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Rahul Joshi

Rahul Joshi

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

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Templates by Rahul Joshi

Interview Scheduling Automation with Google Sheets, Calendar, Gmail & GPT-4o'

SEO-Optimized Description: Streamline your interview scheduling process with this intelligent n8n automation template powered by Google Calendar, Google Sheets, and GPT-4. This workflow reads candidate information from a spreadsheet, automatically schedules interviews in Google Calendar, and sends personalized interview invitation emailsโ€”all without manual input. What This Template Does: ๐Ÿ“‹ Monitors a Google Sheet for new candidate entries every minute ๐Ÿ•’ Auto-selects the next available interview slot (Mon/Wed/Fri at 3 PM) ๐Ÿ“… Creates a calendar invite in your Google Calendar โœ๏ธ Uses GPT-4 to generate personalized emails based on candidate data ๐Ÿ“ง Sends the email invite with the interview link via Gmail Built-in logic ensures: Candidates never get same-day interviews AI-generated emails are concise, polite, and professionally formatted Scheduling remains conflict-free and easy to manage Requirements: Google Calendar API credentials Google Sheets with candidate info (Name, Email, Background) Gmail account with OAuth2 Azure OpenAI API (GPT-4o recommended) Perfect For: Startups, HR teams, and recruiters looking to automate interview scheduling, eliminate back-and-forth emails, and deliver a professional candidate experienceโ€”all with zero hassle.

Rahul JoshiBy Rahul Joshi
10921

Generate blogs with GPT-4o prompt chaining: outline, evaluate & publish to Sheets

Description This n8n automation template delivers a full-stack AI content pipeline designed for marketing teams, content creators, SaaS founders, and growth hackers. It combines prompt chaining, GPT-4o agents, and Google Sheets to generate engaging, SEO-friendly blogsโ€”end to end. What This Template Does: ๐Ÿ“ Generates blog topic ideas using a domain-specific AI agent (e.g., for Sparrow API testing) ๐Ÿ“„ Creates a blog outline with key sections and headings โœ… Evaluates & refines the outline to ensure clarity, flow, and engagement ๐Ÿงพ Writes the full blog content in structured, long-form paragraphs ๐Ÿ“ฅ Appends the blog to Google Sheets with the current date Built With: GPT-4o (via Azure OpenAI) LangChain Agents for task-specialized prompt chaining Google Sheets integration for automatic publishing Schedule Trigger for periodic content generation Ideal Use Cases: SaaS teams looking to scale inbound content API platforms (like Sparrow) publishing technical how-tos SEO agencies automating client blog content Solo founders growing product visibility via thought leadership

Rahul JoshiBy Rahul Joshi
1599

Automate email classification & summary with Gmail, GPT-4o-mini & Notion

Description: Automate your personal email management with this AI-powered inbox triage system built entirely in n8n. This template connects Gmail, Azure OpenAI (GPT-4o-mini), and Notion to classify, summarize, and store your incoming emailsโ€”helping you focus only on what matters. The workflow fetches unread emails from Gmail, runs them through a custom AI classification model (Important, Ignore, Delegate, Reply Later), creates clear summaries, and stores the results in Notion for future reference. No more clutterโ€”your inbox is automatically sorted, prioritized, and documented. โœ… What This Template Does (Step-by-Step): ๐Ÿ“ง Fetch Unread Emails from Gmail Retrieves only unread, inbox-labeled emails via Gmail API. Captures sender, subject, and email content for processing. ๐Ÿ”„ Split Emails for Individual Process- ing Breaks down bulk email retrieval into single-item batches for parallel AI classification. โœ๏ธ Clean & Structure Email Data Extracts subject, sender, and message text. Removes unnecessary metadata for cleaner AI inputs. ๐Ÿค– AI Classification with Azure OpenAI (GPT-4o-mini) Categorizes emails into Important, Ignore, Delegate, or Reply Later. Uses a precise, prompt-engineered LLM chain for consistent results. ๐Ÿ“Š Generate Clear, Actionable Summaries Combines classification and key email details into concise summaries. ๐Ÿ“ˆ Aggregate Results into a Digest Merges all processed email summaries into a batch report. ๐Ÿ—‚ Store Insights in Notion Saves structured summaries and classifications into a Notion page for easy tracking and retrieval. ๐ŸŽฏ Perfect For: Busy professionals who want a clutter-free inbox. Founders & executives managing high email volume. Remote teams needing quick email triage and visibility. Productivity enthusiasts looking to integrate AI into their workflow. โš™๏ธ Built With: Gmail API (email retrieval) n8n Split In Batches (parallel processing) Azure OpenAI GPT-4o-mini (classification & summarization) Notion API (data storage & archiving) ๐ŸŒŸ Key Benefits: โœ… Saves hours of manual email triage. ๐Ÿ” Ensures no important emails are missed. ๐Ÿง  AI-driven, consistent prioritization. ๐Ÿ“’ Centralized email intelligence in Notion. ๐Ÿ›  Fully no-code and customizable.

