick ([email protected]) and phone numbers in international format Test each module: Execute Quote Sender → Reply to test email with PDF → Execute AI Extraction → Set supplier date to 3 days ago → Test Follow-ups Activate schedules for Response Monitor (hourly) and Follow-ups (daily at 9 AM) Detailed node configurations and troubleshooting tips are included in sticky notes throughout the workflow canvas. Requirements Gmail account with API access Google Sheets (2 sheets) OpenAI API account (~$5-15/month) Twilio account with WhatsApp (~$10-20/month) n8n (any version supporting HTTP Request node) Who is this for Procurement teams managing multiple supplier quotes Small businesses comparing vendor prices Operations managers handling RFQs Purchasing departments drowning in email attachments Anyone collecting and tracking supplier pricing at scale Time savings: From 5 hours to 10 minutes per quote cycle (90% reduction) Response rate improvement: 50% → 80% with automated follow-ups Accuracy: 95%+ AI extraction accuracy vs 5-10% manual data entry errors

Who this workflow is for Door-to-door HVAC companies seeking automated lead capture and appointment scheduling. What this workflow does AI classifies incoming leads, routes them by service type, logs lead info in Google Sheets, notifies team via Slack, sends confirmations, schedules appointments, and optionally sends SMS reminders. How the workflow works Lead submission triggers workflow AI classifies lead Route lead based on service type Log in Google Sheets Notify team via Slack Send confirmation email Schedule appointment in calendar Send SMS reminder (optional) Optional CRM/dispatch integration Author: Hyrum Hurst, AI Automation Engineer Company: QuarterSmart Contact: [email protected]

This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and Google Sheets that need a scalable alternative to complex accounting software. How it works Watches for invoices: Triggers daily or via form submission to check for new entries. First Follow-up (Day 7): Checks payment status one week after the invoice date. If unpaid, it sends a friendly email (and optional SMS). Second Follow-up (Day 9): Re-checks status and sends a firmer reminder if funds are still not received. Final Notice (Day 12): Sends a final urgent reminder before closing the cycle. Smart Stopping: The workflow checks the 'Payment Status' column before every single message to ensure clients who have already paid are never disturbed. Setup time: About 20 minutes. Prerequisites: A Google Sheet with columns for Date, Email, and Payment Status.

✅ What problem does this workflow solve? Missed return pickups create logistics delays, extra follow-ups, and unhappy customers for e-commerce teams. This workflow automates return pickup reminders, ensuring customers are notified on the day of pickup via WhatsApp messages and automated voice calls, without any manual effort. ⚙️ What does this workflow do? Runs automatically on a daily schedule. Reads return pickup data from Google Sheets. Identifies customers with: 📅 Pickup date = today ⏳ Status = Pending Sends personalized WhatsApp reminders. Places automated voice call reminders when required. Updates reminder status in Google Sheets for clear tracking. 🧠 How It Works – Step by Step ⏰ Scheduled Trigger The workflow starts at a fixed time every day (e.g., 9–10 AM) using a Schedule Trigger. 📄 Read Pickup Data from Google Sheets It fetches rows from Google Sheets where: Pickup Date** = today Status** = Pending This ensures only relevant pickups are processed. 🔁 Loop Through Pickups Each matching row is processed individually to send customer-specific reminders. ✍️ Generate Personalized Messages Using a Code node, the workflow creates: 📲 A WhatsApp text message 📞 A voice message script Messages include: Customer name Product name Pickup address Return reason Pickup timing reminder 📲 Send WhatsApp Reminder A personalized WhatsApp message is sent via Twilio, reminding the customer to keep the package ready. 