Create a table in Postgres and insert data
Companion workflow for Postgres node docs
By amudhanReceive updates of the position of the ISS and add it to a table in TimescaleDB
This workflow allows you to receive updates about the positiong of the ISS and add it to a table in TimescaleDB. Cron node: The Cron node triggers the workflow every minute. You can configure the time based on your use-case. HTTP Request node: This node makes an HTTP Request to an API that returns the position of the ISS. Based on your use-case you may want to fetch data from a different URL. Enter the URL in the URL field. Set node: In the Set node we set the information that we need in the workflow. Since we only need the timestamp, latitude, and longitude we set this in the node. If you need other information, you can set them in this node. TimescaleDB node: This node stores the information in a table named iss. You can use a different table as well.
By Harshil AgrawalAutomated customer support with GPT-4o-mini AI triage for Google Forms & Gmail
Transform your Google Form into an intelligent customer support system that automatically analyzes, prioritizes, and responds to every inquiry with AI-powered personalization. Who's it for This workflow is perfect for: Customer support teams handling high volumes of form submissions Small businesses looking to provide instant, professional responses 24/7 E-commerce stores managing product inquiries, complaints, and refunds Service providers triaging appointment requests and support tickets Event organizers responding to registration questions How it works When someone submits your Google Form, this workflow: Triggers instantly from new Google Sheets row Analyzes with AI to determine urgency (low/medium/high), category (technical/sales/support/billing), and sentiment (positive/neutral/negative) Routes intelligently based on priority level to appropriate response template Generates personalized reply using OpenAI, tailored to urgency and sentiment Sends auto-reply via Gmail with professional formatting Alerts your team on Slack for high-priority cases requiring human follow-up Logs everything to tracking sheet for analytics and audit trail Set up steps Time to set up: approximately 15-20 minutes Prerequisites Google Form connected to Google Sheets OpenAI API key (get one at platform.openai.com) Gmail account for sending emails Slack workspace (optional, for team alerts) Configuration steps Connect Google Sheets Trigger to your form response sheet Update column names in "Map Form Column Names" node (default: Name, Email Address, Inquiry) Add OpenAI credentials - uses GPT-4o-mini for cost efficiency (approximately $0.001 per inquiry) Connect Gmail via OAuth2 for sending auto-replies Create tracking sheet with columns: timestamp, name, email, urgency, category, sentiment, summary, keywords, subject, inquiry (Optional) Connect Slack for high-priority notifications Test with sample data before activating Requirements Google Form (free) Google Sheets (free) OpenAI API account (approximately $0.001-0.002 per inquiry with GPT-4o-mini) Gmail account (free) Slack workspace (optional, free tier available) n8n Cloud or self-hosted instance How to customize Adjust triage criteria: Edit the "Analyze with AI Triage" prompt to define what qualifies as high/medium/low urgency for your business. Add custom categories beyond the default five (technical/sales/support/billing/general). Modify response templates: Customize the three response generation nodes to match your brand voice. Add company-specific information, policies, or FAQ links. Adjust tone from formal to casual based on your audience. Add advanced features: Insert CRM integration to check customer history before responding Add condition nodes to route specific categories to different team members Include file attachments (brochures, manuals) based on inquiry type Implement follow-up sequences with Wait nodes Connect multiple notification channels (Discord, email, SMS) Multi-language support: The AI automatically detects and responds in the inquiry's language. Customize prompts with language-specific instructions if needed. Use cases Product support: Auto-respond to "how to use" questions with relevant documentation Complaint management: Immediately acknowledge issues and alert team for urgent follow-up Lead qualification: Instantly engage sales inquiries while routing to appropriate sales rep Appointment requests: Confirm booking inquiries and provide next steps Feedback collection: Thank customers and categorize feedback for analysis
By Daiki TakayamaGenerate customer statements with credit risk analysis, PDF export & Gmail delivery