Rahul JoshiBy Rahul Joshi
1078

Auto file organizer for Google Drive: sort PDFs, images & documents by type

Description: This ready-to-deploy n8n automation template smartly detects and classifies files uploaded to a specified Google Drive folder based on MIME type. It automatically moves each file into its correct destination folder: Documents, PDFs, or Images โ€” ensuring a clean and organized Drive, effortlessly. Perfect for remote teams, admins, educators, legal pros, and automation-focused operations, this workflow eliminates manual sorting and saves hours of repetitive work. What This Template Does (Step-by-Step) โš™๏ธManual Trigger: Launch the workflow on demand using the "Execute Workflow" trigger. ๐Ÿ“ Search Files in Source Folder (Google Drive): Lists all files inside your chosen folder (e.g., "Uploads"). ๐Ÿ” Loop Over Files (SplitInBatches): Iterates through each file one-by-one to ensure reliability. ๐Ÿ“ฅ Download File (Google Drive): Retrieves file metadata and MIME type required for filtering. ๐Ÿง  Smart File Type Detection via If Nodes application/json โ†’ Move to Documents folder application/pdf โ†’ Move to PDFs folder image/jpeg โ†’ Move to Images folder (Easily customizable to support additional types like PNG, DOCX, etc.) ๐Ÿ“‚ Move Files to Designated Folders: Uses Google Drive API to relocate each file to its proper location. ๐Ÿ” Loop Returns for Next File After each move, the loop picks the next file in queue. Key Features โš™๏ธ Google Drive API v3 Integration ๐Ÿ” OAuth2 for secure access ๐Ÿ“„ MIME-typeโ€“based routing logic ๐Ÿ” Batch-safe with looping logic โœ… File properties are preserved ๐Ÿ”„ Auto-removal from source after sorting Required Integration Google Drive (OAuth2) Use Cases Auto-organize client uploads Separate scanned PDFs, images, or forms Route invoices, receipts, or contracts into folders Automatically sort uploaded assignments or resources Maintain structured cloud storage without manual intervention Why Use This Template? โœ… No-code deployment โœ… Saves hours of manual work โœ… Works across teams, departments, or shared Drives โœ… Easy to expand with more file types or routing rules โœ… Keeps your Drive clean, fast, and organized

Rahul JoshiBy Rahul Joshi
988

Generate QA test cases from Figma designs to Google Sheets using GPT-4o-mini

Description Transform Figma design files into detailed QA test cases with AI-driven analysis and structured export to Google Sheets. This workflow helps QA and product teams streamline design validation, test coverage, and documentation โ€” all without manual effort. ๐ŸŽจ๐Ÿค–๐Ÿ“‹ What This Template Does Step 1: Trigger manually and input your Figma file ID. ๐ŸŽฏ Step 2: Fetches the full Figma design data (layers, frames, components) via API. ๐Ÿงฉ Step 3: Sends structured design JSON to GPT-4o-mini for intelligent test case generation. ๐Ÿง  Step 4: AI analyzes UI components, user flows, and accessibility aspects to generate 5โ€“10 test cases. โœ… Step 5: Parses and formats results into a clean structure. Step 6: Exports test cases directly to Google Sheets for QA tracking and reporting. ๐Ÿ“Š Key Benefits โœ… Saves 2โ€“3 hours per design by automating test case creation โœ… Ensures consistent, comprehensive QA documentation โœ… Uses AI to detect UX, accessibility, and functional coverage gaps โœ… Centralizes output in Google Sheets for easy collaboration Features Figma API integration for design parsing GPT-4o-mini model for structured test generation Automated Google Sheets export Dynamic file ID and output schema mapping Built-in error handling for large design files Requirements Figma Personal Access Token OpenAI API key (GPT-4o-mini) Google Sheets OAuth2 credentials Target Audience QA and Test Automation Engineers Product & Design Teams Startups and Agencies validating Figma prototypes Setup Instructions Connect your Figma token as HTTP Header Auth (X-Figma-Token). Add your OpenAI API key in n8n credentials (model: gpt-4o-mini). Configure Google Sheets OAuth2 and select your sheet. Input Figma file ID from the design URL. Run once manually, verify output, then enable for regular use.

