Intermediate Workflows
For users with some n8n experience. Workflows with moderate complexity and multiple integrations.
Send automated payment reminders for Xero invoices via Outlook email
## 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 **1. 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. **2. 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 **3. 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) **4. 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 **5. 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) **6. 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 **7. Activate the workflow** Once testing is complete, activate the workflow. It will run automatically every day at noon (or your customized schedule time).
Track monthly OpenAI token usage with Google Sheets and Gmail reports
**Who's this for** Finance teams, AI developers, product managers, and business owners who need to monitor and control OpenAI API costs across different models and projects. If you're using GPT-4, GPT-3.5, or other OpenAI models and want to track spending patterns, identify cost optimization opportunities, and generate stakeholder reports, this workflow is for you. **What it does** This workflow automatically tracks your OpenAI token usage on a monthly basis, breaks down costs by model and date, stores the data in Google Sheets with automatic cost calculations, and emails PDF reports to stakeholders. It transforms raw API usage data into actionable insights, helping you understand which models are driving costs, identify usage trends over time, and maintain budget accountability. The workflow runs completely hands-free once configured, generating comprehensive monthly reports without manual intervention. **How it works** The workflow executes automatically on the 5th of each month and follows these steps: Creates a new Google Sheet from your template with the naming format "Token_Tracking_[Month]_[Year]" Fetches the previous month's OpenAI usage data via the OpenAI Admin API Transforms raw API responses into a clean daily breakdown showing usage by model Appends the data to Google Sheets with columns for date, model, input tokens, and output tokens Your Google Sheets formulas automatically calculate costs based on OpenAI's pricing for each model Exports the completed report as both PDF and Excel formats Emails the PDF report to designated stakeholders with a summary message Archives the Excel file to Google Drive for long-term recordkeeping and historical analysis **Requirements** OpenAI account with Admin API access (required to access organization usage endpoints) Google Sheets template pre-configured with cost calculation formulas Google Drive for report storage and archiving Gmail account for sending email notifications n8n instance (self-hosted or cloud) with the following credentials configured: OpenAI API credentials Google Sheets OAuth2 Google Drive OAuth2 Gmail OAuth2 **Setup instructions** 1. Create your Google Sheets template Set up a Google Sheet with these columns: - Date - Model - Token Usage In - Token Usage Out - Token Cost Input (formula: =C2 * [price per 1M input tokens] / 1000000) - Token Cost Output (formula: =D2 * [price per 1M output tokens] / 1000000) - Total Cost USD (formula: =E2 + F2) - Total Cost AUD (optional, formula: =G2 * [exchange rate]) (workflow contains a template) Include pricing formulas based on OpenAI's current pricing. Add summary calculations at the bottom to total costs by model. **2. Configure n8n credentials** In your n8n instance, set up credentials for: OpenAI API (you'll need admin access to your organization) Google Sheets (OAuth2 connection) Google Drive (OAuth2 connection) Gmail (OAuth2 connection) **3. Update workflow placeholders** Replace the following placeholders in the workflow: your-api-key-id: Your OpenAI API key ID (find this in your OpenAI dashboard) your-template-file-id: The ID of your Google Sheets template your-archive-folder-id: The Google Drive folder ID where reports should be archived [email protected]: The email address that should receive monthly reports **4. Assign credentials to nodes** Open each node that requires credentials and select the appropriate credential from your configured options: "Fetch OpenAI Usage Data" → OpenAI API credential "Append Data to Google Sheet" → Google Sheets credential "Create Monthly Report from Template" → Google Drive credential "Export Sheet as Excel" → Google Drive credential "Export Sheet as PDF for Email" → Google Drive credential "Archive Report to Drive" → Google Drive credential "Email Report to Stakeholder" → Gmail credential **5. Test the workflow** Before enabling the schedule, manually execute the workflow to ensure: The template copies successfully OpenAI data fetches correctly Data appends to the sheet properly PDF and Excel exports work Email sends successfully File archives to the correct folder **6. Enable the schedule** Once testing is complete, activate the workflow. It will run automatically on the 5th of each month.
Track employee performance KPIs from ClickUp with GPT-4.1 and Google Sheets
## How it works This workflow runs on a schedule to collect task data from ClickUp and evaluate employee performance using AI. Tasks are analyzed to generate structured summaries, productivity metrics, and KPI scores. JavaScript logic refines and standardizes the results. The final performance data is stored in Google Sheets as a live KPI dashboard. ## Step-by-step - **Step 1: Collect ClickUp task data** - **Schedule Trigger** – Starts the workflow automatically at defined intervals. - **Get many folders** – Fetches all folders from the selected ClickUp space. - **Loop Over Items** – Iterates through folders to process tasks sequentially. - **Get many tasks** – Retrieves tasks associated with each folder or list. - **Step 2: Analyze tasks and compute KPIs** - **Message a model** – Sends task details to an AI model to generate summaries and raw performance metrics. - **Code in JavaScript** – Parses AI output, recalculates KPI scores, and assigns standardized ratings. - **Step 3: Update employee KPI dashboard** - **Append or update row in sheet** – Writes or updates task and employee performance data in Google Sheets. ## Why use this? - Automates employee performance tracking without manual reporting. - Produces consistent KPI scores across all ClickUp tasks. - Helps managers quickly identify overdue or high-priority work. - Keeps Google Sheets dashboards continuously up to date. - Improves visibility into productivity and task execution trends.
Analyze contract risk from Google Drive with OpenAI and log to Gmail & Sheets
## How it works This workflow automates end-to-end contract analysis when a new file is uploaded to Google Drive. It downloads the contract, extracts its content, and uses AI to analyze legal terms, obligations, and risks. Based on the assessed risk level, it notifies stakeholders and logs structured results into Google Sheets for audit and compliance. ## Step-by-step - **Step 1: Contract ingestion and AI analysis** - **Google Drive Trigger** – Monitors a specific folder for newly uploaded contract files. - **Download file** – Downloads the uploaded contract from Google Drive. - **Extract Text From Downloaded File** – Extracts readable text or prepares raw content for complex files. - **AI Contract Analysis** – Analyzes legal, commercial, and financial clauses using AI. - **Format AI Output** – Parses and structures the AI response into clean, usable fields. - **Step 2: Risk alerts and audit logging** - **Alert Teams Automatically** – Evaluates risk level and checks for significant risks. - **Send a message (Risk Alert)** – Sends a detailed alert email for medium-risk contracts. - **Send a message (Info Only)** – Sends an informational email when no action is required. - **Get The Data To Save In Google Sheet (Alert Path)** – Prepares alert-related contract data. - **Get The Data To Save In Google Sheet (Info Path)** – Prepares non-alert contract data. - **Append row in sheet** – Stores contract details, risks, and timestamps in Google Sheets. ## Why use this? - Eliminates manual contract screening and repetitive reviews. - Detects explicit and inferred risks consistently using AI. - Automatically alerts teams only when attention is required. - Creates a centralized audit log for compliance and reporting. - Scales contract analysis without increasing legal workload.
Evaluate OMR answer sheets with Gemini vision AI and Google Sheets
## ✅ What problem does this workflow solve? Manual checking of OMR (Optical Mark Recognition) answer sheets is time-consuming, error-prone, and difficult to scale—especially for schools, coaching institutes, and exam centers. This workflow automates **OMR evaluation end-to-end** using AI, from reading a scanned answer sheet image to calculating scores and storing structured results in Google Sheets. --- ## ⚙️ What does this workflow do? 1. Accepts a **scanned OMR answer sheet image** via webhook. 2. Uses **AI vision** to extract only the marked answers from the sheet. 3. Extracts basic **student details** (Name, Roll Number, Class). 4. Compares extracted answers with a predefined **answer key**. 5. Calculates: - Total questions - Correct answers - Incorrect answers - Score percentage 6. Generates **question-wise binary results** (1 = correct, 0 = incorrect). 7. Stores the complete result in **Google Sheets**. 8. Returns a structured **JSON response** to the calling system. --- ## 🧠 How It Works – Step by Step ### 1. 📥 Webhook Trigger (Student OMR Upload) - A client uploads the OMR image via a `POST` request. - Image is received as `form-data` (`key: file`). ### 2. 👁️ AI-Based OMR Image Analysis - An AI vision model analyzes the image. - Strict rules ensure: - Only answer bubbles are considered - Multiple markings → darkest option is selected - Unmarked questions are skipped - No guessing or hallucination - Output includes: - Student details - Question–answer pairs ### 3. 🔄 Answer Formatting - Raw AI output is converted into a clean, structured format: - `1:A, 2:B, 3:C, ...` - Student metadata is preserved separately. ### 4. 🧮 Answer Key Setup - Correct answers are defined inside the workflow (editable anytime). - Supports any number of questions. ### 5. 📊 Result Calculation - User answers are compared with the answer key. - Generates: - Correct / Incorrect counts - Percentage score - Detailed per-question result - Binary output (`Q.1 = 1 / 0`) for analytics ### 6. 📄 Google Sheets Logging - Results are appended to a Google Sheet with columns such as: - Student Name - Roll No - Class - Correct - Incorrect - Score Percentage - Q.1 → Q.n (binary values) ### 7. 📤 API Response - Workflow responds with a JSON payload containing: - Student details - Full evaluation summary - Per-question analysis --- ## 📂 Sample Google Sheet Output | Student Name | Roll No | Class | Correct | Incorrect | Score % | Q.1 | Q.2 | Q.3 | ... | |-------------|--------|-------|---------|-----------|---------|-----|-----|-----|-----| | Rahul Shah | 1023 | 10-A | 16 | 4 | 80% | 1 | 0 | 1 | ... | --- ## 🛠 Integrations Used - 🤖 **AI Vision Model** – for accurate OMR detection - ⚙️ **n8n Webhook** – to accept image uploads - 🧠 **Custom Code Nodes** – for parsing and evaluation logic - 📊 **Google Sheets** – for persistent result storage --- ## 👤 Who can use this? This workflow is ideal for: - 🏫 **Schools & Colleges** - 📚 **Coaching Institutes** - 🧪 **Online Exam Platforms** - 🧑💻 **EdTech Developers** - 📝 **Mock Test Providers** If you need fast, reliable, and scalable OMR checking without expensive hardware—this workflow delivers. --- ## 🚀 Benefits - ⏱ Saves hours of manual checking - 🎯 Eliminates human error - 📊 Produces analytics-ready data - 🔄 Easy to update answer keys - 🌐 API-ready for integration with any system --- ## 📦 Ready to Deploy? Just configure: - ✅ AI model credentials - ✅ Google Sheets access - ✅ Your correct answer key …and start evaluating OMR sheets automatically at scale.