Automated Customer Statement Generator with Risk Analysis & Credit Monitoring Transform account statement management from hours to minutes - automatically compile transaction histories, calculate aging analysis, monitor credit limits, assess payment risk, and deliver professional PDF statements while syncing with accounting systems and alerting your team about high-risk accounts. What This Workflow Does Revolutionizes customer account management with intelligent statement generation, credit monitoring, and risk assessment: Webhook-Triggered Generation - Automatically creates statements from accounting systems, CRM updates, or scheduled monthly triggers Smart Data Validation - Verifies transaction data, validates account information, and ensures statement accuracy before generation Running Balance Calculation - Automatically computes running balances through all transactions with opening and closing balance tracking Comprehensive Aging Analysis - Calculates outstanding balances by age buckets (Current, 31-60 days, 61-90 days, 90+ days) Overdue Detection & Highlighting - Automatically identifies overdue amounts with visual color-coded alerts on statements Professional HTML Design - Creates beautifully branded statements with modern layouts, aging breakdowns, and payment information PDF Conversion - Transforms HTML into print-ready, professional-quality PDF statements with preserved formatting Automated Email Delivery - Sends branded emails to customers with PDF attachments and account summary details Google Drive Archival - Automatically saves statements to organized folders with searchable filenames by account Credit Limit Monitoring - Tracks credit utilization, detects over-limit accounts, and generates alerts at 75%, 90%, and 100%+ thresholds Risk Scoring System - Calculates 0-100 risk scores based on payment behavior, aging, credit utilization, and overdue patterns Payment Behavior Analysis - Tracks days since last payment, average payment time, and payment reliability trends Automated Recommendations - Generates prioritized action items like "escalate to collections" or "suspend new credit" Accounting System Integration - Syncs statement delivery, balance updates, and risk assessments to QuickBooks, Xero, or FreshBooks Conditional Team Notifications - Different Slack alerts for overdue accounts (urgent) vs current accounts (standard) with risk metrics Transaction History Table - Detailed itemization of all charges, payments, and running balances throughout statement period Multiple Payment Options - Includes bank details, online payment links, and account manager contact information Key Features Automatic Statement Numbering: Generates unique sequential statement numbers with format STMT-YYYYMM-AccountNumber for easy tracking and reference Aging Bucket Analysis: Breaks down outstanding balances into current (0-30 days), 31-60 days, 61-90 days, and 90+ days overdue categories Credit Health Dashboard: Visual indicators show credit utilization percentage, available credit, and over-limit warnings in statement Risk Assessment Engine: Analyzes multiple factors including overdue amounts, credit utilization, payment frequency to calculate comprehensive risk score Payment Behavior Tracking: Monitors days since last payment, identifies patterns like "Excellent - Pays on Time" or "Poor - Chronic Late Payment" Intelligent Recommendations: Automatically generates prioritized action items based on account status, risk level, and payment history Transaction Running Balance: Shows balance after each transaction so customers can verify accuracy and reconcile their records Over-Limit Detection: Immediate alerts when accounts exceed credit limits with escalation recommendations to suspend new charges Good Standing Indicators: Visual green checkmarks and positive messaging for accounts with no overdue balances Account Manager Details: Includes dedicated contact person for questions, disputes, and payment arrangements Dispute Process Documentation: Clear instructions on how customers can dispute transactions within required timeframe Multi-Currency Support: Handles USD, EUR, GBP, INR with proper currency symbols and formatting throughout statement Accounting System Sync: Logs statement delivery, balance updates, and risk assessments in QuickBooks, Xero, FreshBooks, or Wave Conditional Workflow Routing: Different automation paths for high-risk overdue accounts vs healthy current accounts Activity Notes Generation: Creates detailed CRM notes with account summary, recommendations, and delivery confirmation Print-Optimized PDFs: A4 format with proper margins and color preservation for professional printing and digital distribution Perfect For B2B Companies with Trade Credit - Manufacturing, wholesale, distribution businesses offering net-30 or net-60 payment terms Professional Services Firms - Consulting, legal, accounting firms with monthly retainer clients and time-based billing Subscription Services (B2B) - SaaS platforms, software companies, membership organizations