Rahul JoshiBy Rahul Joshi
870

WhatsApp support bot with keyword routing & GPT-4.1-mini responses

Description: Deliver instant answers and automate customer support on WhatsApp with this intelligent n8n workflow template! The system routes incoming messages using keyword-based logic and provides dynamic, AI-powered responses for greetings, FAQs, and complex queriesโ€”ensuring your customers always get the right reply without manual effort. This automation is designed for businesses, service providers, and support teams who want to streamline WhatsApp engagement, reduce manual workload, and provide consistent, conversational answers that scale with demand. What This Template Does (Step-by-Step): ๐Ÿ“ฒ Capture Incoming WhatsApp Messages Triggers on every new message received via WhatsApp API. ๐Ÿ”„ Keyword-Based Routing Sequential IF conditions check for predefined keywords (e.g., โ€œhiโ€, โ€œpricingโ€, โ€œsupportโ€). ๐Ÿ’ฌ Send Tailored Keyword Responses Returns fast, pre-written responses for greetings, FAQs, or common scenarios. ๐Ÿค– AI-Powered Fallback with OpenAI Chat Model For advanced or unrecognized queries, the workflow generates context-aware, conversational answers using AI. ๐Ÿš€ Deliver Automated Replies in Real Time Replies are instantly sent back to WhatsApp for seamless customer communication. ๐Ÿ“Š Optional: Conversation Logging Extend the template to log chats in Notion, Airtable, or your CRM for tracking and insights. Perfect For: Customer support teams handling repetitive queries Businesses wanting instant replies for FAQs & greetings Service providers delivering personalized, scalable engagement Anyone looking to combine rule-based automation with AI intelligence Built With: WhatsApp API (message triggers & replies) n8n IF Node (keyword routing) OpenAI Chat Model (AI fallback for complex queries) Extendable storage (Notion, Google Sheets, Airtable, etc.) Key Benefits: โœ… Faster, automated customer support on WhatsApp ๐Ÿ” Accurate, human-like replies for complex questions ๐Ÿง  Hybrid system: keyword rules + AI intelligence ๐Ÿ“’ Centralized chat logging for insights (optional) ๐Ÿ›  100% no-code and customizable in n8n

Rahul JoshiBy Rahul Joshi
803

Automated Zoho Inventory to Supabase product data pipeline

Description This powerful n8n automation template enables seamless synchronization between Zoho Inventory and Supabaseโ€”keeping your product database up to date with zero manual effort. Whether youโ€™re running an eCommerce store, inventory dashboard, or product catalog app, this workflow ensures your data pipeline stays clean, consistent, and fully automated. What This Template Does: ๐Ÿ” Runs on a schedule to fetch inventory data from Zoho ๐Ÿ”“ Authenticates via OAuth using refresh token for secure API access ๐Ÿ“ฆ Fetches products & variants with complete metadata ๐Ÿ”„ Splits each item and maps it into Supabase row-by-row ๐Ÿ“Š Pushes rich product data, including name, SKU, unit, tags, stock levels, dimensions, and up to 3 custom attributes Fields Included in Sync: Product ID, Variant ID, Variant Name, Brand, SKU Returnability, Item Type, Unit, Attributes (1โ€“3) Tags, Stock on Hand, UPC/EAN/ISBN, Status Reorder Level, Dimensions, Created Time, and more Requirements: Zoho Inventory API access (with Refresh Token) Supabase account & API key Target table (e.g., Fairy Frills) set up in Supabase Optional: Custom field mapping for additional use cases Perfect For: Inventory managers syncing Zoho to custom dashboards D2C brands and eCommerce platforms powered by Supabase Internal tooling teams needing a real-time product database sync Startups replacing spreadsheets with a production-grade backend