Analyze crypto markets with CoinGecko MCP and C1
## Analyze crypto markets with interactive graphs using CoinGecko and C1 by Thesys This n8n template can answer questions about **real-time prices, market moves, trending coins, and token details** with **interactive UI in real time** (cards, charts, buttons) instead of plain text using C1 by Thesys. Data is fetched through the **CoinGecko Free MCP tool**. ### [Check out a working demo of this template here](https://www.thesys.dev/n8n?url=https://www.thesys.dev/n8n?url=https%3A%2F%2Fasd2224.app.n8n.cloud%2Fwebhook%2F51638b0c-7765-4fa8-9b95-a0422128e203%2Fchat). ### What this workflow does 1. A user sends a message in the **n8n Chat** UI (public chat trigger). 2. The **AI Agent** interprets the request. 3. The agent calls **CoinGecko Free MCP** to fetch market data (prices, coins, trending, etc.). 4. The model responds through **C1 by Thesys** with a **streaming, UI** answer. ### Example prompts you can try right away Copy/paste any of these into the chat: - “What’s the current price of Bitcoin and Ethereum?” - “Give me today’s market summary: total market cap, BTC dominance, top gainers/losers.” - “Compare ETH vs SOL over 30 days with a chart.” > Note: This template is for information and visualization, not financial advice. ### How it works 1. User sends a prompt 2. C1 model based on prompt will use CoinGecko MCP to fetch live data 3. C1 Model generates a UI Schema Response 4. Schema is rendered as UI using Thesys GenUI SDK on the frontend ### Setup Make sure you have the following: #### 1️⃣ Thesys API Key You’ll need an API key to authenticate and use Thesys services. 👉 Get your key [here](https://console.thesys.dev/keys) ### What is C1 by Thesys? C1 by [Thesys](https://www.thesys.dev/) is an API middleware that augments LLMs to respond with **interactive UI (charts, buttons, forms)** in real time instead of text. ### Facing setup issues? #### If you get stuck or have questions: - #### 💬 Join the [Thesys Community](https://discord.com/invite/Pbv5PsqUSv) - #### 📧 Email support: [email protected]
Consolidate and report monthly financial PDFs with Google Drive and Slack
# Consolidate and report monthly financial documents using Google Drive and Slack ## 🎯 Description Streamline your month-end accounting processes with this enterprise-grade automation designed to aggregate, validate, and merge fragmented financial documents into a single, professional reporting bundle. This workflow transforms manual document chaos into a structured, touchless system using Google Drive and Slack. ### ✨ How to achieve automated document consolidation You can achieve a fully autonomous financial reporting cycle by using the available tools to: 1. **List and scan folders** — Automatically retrieve all documents from a designated Google Drive folder at the end of each month. 2. **Validate file formats** — Use an **IF Node** to ensure only PDF documents (invoices, receipts, statements) are processed, preventing workflow crashes from incompatible file types. 3. **Aggregate binary data** — Gather separate file streams into a unified data array using the **Aggregate Node** to ensure stable processing for the merge engine. 4. **Merge into master reports** — Utilize the **HTML to PDF** engine to consolidate individual files into one "Monthly Finance Pack" with professional naming conventions. 5. **Secure and archive** — Upload the consolidated master file back to a secure archive folder in Google Drive. 6. **Notify the team** — Send a real-time **Slack** alert with the final filename, ensuring the accounting team knows exactly when the report is ready. ### 💡 Key features **Intelligent filtering and validation** The workflow auto-detects MIME types to filter out non-PDF noise and system files. This ensures a consistent input for the merge engine and prevents processing errors. **Advanced data aggregation** By utilizing the **Aggregate Node**, the workflow handles multiple binary files simultaneously. This architecture prevents the "looping errors" common in basic PDF workflows and maintains document order during the merge process. **Dynamic time-stamping with Luxon** A critical technical feature of this template is the use of **Luxon expressions** for professional document naming. By utilizing `{{ $now.setZone('America/New_York').toFormat('MMMM yyyy') }}` within the Slack and upload nodes, the workflow automatically generates accurate timestamps. This eliminates manual renaming and ensures your archives are perfectly organized by month and year. ### 🎯 Perfect for * **Finance departments** — Consolidate hundreds of monthly vendor invoices into one audit-ready file. * **Property managers** — Bundle monthly utility bills and maintenance receipts for property owners. * **Freelancers and agencies** — Collate all business expenses for the month to send to a tax preparer. ### 📦 What you will need **Required integrations:** 1. **Google Drive** — Source folder for documents and destination for the final bundle. 2. **HTML to PDF Node** — The core engine for PDF merging operations. 3. **Slack** — For automated team notifications and status updates. ### 📈 Expected results * **90% time savings** — Reduce manual report creation from 30 minutes to seconds. * **Zero lost documents** — Maintain a complete digital trail with automatic archival. * **Audit readiness** — Ensure a consistent naming and storage structure for all past financial reports. *** **Ready to automate your reporting?** Import this template, connect your credentials, and turn your monthly document collection into a 100% automated workflow.
Generate product feature announcements from Notion to Google Docs with GPT-5 Mini and Claude
This n8n workflow automatically generates professional product announcements and blog articles from your Notion content planning database. ## Who's it for & Use Cases Product Marketers, Content Teams, Product Managers, and Founders who want to: * Automate product announcement creation from their Notion product backlog. * Generate SEO and AI Search/ALLMO optimized blog articles with consistent structure and brand voice * Maintain an up to date product changelog for products with frequent udpates. ## How It Works ### Phase 1: Notion Trigger & Validation 1. Workflow monitors your Notion "Content Plan" database for page updates 2. Validates that the entry is marked as ready for writing 3. Checks that content type is set to "Product" (filters other content types) ### Phase 2: AI Outline Generation 1. GPT-5 Mini creates a structured outline based on: - Project name from Notion - Notes field (context/instructions) - Built-in SEO and ALLMO best practices 2. Output includes sections, subsections, and key talking points ### Phase 3: Full Article Generation 1. Claude Sonnet 4.5 writes the complete product announcement using: - The generated outline - Project details from Notion - Expert product communications system prompt 2. Article follows structured format: headline, summary, feature sections, FAQ, CTA, and SEO metadata ### Phase 4: Google Docs Creation & Notion Update 1. Creates new Google Doc with your project name as title 2. Inserts the complete Markdown article into the document 3. Updates Notion page with Google Docs link for instant access 4. Marks the project as complete in Notion ## How to Setup * Connect your Notion account and select your Content Plan database * Enter API credentials in the Claude and OpenAI nodes * Configure your Google Docs folder location * Customize system prompts with your company description, target audience, and brand voice ## How to Expand * Replace the Notion node with a product backlog tool of your choice. * Update and fine tune the prompts. ## Output Structure * Full Markdown article with YAML front matter * Structured sections: headline, summary, feature descriptions, additional improvements, FAQ, CTA * SEO metadata included (title, meta description, slug, tags) * Automatically saved to Google Docs with link in Notion ## Requirements **API Credentials:** * Anthropic API (Claude Sonnet 4.5) * OpenAI API (GPT-5 Mini) **Connected Services:** * Notion workspace with Content Plan database * Google Docs/Drive account **Notion Database Fields:** * Project name (title/text) * Notes (text/description field) * Google_Docs_Link (URL field) * Status field to mark entries as ready (e.g., "Ready for Writing") * Content Type field set to "Product"
Send AI sales proposals and Stripe payment links after Calendly calls
# Meeting → Proposal → Payment → Follow-up Automation Categories: Sales Automation, AI Proposals, Revenue Ops This workflow automatically turns a booked sales call into a customized proposal, a Stripe payment link, and a follow-up email — without manual work. It’s designed to handle everything *after* a sales call so momentum doesn’t die. Booked call → proposal → payment → done. --- ## What This Workflow Does This automation runs the moment a sales call is booked and executes a complete post-call sales flow: - Looks up the lead in a lightweight CRM - Generates a tailored proposal using AI - Creates a Google Slides proposal deck - Creates a unique Stripe checkout link - Sends a personalized follow-up email with proposal + payment No manual copy-pasting. No delays. No forgotten follow-ups. --- ## Why This Exists Most deals are lost **after** the call — not during it. This system removes: - Manual proposal writing - Post-call follow-up delays - Inconsistent sales ops - Awkward “just following up” emails It replaces all of that with a single, reliable close flow. Human on the outside. Fully automated underneath. --- ## How It Works (High Level) ### 1. Calendly Trigger (Sales Call Booked) - Workflow starts immediately after a meeting is scheduled - Ensures proposals are sent while context is still fresh ### 2. CRM Lookup (Google Sheets) - Finds the lead using email or company name - Works even if the lead is unqualified or incomplete - Simple, transparent CRM (no heavy tooling required) ### 3. AI Proposal Generation - Uses structured inputs (problem, solution, scope, urgency, cost) - Outputs a complete proposal as strict JSON - Written in a clear, spartan, professional tone ### 4. Google Slides Proposal Creation - Copies a proposal template - Auto-fills all sections using AI output - Generates one unique proposal per lead - Shareable link created automatically ### 5. Stripe Checkout Session - Creates a unique payment link per lead - Attaches metadata (lead, company, package) - No manual invoicing required ### 6. Follow-up Email - Sends proposal + payment link immediately - Personalized with name and company - Keeps the close frictionless --- ## Tools Used - **n8n** — workflow orchestration - **OpenAI** — proposal generation - **Google Sheets** — lightweight CRM - **Google Slides** — proposal delivery - **Stripe** — payment collection - **Email (Gmail / SMTP)** — follow-up delivery - **Calendly** — trigger source --- ## Who This Is For - Automation & no-code agencies - Consultants and service businesses - Freelancers selling repeatable offers - Sales-led teams that want speed + consistency - Anyone tired of manual proposals and follow-ups --- ## Customization Notes - Swap Google Sheets for Airtable, HubSpot, or Notion - Proposal tone and structure are fully prompt-driven - Stripe metadata can be extended for analytics or CRM sync - Can support multiple triggers (Calendly, forms, manual intake) --- ## Difficulty & Cost - **Difficulty:** Intermediate (conceptually simple, operationally solid) - **Estimated setup time:** 30–45 minutes - **Ongoing cost:** OpenAI + Stripe fees only --- ## Summary This is not just a proposal generator. It’s a **post-call revenue system** that turns intent into action automatically. > Meeting → proposal → payment → follow-up > No manual steps. No dropped balls.
