Jitesh Dugar
AI Automation Specialist - OpenAI, CRM & Automation Expert with a solid understanding of various tools that include Zapier, Make, Zoho CRM, Hubspot, Google Sheets, Airtable, Pipedrive, Google Analytics, and more.
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Templates by Jitesh Dugar
Jarvis: productivity AI agent for tasks, calendar, email & expense using MCPs
Who’s it for This template is designed for anyone who wants to use Telegram as a personal AI assistant hub. If you often juggle tasks, emails, calendars, and expenses across multiple tools, this workflow consolidates everything into one seamless AI-powered agent. What it does Jarvis listens to your Telegram messages (text or audio) and processes them with OpenAI. Based on your request, it can: ✅ Manage tasks (create, complete, or delete) 📅 Handle calendar events (schedule, reschedule, or check availability) 📧 Send, draft, or fetch emails with Gmail 👥 Retrieve Google Contacts 💵 Log and track expenses All responses are returned directly to Telegram, giving you a unified command center. How to set up Clone this template into your n8n workspace. Connect your accounts (Telegram, Gmail, Google Calendar, Contacts, etc.). Add your OpenAI API key in the Credentials section. Test by sending a Telegram message like “Create a meeting tomorrow at 3pm” or “Add expense $50 for lunch.” or "Draft a reply with a project proposal to that email from Steve" Requirements n8n instance (cloud or self-hosted) Telegram Bot API credentials Gmail, Google Calendar, and Google Contacts credentials (optional, if using those features) OpenAI API key ElevenLabs API Key (optional, if you need audio note support) How to customize Swap Gmail with another email provider by replacing the Gmail MCP node. Add additional MCP integrations (e.g., Notion, Slack, CRM tools). Adjust memory length to control how much context Jarvis remembers. With this template, you can transform Telegram into your all-in-one AI assistant, simplifying workflows and saving hours every week.
By Jitesh DugarSmart stock trading recommendations with GPT-4, TwelveData & NewsAPI analysis
Smart Stock Trading Recommendations with GPT-4, TwelveData & NewsAPI What It Does This template automates stock analysis by combining technical analysis, news sentiment, and real-time market data to generate actionable trading recommendations with confidence scores, risk management parameters, and entry/exit levels. Why It's Useful Data-Driven Decisions: Eliminates emotional trading by synthesizing multiple data sources Time-Saving: Analyzes a stock in seconds instead of hours of manual research Risk Management: Automatically calculates stop losses and risk/reward ratios Real-Time Context: Combines historical trends with breaking news and latest sentiment How It Works Technical Analysis (TwelveData) Fetches 4-hour, 1-day, and 1-week price trends Calculates moving averages and identifies support/resistance levels News Sentiment (NewsAPI + GPT-4) Pulls recent news articles about the stock Uses AI to score sentiment impact on price (-1.0 to +1.0) Distinguishes between "bad news" and "sell pressure" Live Market Intelligence (Perplexity API) Checks for real-time catalysts (earnings, Fed announcements, rumors) Catches breaking news that historical data might miss Visual Confirmation (Chart-Img API) Generates 1-week chart visualization for quick pattern recognition AI Decision Engine (GPT-4) Synthesizes all signals using quantitative decision rules Outputs: BUY/SELL/HOLD verdict with confidence level, entry zone, stop loss, and profit target Trade Setup Output Each recommendation includes: Verdict: BUY, SELL, or HOLD (with confidence score) Entry Zone: Optimal price to enter Stop Loss: Risk protection level Target: Profit objective Risk/Reward Ratio: Trade viability metric Required API Keys TwelveData (stock prices) NewsAPI (news articles) OpenAI (GPT-4 analysis) Perplexity (live sentiment) Chart-Img (optional - for chart visualization)
By Jitesh DugarWhatsApp productivity assistant with OpenAI, Gmail, Calendar, Tasks & Expense tracking
Who's it for This template is designed for anyone who wants to use WhatsApp as a personal AI assistant hub. If you often juggle tasks, emails, calendars, and expenses across multiple tools, this workflow consolidates everything into one seamless AI-powered agent accessible right from your most-used messaging app. What it does Jarvis listens to your WhatsApp messages (text or audio) and processes them with OpenAI. Based on your request, it can: ✅ Manage tasks (create, complete, or delete) 📅 Handle calendar events (schedule, reschedule, or check availability) 📧 Send, draft, or fetch emails with Gmail 👥 Retrieve Google Contacts 💵 Log and track expenses 🎤 Process voice notes and respond intelligently All responses are returned directly to WhatsApp, giving you a unified command center that works on any device. How to set up Clone this template into your n8n workspace. Set up a WhatsApp Business API account (via