Rahul JoshiBy Rahul Joshi
740

Automated template delivery system with Stripe, GPT-4o & Gmail

๐Ÿ“Š Description Automate post-purchase workflows by instantly fetching successful Stripe payments, matching them to corresponding automation templates in Google Sheets, and sending customers personalized access emails using AI-generated content. This system ensures each buyer receives their digital template, password, and onboarding details automatically after payment. ๐Ÿ’ณ๐Ÿ“ฉ๐Ÿค– What This Template Does Step 1: Triggers daily at 7:00 AM IST to fetch all successful payment charges from Stripe. โฐ Step 2: Retrieves payment intent and product details for each successful charge to enrich context. ๐Ÿ’ฐ Step 3: Validates required fields (order reference, product name, customer name, email). โœ… Step 4: Matches purchased product with the automation record in Google Sheets via AI lookup. ๐Ÿ” Step 5: Combines Stripe and Sheet data into one record, ensuring accuracy and completeness. ๐Ÿ”„ Step 6: Filters out already-processed customers to avoid duplicate sends. ๐Ÿงฎ Step 7: Generates a personalized thank-you email using Azure OpenAI (GPT-4o-mini) including access links, password, and onboarding tips. ๐Ÿ’Œ Step 8: Sends the email through Gmail to the customer automatically. ๐Ÿ“ง Step 9: Logs each transaction and email delivery into Google Sheets for tracking and auditing. ๐Ÿ“Š Key Benefits โœ… Fully automated Stripe-to-email delivery flow โœ… Zero manual intervention โ€” instant template delivery โœ… AI-personalized HTML emails with customer details โœ… Centralized purchase logging and analytics โœ… Eliminates duplicates and ensures smooth customer experience Features Scheduled daily trigger (7:00 AM IST) Stripe API integration for payment and product details Google Sheets lookup for automation files and passwords GPT-powered email content generation Gmail API integration for delivery Google Sheets logging for audit trail Requirements Stripe API credentials Google Sheets OAuth2 credentials Gmail OAuth2 credentials Azure OpenAI API credentials Target Audience SaaS or digital product sellers using Stripe Automation template marketplaces Small teams delivering digital assets via email Businesses seeking instant customer fulfillment

Rahul JoshiBy Rahul Joshi
690

Generate LinkedIn content ideas with GPT-4o-mini and Gmail delivery for influencers

Description Boost your LinkedIn influence with AI-curated daily content ideas! This n8n automation fetches trending professional topics from LinkedIn, analyzes them with Azure OpenAI (GPT-4o-mini), and delivers a ready-to-use, Outlook-compatible email report with: Engagement scoring AI-generated hashtags Concise content suggestions Perfect for influencers, marketers, and thought leaders, this template ensures you never run out of fresh, relevant post ideasโ€”tailored to boost reach and engagement. Step-by-Step Workflow: ๐Ÿ“… Manual or Scheduled Trigger Run on-demand or set it to execute daily for fresh content ideas. ๐Ÿค– AI Topic Extraction (Basic LLM Chain) Pulls 3โ€“5 trending LinkedIn topics with short professional descriptions. Ensures relevance for a business/corporate audience. ๐Ÿง  AI Processing & Optimization (Code Node) Generates high-impact hashtags based on topic and description. Calculates an Engagement Potential Score (0โ€“100%) for prioritization. Creates short, copy-ready content suggestions. ๐Ÿ“Š HTML Report Generation (Outlook-Compatible) Professionally styled with: Topic ranking Engagement percentage Hashtags Ready-to-post snippets ๐Ÿ“ง Automated Email Delivery (Gmail Node) Sends the formatted daily report directly to your inbox. Optimized for Outlook, Gmail, and mobile viewing. Perfect For: LinkedIn Influencers โ€“ Daily inspiration for posts that trend. Marketing Teams โ€“ Streamlined trend analysis and content ideation. Brand Managers โ€“ Stay ahead with data-driven post suggestions. Thought Leaders โ€“ Maintain a consistent posting cadence with minimal effort. Built With: Azure OpenAI GPT-4o-mini โ€“ AI topic generation & optimization. n8n Code Node โ€“ Hashtag generation, scoring & formatting. Gmail API โ€“ Automated report delivery. HTML Email Template โ€“ Fully mobile and Outlook compatible. Key Benefits: โœ… Saves hours of manual trend research. ๐Ÿ“ˆ Maximizes reach with AI-optimized hashtags. ๐Ÿง  Prioritizes high-engagement topics for better ROI. ๐Ÿ›  Fully no-code & customizable to match your niche.

