✨🔪 Advanced AI powered document parsing & text extraction with Llama Parse
Description This workflow automates document processing using LlamaParse to extract and analyze text from various file formats. It intelligently processes documents, extracts structured data, and delivers actionable insights through multiple channels. How It Works Document Ingestion & Processing 📄 Monitors Gmail for incoming attachments or accepts documents via webhook Validates file formats against supported LlamaParse extensions Uploads documents to LlamaParse for advanced text extraction Stores original documents in Google Drive for reference Intelligent Document Analysis 🧠 Automatically classifies document types (invoices, reports, etc.) Extracts structured data using customized AI prompts Generates comprehensive document summaries with key insights Converts unstructured text into organized JSON data Invoice Processing Automation 💼 Extracts critical invoice details (dates, amounts, line items) Organizes financial data into structured formats Calculates tax breakdowns, subtotals, and payment information Maintains detailed records for accounting purposes Multi-Channel Delivery 📱 Saves extracted data to Google Sheets for tracking and analysis Sends concise summaries via Telegram for immediate review Creates searchable document archives in Google Drive Updates spreadsheets with structured financial information Setup Steps Configure API Credentials 🔑 Set up LlamaParse API connection Configure Gmail OAuth for email monitoring Set up Google Drive and Sheets integrations Add Telegram bot credentials for notifications Customize AI Processing ⚙️ Adjust document classification parameters Modify extraction templates for specific document types Fine-tune summary generation prompts Customize invoice data extraction schema Test and Deploy 🚀 Test with sample documents of various formats Verify data extraction accuracy Confirm notification delivery Monitor processing pipeline performance
By Joseph LePageAuto workflow backup to Google Drive – automated export of all your workflows
n8n Workflow Backup to Google Drive – Automated Export of All Your Workflows This workflow is designed to automatically create backups of all your workflows in n8n and store them as individual .json files in Google Drive. It's a fully automated system that helps developers, agencies, or automation teams ensure their automation logic is always safe, versioned, and ready to restore or share. What is this for? If you’re building and managing multiple automations inside n8n, losing a workflow due to accidental deletion or misconfiguration can cost you hours of work. This template solves that by exporting all your workflows into separate files and storing them in a dated Google Drive folder. It helps with disaster recovery, version tracking, and team collaboration — without any manual exporting. How this works: -Once triggered (manually or via a schedule), the workflow performs the following steps: -Creates a new folder in your Google Drive, named with today’s date (e.g. “Workflow Backups Monday 16-05-2025”). -Connects to your n8n instance using the internal API and retrieves a list of all existing workflows. -Iterates over each workflow, converts it into a .json file using the built-in file conversion node. -Uploads each individual .json file to the newly created folder in Google Drive. -Optionally, the workflow finds and deletes old backup folders to keep your Google Drive clean and avoid clutter. You get a clean, timestamped folder with all your flows — ready to restore, send, or store securely. You can trigger it manually or schedule it (e.g., to run weekly on Monday mornings). How to set it up: Import the provided workflow JSON into your n8n instance. Set up your credentials: -Replace the placeholder “Google demo” with your actual Google Drive OAuth2 credentials in all Google Drive nodes. -Replace the placeholder “n8n demo” with your n8n API credentials so the workflow can fetch your flows. -Go to the node “Create new folder” and replace the folder ID with your own destination folder in Google Drive where backups should be stored. -(Optional) Enable the “Schedule Trigger” to run the backup automatically once a week or on your preferred interval. You’re ready to go — test it with the Manual Trigger first and check your Google Drive for results.