with recurring monthly charges Equipment Rental Companies - Construction equipment, party rentals, medical equipment with ongoing rental agreements Import/Export Businesses - International traders managing accounts receivable across multiple customers and currencies Healthcare Billing Departments - Medical practices, clinics, hospitals tracking patient account balances and payment plans Educational Institutions - Private schools, universities, training centers with tuition payment plans and installments Telecommunications Providers - Phone, internet, cable companies sending monthly account statements to business customers Utilities & Energy Companies - Electric, gas, water utilities managing commercial account statements and collections Property Management Companies - Real estate firms tracking tenant charges, rent payments, and maintenance fees Credit Card Companies & Lenders - Financial institutions providing detailed account activity and payment due notifications Wholesale Suppliers - Distributors supplying restaurants, retailers, contractors on credit terms with monthly settlements Commercial Insurance Agencies - Agencies tracking premium payments, policy charges, and outstanding balances Construction Contractors - General contractors billing for progress payments, change orders, and retention releases What You Will Need Required Integrations HTML to PDF API - PDF conversion service (API key required) - supports HTML/CSS to PDF API, PDFShift, or similar providers (approximately 1-5 cents per statement) Gmail or SMTP - Email delivery service for sending statements to customers (OAuth2 or SMTP credentials) Google Drive - Cloud storage for statement archival and compliance record-keeping (OAuth2 credentials required) Optional Integrations Slack Webhook - Team notifications for overdue and high-risk accounts (free incoming webhook) Accounting Software Integration - QuickBooks, Xero, FreshBooks, Zoho Books API for automatic statement logging and balance sync CRM Integration - HubSpot, Salesforce, Pipedrive for customer activity tracking and collections workflow triggers Payment Gateway - Stripe, PayPal, Square payment links for one-click online payment from statements Collections Software - Integrate with collections management platforms for automatic escalation of high-risk accounts SMS Notifications - Twilio integration for payment due reminders and overdue alerts via text message Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials in "Send Email to Customer" node and update sender email Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for statement archival Customize Company Info - Edit "Enrich with Company Data" node to add company name, address, contact details, bank information Configure Credit Limits - Set default credit limits and payment terms for your customer base Adjust Risk Thresholds - Modify risk scoring logic in "Credit Limit & Risk Analysis" node based on your policies Update Email Template - Customize email message in Gmail node with your branding and messaging Configure Slack - Add Slack webhook URLs in both notification nodes (overdue and current accounts) Connect Accounting System - Replace code in "Update Accounting System" node with actual API call to QuickBooks/Xero/FreshBooks Test Workflow - Submit sample transaction data via webhook to verify PDF generation, email delivery, and notifications Schedule Monthly Run - Set up scheduled trigger for automatic end-of-month statement generation for all customers Customization Options Custom Aging Buckets - Modify aging periods to match your business (e.g., 0-15, 16-30, 31-45, 46-60, 60+ days) Industry-Specific Templates - Create different statement designs for different customer segments or business units Multi-Language Support - Translate statement templates for international customers (Spanish, French, German, Mandarin) Dynamic Credit Terms - Configure different payment terms by customer type (VIP net-45, standard net-30, new customers due on receipt) Late Fee Calculation - Add automatic late fee calculation and inclusion for overdue balances Payment Plan Tracking - Track installment payment plans with remaining balance and next payment due Interest Charges - Calculate and add interest charges on overdue balances based on configurable rates Partial Payment Allocation - Show how partial payments were applied across multiple invoices Customer Portal Integration - Generate secure links for customers to view statements and make payments online Batch Processing - Process statements for hundreds of customers simultaneously with bulk email delivery White-Label Branding - Create different branded templates for multiple companies or subsidiaries Custom Risk Models - Adjust risk scoring weights based on your industry and historical payment patterns Collections Workflow Integration - Automatically