Turn Gmail meeting summaries into HubSpot CRM records with OpenAI
## How it works This workflow listens for incoming meeting summary emails in Gmail and processes them automatically. The email content is cleaned and sent to an AI model that extracts CRM-ready sales data in a structured format. The parsed data is then used to create or update contacts, deals, and meeting engagements in HubSpot. This removes manual note-taking and ensures CRM data stays accurate and consistent after every call. ## Step-by-step - **Trigger on meeting summary email** - **Gmail Trigger** – Watches the inbox for new meeting summary emails from a specific sender. - **Prepare and normalize meeting notes** - **Prepare Meeting Summary** – Extracts the meeting text and stores it in a clean summary field for AI processing. - **Extract structured sales insights** - **AI Extraction** – Sends the meeting summary to an AI model to identify company details, problems, budget, decision makers, timing, competitors, and next steps. - **Parse AI response** - **Parse AI JSON Output** – Validates and converts the AI response into structured JSON fields usable by CRM nodes. - **Update HubSpot CRM** - **Create or Update Contact** – Creates a new contact or updates an existing one based on extracted details. - **Update Deal** – Updates the related deal with budget, description, stage, and pipeline information. - **Create Meeting Engagement** – Logs a meeting engagement in HubSpot with key discussion points and next actions. ## Why use this? - Eliminates manual CRM updates after sales or discovery calls. - Ensures meeting insights are captured consistently and accurately. - Reduces admin work for sales teams and improves data quality. - Works seamlessly with meeting recap tools that send summary emails. - Scales easily as meeting volume increases without extra effort.
Analyze brand visibility in AI SERPs with SE Ranking and OpenAI GPT-4.1 mini
This workflow automates brand intelligence analysis across AI-powered search results by combining **SE Ranking’s AI Search data** with structured processing in n8n. It retrieves real AI-generated prompts, answers, and cited sources where a brand appears, then normalizes and consolidates this data into a clean, structured format. The workflow eliminates manual review of AI SERPs and makes it easy to understand how AI search engines describe, reference, and position a brand. ## Who this is for This workflow is designed for: * **SEO strategists and growth marketers** analyzing brand visibility in AI-powered search engines * **Content strategists** identifying how brands are represented in AI answers * **Competitive intelligence teams** tracking brand mentions and narratives * **Agencies and consultants** building AI SERP reports for clients * **Product and brand managers** monitoring AI-driven brand perception ## What problem is this workflow solving? Traditional SEO tools focus on rankings and keywords but do not capture how AI search engines talk about brands. Key challenges this workflow addresses: * No visibility into **AI-generated prompts and answers** mentioning a brand * Difficulty extracting **linked sources and references** from AI SERPs * Manual effort required to normalize and structure AI search responses * Lack of export-ready datasets for reporting or downstream automation ## 3. What this workflow does At a high level, this workflow: * Accepts a **brand name and AI search parameters** * Fetches **real AI search prompts, answers, and citations** from SE Ranking * Extracts and normalizes: * Prompts with answers * Supporting reference links * Raw AI SERP JSON * Merges all outputs into a **unified structured dataset** * Exports the final result as **structured JSON** ready for analysis, reporting, or storage This enables brand-level AI SERP intelligence in a repeatable and automated way ## Setup ### Prerequisites * n8n (self-hosted or cloud) * Active **SE Ranking API** access * HTTP Header authentication configured in n8n * Local or server file system access for JSON export ### Setup Steps If you are new to SE Ranking, please signup on [seranking.com](https://seranking.com/?ga=4848914&source=link) 1. **Configure Credentials** * SE Ranking using HTTP Header Authentication. Please make sure to set the header authentication as below. The value should contain a Token followed by a space with the SE Ranking API Key.  2. **Set Input Parameters** * Brand name * AI engine (e.g., Perplexity) * Source/region * Sorting preferences * Result limits 3. **Configure Output** * Update file path in the “Write File to Disk” node * Ensure write permissions are available 4. **Execute Workflow** * Click *Execute Workflow* * Generated brand intelligence is saved as structured JSON ## How to customize this workflow You can easily adapt this workflow to your needs: * **Change Brand Focus** * Modify the brand input to analyze competitors or product names * **Switch AI Engines** * Compare brand narratives across different AI search engines * **Add AI Enrichment** * Insert OpenAI or Gemini nodes to summarize brand sentiment or themes * **Classification & Tagging** * Categorize prompts into awareness, comparison, pricing, reviews, etc. * **Replace File Export** * Send results to: * Databases * Google Sheets * Dashboards * Webhooks or APIs * **Scale for Monitoring** * Schedule runs to track brand perception changes over time ## Summary This workflow delivers true AI SERP brand intelligence by combining SE Ranking’s AI Search data with structured extraction and automation in n8n. It transforms opaque AI-generated brand mentions into actionable, exportable insights, enabling SEO, content, and brand teams to stay ahead in the era of AI-first search.
Add MailPoet subscribers from WordPress forms via TWZ plugin and log to Google Sheets
What Is TWZ n8n MailPoet Integration? This workflow adds subscribers to MailPoet using n8n by bridging WordPress through a custom REST API and logging results in Google Sheets. MailPoet is a popular WordPress email marketing plugin, but it does not provide a public REST API. Because of this limitation, n8n cannot connect to MailPoet directly using native nodes or standard integrations. This workflow demonstrates a practical and production-ready solution for connecting n8n → WordPress → MailPoet using a custom WordPress REST API plugin called [TWZ N8N MailPoet](https://themewizz.com/product/twz-n8n-mailpoet-add-subscriber-api/). 🚧 Problem This Workflow Solves ❌ MailPoet has no public REST API ❌ n8n cannot add MailPoet subscribers natively ❌ External forms and automations cannot push data into MailPoet ✅ Solution Architecture This workflow solves the problem by: Creating a secure REST API endpoint inside WordPress Using an n8n HTTP Request node to send subscriber data Adding subscribers directly to MailPoet Preventing duplicate subscribers Logging subscribers in Google Sheets for visibility This creates a reliable bridge between n8n and MailPoet, enabling automation workflows that were previously not possible. 🔌 How It Works (High Level) 📥 n8n receives form submission data 🔍 The workflow checks if the subscriber already exists 📧 The subscriber is added to MailPoet via the custom REST API 📊 Subscriber data is logged in Google Sheets ✅ The workflow returns a success or error response 🎯 Why This Workflow Is Useful Works around MailPoet’s missing API Enables full automation from external tools Uses standard n8n nodes (HTTP Request, IF, Google Sheets) Secure and reusable integration pattern Ideal for WordPress-based businesses 🧩 About the TWZ n8n MailPoet Plugin TWZ n8n MailPoet is a free, lightweight WordPress plugin designed to provide a simple and reliable integration between n8n (or any external service) and MailPoet. It implements a single MailPoet API operation: ➡ Add Subscriber This keeps the plugin lightweight, fast, and focused.