By LukaszBConnect AI to any chats in Kommo
Entrust customer service to AI using n8n and Kommo! Using this workflow, you can make the AI agent answer customer questions for your managers. See how it works in the video. Advantages of integration Works with any message channel that is connected to Kommo (telegram, whatsapp, facebook) Understands voice and text messages You can stop for a specific transaction or contact if you need a person's help. It is possible to supplement the AI agent with additional tools to suit your needs Where it can be useful In customer support In the qualification of clients When invoicing How it works 1) Any incoming message to the Kommo chats is sent by the webhook to n8n 2) n8n processes the webhook according to the specified logic 3) n8n sends a reply message to the Kommo chat Installation Steps 1) Install workflow 2) Follow the instructions to connect the kommo to the n8n 3) Set up Credentials for OpenAI 4) Fill in the Credentials as shown in the workflow notes 5) Activate Workflow 6) Write your first message as client
By yatolstoyCallForge - 03 - Gong transcript processor and Salesforce enricher
--- CallForge - AI Gong Transcript PreProcessor Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate call transcript formatting. ✅ Revenue operations (RevOps) professionals optimizing AI-driven insights. ✅ Businesses using Gong.io that need structured, enriched call transcripts for better decision-making. What Problem Does This Workflow Solve? Manually processing raw Gong call transcripts is inefficient and often lacks essential context for AI-driven insights. With CallForge, you can: ✔ Extract and format Gong call transcripts for structured AI processing. ✔ Enhance metadata using sales data from Salesforce. ✔ Classify speakers as internal (sales team) or external (customers). ✔ Identify external companies by filtering out free email domains (e.g., Gmail, Yahoo). ✔ Enrich customer profiles using PeopleDataLabs to identify company details and locations. ✔ Prepare transcripts for AI models by structuring conversations and removing unnecessary noise. What This Workflow Does Retrieves Gong Call Data Calls the Gong API to extract call metadata, speaker interactions, and collaboration details. Fetches call transcripts for AI processing. Processes and Cleans Transcripts Converts call transcripts into structured, speaker-based dialogues. Assigns each speaker as either Internal (Sales Team) or External (Customer). Extracts Company Information Retrieves Salesforce data to match customers with existing sales opportunities. Filters out free email domains to determine the customer’s actual company domain. Calls the PeopleDataLabs API to retrieve additional company data and location details. Merges and Enriches Data Combines Gong metadata, Salesforce customer details and insights. Ensures all necessary data is available for AI-driven sales insights. Final Formatting for AI Processing Merges all call transcript data into a single structured format for AI analysis. Extracts the final cleaned, enriched dataset for further AI-powered insights. How to Set Up This Workflow Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Salesforce Setup – Ensure API access if you want customer enrichment. 🔹 PeopleDataLabs API – Required to retrieve company and location details based on email domains. 🔹 Webhook Integration – Modify the webhook call to push enriched call data to an internal system. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to Customize This Workflow 💡 Modify Data Sources – Connect different CRMs (e.g., HubSpot, Zoho) instead of Salesforce. 💡 Expand AI Analysis – Add another AI model (e.g., OpenAI GPT, Claude) for advanced conversation insights. 💡 Change Speaker Classification Rules – Adjust internal vs. external speaker logic to match your team’s structure. 💡 Filter Specific Customers – Modify the free email filtering logic to better fit your company’s needs. Why Use CallForge? 🚀 Automate Gong call transcript processing to save time. 📊 Improve AI accuracy with enriched, structured data. 🛠 Enhance sales strategy by extracting actionable insights from calls. Start optimizing your Gong transcript analysis today!
By Angel MenendezShopify VIP alerts: AI summary & Slack notification for big orders
🧨 VIP Radar: Instantly Spot & Summarize High-Value Shopify Orders with AI + Slack Alerts Automatically detect when a new Shopify order exceeds $200, fetch the customer’s purchase history, generate an AI-powered summary, and alert your team in Slack—so no VIP goes unnoticed. --- 🛠️ Workflow Overview | Feature | Description | |------------------------|-----------------------------------------------------------------------------| | Trigger | Shopify “New Order” webhook | | Conditional Check | Filters for orders > $200 | | Data Enrichment | Pulls full order history for the customer from Shopify | | AI Summary | Uses OpenAI to summarize buying behavior | | Notification | Sends detailed alert to Slack with name, order total, and customer insights | | Fallback | Ignores low-value orders and terminates flow | --- 📘 What This Workflow Does This automation monitors your Shopify store and reacts to any high-value order (over $200). When triggered: It fetches all past orders of that customer, Summarizes the history using OpenAI, Sends a full alert with context to your Slack channel. No more guessing who’s worth a closer look. Your team gets instant insights, and your VIPs get the attention they deserve. --- 🧩 Node-by-Node Breakdown 🔔 1. Trigger: New Shopify Order Type: Shopify Trigger Event: orders/create Purpose: Starts workflow on new order Pulls: Order total, customer ID, name, etc. 