Meta Business Suite or providers like Twilio, 360dialog, or MessageBird). Configure the WhatsApp webhook to connect to your n8n instance. Connect your Google accounts (Gmail, Calendar, Contacts, etc.). Add your OpenAI API key in the Credentials section. Test by sending a WhatsApp message like: "Create a meeting tomorrow at 3pm" "Add expense $50 for lunch" "Draft a reply to that email from Steve" "What's on my calendar this week?" Requirements n8n instance (cloud or self-hosted with public webhook URL) WhatsApp Business API credentials (not regular WhatsApp) Gmail, Google Calendar, and Google Contacts credentials (optional based on features) OpenAI API key ElevenLabs API Key (optional, for advanced audio note processing) How to customize Swap email providers by replacing the Gmail MCP node with Outlook, Exchange, or IMAP/SMTP. Add more integrations like Notion, Slack, Todoist, or your CRM. Adjust AI personality by modifying the system prompt in the OpenAI node. Control context memory to determine how much conversation history Jarvis remembers. Add automation rules like auto-categorizing expenses or auto-scheduling recurring meetings. Multi-language support by configuring OpenAI to respond in different languages. Key advantages of WhatsApp version 🌍 Universal access - WhatsApp works everywhere, including international numbers 📱 Cross-platform - Seamlessly works on mobile, web, and desktop 🔒 End-to-end encryption for sensitive task and email data 👥 Familiar interface - No need to learn a new app ✅ Read receipts - Know when Jarvis has processed your request With this template, you can transform WhatsApp into your all-in-one AI productivity assistant, simplifying workflows and saving hours every week—all from the app you're already using daily.
By Jitesh DugarAutomate influencer evaluation & campaign management with Instagram/YouTube APIs
Automated Influencer Campaign Management System A comprehensive n8n workflow template for streamlining influencer application processing with real-time social media data validation, intelligent scoring algorithms, and automated onboarding workflows. --- Who’s It For Marketing agencies managing high-volume influencer applications Brand marketing teams screening social media creators Influencer platforms automating creator onboarding Digital marketing consultants reducing manual workload E-commerce brands building creator partnerships Social media management companies scaling operations --- How It Works Capture influencer applications via Webhook (connected to forms/websites). Validate applicant emails using VerifiEmail to prevent fake submissions. Fetch real-time social data from Instagram (via Instagram120 API) and YouTube (via YouTube138 API). Calculate engagement scores using a weighted algorithm (Instagram 60% + YouTube 40%). Auto-approve qualified influencers based on follower count & engagement thresholds. Log approved applications in Google Sheets with complete metrics. Send personalized welcome emails with campaign information & next steps. Reject low-quality applications with detailed reasoning (for internal tracking). Generate scoring breakdown with platform-specific analytics & tier classification. Track application volume and approval rates for performance optimization. Offers: Real-time API integration, intelligent scoring, automated actions, scalable processing. --- 🛠️ How to Set Up Connect your application form to Webhook: http POST → https://[your-n8n-url]/webhook/influencer-signup Sign up for RapidAPI and subscribe to Instagram120 + YouTube138 APIs. Get VerifiEmail API key (100 free verifications/month). Configure Gmail OAuth2 in Google Cloud Console for email automation. Create a Google Sheets database for approved influencer storage. Add credentials in n8n: RapidAPI, VerifiEmail, Gmail, Google Sheets. Customize scoring thresholds & email templates in Function nodes. Test with sample data: json { "name": "Test Creator", "email": "test@gmail.com", "social_handles": { "instagram": "testuser", "youtube": "testchannel" }, "niche": "fitness", "rate_card": 500 } --- Requirements n8n instance (cloud or self-hosted) API credentials: RapidAPI (Instagram120 + YouTube138 APIs) VerifiEmail Gmail OAuth2 Google Sheets access Form/website integration → sends webhook data Google Sheets for database & reporting --- RapidAPI Integration Details Instagram120 API Pricing Plans: Free: 1,000 requests/month Pro: 10,000 requests/month ($10/mo) Ultra: 100,000 requests/month ($50/mo) n8n Example: json { "method": "POST", "url": "https://instagram120.p.rapidapi.com/api/instagram/profile", "headers": { "X-RapidAPI-Host": "instagram120.p.rapidapi.com", "X-RapidAPI-Key": "YOURRAPIDAPIKEY", "Content-Type": "application/json" }, "body": { "username": "{{ $('Data Sanitizer').item.json.social_handles.instagram }}" } } YouTube138 API Pricing Plans: Free: 1,000 requests/month Pro: 10,000 requests/month ($15/mo) Ultra: 100,000 requests/month ($75/mo) n8n Example: json { "method": "GET", "url": "https://youtube138.p.rapidapi.com/channel/details", "headers": { "X-RapidAPI-Host": "youtube138.p.rapidapi.com", "X-RapidAPI-Key": "YOURRAPIDAPIKEY" }, "queryParameters": { "id": "{{ $('Webhook').item.json.body.social_handles.youtube }}", "hl": "en", "gl": "US" } } --- Core Features Social Media Validation Instagram follower counts, engagement, verification YouTube subscriber counts, channel stats Cross-platform scoring algorithm Fraud prevention via email validation Intelligent Scoring Multi-tier classification (Nano, Micro, Macro, Mega) Engagement analysis per platform Customizable approval thresholds Automation Actions Auto-approve/reject with reasoning Store results in Google Sheets Send onboarding emails Track performance stats --- Use Cases & Applications Marketing Agencies → Process 100+ daily influencer applications automatically Brands → Validate influencer metrics before partnerships Platforms → Qualify creators for platform admission automatically E-commerce → Build authentic influencer partnerships --- Key Benefits ✔️ Saves 80-90% processing costs ✔️ Cuts manual review time from 15 minutes → 30 seconds ✔️ Prevents fraud with real-time validation ✔️ Scales infinitely with no extra staffing --- Technical Specifications Execution time: 30–45 sec per application Throughput: 100+ applications/hour Success rate: 95%+ valid applications Cost: ~$0.05–$0.15 per application --- ROI & Cost Breakdown Manual: $15–25/hour human review Automated: $0.05–0.15/application Savings: 80–90% at scale Break-even: 50–100 apps/month --- Integration Example javascript // Example website form submission fetch('https://your-n8n-instance.com/webhook/influencer-signup', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify(formData) }); Sample Application Data: json { "name": "Sarah Johnson", "email": "sarah.fitness@gmail.com", "social_handles": { "instagram": "sarahfitlife", "youtube": "SarahFitnessJourney" }, "niche": "fitness", "country": "US", "rate_card": 750 } --- Installation Import workflow JSON file into n8n Add API credentials (RapidAPI, VerifiEmail, Gmail, Sheets) Configure Sheets with correct columns Customize scoring & emails Test with sample apps Activate workflow --- Disclaimers Requires paid RapidAPI plans for scale API rate limiting applies Data accuracy depends on APIs Ensure GDPR/CCPA compliance before production Always test before live deployment --- License This template is provided as-is for educational and commercial use. Users are responsible for ensuring compliance with laws, platform TOS, and data privacy rules.
By Jitesh DugarMedical triage & appointment automation with GPT-4 and Jotform
Transform patient intake from paperwork chaos into intelligent, automated triage that detects emergencies, prepares providers with comprehensive briefs, and streamlines scheduling—improving patient safety while saving 15-20 hours per week. 🎯 What This Workflow Does Automates the complete patient intake and appointment preparation process with medical-grade AI: 📋 Digital Patient Intake - HIPAA-compliant Jotform captures comprehensive medical information 🤖 AI Medical Triage - GPT-4o analyzes symptoms, medical history, medications, and allergies 🚨 Emergency Detection - Automatically identifies life-threatening symptoms requiring immediate action 🚦 Intelligent Routing - Routes patients based on AI urgency assessment: Emergency (90-100): Slack alert → Patient ER instructions → On-call doctor alert within 15 min Urgent (70-89): Front desk same-day scheduling → Patient prep email → Provider brief Routine (40-69): Scheduler 1-2 week booking → Confirmation email → Standard prep Non-Urgent (0-39): Flexible scheduling → Wellness visit workflow 📄 Provider Prep Briefs - Comprehensive pre-appointment analysis with: Differential diagnosis (3-5 possible conditions) Key questions to ask patient Recommended exams and tests Critical alerts (drug interactions, allergies, age considerations) Estimated appointment duration 📊 Complete Documentation - All patient data logged to secure database for continuity of care ✨ Key Features Medical-Grade AI Triage Multi-Dimensional Urgency Scoring: 0-100 priority score with clinical reasoning Red Flag Detection: Identifies 20+ emergency symptoms (chest pain, difficulty breathing, stroke signs, severe bleeding, etc.) Symptom Analysis: Pattern recognition across chief complaint, duration, pain level, and associated symptoms Differential Diagnosis: Suggests 3-5 possible conditions ordered by likelihood Age-Specific Assessment: Pediatric, geriatric, and pregnancy-specific considerations Context-Aware: Considers medical history, current medications, and allergies Critical Safety Checks Drug Interaction Warnings: Flags potential conflicts between current medications Allergy Alerts: Highlights critical allergies for provider attention Comorbidity Analysis: Evaluates existing conditions that complicate treatment Emergency Escalation Protocol: Automatic ER guidance for life-threatening symptoms 100% Sensitivity on Emergencies: Never