Send seasonal WooCommerce sales trend reports to Slack and Google Sheets
# WooCommerce Seasonal Sales Planning & Monitor → SET Pattern Compare → Slack This workflow automatically aggregates sales data, calculates performance trends (Revenue & Orders) against previous months and years, identifies the top-selling SKU and sends a strictly formatted, professional summary report to Slack. This workflow runs on a schedule (e.g., daily or weekly) to generate a snapshot of your business performance. It fetches sales data from your database or e-commerce platform, calculates growth percentages (vs. Month, vs. Year), formats the data into a clean JSON structure and sends a structured report to Slack without unnecessary clutter or emojis. You receive: * **Automated comparison of Revenue & Order counts** * **Trend analysis (Percentage change & directional trend)** * **Identification of the Top Performing SKU** * **A clean, professional Slack alert for team visibility** Ideal for management teams needing a quick, data-driven pulse check on store performance without manually running reports. ### Quick Start – Implementation Steps 1. Add your **Database or API Credentials** (e.g., Postgres, Shopify, WooCommerce) in the data fetching nodes. 2. Connect your **Slack** account credentials and select the target channel. 3. Ensure your data source provides `current`, `vsMonth` and `vsYear` metrics (or use the calculation nodes provided). 4. Review the **Slack Node** to ensure the JSON block formatting matches your preference. 5. Activate the workflow — automated reporting begins instantly. ## What It Does This workflow automates the generation of your business trend report: 1. **Trigger:** Starts automatically based on a schedule (e.g., every morning at 8 AM). 2. **Fetch Data:** Retrieves raw sales numbers for the current period, previous month and previous year. 3. **Process Trends:** Calculates the percentage difference and determines the trend direction (Increase, Flat, Decrease). 4. **Identify Top SKU:** Sorts product sales to find the highest-performing item of the period. 5. **Format Report:** Constructs a strict JSON object containing: * Revenue (Current, vs Month, vs Year) * Orders (Current, vs Month, vs Year) * Top SKU Name 6. **Send Slack Alert:** Pushes a cleanly formatted message (using Block Kit or Markdown) to your team channel. This ensures your team focuses on the numbers that matter, with zero manual effort. ## Who’s It For This workflow is ideal for: * E-commerce Store Owners * Sales & Marketing Managers * Data Analysts * Operations Teams * Executive leadership requiring daily snapshots * Teams preferring data-heavy, emoji-free reports ## Requirements to Use This Workflow To run this workflow, you need: * **n8n instance** (cloud or self-hosted) * **Data Source** (PostgreSQL, MySQL, Shopify, WooCommerce or Google Sheets) * **Slack workspace** with API permissions (Webhook or Bot Token) * Basic understanding of JSON structure for Slack Block Kit ## How It Works 1. **Scheduled Trigger** – Initiates the workflow at a specific time. 2. **Get Sales Data** – Queries your backend to get the raw numbers. 3. **Calculate Logic** – Compares current numbers vs. historical data to generate percentages. 4. **Create Report Object** – Maps the values into a standardized JSON format (e.g., `revenue.current`, `orders.vsYear`). 5. **Format Message** – Converts the JSON object into a Slack-readable text block or UI block. 6. **Send Notification** – Posts the final report to Slack. ## Setup Steps 1. Import the provided n8n JSON file. 2. Open the **Data Fetch** nodes and configure your database/API connection. 3. Ensure your query returns the necessary fields (Revenue Orders, SKU). 4. Verify the **Format Data** node is correctly mapping your variables to the JSON structure: * `{{ $json["revenue"]["current"] }}` * `{{ $json["orders"]["vsMonth"]["percent"] }}` 5. Connect **Slack API** credentials and choose your channel. 6. Run a test execution to verify the numbers appear correctly in Slack. 7. Activate the workflow — done! ## How To Customize Nodes ### Customize Report Metrics Modify the **Set/Calculation** nodes: * Add Average Order Value (AOV) * Include Customer Acquisition Cost (CAC) * Change the comparison period (e.g., vs Last Week instead of Month) ### Customize Slack Layout You can modify the JSON in the Slack node to: * Use **Block Kit** for a table-like structure (columns for Revenue/Orders) * Use **Plain Text** for a simple list view * Add or remove bold formatting (`*bold*`) * Add a "View Dashboard" button link ### Customize Data Source Replace the generic database node with: * **Shopify Node** (Get Orders) * **WooCommerce Node** (Get Sales Report) * **Stripe Node** (Get Balance Transactions) * **Google Sheets** (Read Row) ## Add-Ons (Optional Enhancements) You can extend this workflow to: * Send reports to **Email** or **Microsoft Teams** in addition to Slack. * Generate a PDF report using an HTML-to-PDF service. * Save the daily snapshot into a "History" table in Airtable/Database. * Add conditional alerts (e.g., @mention the CEO if Revenue drops by >20%). * Integrate with OpenAI to write a qualitative analysis of the trends. ## Use Case Examples ### 1. Morning Standup Report Delivers key metrics to the team channel 15 minutes before the daily meeting. ### 2. Performance Monitoring Quickly identifies if a new marketing campaign is driving order volume. ### 3. Inventory Awareness Highlights the "Top SKU" so the warehouse team knows what is moving fast. ### 4. Executive Summaries Provides leadership with a noise-free, "just the numbers" view of the business. ## Troubleshooting Guide | Issue | Possible Cause | Solution | | :--- | :--- | :--- | | **"N/A" in Trend** | No historical data found | Ensure database has data for previous month/year | | **Slack formatting broken** | Invalid JSON syntax | Check quotes and brackets in Slack node | | **Wrong Top SKU** | Sorting logic incorrect | Verify the "Sort" node is ordering by Count DESC | | **Authentication Error** | Slack token expired | Re-connect Slack credentials in n8n | | **Workflow not running** | Schedule disabled | Toggle "Active" switch to ON | ## Need Help? If you need help customizing or extending this workflow — integrating specific ERPs, creating complex visual dashboards or scaling your data reporting, feel free to contact our [n8n workflow development](https://www.weblineindia.com/n8n-automation/) experts at **WeblineIndia**. We are happy to assist you with advanced automation solutions.
Monitor competitor ad activity via Telegram with BrowserAct and Gemini
# Monitor competitor ad activity via Telegram using BrowserAct & Gemini Turn your Telegram bot into a covert marketing intelligence tool. This workflow allows you to send a company name to a bot, which then scrapes active ad campaigns, analyzes the strategy using AI, and delivers a strategic verdict directly to your chat. ## Target Audience Digital marketers, dropshippers, e-commerce business owners, and ad agencies looking to track competitor activity without manual searching. ## How it works 1. **Receive Command**: The workflow starts when you send a message to your Telegram bot (e.g., "Check ads for Nike" or "Spy on Higgsfield"). 2. **Extract Brand**: An **AI Agent** (using Google Gemini) processes the natural language text to extract the specific company or brand name. 3. **Scrape Ad Data**: A **BrowserAct** node executes a background task (using the "Competitor Ad Activity Monitor" template) to search ad libraries (like Facebook or Google) for active campaigns. 4. **Analyze Strategy**: A second **AI Agent** acts as a "Senior Marketing Analyst." It reviews the scraped data to count active ads, identify key hooks, and determine if the competitor is scaling or inactive. 5. **Deliver Report**: The bot sends a formatted HTML scorecard to **Telegram**, including the ad count, best ad copy, and a strategic verdict (e.g., "ADVERTISE NOW" or "WAIT"). ## How to set up 1. **Configure Credentials**: Connect your **Telegram**, **BrowserAct**, and **Google Gemini** accounts in n8n. 2. **Prepare BrowserAct**: Ensure the **Competitor Ad Activity Monitor** template is saved in your BrowserAct account. 3. **Configure Telegram**: Ensure your bot is created via BotFather and the API token is added to the Telegram credentials. 4. **Activate**: Turn on the workflow. 5. **Test**: Send a company name to your bot to generate a report. ## Requirements * **BrowserAct** account with the **Competitor Ad Activity Monitor** template. * **Telegram** account (Bot Token). * **Google Gemini** account. ## How to customize the workflow 1. **Adjust Analysis Logic**: Modify the system prompt in the **Generate response** agent to change how the "Verdict" is calculated (e.g., prioritize video ads over image ads). 2. **Add More Sources**: Update the BrowserAct template to scrape TikTok Creative Center or LinkedIn Ads. 3. **Change Output**: Replace the Telegram output with a **Slack** or **Discord** node to send reports to a team channel. ## Need Help? * [How to Find Your BrowserAct API Key & Workflow ID](https://www.youtube.com/watch?v=pDjoZWEsZlE) * [How to Connect n8n to BrowserAct](https://www.youtube.com/watch?v=RoYMdJaRdcQ) * [How to Use & Customize BrowserAct Templates](https://www.youtube.com/watch?v=CPZHFUASncY) --- ### Workflow Guidance and Showcase Video * #### [Automated Ad Intelligence: How to Outsmart Your Competitors (n8n + BrowserAct)](https://youtu.be/ZV8ERteG_04)
Scrape physician profiles from BrowserAct into Google Sheets and notify Slack