🔣 2. Set: Convert Order Total to Number Ensures the total_price is treated as a number for comparison. ❓ 3. If: Is Order > $200? Condition: $json.total_price > 200 Yes → Continue No → End workflow 🔗 4. HTTP: Fetch Customer Order History Uses the Shopify Admin API to retrieve all orders from this customer. Requires your Shopify access token. 🧾 5. Set: Convert Orders Array to String Formats the order data so it's prompt-friendly for OpenAI. 🧠 6. LangChain Agent: Summarize Order History Prompt: "Summarize the customer's order history for Slack. Here is their order data: {{ $json.orders }}" Model: GPT-4o Mini (customizable) 📨 7. Slack: Send VIP Alert Sends a rich message to a Slack channel. Includes: Customer name Order value Summary of past behavior 🧱 8. No-Op (Optional) Used to safely end workflow if the order is not high-value. --- 🔧 How to Customize | What | How | |--------------------------|----------------------------------------------------------------------| | Order threshold | Change 200 in the If node | | Slack channel | Update channelId in the Slack node | | AI prompt style | Edit text in LangChain Agent node | | Shopify auth token | Replace shpat_abc123xyz... with your actual private token | --- 🚀 Setup Instructions Open n8n editor. Go to Workflows → Import → Paste JSON. Paste this workflow JSON. Replace your Shopify token and Slack credentials. Save and activate. Place a test order in Shopify to watch it work. --- 💡 Real-World Use Cases 🎯 Notify sales team when a potential VIP buys 🛎️ Prep support reps with customer history 📈 Detect repeat buyers and upsell opportunities --- 🔗 Resources & Support 👨💻 Creator: Yaron Been 📺 YouTube: NoFluff with Yaron Been 🌐 Website: https://nofluff.online 📩 Contact: Yaron@nofluff.online --- 🏷️ Tags shopify, openai, slack, vip-customers, automation, n8n, workflow, ecommerce, customer-insights, ai-summaries, gpt4o ---
By Yaron BeenAutomate LinkedIn requests & icebreaker with Browserflow and Google sheets
Disclaimer: As this workflow uses a Community node, it is available only to self-hosted installation of n8n Who is this for? This n8n template is designed for professionals, recruiters, and marketers who need to automate LinkedIn data population and contact request processes. It is particularly useful for those looking to streamline their outreach efforts and manage LinkedIn connections more efficiently. What problem is this workflow solving? / Use Case The workflow addresses the challenge of manually managing LinkedIn connections and sending contact requests followed by an AI generated ice-breaker. By automating these tasks, users can save time, reduce errors, and ensure consistent follow-ups with potential clients, partners, or candidates. What this workflow does: This template extract LinkedIn adresses from a google sheet, check if they already are connected to you, and send them a contact request if hey are not. Then it sends to them an AI generated Ice breaker messages, which take into account the personal and company posts, and your company description, to find common points of interest. You can contact up to 50 persons for free. Setup Copy this google sheet to your Google account Enter your data in "Set your Data Here": Google sheet URL: Paste here the URL of your google sheet Your activity: Define here what your company is about (used to match your activity with the users activity) Your name: Enter your name (used to sign your mail) Your company: Enter here your company name Your email: Used to send your email Maxitems: The number of maximum posts to download from LinkedIn Set an account on Rapid API, you are allowed for free to 50 credits (5$ for 500) and most of the calls cost 1 credit. Setup an account at Browserflow You will benefit from a 7 days free trial. And then you will have to pay $17.95. With this account you'll be able to send 1920 connection invites and 3204 messages. Install n8n-nodes-browserflow from your n8n Settings > Community Nodes. (it means for now that you'll need a self-hosted installation of n8n). and paste the API key you copied earlier as a credential. Execute it regularly to check if your connections have accepted your connection request. How to customize this workflow to your needs Customize Contact Messages: Personalize the AI agent prompt that generates the icebreaker Integrate with Other Tools: Add additional nodes to integrate with CRM systems or other marketing tools for enhanced functionality. Monitor and Optimize: Regularly review the workflow's performance and make adjustments to improve efficiency and effectiveness. By following this setup and customization guide, users can leverage this n8n template to enhance their LinkedIn outreach and connection management processes.