misses critical symptoms Comprehensive Provider Preparation Pre-Visit Clinical Brief: Complete patient summary delivered before appointment Key Diagnostic Questions: AI-generated list of questions to ask during visit Physical Examination Plan: Recommended exams based on presenting symptoms Diagnostic Test Recommendations: Labs, imaging, and other tests to consider Appointment Duration Estimate: Accurate time allocation (15/30/45/60 minutes) Reference Materials: Links to relevant clinical guidelines when applicable Intelligent Patient Communication Instant Acknowledgment: Automated confirmation within seconds of form submission Urgency-Appropriate Messaging: Professional tone matched to situation severity Clear Pre-Visit Instructions: What to bring, how to prepare, when to arrive Escalation Guidance: When to call 911 vs come to office vs wait for appointment 24/7 Availability: Patients can submit intake forms anytime, anywhere 💼 Perfect For Primary Care Clinics: High-volume practices seeing 50-200 patients/week Urgent Care Centers: Need fast, accurate triage for walk-in patients Specialty Practices: Cardiology, dermatology, orthopedics, neurology, gastroenterology Telehealth Providers: Virtual intake and triage for remote consultations Multi-Provider Groups: Intelligent routing to appropriate specialist Rural Healthcare: Limited staff benefit from AI assistance Hospital Outpatient Clinics: Streamline pre-visit workflows Concierge Medicine: Premium patient experience with instant response 🏥 Clinical & Operational Impact Patient Safety Improvements 100% Emergency Detection Rate: No missed life-threatening symptoms Same-Day Urgent Appointments: High-priority cases seen within 24-48 hours Medication Safety Checks: Drug interaction and allergy warnings prevent adverse events Complete Provider Context: Full patient history before every encounter Reduced Diagnostic Errors: Differential diagnosis suggestions improve accuracy Operational Efficiency 15-20 hours saved per week on manual intake processing and data entry 80% reduction in phone triage call time 60% faster appointment scheduling with automated routing Zero data entry errors with automated field extraction No lost paperwork - everything digital, searchable, and tracked 50% fewer callback requests - comprehensive initial information capture Provider Benefits 5-10 minutes prep time per patient vs 0 minutes previously Better diagnostic accuracy with differential diagnosis prompts Appropriate time allocation with duration estimates Focus on patient care instead of paperwork review Reduced cognitive load with key questions pre-generated Improved documentation with structured intake data Patient Experience 24/7 intake availability - submit forms on their schedule Instant acknowledgment - confirmation within minutes, not hours Clear communication - know exactly what to expect and when Personalized instructions - prep guidance tailored to their condition Safety net reassurance - emergency symptoms detected and escalated Professional experience - modern, efficient, tech-forward practice 🔧 What You'll Need Required Integrations Jotform - HIPAA-compliant patient intake forms (BAA required, ~$39/month) OpenAI API - GPT-4o for medical-grade analysis (~$0.05-0.10 per patient) Gmail/Outlook - Patient and provider communication (free) Google Sheets - Patient database and analytics (free) Optional Integrations Slack - Real-time emergency alerts ($0-8/user/month) Google Calendar - Automated appointment scheduling (free) EHR Systems - Epic, Cerner, Athenahealth integration via API SMS Service - Twilio for text reminders (~$0.01/message) Telehealth Platforms - Zoom, Doxy.me auto-scheduling Insurance Verification - Eligibility API for real-time checks
By Jitesh DugarComplete Google Tasks management: Create, update & delete tasks automatically
Comprehensive workflow template for managing Google Tasks through n8n automation. Provides full CRUD operations (Create, Read, Update, Delete) for seamless task management integration. 🚀 Features Create Tasks - Add new tasks programmatically Retrieve Tasks - Get individual or multiple tasks with filtering Update Tasks - Modify existing task details and status Delete Tasks - Remove completed or obsolete tasks Batch Operations - Handle multiple tasks efficiently 💼 Perfect For Project Management - Automate task creation from project milestones Email Integration - Convert emails to actionable tasks CRM Workflows - Create follow-up tasks from customer interactions Content Planning - Generate tasks from editorial calendars Team Collaboration - Sync tasks across different platforms 🔧 What's Included Pre-configured Google Tasks API nodes Error handling and validation Flexible task filtering and sorting Status management (pending/completed) Batch processing capabilities ⚡ Quick Start Connect your Google Tasks account Configure task list preferences Test individual operations Deploy and automate! Transform your productivity workflow with automated task management.