📞 Place Voice Call Reminder If required, the workflow places an automated voice call using Twilio and reads out a clear pickup reminder using text-to-speech. ✅ Update Pickup Status Once notifications are sent: The workflow updates the Status column to “Reminder Sent” Ensures the same pickup is not notified again 📊 Sample Google Sheet Columns | Order ID | Customer Name | Phone Number | Product | Pickup Date | Address | Return Reason | Status | |--------|----------------|--------------|---------|-------------|---------|---------------|--------| 🔧 Integrations Used Google Sheets** – Pickup data source and tracking Twilio WhatsApp API** – Message delivery Twilio Voice API** – Automated call reminders n8n Schedule + Logic Nodes** – Automation orchestration 👤 Who can use this? Perfect for: 🛒 E-commerce brands 📦 Reverse logistics teams 🚚 Delivery & pickup operations 🧑‍💼 Customer support teams It also works well for service visits, deliveries, appointments, and field operations. 💡 Key Benefits ✅ Fewer missed pickups ✅ Improved customer compliance ✅ Reduced manual follow-ups ✅ Clear tracking in Google Sheets ✅ Scalable and fully automated 🚀 Ready to Use? Just connect: ✅ Google Sheets with pickup data ✅ Twilio credentials (WhatsApp + Voice) ✅ Schedule trigger time

Automatically turn your Google Calendar into a fully-automated notification system with email alerts, SMS reminders, and a live performance dashboard - all powered by n8n. This automation helps you never miss an event, while giving you clear visibility into what notifications were sent, when, and how reliably they ran. What This Automation Does This solution is built as 4 connected workflows that run on a schedule and work together: Daily Email Summary (Morning) Every morning, the workflow: Reads today’s events from Google Calendar Formats them into a clean email Sends a daily schedule summary via Mailchimp or SendGrid Daily SMS Summary Shortly after, it: Sends a concise SMS overview of today’s meetings using Twilio 15-Minute Event Reminders Before each event: Sends an individual SMS reminder Skips all-day events automatically Weekly Schedule Preview Every Sunday: Sends a week-ahead summary so you can plan in advance Live Reporting & Dashboard All workflow activity is logged automatically into Google Sheets, which powers a real-time analytics dashboard showing: Number of notifications sent Success vs failure rates Daily and weekly execution stats Visual charts powered by Chart.js No manual tracking needed, everything updates automatically. How the Workflow Is Structured The automation is grouped into 3 clear sections: Section 1: Calendar Data Collection Pulls events from Google Calendar Filters relevant meetings Prepares clean event data Section 2: Notifications & Messaging Formats emails and SMS messages Sends reminders and summaries Handles scheduling logic Section 3: Logging & Reporting Saves every execution to Google Sheets Updates daily stats automatically Feeds the live dashboard SUPPORT & FEEDBACK Questions or issues? Connect with me on LinkedIn Want to see it in action? Try the live report demo: Click here

Automated Sales Rep Clone Outreach Video and Voice Note for B2B Outbound This workflow automatically transforms new leads from Google Sheets into hyper-personalized outreach videos, voice notes, and emails using AI research, scriptwriting, video cloning, and voice generation. Perfect for SDRs, founders, and agencies who want to scale outreach without sacrificing personalization. 🎥 Watch step by step build: https://www.youtube.com/watch?v=q9AAh9zRou4 What this template does Whenever a new row is added to your Google Sheets CRM, this workflow: Reads the new lead (Name, Email, Phone, Company, Industry, LinkedIn URL) Runs deep research on the person & company using Perplexity Generates a personalized 30-second outreach script Creates a cloned-face, AI-generated HeyGen video with the script Creates an ElevenLabs voice note using the same personalized insights Uploads the audio file to Google Drive Sends an email to yourself containing: Outreach subject line Email body Personalized video link Personalized voice note link (Optional) Sends a WhatsApp/SMS/MMS message via Twilio with the files or links This template builds a complete AI-powered outbound engine—research, video, voice note, and email—fully automated. Why this is useful Turns manual outbound into a hands-free, 360° AI workflow Personalized video outreach dramatically increases reply rates Consistent research quality for every lead SDRs save hours per day on manual prep Perfect for: Influencer agencies SaaS outbound teams Founders doing cold outreach Recruitment agencies Real estate & service