By PollupAICreate a campaign, add a contact, and get the campaign from Emelia
This workflow allows you to create a campaign, add a contact, and get the campaign from Emelia. Emelia node: This node will create a new campaign in Emelia. Emelia1 node: This node will add a contact to the campaign that we created in the previous node. Based on your use-case, you can add a Google Sheets node or an Airtable node to get the email address of the contact. Emelia2 node: This node will get the information about the campaign that we created earlier.
By Harshil AgrawalLog new Gmail messages automatically in Google Sheets
🧑💻 Description This workflow automatically fetches new Gmail messages since the last run and appends them into a Google Sheet with their ID, snippet, and timestamp. It’s designed for professionals, small business owners, and operations teams who need a simple way to keep an ongoing log of emails, build lightweight CRMs, or power downstream automations like email tracking, reporting, or follow-up reminders. --- ⚙️ Setup Instructions for Gmail → Google Sheets Email Log 1️⃣ Connect Gmail In n8n → Credentials → New → Gmail OAuth2 Log in with your Gmail account & approve access Attach this credential to the Get new messages node in the workflow 2️⃣ Connect Google Sheets Copy this Google Sheet template into your own Drive In n8n → Credentials → New → Google Sheets (OAuth2) → log in with your Google account & save In the workflow, select your Spreadsheet ID and Worksheet (Sheet1 by default) in the Google Sheets nodes --- 🧠 How Email Logging Automation Works Get Current Emails → Reads the last logged messages from Google Sheets Get Max Date → Finds the most recent email timestamp Combine → Passes the last timestamp and today’s date together Get New Messages → Fetches all new Gmail messages after the last logged date Add Emails to Sheets → Appends message ID, snippet, and date to the sheet --- 🎛️ Customization Guidance Filter by Sender or Subject → Modify the Gmail query to only log messages from specific addresses or with certain keywords. Track Labels → Add Gmail labels to your sheet to separate categories (e.g., “Leads,” “Support,” “Invoices”). Auto-Reply → Extend with an additional Gmail node to send automated responses to new messages. Send Alerts → Add a Slack or Email node to ping your team whenever a new email is logged. Analytics → Use Google Sheets formulas or connect to BI tools to analyze trends like response times or sender frequency. --- 📬 Contact Need advanced customization (e.g., multi-inbox tracking, CRM integration, or automated follow-ups)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com
By Robert BreenBidirectional ClickUp task & Google Calendar sync with multi-calendar routing
Who’s it for Teams that manage tasks in ClickUp and want those tasks reflected—and kept in sync—in Google Calendar automatically. How it works A ClickUp Trigger captures task events (create, update, delete). For new tasks, the workflow creates a Google Calendar event with the correct start/end. It stores a mapping between clickupTaskId and calendarEventId in a Google Sheet so later updates and deletions can target the right event. Multiple lanes (personal/school/tech/internship) let you route tasks to different calendars. How to set up Assign ClickUp OAuth, Google Calendar, and Google Sheets credentials to the nodes. Open the Configuration node and fill: calendarId_* for each lane sheetId and sheetTabName for the mapping sheet (optional) clickupTeamId Enable the ClickUp Trigger and run a manual test to validate mapping creation and event syncing. Requirements ClickUp workspace with OAuth permissions Google Calendar & Sheets access A Google Sheet for the event↔task mapping How to customize the workflow Edit the calendar routing in Edit Fields nodes or point them to different calendarId_* values. Adjust event colors/fields in Google Calendar nodes. Extend the mapping sheet with extra columns (e.g., status, labels) as needed.
By R4wd0GAI-powered corporate research system for animal advocacy campaigns with Claude & Gemini
Who’s it for 🎯 This workflow is designed for animal advocacy campaigners, strategists, and researchers who need detailed intelligence on corporate targets and their key stakeholders like executives, investors, and suppliers. How it works / What it does ⚙️ It uses the Multi-tool Research Agent subworkflow to research a target company, extract relevant sub-targets, and then runs focused research on each sub-target. It compiles all findings into a detailed HTML report outlining tailored campaign tactics. How to set up 🛠️ Import this workflow and the Multi-tool Research Agent subworkflow. Configure API credentials in n8n. Set the target company and campaign details. Test the workflow to verify multi-level research and report generation. Requirements 📋 n8n instance with internet access Valid API keys The Multi-tool Research Agent subworkflow installed and linked Optional email node for sending reports How to customize 🔧 Modify target inputs and sub-target extraction for different industries. Adjust research prompts in the subworkflow for style or focus. Customize the HTML report template for branding. Attach an email node to send reports automatically or route output as needed. Add error handling or branching for campaign specifics. --- Use this template to generate strategic, research-driven campaigns with actionable intelligence on complex corporate targets.