create tasks in collections software for high-risk accounts Early Payment Incentives - Highlight early payment discounts or prompt payment benefits on statements Dispute Management - Track disputed transactions and adjust balances accordingly with audit trail Expected Results 90% time savings - Reduce statement creation from 2-3 hours to 5 minutes per customer 100% accuracy - Eliminate calculation errors and missing transactions through automated processing 50% faster payment collection - Professional statements with clear aging drive faster customer payments Zero filing time - Automatic Google Drive organization with searchable filenames by account 30% reduction in overdue accounts - Proactive credit monitoring and risk alerts prevent bad debt Real-time risk visibility - Instant identification of high-risk accounts before they become uncollectible Automated compliance - Complete audit trail with timestamped statement delivery and accounting sync Better customer communication - Professional statements improve customer satisfaction and reduce disputes Reduced bad debt write-offs - Early warning system catches payment issues before they escalate Improved cash flow - Faster statement delivery and payment reminders accelerate cash collection Pro Tips Schedule Monthly Batch Generation - Run workflow automatically on last day of month to generate statements for all customers simultaneously Customize Aging Thresholds - Adjust credit alert levels (75%, 90%, 100%) based on your risk tolerance and industry norms Segment Customer Communications - Use different email templates for VIP customers vs standard customers vs delinquent accounts Track Payment Patterns - Monitor days-to-pay metrics by customer to identify chronic late payers proactively Integrate with Collections - Connect workflow to collections software to automatically escalate 90+ day accounts Include Payment Portal Links - Add unique payment links to each statement for one-click online payment Automate Follow-Up Reminders - Build workflow extension to send payment reminders 7 days before due date Create Executive Dashboards - Export risk scores and aging data to business intelligence tools for trend analysis Document Dispute Resolutions - Log all disputed transactions in accounting system with resolution notes Test with Sample Data First - Validate aging calculations with known test data before processing real customer accounts Archive Statements for Compliance - Maintain 7-year archive in Google Drive organized by year and customer Monitor Credit Utilization Trends - Track credit utilization changes month-over-month to predict cash flow needs Benchmark Against Industry - Compare your DSO and bad debt ratios to industry averages to identify improvement areas Personalize Account Manager Info - Assign dedicated contacts to customers and include their direct phone and email Use Descriptive Transaction Details - Ensure transaction descriptions clearly explain charges to reduce disputes Business Impact Metrics Track these key metrics to measure workflow success: Statement Generation Time - Measure average minutes from trigger to delivered statement (target: under 5 minutes) Statement Volume Capacity - Count monthly statements generated through automation (expect 10-20x increase in capacity) Aging Calculation Accuracy - Track statements with aging errors (target: 0% error rate) Days Sales Outstanding (DSO) - Monitor average days to collect payment (expect 15-30% reduction) Bad Debt Write-Offs - Track uncollectible accounts as percentage of revenue (expect 30-50% reduction) Collection Rate - Monitor percentage of invoices collected within terms (expect 10-20% improvement) Customer Disputes - Count statement disputes and billing inquiries (expect 50-70% reduction) Over-Limit Accounts - Track number of accounts exceeding credit limits (early detection prevents losses) High-Risk Account Identification - Measure days between risk detection and collection action (target: within 48 hours) Cash Flow Improvement - Calculate working capital improvement from faster collections (typical: 20-35% improvement) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires HTML to PDF API service subscription (1-5 cents per statement) No coding required for basic setup Fully customizable for industry-specific requirements Integrates with major accounting platforms via API Multi-currency and multi-language ready Supports batch processing for large customer bases Compliant with financial record-keeping regulations --- Ready to transform your account receivables management? Import this template and start generating professional statements with credit monitoring, risk assessment, and automated collections alerts - improving your cash flow, reducing bad debt, and freeing your accounting team to focus on strategic financial management!
By Jitesh Dugar