businesses Requirements Before running this workflow, connect: Google Sheets OAuth (trigger + CRM sheet) Perplexity API Key OpenAI API Key (GPT-5.1, GPT-4.1-mini) OpenRouter API Key HeyGen API Key (for video avatar) ElevenLabs API Key (for voice note) Google Drive OAuth (for file upload) Twilio credentials (optional SMS/WhatsApp) ⚠️ All credentials must be added manually after importing. This ensures security and complies with n8n Template Guidelines. How it works (Node Breakdown) Google Sheets Trigger Watches your CRM sheet and fires whenever a new lead row is added. Code Node — Extract Latest Row Ensures only the newly added row continues through the workflow. Research Agent Powered by OpenAI + Perplexity Scrapes professional history, company insights, marketing gaps Identifies outreach opportunities & triggers Produces a structured research summary Scripting Agent Writes a natural, human-sounding 30-second outreach script tailored to that exact lead. HeyGen Video Generator Creates a personalized avatar video narrating the script (720×1280). ElevenLabs Voice Generation Generates a custom voice note version of the pitch. Google Drive Upload Saves the voice note file for sharing or sending via WhatsApp. Twilio Message (optional) Sends the voice note or video link via SMS/WhatsApp. Email Output Creates a fully structured JSON email including: Subject line Personalized body HeyGen video link Voice note link Delivered via Gmail node. Setup (Step-by-Step) Import the template into n8n Open Google Sheets Trigger → choose your CRM sheet Add all required credentials: Perplexity OpenAI OpenRouter HeyGen ElevenLabs Google Drive Gmail Twilio (optional) In HeyGen node, choose: Your avatar Your preferred voice ID In ElevenLabs node, set: Your preferred voice model Review the system prompts of: Research Agent Script Agent Email Agent Adjust for your brand tone if needed. Run once manually to test. Turn on the workflow—your AI outbound engine is live. Customization Ideas Swap HeyGen avatar to match your brand identity Add a Slack notification when each video is ready Save research & scripts into a Notion database Create a HubSpot contact for each lead Add duplicate detection logic Auto-post video to social channels for public outreach Troubleshooting Video stuck in “processing”? → Increase the Wait node duration (30–60 sec). Voice note too robotic? → Switch to a premium ElevenLabs voice. Research not specific enough? → Strengthen the system prompt with more constraints. Emails not arriving? → Ensure Gmail OAuth has send permission configured. API authentication errors? → Check credentials in each node (OpenAI, Perplexity, HeyGen, etc.).

This enterprise-grade n8n workflow automates competitor monitoring on Instagram — from post fetching to AI-driven strategy alerts — using Claude AI, Instagram API, and multi-channel notifications. It tracks trends, analyzes performance, and delivers actionable insights via WhatsApp and email, keeping your team ahead with zero manual effort. Key Features Daily competitor scanning** from Google Sheets Post performance metrics** (engagement rate, trends) calculated automatically AI-powered insights* using Claude 3.5 Sonnet* for content and engagement strategies Dual-channel alerts:** WhatsApp (Twilio) and email for instant delivery Audit logs** in Google Sheets for historical trends Scalable triggers:** Daily schedule or webhook for ad-hoc checks Workflow Process | Step | Node | Description | | ---- | ----------------------------------- | -------------------------------------------------------- | | 1 | Schedule Trigger | Runs daily at 10 AM or via webhook (/competitor-alert) | | 2 | Get Competitor List | Loads competitors from Competitors sheet | | 3 | Loop Over Competitors | Processes each competitor to avoid API limits | | 4 | Get Competitor Posts | Fetches last 10 posts via Instagram Graph API | | 5 | Calculate Performance Metrics | Computes avg engagement and trend using Code node | | 6 | Generate AI Insights (Claude AI)| Analyzes data for 3 strategic bullet-point insights | | 7 | Send Email Alert | Emails detailed report to team | | 8 | Send WhatsApp Alert (Twilio) | Sends concise alert via WhatsApp | | 9 | Log Alert | Records metrics and insights in AlertsLog sheet | | 10 | End Workflow | Terminates execution | Setup Instructions Import Workflow Open n8n → Workflows → Import from Clipboard Paste the JSON workflow Configure Credentials | Integration | Details | | ----------------- | -------------------------------------------------- | | Google Sheets | Service account with spreadsheet access | | Instagram API | Business access token for media fetching | | Claude AI | Anthropic API key for claude-3-5-sonnet-20241022 | | Twilio | Credentials for WhatsApp messaging | | SMTP/Email | SMTP or Gmail for email alerts | Update Spreadsheet IDs Ensure your Google Sheets include: Competitors AlertsLog Set Triggers Webhook:** /webhook/competitor-alert (for on-demand runs) Schedule:** Daily at 10:00 AM Run a Test Use manual execution to confirm: Post fetching and metrics calculation AI insights generation WhatsApp/email delivery and sheet logging Google Sheets Structure Competitors | competitorName | competitorUserId | industryFocus | |----------------|------------------|---------------| | BrandX | 1234567890 | Fashion | AlertsLog | competitor | avgEngagement | trend | insights | timestamp | |---------------|----------------|--------|-----------------------------------|--------------------| | BrandX | 75.5 | Rising | - Bullet 1... | 2023-10-01T12:00:00Z | System Requirements | Requirement | Version/Access | | --------------------- | ---------------------------------------------- | | n8n | v1.50+ (AI and messaging integrations supported)| | Claude AI API | claude-3-5-sonnet-20241022 | | Instagram Graph API| Business account access token | | Twilio API | WhatsApp-enabled phone number | | Google Sheets API | https://www.googleapis.com/auth/spreadsheets | | SMTP | For email (e.g., Gmail OAuth) | Optional Enhancements Add visual charts (e.g., engagement trends via Google Charts) Integrate Slack for team-wide alerts Use advanced metrics like reach/impressions via Instagram Insights API Connect CRM (HubSpot) to tag competitors Enable multi-platform monitoring (e.g., TikTok) Add threshold-based alerts (e.g., only if engagement >20% increase) Export insights to Notion or Airtable for strategy docs Result: A single automated system that monitors competitors, uncovers trends, and arms your team with AI strategies — delivered via WhatsApp and email with zero manual work. Get in touch with us for custom n8n automation!

SignSnapHome to Multi-CRM Auto Follow-up: Complete Real Estate Open House Automation Transform Your Open House Leads into Clients with Zero Manual Work Are you tired of manually entering open house visitor information into your CRM? Losing hot leads because you didn't follow up fast enough? This powerful n8n workflow automatically syncs every SignSnapHome open house sign-in to three major real estate CRMs and executes a customizeable 7-day follow-up sequence via email and SMS. Setup Video Here 🎯 What This Workflow Does This automation creates a complete, hands-free lead nurturing system for real estate agents using SignSnap Home for open house visitor management. Every time someone signs in at your open house, this workflow: Instantly captures all visitor data from SignSnap Home via webhook Intelligently scores each lead based on agent status and property interest Automatically syncs contact information to three CRMs simultaneously: HubSpot - For marketing automation and pipeline management Follow Up Boss - For real estate-specific lead management Monday.com - For team collaboration and task tracking Logs everything to Google Sheets for complete audit trail and reporting Sends personalized follow-ups over 7 days for qualified leads: Day 0: Immediate thank you email Day 2: SMS text message check-in Day 5: Market update email with consultation offer Day 7: Automatic task created in HubSpot for agent to call 🔥 Key Features Smart Lead Qualification Not all open house visitors are equal. This workflow automatically identifies qualified leads who receive the full follow-up sequence: ✅ Visitors who don't currently have a real estate agent ✅ Visitors who have an agent but haven't signed a buyer agreement Leads who already have representation get the basic treatment (thank you email + CRM sync) to respect existing relationships while still capturing their information for future opportunities. Multi-CRM Distribution Why limit yourself to one CRM? This workflow syncs to three platforms simultaneously: HubSpot**: Creates/updates contacts with full