By Open PawsSend chat message notifications from Tawk.to to Gmail
This automation workflow captures incoming chat messages from your Tawk.to live chat widget and sends alert emails via Gmail to notify your support team instantly. It is designed to help you respond promptly to visitors and improve your customer support experience. --- Prerequisites Tawk.to account: You must have an active Tawk.to account with a configured live chat widget on your website. Gmail account: A Gmail account with API access enabled and configured in n8n for sending emails. n8n instance: Access to an n8n workflow automation instance where you will import and configure this workflow. --- Step-by-Step Setup Instructions Configure Tawk.to Webhook Log in to your Tawk.to dashboard. Navigate to Administration > Webhooks. Click Add Webhook and enter the following: URL: Your n8n webhook URL from the Receive Tawk.to Request node (e.g., https://your-n8n-instance.com/webhook/a4bf95cd-a30a-4ae0-bd2a-6d96e6cca3b4) Method: POST Events: Select the chat message event (e.g., Visitor Message or Chat Message Received) Save the webhook configuration. Configure Gmail Credentials in n8n In your n8n instance, go to Credentials. Add a new Gmail OAuth2 credential: Follow Google's instructions to create a project, enable Gmail API, and obtain client ID and secret. Authenticate and authorize n8n to send emails via your Gmail account. Import and Activate Workflow Import the provided workflow JSON into n8n. Verify the Receive Tawk.to Request webhook node path matches the webhook URL configured in Tawk.to. Enter the email address you want the alerts sent to in the Send alert email node’s sendTo parameter. Activate the workflow. --- Workflow Explanation Receive Tawk.to Request: This webhook node listens for POST requests from Tawk.to containing chat message data. Format the message: Extracts relevant data from the incoming payload such as chat ID, visitor name, country, and message text, and assigns them to new fields for easy use downstream. Send alert email: Uses Gmail node to send a notification email to your support team with all relevant chat details formatted in a clear, concise text email. --- Customization Guidance Email Recipient: Update the sendTo field in the Send alert email node to specify your support team’s email address. Email Content: Modify the message template in the Send alert email node’s message parameter to suit your tone or include additional details like timestamps or chat URLs. Additional Processing: You can extend the workflow by adding nodes for logging chats, triggering Slack notifications, or storing messages in a database. --- By following these instructions, your support team will receive immediate email alerts whenever a new chat message arrives on your website, improving response times and customer satisfaction. ---
By Sarfaraz Muhammad SajibAutomate lead response with Google Sheets, OpenAI, Gmail, and Slack notifications
Generate and send personalized lead emails from Google Sheets via OpenAI to Gmail with Slack alerts Description This template triggers when a new row appears in Google Sheets (from any intake form that writes to the sheet). It validates key fields, performs light deduplication by email or phone, and sends the data to OpenAI to generate a concise, brand-safe first-touch email. At the same time, the model classifies each lead as High, Medium, or Low based on your criteria for budget, services, and timeline. The email is sent immediately from your connected Gmail (or SMTP) account. The sales team is notified in Slack with the lead’s name, contact details, services of interest, budget, and a deep link to the exact Google Sheets row. The Google Sheet is then updated with send status, lead type, and a timestamp for easy tracking. Setup: Connect Google Sheets (read/write), Gmail/SMTP, Slack (webhook or app), and an OpenAI API key. Provide brief classifier rules and a short tone guide with one clear CTA (reply or booking link). Include a one-line opt-out in the email body to stay compliant. Expected headers are: Timestamp, Name, Email Address, Phone Number, Services Interested In, Budget Range, Preferred Contact Time, Project Timeline, and Additional Comments. The trigger checks the sheet every minute and processes after-hours submissions right away. You can extend the flow with calendar booking links, territory routing, or rate limits as needed.
By Jack Mason