# Scrape physician profiles from BrowserAct to Google Sheets This workflow automates the process of building a targeted database of healthcare providers by scraping physician details for a specific location and syncing them to your records. It leverages BrowserAct to extract data from healthcare directories and ensures your database stays clean by preventing duplicate entries. ## Target Audience Medical recruiters, pharmaceutical sales representatives, lead generation specialists, and healthcare data analysts. ## How it works 1. **Define Location**: The workflow starts by setting the target `Location` and `State` in a Set node. 2. **Scrape Data**: A **BrowserAct** node executes a task (using the "Physician Profile Enricher" template) to search a healthcare directory (e.g., Healow) for doctors matching the criteria. 3. **Parse JSON**: A **Code** node takes the raw string output from the scraper and parses it into individual JSON objects. 4. **Update Database**: The workflow uses a **Google Sheets** node to append new records or update existing ones based on the physician's name, preventing duplicates. 5. **Notify Team**: A **Slack** node sends a message to a specific channel to confirm the batch job has finished successfully. ## How to set up 1. **Configure Credentials**: Connect your **BrowserAct**, **Google Sheets**, and **Slack** accounts in n8n. 2. **Prepare BrowserAct**: Ensure the **Physician Profile Enricher** template is saved in your BrowserAct account. 3. **Setup Google Sheet**: Create a new Google Sheet with the required headers (listed below). 4. **Select Spreadsheet**: Open the **Google Sheets** node and select your newly created file and sheet. 5. **Set Variables**: Open the **Define Location** node and input your target `Location` (City) and `State`. 6. **Configure Notification**: Open the **Slack** node and select the channel where you want to receive alerts. ## Google Sheet Headers To use this workflow, create a Google Sheet with the following headers: * Name * Specialty * Address ## Requirements * **BrowserAct** account with the **Physician Profile Enricher** template. * **Google Sheets** account. * **Slack** account. ## How to customize the workflow 1. **Change the Data Source**: Modify the BrowserAct template to scrape a different directory (e.g., Zocdoc or WebMD) and update the Google Sheet columns accordingly. 2. **Switch Notifications**: Replace the Slack node with a **Microsoft Teams**, **Discord**, or **Email** node to suit your team's communication preferences. 3. **Enrich Data**: Add an **AI Agent** node after the Code node to format addresses or research the specific clinics listed. ## Need Help? * [How to Find Your BrowserAct API Key & Workflow ID](https://docs.browseract.com) * [How to Connect n8n to BrowserAct](https://www.youtube.com/watch?v=RoYMdJaRdcQ) * [How to Use & Customize BrowserAct Templates](https://www.youtube.com/watch?v=CPZHFUASncY) --- ### Workflow Guidance and Showcase Video * #### [Automate Medical Lead Gen: Scrape Healow to Google Sheets & Slack](https://www.youtube.com/watch?v=DZ_Jq_b2-Ww)
Enrich contacts with Wiza and sync results to Airtable and HubSpot
## What it does Receives contact details via form, routes to appropriate Wiza API endpoints (email, phone, LinkedIn, or all), enriches data with verification, calculates quality scores (0-100), and stores results in both Airtable and HubSpot. ## Who's it for Sales teams, recruiters, and marketing ops professionals who need to transform minimal contact info into complete, verified profiles at scale. ## Requirements - n8n (self-hosted or cloud) - Wiza API Key (with Email/Phone/LinkedIn Finder access) - Airtable API Key (optional) - HubSpot API Key (optional) ## How to set up 1. Import workflow JSON into n8n 2. Configure Wiza, Airtable, and HubSpot credentials 3. Set up Airtable base with required columns (Full Name, Email, Phone, LinkedIn, Data Quality Score) 4. Activate workflow and share the form URL ## How to customize - Adjust quality scoring weights in the Code node - Add custom fields to the form trigger - Modify Airtable/HubSpot field mappings - Change deduplication logic for emails
Send Stripe expired charge recovery reminders with OpenAI
## Stripe Invoice Reminder Workflow ### Who’s this for Businesses using Stripe subscriptions or one-time payments who want to automatically follow up with customers after a failed payment. ### What this workflow does - Detects expired or failed charges in Stripe - Drafts AI-generated payment reminders for customers - Creates a new Stripe invoice for the failed payment - Optionally sends reminders via Email or Slack ### How it works 1. Stripe trigger listens for expired charges 2. Set node normalizes customer and payment information 3. OpenAI node drafts a friendly payment reminder 4. Stripe node creates a new invoice 5. Optional Email/Slack node sends the reminder ### How to set up - Connect Stripe account and enable 'charge.expired' events - Connect OpenAI API credentials - Configure Email or Slack notifications if desired - Optional: Customize AI prompt for company tone ### Requirements - n8n account with Stripe integration - OpenAI API key - Optional Email/Slack integration ### How to customize - Change AI prompt to fit brand voice - Include dynamic invoice details or subscription links - Add internal alerts for accounting teams - Modify email templates or Slack messages
Add LinkedIn post commenters to HubSpot CRM with Apify enrichment
# Add LinkedIn Post Commenters to HubSpot CRM ## Who's it for This workflow is built for content creators, sales professionals, founders, and marketers who post regularly on LinkedIn and want to convert engaged commenters into CRM leads automatically. Perfect for anyone who gets decent engagement on their posts but struggles to manually capture and follow up with everyone who comments. If you're running thought leadership campaigns, generating inbound interest through content, or simply want to build relationships with people who engage with your posts, this automation captures every commenter and enriches them with full professional data before syncing to your CRM. ## How it works The workflow automatically captures LinkedIn post commenters and adds them to HubSpot CRM with enriched professional data. **The process flow:** 1. Submit a LinkedIn post URL via a simple form trigger 2. ConnectSafely.ai fetches all comments from the specified post 3. Splits commenters into individual records for processing 4. Loops through each commenter one at a time 5. Apify actor enriches each profile with complete LinkedIn data (email, company, title, location) 6. Email validation filters contacts - only those with valid emails proceed 7. HubSpot integration creates or updates contacts with full enriched information 8. Loop continues until all commenters are processed --- Watch the complete step-by-step implementation guide: [](https://www.youtube.com/watch?v=hzYsKUDVffo) --- ## Setup steps ### Step 1: Install the ConnectSafely Community Node This workflow requires the ConnectSafely community node, which is only available on self-hosted n8n instances. 1. In n8n, go to **Settings** → **Community Nodes** 2. Click **Install a community node** 3. Enter: `n8n-nodes-connectsafely-ai` 4. Click **Install** 5. Restart n8n if prompted **Note:** Community nodes are not available on n8n Cloud. You'll need a self-hosted instance. ### Step 2: Configure ConnectSafely.ai API Credentials #### Obtain API Key 1. Create an account at [ConnectSafely.ai](https://connectsafely.ai) 2. Connect your LinkedIn account in the dashboard 3. Navigate to **Settings** → **API Keys** 4. Generate a new API key #### Add Credential in n8n 1. Go to **Credentials** in n8n 2. Click **Add Credential** → Search for **ConnectSafely API** 3. Paste your API key 4. Save the credential #### Connect to the Node 1. Open the **🔍 Fetch All Comments** node 2. Select your ConnectSafely API credential ### Step 3: Configure Apify Integration #### Get Apify API Key 1. Sign up at [Apify.com](https://apify.com) 2. Go to **Settings** → **Integrations** → **API** 3. Copy your API token #### Add Apify Credential in n8n 1. Go to **Credentials** → **Add Credential** → **Apify API** 2. Paste your Apify API token 3. Save the credential #### Configure the Apify Node 1. Open the **Run an Actor and get dataset** node 2. Select your Apify credential 3. The actor URL is pre-configured to use the LinkedIn enrichment actor: `https://console.apify.com/actors/UMdANQyqx3b2JVuxg` ### Step 4: Configure HubSpot Integration #### Create HubSpot App Token 1. Go to HubSpot **Settings** → **Integrations** → **Private Apps** 2. Click **Create a private app** 3. Name it "n8n LinkedIn Commenters Sync" 4. Under **Scopes**, enable: - `crm.objects.contacts.read` - `crm.objects.contacts.write` 5. Click **Create app** and copy the access token #### Add HubSpot Credential in n8n 1. Go to **Credentials** → **Add Credential** → **HubSpot App Token** 2. Paste your access token 3. Save the credential #### Connect to HubSpot Node 1. Open the **Create or update a contact** node 2. Select your HubSpot App Token credential ### Step 5: Test the Workflow 1. Click **Test Workflow** to get the form URL 2. Open the form URL in your browser 3. Paste a LinkedIn post URL that has comments 4. Submit the form 5. Verify: - Comments are fetched correctly - Enrichment returns full profile data - Contacts with emails are created in HubSpot - Contacts without emails are skipped gracefully --- ## Customization ### Additional HubSpot Fields The **Create or update a contact** node maps these fields by default: - First Name - Last Name - Email - Job Title - Company Name - City - Country - Street Address To add more fields: 1. Open the **Create or update a contact** node 2. Click **Add Field** under Additional Fields 3. Map Apify output fields to HubSpot properties Available Apify fields include: - `06_Linkedin_url` - LinkedIn profile URL - `07_Title` - Current job title - `08_Summary` - Profile summary - `16_Company_name` - Current company - `17_Company_industry` - Industry ### Add Lead Source Tracking To track that these contacts came from LinkedIn comments: 1. Open the **Create or update a contact** node 2. Add a custom field: `leadSource` = `LinkedIn Post Comment` 3. Optionally add the post URL as a note ### Filter by Comment Quality Want to skip low-effort comments like "Great post!" or emoji-only responses? 