lead scoring and property visit history Follow Up Boss**: Adds leads with source attribution and detailed notes Monday.com**: Creates board items for team visibility and collaboration Complete Activity Tracking Every touchpoint is logged to Google Sheets across three tabs: Lead Master Log**: Complete record of every visitor with lead scores and qualification status Follow-up Activity**: Timestamp of every email, SMS, and task created Errors**: Captures any visitors without email addresses for manual follow-up TCPA-Compliant SMS Follow-up Automated SMS messaging via Twilio includes: Proper consent tracking (via open house sign-in) "Reply STOP to unsubscribe" compliance footer Personalized messaging based on agent status Complete activity logging for audit trail 💼 Perfect For Real Estate Agents** using SignSnap Home for open house management Real Estate Teams** who need centralized lead tracking across multiple CRMs Brokerages** wanting to standardize follow-up processes across agents Property Marketing Teams** managing multiple open houses simultaneously 🛠️ What You'll Need Required Accounts & Credentials: SignSnapHome account with webhook integration enabled HubSpot account (Free or paid tier) with API access Follow Up Boss account with API key Monday.com account with API token Twilio account with SMS-enabled phone number SMTP Email service (Gmail, SendGrid, etc.) Google Sheets with OAuth2 access Technical Requirements: Active n8n instance (cloud or self-hosted) Basic familiarity with n8n workflows 30 minutes for initial setup and credential configuration 📊 Lead Scoring Algorithm This workflow includes intelligent lead scoring to help you prioritize follow-up: Base Score: 50 points Scoring Adjustments: No real estate agent: +30 points (HOT lead!) Property rating 4-5 stars: +20 points Property rating 1-2 stars: -20 points No buyer agreement signed: +10 points Lead Status Categories: 70-100 points**: HOT 🔥 50-69 points**: WARM 40-49 points**: OPEN 0-39 points**: COLD The Day 7 follow-up task is automatically prioritized as HIGH for leads scoring 70+ points. 🚀 Setup Overview Step 1: Import Workflow Download this workflow JSON and import it into your n8n instance. Step 2: Configure Credentials Set up authentication for all seven services: HubSpot OAuth2 or API Token Follow Up Boss HTTP Basic Auth (API key as username) Monday.com API Token Twilio API credentials SMTP email settings Google Sheets OAuth2 Step 3: Create Google Sheets Structure Create one Google Sheet with three tabs: Tab 1: "Lead Master Log" Timestamp First Name Last Name Email Phone Property Lead Score Lead Status Has Agent Buyer Agreement Qualifies for Follow-up Source Tab 2: "Follow-up Activity" Timestamp Contact Email Contact Name Activity Type Message Property Success Notes Tab 3: "Errors" Timestamp Guest Name Property Phone Error Reason Step 4: Update Placeholders Replace these values in the workflow nodes: YOUR_GOOGLE_SHEET_ID_HERE - Your Google Sheet ID (or select manually) [email protected] - Your from email address YOUR_TWILIO_PHONE_NUMBER - Your Twilio phone number (format: +15551234567) YOUR_MONDAY_BOARD_ID - Your Monday.com board ID Step 5: Configure SignSnap Home Activate the workflow in n8n Copy the webhook URL Go to SignSnapHome.com → Settings → Integrations Paste webhook URL and enable "Send on each submission" Step 6: Test! Have someone sign in at your next open house (or use test mode) and watch the magic happen! 📈 Expected Results Time Savings: 15-20 minutes per open house visitor (data entry, CRM updates, follow-up scheduling) Response Rate Improvements: Immediate thank you email: Builds rapport instantly Day 2 SMS: 98% open rate (vs 20-30% for email) Day 5 market update: Re-engages interested prospects Day 7 agent call task: Ensures no lead falls through cracks, make sure you set up your crm or change this to a simple notification node. Conversion Rate Impact: Many agents report 2-3x increase in open house visitor conversions with automated follow-up vs manual processes. 