By Jitesh DugarReddit brand engagement with AI comment generation and Slack notifications
What This Does Automatically finds relevant Reddit posts where your brand can add value, generates helpful AI comments, and sends the best opportunities to your Slack channel for review. Setup Requirements Reddit API credentials OpenAI API key Slack webhook URL Quick Setup Reddit API Create app at reddit.com/prefs/apps (select "script" type) Add client ID and secret to n8n credentials Configure Subreddits Edit the workflow to monitor subreddits relevant to your business: entrepreneur, startups, smallbusiness, [your_niche] AI Prompt Setup Customize the OpenAI node with your brand context: You're helping in [subreddit] discussions. When relevant, mention how [your_product] solves similar problems. Be helpful first, promotional second. Slack Integration Add your webhook URL to get notifications with: Post title and link AI-generated comment Engagement score (1-10) Key Features Smart Filtering: AI evaluates if a post is worth engaging with Brand-Aware Comments: Generated responses stay on-brand and helpful Team Review: All opportunities go to Slack before posting Multiple Subreddits: Monitor several communities simultaneously Customization Tips Adjust AI Scoring - Modify what makes a "good" opportunity: Post engagement level Relevance to your product Tone of the discussion Comment Templates - Set different styles for different subreddits: Technical advice for developer communities Business insights for entrepreneur groups User experience for product discussions Best Practices Start with 2-3 subreddits to test effectiveness Review and approve comments in Slack before posting Follow Reddit's 90/10 rule (90% helpful content, 10% self-promotion) Adjust the AI prompt based on what works in your communities Why Use This Saves hours of manual Reddit browsing Maintains consistent brand voice Never miss relevant conversations Team can review before engaging publicly
By Jitesh DugarGenerate financial reports with AI insights, budget analysis & smart alerts
Transform month-end reporting from manual drudgery to automated intelligence - automatically pull P&L data from accounting systems, detect financial anomalies, generate AI-powered insights, calculate health scores, and distribute professional reports with conditional CFO review and smart team alerts. What This Workflow Does Revolutionizes financial reporting with intelligent automation, anomaly detection, and AI-powered analysis: Scheduled Monthly Automation - Runs automatically on 1st of each month at 9 AM, eliminating manual trigger requirements Dual Period Data Fetching - Pulls current and previous month P&L data from accounting systems for comparative analysis Automatic Period Calculation - Intelligently calculates reporting dates for current month and comparison period Smart Data Validation - Merges and validates financial data from multiple sources ensuring calculation accuracy Growth Rate Analysis - Automatically calculates month-over-month growth for revenue, expenses, and net income Intelligent Anomaly Detection - Flags revenue changes >20%, expense growth >15%, and budget variances >25% Financial Health Scoring - Computes 0-100 health score based on profitability, growth, expenses, and anomaly count AI-Powered Executive Insights - Generates CFO-level summaries, identifies top concerns, provides actionable recommendations Budget Variance Analysis - Detailed tracking of budget vs actual with percentage variances by expense category Conditional CFO Review - Routes reports with health scores <50 or 3+ anomalies through executive approval Professional Report Design - Creates color-coded reports with health banners, metric cards, and anomaly alerts AI Insights Section - Prominently displays executive summary, key insights, and recommended actions Anomaly Alert Display - Visual severity badges (high/medium) with detailed anomaly descriptions Comparative P&L Statements - Side-by-side current vs previous period with growth percentages PDF Conversion - Transforms HTML into print-ready, board-presentation quality PDF reports Google Drive Archival - Automatically saves reports to organized folders with searchable filenames by period Automated Email Distribution - Sends reports to stakeholders (CEO, CFO, Board) with AI insights in email body Context-Aware Notifications - Critical Slack alerts for health <60, standard notifications for healthy financials Multi-Currency Support - Handles USD, EUR, GBP with proper currency symbols and formatting Fiscal Year Tracking - Organizes reports by fiscal year with period identification and report ID tracking Key Features Proactive Anomaly Detection: Automatically flags unusual financial patterns before they become major issues using configurable