Rahul JoshiBy Rahul Joshi
581

Classify & auto-sort invoices in Google Drive with GPT-4o

Description: Automatically classify invoices by industry (Retail, Manufacturing, or EdTech) using GPT-4o-powered AI parsing in this intelligent n8n automation template. Designed for teams managing high-volume billing data, this workflow fetches invoices from Google Drive, extracts PDF text, classifies each document using AI, and automatically moves files to the correct folder based on the predicted industry. This smart auto-sorting system turns your invoice processing into a zero-touch AI workflowโ€”ideal for finance teams, document processing agencies, and operations managers dealing with multi-client or multi-industry invoicing pipelines. What This Template Does (Step-by-Step) ๐Ÿ“‚ Google Drive Search Scans a designated folder (e.g., โ€œIncoming Invoicesโ€) Collects all PDF files available for classification โฌ‡๏ธ Download & Extract PDF Text Downloads each file using Google Drive API Extracts invoice text from PDFs using the โ€œExtract from Fileโ€ node ๐Ÿ” Batch Handling Loops through each invoice in a batch using the SplitInBatches node Ensures each document is processed one at a time ๐Ÿง  GPT-4o Mini via LangChain Agent Sends extracted invoice content to GPT-4o AI Classifies the document into one of: Retail, Manufacturing, EdTech Returns clean, structured classification output ๐Ÿ”€ Smart Switch Logic Evaluates the classification result Routes the invoice to the correct folder based on its predicted industry ๐Ÿ“ Auto-Move Files Uses Google Drive API to move files into industry-specific folders: Retail โ†’ Folder A Manufacturing โ†’ Folder B EdTech โ†’ Folder C Required Integrations: โœ… Google Drive (OAuth2 authentication) โœ… Azure OpenAI (GPT-4o or compatible model) โœ… LangChain agent setup in n8n Best For: ๐Ÿงพ Finance teams classifying vendor or client invoices ๐Ÿญ Companies handling multi-industry procurement ๐Ÿง  AI automation agencies building custom document sorters ๐Ÿ—‚๏ธ Back-office automation for Google Drive file workflows Key Benefits: ๐Ÿ’ก No manual labeling required โ€” AI classifies based on content ๐Ÿ“ฆ Automatically moves files to clean, organized folders ๐Ÿ”„ Works in batch mode for bulk invoice handling ๐Ÿ’ฌ Simple prompt customization for other classification types ๐Ÿง  GPT-4o-powered classification ensures high accuracy

Rahul JoshiBy Rahul Joshi
537

Automated sales follow-up system using HighLevel, Gmail, Slack & Google Sheets

๐Ÿ“˜ Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts, sends personalized follow-up emails, checks for responses, and notifies the sales team accordingly. It eliminates manual follow-up tracking, ensures timely outreach, and provides real-time notifications โ€” helping sales teams maintain engagement, respond promptly, and improve lead conversion. โš™๏ธ What This Workflow Does (Step-by-Step) ๐ŸŸข Manual Trigger โ€“ Starts the automation manually Action: Initiates the workflow for immediate follow-up execution or testing. ๐Ÿ“ฆ Fetch Contacts from HighLevel CRM Action: Retrieves all contacts from HighLevel, including names, emails, and metadata for full visibility. ๐Ÿ” Validate Deal Fetch Success (IF Node) Action: Verifies that fetched contacts contain valid IDs. โœ… True Path: Continues to filter inactive contacts. โŒ False Path: Logs invalid or missing contacts to Google Sheets for auditing and troubleshooting. ๐Ÿงน Filter Contacts with No Response Action: Selects contacts who have not replied in the last 24 hours, ensuring follow-ups target only inactive leads. ๐Ÿ“Š Get Most Recent Contact Action: Retrieves the latest contact based on last updated time and calculates hours since last interaction. ๐Ÿ“ง Send Follow-Up Email to Contact Action: Sends a personalized email to the contact, asking for confirmation or questions and including dynamic details like name and last interaction time. โณ Wait for 24 Hours Before Next Action Action: Pauses the workflow for 24 hours to allow contacts sufficient time to respond. ๐Ÿ“จ Retrieve Email Thread for Response Action: Fetches the most recent Gmail thread using the thread ID to check if the contact has replied. โœ… Check If Contact Responded with โ€œYesโ€ (IF Node) Action: Evaluates if the response contains the word โ€œyesโ€. โœ… True Path: Triggers Slack notification for positive response. โŒ False Path: Triggers Slack notification for no response. ๐Ÿ’ฌ Notify Sales Team in Slack if Response Received Action: Sends a Slack message notifying the team of a positive reply, including contact details and response snippet. โš ๏ธ Notify Sales Team in Slack if No Response Action: Sends a Slack message notifying the team that the contact hasnโ€™t replied, including contact info, follow-up timestamp, and waiting status. ๐Ÿšจ Log Fetch or Validation Errors (Error Handling) Action: Records any fetch or validation errors in Google Sheets for easy review and troubleshooting. ๐Ÿงฉ Prerequisites HighLevel CRM API OAuth credentials Gmail OAuth2 credentials for sending and fetching emails Google Sheets document for error logging Slack API credentials for notifications ๐Ÿ’ก Key Benefits โœ… Fully automated follow-up workflow for sales contacts โœ… Timely notifications for positive and inactive responses โœ… Personalized emails to contacts โœ… Transparent tracking and logging of errors โœ… Seamless integration across HighLevel, Gmail, Slack, and Google Sheets ๐Ÿ‘ฅ Perfect For Sales teams managing multiple leads Marketing teams ensuring lead engagement Startups scaling outreach efforts Organizations using HighLevel CRM + Gmail + Slack for sales follow-ups