🎨 Customization Ideas This workflow is designed to be easily customizable: Adjust Follow-up Timing Change Wait node durations (Day 2 → Day 1, Day 5 → Day 3, etc.) Add more touchpoints (Day 10, Day 30, Day 90) Remove SMS and use email-only sequence Modify Lead Scoring Edit the JavaScript code in "Parse SignSnap Data" node Add new scoring criteria (property price range, visit duration, etc.) Change threshold values for HOT/WARM/COLD status Expand CRM Coverage Add Salesforce using HTTP Request node Include Pipedrive (native node available) Connect Zoho CRM (native node available) Add your brokerage's proprietary CRM via API Enhance Email Content Add property photos and listing details Include market statistics and neighborhood data Embed video tours or agent introduction videos Add social proof (testimonials, recent sales) Create Property-Specific Sequences Use IF nodes to branch by property address Send different messaging per listing Customize follow-up based on price range Include neighborhood-specific content 🔐 Compliance & Privacy This workflow is designed with real estate compliance in mind: TCPA Compliance (SMS): Consent established via open house sign-in "Reply STOP to unsubscribe" included in all messages Complete activity logging for audit trail Business relationship already established CAN-SPAM Compliance (Email): Easy unsubscribe mechanism Clear sender identification Accurate subject lines Business address included Data Privacy: No data stored in n8n workflow memory All data passed through encrypted connections CRM platforms handle data retention per their policies Google Sheets can be restricted to specific users 🆘 Troubleshooting "No email address" errors Make email required in SignSnap Home form settings Check "Errors" tab in Google Sheet for missed leads Follow up manually via phone using logged information CRM sync failures Verify all API credentials are current and not expired Check API rate limits (especially HubSpot free tier) Review execution logs in n8n for specific error messages SMS not sending Confirm Twilio account has sufficient balance Verify phone number format: +1XXXXXXXXXX (E.164 format) Check that recipient's country allows SMS from your Twilio number Ensure phone number was captured in SignSnap Home Wait nodes not resuming Confirm workflow is ACTIVE (not just saved) Check n8n queue system is running properly Verify execution mode settings allow waiting executions 📚 Additional Resources SignSnap Home: Website: https://signsnaphome.com Documentation: Contact SignSnap Home support Webhook setup guide: Available in app settings n8n Documentation: Webhook nodes: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/ Wait node: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.wait/ Code node: https://docs.n8n.io/code-examples/ CRM API Documentation: HubSpot: https://developers.hubspot.com/ Follow Up Boss: https://docs.followupboss.com/ Monday.com: https://developer.monday.com/ 🌟 Success Story "Before this automation, I was spending 30+ minutes after every open house manually entering contacts into HubSpot, then setting reminders to follow up. Now it's completely hands-free. The SMS follow-up on Day 2 alone has doubled my response rate. Best workflow I've ever implemented!" 🚦 Next Steps Download this workflow from the n8n Creator Hub Import into your n8n instance Follow the setup guide in the sticky notes Test with a sample submission before your next open house Monitor results in your Google Sheets activity log Customize and optimize based on your response rates 💡 Pro Tips A/B test your messaging**: Duplicate the workflow and test different email subject lines or SMS wording Track conversion rates**: Add a "Converted" column to your Google Sheet and update it when leads become clients Segment by property**: Use IF nodes to send different follow-up sequences for luxury vs starter homes Add social media enrichment**: Connect Clearbit or Hunter.io to automatically find LinkedIn profiles Create dashboard reports**: Connect Google Sheets to Data Studio for visual analytics 📞 Support For workflow-specific questions, please comment on this workflow in the n8n Creator Hub. For SignSnap Home account issues, contact SignSnap Home support directly. For CRM-specific questions, consult each platform's documentation linked above. 🏷️ Tags real-estate open-house crm-automation lead-nurturing sms-marketing email-automation hubspot follow-up-boss monday.com twilio google-sheets webhook multi-crm lead-scoring signsnap-home Version: 1.0 Last Updated: January 2025 Compatibility: n8n v1.0+ License: MIT Built with ❤️ for the real estate community. Questions or improvements? Drop a comment below!