1. Add an **IF** node after **📤 Split Comments Array** 2. Filter based on comment text length or content 3. Only process comments with meaningful engagement ### Different CRM Integration To use a different CRM instead of HubSpot: 1. Delete the **Create or update a contact** node 2. Add your CRM node (Salesforce, Pipedrive, Zoho, etc.) 3. Map the enriched fields to your CRM's contact properties 4. Connect it to the "Check if Contact is eligible" true output ### Add Slack Notifications Get notified when high-value commenters are captured: 1. Add a Slack node after **Create or update a contact** 2. Filter for specific job titles (VP, Director, CEO, etc.) 3. Send a message to your sales channel with commenter details --- ## Use Cases - **Content-Led Sales**: Automatically capture decision-makers who engage with your thought leadership posts - **Event Promotion**: Sync everyone who comments on event announcements to your follow-up list - **Product Launches**: Build a list of interested prospects from launch announcement engagement - **Recruiting**: Capture professionals who engage with hiring posts or company culture content - **Community Building**: Track engaged community members across multiple posts over time --- ## Troubleshooting ### Common Issues & Solutions **Issue**: ConnectSafely node not appearing in n8n - **Solution**: Restart n8n after installing the community node. If still missing, verify the installation in Settings → Community Nodes. **Issue**: "Comments not loading" or empty results - **Solution**: Ensure the post URL is the full URL from LinkedIn (e.g., `https://www.linkedin.com/posts/username_activity-1234567890/`), not a shortened version. Also verify the post actually has comments. **Issue**: Apify enrichment returning empty results - **Solution**: Verify the LinkedIn URL format from the commenter profile is correct. Check your Apify actor is running properly and hasn't hit rate limits. **Issue**: HubSpot contact not created - **Solution**: Check that your HubSpot App Token has `crm.objects.contacts.write` scope enabled. Verify the email field is mapping correctly. **Issue**: Duplicate contacts in HubSpot - **Solution**: HubSpot uses email as the unique identifier. The node is configured to "Create or Update" so duplicates should be updated, not created. **Issue**: Rate limit errors from Apify - **Solution**: The loop processes one commenter at a time, but you can add a **Wait** node inside the loop with 2-5 second delays if needed. **Issue**: Missing email addresses for most commenters - **Solution**: This is normal - enrichment typically finds emails for 60-70% of profiles. Consider adding LinkedIn URL as a fallback identifier in your CRM. --- ## Costs & Considerations | Service | Cost | |---------|------| | ConnectSafely.ai | Free trial available, then subscription | | Apify Enrichment | ~$1 per 1,000 records | | HubSpot | Free tier works, or existing subscription | | n8n | Free (self-hosted required for community nodes) | **Estimated cost per post with 50 commenters**: ~$0.05 for Apify enrichment --- ## Documentation & Resources ### Official Documentation - **ConnectSafely.ai Docs**: [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **Apify LinkedIn Actors**: [https://apify.com/store](https://apify.com/store) - **HubSpot API**: [https://developers.hubspot.com](https://developers.hubspot.com) ### Support Channels - **Email Support**: [[email protected]](mailto:[email protected]) - **Documentation**: [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **Custom Workflows**: [Contact us for custom automation](https://connectsafely.ai/contact) --- ## Connect With Us Stay updated with the latest automation tips and LinkedIn strategies: - **LinkedIn**: [linkedin.com/company/connectsafelyai](https://www.linkedin.com/company/connectsafelyai) - **YouTube**: [youtube.com/@ConnectSafelyAI-v2x](https://www.youtube.com/@ConnectSafelyAI-v2x) - **Instagram**: [instagram.com/connectsafely.ai](https://www.instagram.com/connectsafely.ai/) - **Facebook**: [facebook.com/connectsafelyai](https://www.facebook.com/people/ConnectSafelyAI/61582550884724/) - **X (Twitter)**: [x.com/AiConnectsafely](https://x.com/AiConnectsafely) - **Bluesky**: [connectsafelyai.bsky.social](https://bsky.app/profile/connectsafelyai.bsky.social) - **Mastodon**: [mastodon.social/@connectsafely](https://mastodon.social/@connectsafely) --- ## Need Custom Workflows? Looking to build sophisticated LinkedIn automation workflows tailored to your business needs? **[Contact our team](https://connectsafely.ai/contact)** for custom automation development, strategy consulting, and enterprise solutions. We specialize in: - Multi-channel engagement workflows - AI-powered personalization at scale - Lead scoring and qualification automation - CRM integration and data synchronization - Custom reporting and analytics pipelines
Sync LinkedIn profile visitors into HubSpot CRM leads with ConnectSafely.ai and Apify
# Sync LinkedIn Profile Visitors to HubSpot CRM ## Who's it for This workflow is built for sales professionals, recruiters, founders, and marketers who want to automatically capture LinkedIn profile visitors and convert them into actionable CRM leads. Perfect for anyone tired of manually checking who viewed their profile, copying data one by one, and losing warm leads because they never made it into your pipeline. If you're running outbound sales, recruiting talent, building partnerships, or simply want to know who's checking you out on LinkedIn, this automation captures every visitor and enriches them with full professional data before syncing to your CRM. ## How it works The workflow automatically syncs your LinkedIn profile visitors to HubSpot CRM with enriched professional data. **The process flow:** 1. Scheduled trigger runs weekly (or manually) to fetch recent visitors 2. ConnectSafely.ai API retrieves all profile visitors from the past 7 days 3. Splits visitors into individual records for processing 4. Apify actor enriches each visitor with complete LinkedIn profile data (email, company, title, location) 5. Email validation filters contacts - only those with valid emails proceed 6. HubSpot integration creates or updates contacts with full enriched information 7. Loop continues until all visitors are processed --- ## Setup steps ### Step 1: Configure ConnectSafely.ai API Credentials #### Obtain API Key 1. Log into [ConnectSafely.ai Dashboard](https://connectsafely.ai/dashboard) 2. Navigate to **Settings** → **API Keys** 3. Generate a new API key #### Add Bearer Auth Credential in n8n 1. Go to **Credentials** in n8n 2. Click **Add Credential** → **Header Auth** or **HTTP Bearer Auth** 3. Name it "ConnectSafely.ai API" 4. Paste your ConnectSafely.ai API key 5. Save the credential This credential is used by the "Fetch Profile Visitors" HTTP Request node. ### Step 2: Configure Apify Integration #### Get Apify API Key 1. Sign up at [Apify.com](https://apify.com) 2. Go to **Settings** → **Integrations** → **API** 3. Copy your API token #### Find the LinkedIn Enrichment Actor 1. Go to [Apify Store](https://apify.com/store) 2. Search for "LinkedIn Profile Scraper" or use actor ID: `UMdANQyqx3b2JVuxg` 3. Copy the actor URL #### Add Apify Credential in n8n 1. Go to **Credentials** → **Add Credential** → **Apify API** 2. Paste your Apify API token 3. Save the credential #### Configure the Apify Node 1. Open the **Enrich LinkedIn Profile** node 2. Select your Apify credential 3. Update the Actor ID URL with your chosen LinkedIn scraper actor ### Step 3: Configure HubSpot Integration #### Create HubSpot App Token 1. Go to HubSpot **Settings** → **Integrations** → **Private Apps** 2. Click **Create a private app** 3. Name it "n8n LinkedIn Sync" 4. Under **Scopes**, enable: - `crm.objects.contacts.read` - `crm.objects.contacts.write` 5. Click **Create app** and copy the access token #### Add HubSpot Credential in n8n 1. Go to **Credentials** → **Add Credential** → **HubSpot App Token** 2. Paste your access token 3. Save the credential #### Connect to HubSpot Node 1. Open the **Create HubSpot Contact** node 2. Select your HubSpot App Token credential ### Step 4: Configure the Schedule 1. Open the **Run Weekly** node 2. Adjust the schedule based on your needs: - Default: Every week - High traffic profiles: Every day - Low traffic: Every 2 weeks ### Step 5: Test the Workflow 1. Click the **Test Manually** node 2. Click **Test Workflow** 3. Verify: - Profile visitors are fetched correctly - Enrichment returns full profile data - Contacts with emails are created in HubSpot - Contacts without emails are skipped gracefully --- ## Customization ### Time Range Adjustment Edit the JSON body in the **Fetch Profile Visitors** node to change the lookback period: ```json {"timeRange":"past_7_days","start":0,"fetchAll":true} ``` Options: - `past_7_days` - Last week's visitors (default) - `past_30_days` - Last month's visitors - `past_90_days` - Last quarter's visitors ### Additional HubSpot Fields The **Create HubSpot Contact** node maps these fields by default: - First Name - Last Name - Email - Job Title - Company Name - City - Country - Street Address - LinkedIn URL - Lead Status (set to "NEW") To add more fields: 1. Open the **Create HubSpot Contact** node 2. Click **Add Field** under Additional Fields 3. Map Apify output fields to HubSpot properties ### Different CRM Integration To use a different CRM instead of HubSpot: 1. Delete the **Create HubSpot Contact** node 2. Add your CRM node (Salesforce, Pipedrive, Zoho, etc.) 3. Map the enriched fields to your CRM's contact properties 4. Connect it to the "Has Valid Email" true output ### Add Slack Notifications Want to get notified when high-value visitors are captured? 