Rahul JoshiBy Rahul Joshi
526

Automate GoHighLevel client onboarding with Google Drive, Gmail, Calendar & Slack

Description Automate your GoHighLevel (GHL) client onboarding process from the moment a deal is marked as โ€œWon.โ€ This workflow seamlessly generates client folders in Google Drive, duplicates contract and kickoff templates, schedules kickoff calls, sends branded welcome emails, creates onboarding tasks in GHL, and notifies your team in Slack. ๐Ÿš€๐Ÿ“‚๐Ÿ“ง๐Ÿ“…๐Ÿ’ฌ What This Template Does Triggers automatically when an opportunity is marked as Won in GHL ๐Ÿ† Validates and formats client data to ensure clean records ๐Ÿ” Creates structured client folders in Google Drive ๐Ÿ“‚ Copies contract & kickoff deck templates with client-specific naming ๐Ÿ“ Sends personalized welcome email via Gmail โœ‰๏ธ Schedules kickoff call in Google Calendar ๐Ÿ“… Creates onboarding tasks in GHL for account managers โœ… Sends Slack notifications to keep your team informed instantly ๐Ÿ’ฌ Catches errors and sends alerts to a Slack error channel ๐Ÿšจ Key Benefits Saves 30โ€“45 minutes per onboarding โฑ๏ธ Eliminates manual data entry and human errors ๐Ÿงน Guarantees consistent client experience across all deals ๐Ÿค Automates document creation & sharing ๐Ÿ“„ Ensures team visibility and faster response times ๐Ÿ“ฒ Built-in validation and error handling for reliability ๐Ÿ” Features Webhook-based trigger from GoHighLevel โšก Automatic client data formatting and validation ๐Ÿ› ๏ธ Google Drive folder & document automation with templates ๐Ÿ“‚ Personalized Gmail welcome email with branding โœ‰๏ธ Automated kickoff call scheduling in Google Calendar ๐Ÿ“… Task creation in GHL for seamless follow-up ๐Ÿ“Œ Slack notifications for both success and error handling ๐Ÿ’ฌ Error channel with detailed failure reports ๐Ÿšจ Requirements n8n instance (cloud or self-hosted) GoHighLevel account with API access ๐Ÿ”‘ Google Workspace (Drive, Gmail, Calendar) ๐Ÿ“Š Slack workspace with Bot Token & channel access ๐Ÿ’ฌ Pre-created contract and kickoff deck templates in Google Drive ๐Ÿ“„ Target Audience Agencies & consultants using GoHighLevel for client management ๐Ÿข Sales teams wanting instant onboarding after a deal closes ๐Ÿ’ฐ Operations teams seeking consistent and repeatable onboarding flows โš™๏ธ Account managers who need structured onboarding tasks โœ… Businesses scaling client onboarding and reducing manual workload ๐Ÿš€ Step-by-Step Setup Instructions Configure GHL webhook โ†’ Trigger on โ€œOpportunity Status Changed = Won.โ€ Connect your GHL API credentials (OAuth2 or API key). Add Google Drive OAuth2 credentials โ†’ Set parent folder ID & template IDs. Configure Gmail OAuth2 โ†’ Replace hardcoded email with client email variable. Connect Google Calendar โ†’ Select the calendar for kickoff calls. Connect Slack API โ†’ Choose channels for onboarding updates and errors. Update template IDs for contract and kickoff deck in the workflow. Import workflow into n8n, map credentials, and test once. Enable workflow โ†’ onboarding is now fully automated. โœ…

Rahul JoshiBy Rahul Joshi
519