Coach Onboarding & Training Automation - Setup Guide Prerequisites n8n instance (self-hosted or cloud) Google Sheets account Twilio account with SMS-enabled phone number Setup Steps Configure Settings Node Update the "Configuration Settings" node with: GOOGLE_SHEET_ID: Your Google Sheets ID from the URL TWILIO_PHONE_NUMBER: Your Twilio number (format: +1XXXXXXXXXX) BUSINESS_NAME: Your company name TRAINING_PROGRAM_NAME: Your program name MAIN_PRODUCT_NAME: Your main product/service Create Google Sheets Database Create a new Google Sheet with 2 tabs: Sheet1 (Coaches) - Column headers: Name | Phone | Email | Goals | Status | Start Date | Current Day | Last Contact Sheet2 (Training Content) - Column headers: Day | Topic | Message | Audio_URL Add your 30-day training content to Sheet2 (rows 1-30). Setup Credentials in n8n Google Sheets OAuth2 API: Name: "Google Sheets account" Follow Google OAuth setup in n8n Twilio API: Name: "Twilio account" Account SID: Your Twilio SID Auth Token: Your Twilio Auth Token Configure Webhooks Registration Webhook: /webhook/coach-registration Accepts POST with: name, phone, email, goals Response Webhook: /webhook/coach-response Configure in Twilio for incoming SMS Activate Workflow Enable the workflow and test with sample data. Testing Test registration: curl -X POST https://your-n8n-url/webhook/coach-registration \ -H "Content-Type: application/json" \ -d '{"name":"Test Coach","phone":"5551234567","email":"[email protected]","goals":"Test goals"}' Troubleshooting SMS not sending: Verify Twilio credentials Check phone number format (+1XXXXXXXXXX) Confirm Twilio account has balance Google Sheets errors: Verify OAuth permissions Check column names match exactly Ensure Sheet ID is correct Daily automation not running: Check cron schedule is active Verify timezone settings Confirm coaches have "active" status description.md - Marketplace Description (Use the marketplace description from artifact #2, or create a shorter version): Coach Onboarding & Training Automation Automate coaching business onboarding with SMS-based 30-day training programs. Features Automated coach registration via webhook Daily training SMS delivery (9 AM) Smart keyword auto-responses Progress tracking in Google Sheets Weekly motivation messages Audio lesson support SMS compliance (STOP handling) Use Cases Business coaches scaling onboarding Sales trainers automating team development Course creators with SMS follow-up Network marketing team training Requirements Google Sheets account Twilio account with SMS number OPTIONAL: Screenshots If possible, include: Workflow overview screenshot Sample Google Sheets structure Example SMS messages received

How to Set Up 🛠️ Setting up this powerful CRM system is a straightforward process that connects your lead sources, your database, and your communication channels. The core steps involve preparing your database, importing the workflow, and then customizing the nodes to match your business rules. Setup Steps: Prepare Your Database: Create a new Google Sheet (or Airtable Base) to serve as your central CRM database. Title the sheet Loan Agency CRM and create the following columns in the first row: Name, Phone Number, Loan Type, Assigned Agent, Status, Date Captured. This will be the single source of truth for all your leads. Import the Workflow: Copy the provided workflow JSON and import it into your n8n instance. This will create both the "Lead Intake" and "Status Update" workflows. Configure Integrations: Webhook: This node is the entry point. Simply copy the generated URL to use in your lead form integrations. Google Sheets: Add your Google Sheets credential. Replace [YOUR SPREADSHEET ID] with the ID from your newly created sheet. Twilio / WhatsApp: Add your communication credential. Replace [YOUR TWILIO NUMBER] with your number. Google Drive (for documents): Add your credential and specify a secure folder ID where documents will be stored. Customize Business Logic: Node (Auto-Assign Agent): Open this Function node and edit the JavaScript code. Change the agent names, loan types, and locations to match your specific team and business rules. Node (Twilio): If you have a list of agent phone numbers, you can use a lookup expression here to automatically send the notification to the right person. Connect Your Lead Sources: Go to your Facebook Lead Ads, Google Forms, or website forms. In the integration settings, paste the Webhook URL you copied from n8n. This will ensure that every new lead is automatically sent to your CRM system. Activate & Test: Once all settings are configured, save the workflow. Click the "Inactive" toggle to make it live. Run a test by submitting a dummy lead through one of your forms to ensure the data flows correctly into your Google Sheet and an agent is notified.