1. Add a Slack node after **Create HubSpot Contact** 2. Filter for specific job titles or companies 3. Send a message to your sales channel --- ## Use Cases - **Sales Prospecting**: Automatically capture decision-makers who are researching you before outreach - **Recruiting**: Build a passive candidate pipeline from people checking out your profile - **Founder Networking**: Know when investors, partners, or potential hires are interested - **Account-Based Marketing**: Track when target account contacts view your profile - **Event Follow-up**: Capture visitors who checked you out after conferences or webinars --- ## Troubleshooting ### Common Issues & Solutions **Issue**: No visitors returned from API - **Solution**: Ensure your LinkedIn account is connected in ConnectSafely.ai dashboard and has had recent profile views **Issue**: Apify enrichment returning empty results - **Solution**: Verify the LinkedIn URL format is correct (should be full URL like `https://www.linkedin.com/in/username`). Check your Apify actor is running properly. **Issue**: "Profile not found" errors - **Solution**: Some LinkedIn profiles may be private or have restricted visibility. These will be skipped automatically. **Issue**: HubSpot contact not created - **Solution**: Check that your HubSpot App Token has `crm.objects.contacts.write` scope enabled **Issue**: Duplicate contacts in HubSpot - **Solution**: HubSpot uses email as the unique identifier. The node is configured to "Create or Update" so duplicates should be updated, not created. Verify the email field is mapping correctly. **Issue**: Rate limit errors from Apify - **Solution**: Add a Wait node after the loop with 2-5 second delays between enrichment calls **Issue**: Missing email addresses for most visitors - **Solution**: This is normal - enrichment typically finds emails for 60-70% of profiles. Consider adding LinkedIn URL as a fallback identifier in your CRM. --- ## Costs & Considerations | Service | Cost | |---------|------| | ConnectSafely.ai | Free trial available, then subscription | | Apify Enrichment | ~$1 per 1,000 records | | HubSpot | Free tier works, or existing subscription | | n8n | Free (self-hosted) or cloud pricing | **Estimated monthly cost for 200 visitors/month**: ~$0.20 for Apify enrichment --- ## Documentation & Resources ### Official Documentation - **ConnectSafely.ai Docs**: [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **Apify LinkedIn Actors**: [https://apify.com/store](https://apify.com/store) - **HubSpot API**: [https://developers.hubspot.com](https://developers.hubspot.com) ### Support Channels - **Email Support**: [[email protected]](mailto:[email protected]) - **Documentation**: [https://connectsafely.ai/docs](https://connectsafely.ai/docs) --- ## Connect With Us Stay updated with the latest automation tips and LinkedIn strategies: - **LinkedIn**: [linkedin.com/company/connectsafelyai](https://www.linkedin.com/company/connectsafelyai) - **YouTube**: [youtube.com/@ConnectSafelyAI-v2x](https://www.youtube.com/@ConnectSafelyAI-v2x) - **Instagram**: [instagram.com/connectsafely.ai](https://www.instagram.com/connectsafely.ai/) - **X (Twitter)**: [x.com/AiConnectsafely](https://x.com/AiConnectsafely) --- ## Need Custom Workflows? Looking to build sophisticated LinkedIn automation workflows tailored to your business needs? **[Contact our team](https://connectsafely.ai/contact)** for custom automation development, strategy consulting, and enterprise solutions. We specialize in: - Multi-channel engagement workflows - AI-powered personalization at scale - Lead scoring and qualification automation - CRM integration and data synchronization - Custom reporting and analytics pipelines
Find similar B2B companies to your best customers with Google Sheets and CompanyEnrich
This workflow allows you to automatically expand your B2B target lists by discovering companies similar to your existing leads. Instead of manually searching for competitors or lookalikes, you can input a list of domains into Google Sheets and let the CompanyEnrich API generate high-quality lookalike suggestions along with similarity scores. ## Who is this for? This template is ideal for **GTM Engineers**, **Sales Teams**, and **Growth Hackers** who want to enrich their lead databases and find new prospecting opportunities based on their current ideal customer profile (ICP). ## What it does 1. **Reads Source:** It pulls a list of company domains from a specified Google Sheet. 2. **Enriches:** It sends each domain to the CompanyEnrich API to find similar companies (competitors/lookalikes). 3. **Processes:** It merges the new data with your original list and formats the JSON response. 4. **Saves:** It appends the results (Similar Company Name, Domain, and Similarity Score) back into a new tab in your Google Sheet. ## Requirements * **Google Sheets:** A spreadsheet with a column named `Domain` containing the websites you want to analyze. * **CompanyEnrich API Key:** You need an API key from [CompanyEnrich](https://companyenrich.com). * **n8n Credentials:** Connected Google Sheets account. ## How to set up 1. **Prepare Sheet:** Create a Google Sheet with two tabs. In the first tab, create a column header named `Domain` and add your target websites. Leave the second tab empty for results. 2. **Configure Nodes:** Open the "Read Source List" and "Write Results" nodes to select your spreadsheet file and the respective tabs. 3. **Add API Key:** Open the "Fetch Similar Companies" node. In the **Header Parameters** section, replace `YOUR_API_TOKEN` with your actual API key (keep the `Bearer ` prefix). ## How to customize * **Filter by Score:** You can add an "If" node after the API call to filter out results with a low similarity score. * **Change Destination:** Instead of Google Sheets, you can easily swap the final node to write results to Airtable, Notion, or your CRM (HubSpot/Pipedrive).
Export LinkedIn search results to Google Sheets using ConnectSafely.ai API
## Who's it for This workflow is built for sales professionals, recruiters, founders, and growth marketers who need to build targeted prospect lists from LinkedIn without risking their accounts. Perfect for anyone who wants to find decision-makers, build lead lists, or research target audiences at scale. If you're running outbound campaigns, building ABM lists, sourcing candidates, or doing competitive research, this automation handles LinkedIn searches and exports results directly to your Google Sheet—no browser cookies, no session hijacking, no ban risk. ## How it works The workflow automates LinkedIn people searches by leveraging ConnectSafely.ai's compliant API, then exports structured results to Google Sheets or JSON files. **The process flow:** 1. Define your search parameters (keywords, location, job title, result limit) 2. Execute the search via ConnectSafely.ai API 3. Process and normalize the response data 4. Export to Google Sheets for CRM import or further automation 5. Optionally save as JSON file for data backup or processing No LinkedIn cookies required. No browser automation. Platform-compliant searches that won't get your account restricted. **Watch the complete step-by-step implementation guide:** [LinkedIn Search Export Automation Tutorial](https://www.youtube.com/watch?v=N4kZ3YiLh2Q) --- ## Setup steps ### Step 1: Get Your ConnectSafely.ai API Credentials **Obtain API Key:** 1. Log into [ConnectSafely.ai Dashboard](https://connectsafely.ai/dashboard) 2. Navigate to **Settings → API Keys** 3. Generate a new API key 4. Copy your API key (you'll need this in the next step) **Add Bearer Auth Credential in n8n:** 1. Go to **Credentials** in n8n 2. Click **Add Credential → HTTP Bearer Auth** 3. Paste your ConnectSafely.ai API key 4. Save the credential --- ### Step 2: Configure Search Parameters Open the **Set Search Parameters** node and customize your search: | Parameter | Description | Example | |-----------|-------------|---------| | keywords | Search terms for profiles | `CEO SaaS`, `Marketing Director` | | location | Geographic filter | `United States`, `San Francisco Bay Area` | | title | Job title filter | `Head of Growth`, `VP Sales` | | limit | Maximum results to return | `100` (max varies by plan) | **Pro Tips:** - Use specific keywords for better targeting - Combine title + keywords for precision (e.g., keywords: "B2B" + title: "VP Sales") - Start with smaller limits (25-50) for testing --- ### Step 3: Configure Google Sheets Integration **3.1 Connect Google Sheets Account** 1. Go to **Credentials → Add Credential → Google Sheets OAuth2** 2. Follow the OAuth flow to connect your Google account 3. Grant access to Google Sheets **3.2 Prepare Your Google Sheet** Create a new Google Sheet with the following columns (the workflow will auto-populate these): | Column Name | Description | |-------------|-------------| | profileUrl | LinkedIn profile URL | | fullName | Contact's full name | | firstName | First name | | lastName | Last name | | headline | LinkedIn headline/tagline | | currentPosition | Current job title | | company | Company name (extracted from headline) | | location | Geographic location | | connectionDegree | 1st, 2nd, or 3rd degree connection | | isPremium | LinkedIn Premium member (true/false) | | isOpenToWork | Open to work badge (true/false) | | profilePicture | Profile image URL | | extractedAt | Timestamp of extraction | **3.3 Configure the Export Node** 1. Open the **Export to Google Sheets** node 2. Select your Google Sheets credential 3. Enter your Document ID (from the sheet URL) 4. Select the Sheet Name 5. The column mapping is pre-configured for auto-mapping --- ### Step 4: Test the Workflow 1. Click the **Manual Trigger** node 2. Click **Test Workflow** 3. Verify: - Search executes successfully - Results appear in the Format Results output - Data exports to your Google Sheet - JSON file is generated (optional) --- ## Customization ### Search Parameter Combinations **Sales Prospecting:** ``` keywords: "B2B SaaS" location: "United States" title: "VP of Sales" limit: 100 ``` **Recruiting:** ``` keywords: "Python Machine Learning" location: "San Francisco Bay Area" title: "Senior Engineer" limit: 50 ``` **Founder Networking:** ``` keywords: "Seed Series A" location: "New York City" title: "Founder CEO" limit: 100 ``` ### Extending the Workflow **Add to CRM:** Connect the Format Results output to HubSpot, Salesforce, or Pipedrive nodes **Enrich Data:** Add a loop to fetch full profile details for each result using the `/linkedin/profile` endpoint **Chain with Outreach:** Connect to the [LinkedIn Connection Request Workflow](https://connectsafely.ai/templates) to automatically send personalized invites to your search results **Schedule Searches:** Replace Manual Trigger with a Schedule Trigger to run daily/weekly searches --- ## Output Data Format Each result includes: ```json { "profileUrl": "https://www.linkedin.com/in/johndoe", "profileId": "johndoe", "profileUrn": "urn:li:member:123456789", "fullName": "John Doe", "firstName": "John", "lastName": "Doe", "headline": "VP of Sales at TechCorp | B2B SaaS", "currentPosition": "VP of Sales", "company": "TechCorp", "location": "San Francisco, California", "connectionDegree": "2nd", "isPremium": true, "isOpenToWork": false, "profilePicture": "https://media.licdn.com/...", "extractedAt": "2024-01-15T10:30:00.000Z" } ``` --- ## Use