🏥 PATIENT APPOINTMENT REMINDER SYSTEM MULTI-DATABASE SUPPORT PURPOSE: Automatically send professional appointment reminders via email and SMS to reduce no-shows and improve patient experience. FEATURES: ✅ Dual reminders (3-day + 1-day before) ✅ Email + SMS notifications ✅ Phone number auto-formatting ✅ Timezone handling ✅ Professional HTML email templates ✅ Multi-database support: • PostgreSQL (Enterprise) • Google Sheets (Easy) • Airtable (Recommended) ✅ Flexible webhook support BUSINESS IMPACT: 📈 Reduce no-shows by 30-50% 💰 Increase revenue from better attendance ⏰ Save staff time on manual reminders 📱 Professional patient communication SETUP: Activate ONLY the database nodes your client needs!

⚡ Solar Lead Reactivation Automation This workflow helps solar sales teams reactivate cold leads automatically using value-first SMS follow-ups, AI-powered sentiment detection, real-time alerts, and CRM tracking. It’s designed to recover lost revenue, reduce manual outreach, and book more consultations—on autopilot. ✅ What It Does: Monitors your Google Sheet for leads marked "Ready for Reactivation" Sends personalized SMS messages via Twilio based on savings & ZIP code Waits and escalates: Follow-up SMS → Email → Final urgency SMS Parses all SMS replies using AI sentiment detection Updates your Google Sheet with status, response, and timestamps Sends Telegram alerts for hot leads or unclear replies Updates HubSpot CRM (optional) 🛠️ Setup Steps: Import the workflow into your n8n instance Connect your accounts: Google Sheets Twilio (SMS) Telegram (optional) HubSpot (optional) Use the included Google Sheet template and paste your leads In Twilio, set your webhook to: https://your-n8n-domain/webhook/sms-reply-handler Method: POST Set lead status to “Ready for Reactivation” and watch automation begin! 💼 Requirements: Twilio account with SMS credits Google Sheet with columns like: Lead Name, Phone, ZIP Code, etc. Optional: Telegram Bot for alerts, HubSpot CRM token Need help? Contact: [email protected] For advanced setups or white-label solar workflows, reach out.

🤖📞 This workflow automates the process of calling customers to remind them of their booking reservations using AI-generated messages and a Twilio phone number. It can easily be adapted for other venues. Key Benefits Time-Saving Automation**: Eliminates the need for manual calls by staff, saving hours per week. Human-like AI Messages**: Uses a custom language model to generate polite, natural phone messages tailored to each customer. Multi-Channel Integration**: Google Sheets for reservation tracking. Twilio for automated calling. OpenRouter (or other LLMs) for generating speech content. Error Reduction**: Ensures all customers receive reminders exactly on the reservation day, minimizing no-shows. Scalable**: Easily adapts to growing reservation lists and more complex message logic. Suitable** for restaurants, hairdressers, offices and any other business How It Works Trigger: The workflow can be triggered manually (via "When clicking ‘Execute workflow’) or automatically at 11 AM daily (via Schedule Trigger). Data Fetch: Retrieves today’s reservations from a Google Sheet, filtering rows where DATE = today and CALLED is empty. AI-Generated Call Script: For each reservation, the Secretary Agent (powered by OpenRouter’s Grok-4) generates a phone script using the guest’s name, time, and party size. Twilio Call: The script is sent to Twilio, which calls the guest’s phone number (from the sheet) and reads the message aloud using text-to-speech. Update & Loop: Marks the reservation as called (CALLED = "x") in the sheet and waits 2 minutes between calls to avoid rate limits. Set Up Steps Twilio Configuration: Sign up for Twilio, buy a phone number, and: Enable text-to-speech (set language to Italian). Configure geo permissions for the target country. Add credentials to the Twilio node (sender number in From field). Google Sheets Setup: Clone the Google Sheet template and ensure: Phone numbers include the international prefix (without "+"). Columns: DATE, TIME, NAME, N. PEOPLE, PHONE, CALLED. OpenRouter API: Connect the OpenRouter Chat Model node to your account (using Grok-4 or another model). Deploy: Activate the workflow and test with manual execution. Note: The workflow is currently inactive (active: false). Enable it after setup. Need help customizing? Contact me for consulting and support or add me on Linkedin.

Automatically adding expense receipts to Google Sheets with Telegram, Mindee API, Twilio, and n8n.