Cases **Sales Prospecting:** Build targeted lead lists of decision-makers at companies matching your ICP **Recruiting & Talent Sourcing:** Find passive candidates with specific skills and experience levels **Market Research:** Analyze competitor employee profiles and organizational structures **Event Planning:** Build invite lists for webinars, conferences, or virtual events **Partnership Development:** Identify potential partners and integration opportunities **Investor Research:** Find founders and executives at companies in specific stages/verticals --- ## Troubleshooting ### Common Issues & Solutions **Issue:** "No results found" error - **Solution:** Broaden your search parameters; try removing one filter at a time **Issue:** Empty company field in results - **Solution:** Company is extracted from headline; some profiles may not include company in their headline format **Issue:** API authentication errors - **Solution:** Verify your ConnectSafely.ai API key is valid and has proper permissions; check Bearer Auth credential format **Issue:** Google Sheets not updating - **Solution:** Confirm OAuth credentials are valid; check that the sheet has write permissions **Issue:** Fewer results than expected - **Solution:** LinkedIn limits search results; try more specific parameters or upgrade your ConnectSafely.ai plan **Issue:** Rate limit errors - **Solution:** Add delay between multiple searches; check your API plan limits --- ## Documentation & Resources ### Official Documentation - **ConnectSafely.ai Docs:** [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **API Reference:** Available in ConnectSafely.ai dashboard - **n8n HTTP Request Node:** [https://docs.n8n.io/nodes/n8n-nodes-base.httpRequest](https://docs.n8n.io/nodes/n8n-nodes-base.httpRequest) ### Support Channels - **Email Support:** [email protected] - **Documentation:** [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **Custom Workflows:** Contact us for custom automation --- ## Connect With Us Stay updated with the latest automation tips, LinkedIn strategies, and platform updates: - **LinkedIn:** [linkedin.com/company/connectsafelyai](https://linkedin.com/company/connectsafelyai) - **YouTube:** [youtube.com/@ConnectSafelyAI-v2x](https://youtube.com/@ConnectSafelyAI-v2x) - **Instagram:** [instagram.com/connectsafely.ai](https://instagram.com/connectsafely.ai) - **Facebook:** [facebook.com/connectsafelyai](https://www.facebook.com/people/ConnectSafelyAI/61582550884724/) - **X (Twitter):** [x.com/AiConnectsafely](https://x.com/AiConnectsafely) - **Bluesky:** [connectsafelyai.bsky.social](https://connectsafelyai.bsky.social) - **Mastodon:** [mastodon.social/@connectsafely](https://mastodon.social/@connectsafely) --- ## Need Custom Workflows? Looking to build sophisticated LinkedIn automation workflows tailored to your business needs? **Contact our team** for custom automation development, strategy consulting, and enterprise solutions. We specialize in: - Multi-channel prospecting workflows - AI-powered lead scoring and qualification - CRM integration and data synchronization - Custom search and enrichment pipelines - Bulk outreach automation with personalization
Summarize SE Ranking AI search visibility using OpenAI GPT-4.1-mini
This workflow automates AI-powered search insights by combining SE Ranking AI Search data with OpenAI summarization. It starts with a manual trigger and fetches the time-series AI visibility data via the SE Ranking API. The response is summarized using OpenAI to produce both detailed and concise insights. The workflow enriches the original metrics with these AI-generated summaries and exports the final structured JSON to disk, making it ready for reporting, analytics, or further automation. ## Who this is for This workflow is designed for: * **SEO professionals & growth marketers** tracking AI search visibility * **Content strategists** analyzing how brands appear in AI-powered search results * **Data & automation engineers** building SEO intelligence pipelines * **Agencies** producing automated search performance reports for clients ## What problem is this workflow solving? SE Ranking’s AI Search API provides rich but highly technical time-series data. While powerful, this data: * Is difficult to interpret quickly * Requires manual analysis to extract insights * Is not presentation-ready for reports or stakeholders This workflow solves that by automatically transforming raw AI search metrics into clear, structured summaries, saving time and reducing analysis friction. ## What this workflow does At a high level, the workflow: 1. Accepts input parameters such as target domain, AI engine, and region 2. Fetches AI search visibility time-series data from SE Ranking 3. Uses **OpenAI GPT-4.1-mini** to generate: * A comprehensive summary * A concise abstract summary 4. Enriches the original dataset with AI-generated insights 5. Exports the final structured JSON to disk for: * Reporting * Dashboards * Further automation or analytics ## Setup ### Prerequisites * **n8n (self-hosted or cloud)** * **SE Ranking API access** * **OpenAI API key** ### Setup Steps If you are new to SE Ranking, please signup on [seranking.com](https://seranking.com/?ga=4848914&source=link) 1. Import the workflow JSON into n8n 2. Configure credentials: * **SE Ranking** using HTTP Header Authentication. Please make sure to set the header authentication as below. The value should contain a Token followed by a space with the SE Ranking API Key.  * **OpenAI** for GPT-4.1-mini 3. Open **Set the Input Fields** and update: * `target_site` (e.g., your domain) * `engine` (e.g., ai-overview) * `source` (e.g., us, uk, in) 4. Verify the file path in **Write File to Disk** 5. Click **Execute Workflow** ## How to customize this workflow to your needs You can easily extend or tailor this workflow: * **Change analysis scope** * Update domain, region, or AI engine * **Modify AI outputs** * Adjust prompts or output schema for insights like trends, risks, or recommendations * **Replace storage** * Send output to: * Google Sheets * Databases * S3 / cloud storage * Webhooks or BI tools * **Automate monitoring** * Add a Cron trigger to run daily, weekly, or monthly ## Summary This workflow turns raw SE Ranking AI Search data into clear, executive-ready insights using OpenAI GPT-4.1-mini. By combining automated data collection with AI summarization, it enables faster decision-making, better reporting, and scalable SEO intelligence without manual analysis.
Create AI sci‑fi book review videos with ChatGPT, Fal.ai and Nexrender
This n8n workflow is an end-to-end AI-powered video generation pipeline that takes a dataset of sci-fi book, generates reviews with GenAI, dynamically injects assets into After Effects via Nexrender, and automatically produces fully rendered videos — ready for publishing. It demonstrates: • AI content generation inside render jobs • Dynamic After Effects templating • Adaptive composition logic • Fully automated creative production at scale Built as a demo for the Nexrender n8n integration, it shows how to turn raw ideas into finished video content with zero manual editing. Requirements: 1. Nexrender Trial - https://www.nexrender.com/get-trial, 2. N8N - https://n8n.io/, 3. Fal.ai - https://fal.ai/, 4. After Effects Project file - https://drive.google.com/file/d/1XmDcBMM34IFQ2Cv28pzumDmk2OwW2_9q/view?usp=share_link, 5. Nexrender Integration - https://n8n.io/integrations/nexrender/ How It Works: • Imports a sci-fi books dataset into n8n • Uses GenAI (ChatGPT) to generate book reviews and narrative content • Cleans and structures the AI output for video rendering • Dynamically injects text and assets into an After Effects template via n8n Nexrender Integration • Submits the job to Nexrender for rendering • Generates AI-powered visuals inside the render job • Automatically adjusts composition length based on each review • Outputs a fully produced video — no manual editing required
Onboard new employees with Monday.com, Asana, Zoom, and Gmail
## 📝 Description Automate your new employee onboarding process by instantly creating structured onboarding tasks, scheduling an intro meeting, updating HR records, and notifying stakeholders — all triggered by a single status change in Monday.com. 🚀 This automation ensures every new joiner receives a consistent onboarding experience, while HR teams gain full visibility and control without manual coordination. 🎯 ## ⚠️ Disclaimer This template uses community-supported nodes (Zoom & AI-related nodes, if extended). While stable, these nodes are not officially maintained by n8n and should be reviewed before use in production environments. ## 🔁 What This Automation Does 1️⃣ Triggers automatically when an employee’s status changes to “Joined” in Monday.com. 2️⃣ Creates a structured onboarding checklist task in Asana. 📋 3️⃣ Schedules a Zoom intro / welcome meeting automatically. 🎥 4️⃣ Updates the employee record in Monday.com with the Zoom join link. 🔗 5️⃣ Sends a welcome or notification email via Gmail. 📧 ## 🧠 Key Design Decisions ✅ Monday.com is the source of truth for employee data ✅ Asana is used only for task tracking, not employee records ✅ Zoom links are stored centrally in Monday.com ✅ Uses participant-safe join_url (never host URLs) ✅ Avoids data duplication across tools ✅ Workflow runs once per employee lifecycle event ## ⭐ Key Benefits ✅ Zero manual onboarding coordination ✅ Consistent onboarding for every employee ✅ Clear ownership and task tracking ✅ Centralized HR records ✅ Faster first-day readiness ✅ Easily scalable for growing teams ## 🛠️ Tools & Services Used - n8n – Workflow orchestration - Monday.com – Employee & HR lifecycle management - Asana – Onboarding task tracking - Zoom – Intro / welcome meeting scheduling - Gmail – Welcome and notification emails ## 🔐 Requirements - Monday.com OAuth credentials - Asana OAuth credentials - Zoom OAuth credentials - Gmail OAuth credentials - n8n (self-hosted or cloud) - HR board with: - Status column (Joined) - Email column - Zoom Link column for Zoom meeting ## 🎯 Target Audience - HR & People Operations teams - Talent Acquisition teams - Startup & scale-up organizations - Operations & internal automation teams