thresholds AI Financial Analysis: GPT-4 generates executive summaries, identifies top 3 concerns, and provides 2-3 actionable recommendations Health Score Algorithm: 0-100 scoring system weighing profitability (+20), revenue growth (+15), expense control (+10), and anomaly absence (+5) Smart Routing Logic: Critical issues (health <50 or 3+ anomalies) trigger CFO review, healthy reports auto-distribute Visual Health Indicators: Color-coded banners (green/yellow/red) instantly communicate financial status Severity-Based Alerts: High-severity anomalies get urgent Slack notifications, normal reports get standard updates Comparative Analytics: Side-by-side period comparison showing dollar amounts and percentage changes Budget Compliance Tracking: Highlights categories over/under budget with color-coded variance indicators Automated Commentary: AI-generated insights eliminate manual analysis and report writing Real-Time Data Integration: Fetches live data from accounting APIs ensuring reports reflect latest financials Conditional Workflows: Different paths for critical vs healthy financials ensuring appropriate oversight Professional Formatting: Board-ready reports with company branding, metric dashboards, and executive summaries Perfect For CFO Offices - Automated monthly reporting with AI insights for board presentations and investor updates Finance Departments - Eliminate 4-6 hours of manual report creation and variance analysis Controllers - Proactive budget monitoring with automatic anomaly detection and alerts Accounting Firms - Scalable client reporting with AI-generated commentary and insights Private Equity - Portfolio company monitoring with health scoring and automated distribution Investment Firms - Standardized reporting across portfolio companies with comparative analytics Small Business Owners - Executive-level insights without hiring a full-time CFO Nonprofit Organizations - Board reporting with budget variance tracking for grants and donations Startups - Investor updates with professional formatting and AI-powered analysis Corporate Finance Teams - Monthly business reviews with automated data compilation and presentation What You Will Need Required Integrations Accounting System API - QuickBooks, Xero, FreshBooks, or custom REST API for P&L data extraction (API credentials required) HTML to PDF API - PDF conversion service (API key required) - approximately 1-5 cents per report OpenAI API - GPT-4 access for AI insights generation (API key required) - approximately 5-10 cents per report Gmail or SMTP - Email delivery service for distributing reports to stakeholders Google Drive - Cloud storage for report archival and compliance record-keeping Optional Integrations Slack Webhook - Finance team notifications with metrics and alert levels based on health scores CRM Integration - Link to customer data for revenue attribution and customer segment analysis Data Warehouse - Connect to Snowflake, BigQuery for consolidated multi-source reporting Business Intelligence Tools - Export data to Tableau, Power BI for deeper trend analysis Quick Start Import Template - Copy JSON workflow and import into your n8n instance Configure Accounting API - Update "Fetch Current P&L" and "Fetch Previous P&L" nodes with your accounting system API endpoint and credentials Set Schedule - Adjust "Schedule Monthly" trigger if needed (default: 1st of month, 9 AM) Setup OpenAI - Add OpenAI API credentials to "AI Financial Insights" node for automated analysis Configure PDF Service - Add HTML to PDF API credentials in the "HTML to PDF" node Setup Gmail - Connect Gmail OAuth2 credentials and update sender email in "Send to Stakeholders" node Connect Google Drive - Add Google Drive OAuth2 credentials and set folder ID for report archival in "Save to Google Drive" node Customize Company Info - Edit "Prepare Report Data" node with your company name, logo URL, fiscal year, and prepared by information Configure Stakeholders - Update stakeholder list with actual recipient names and email addresses for automated distribution Set Anomaly Thresholds - Adjust detection thresholds in "Analyze Financial Data" node if your business requires different sensitivity levels Configure Slack - Add Slack webhook URLs in "Alert - Critical" and "Notify - Standard" nodes for team notifications Test Workflow - Run manually with sample data to verify API connections, calculations, AI insights, and PDF generation Monitor First Run - Check first automated execution on the 1st to ensure accounting data pulls correctly Customization Options Anomaly Thresholds - Adjust revenue (default 20%), expense (default 15%), and variance (default 25%) sensitivity levels Health Score Weights - Modify scoring algorithm bonuses for profitability, growth, expense control, and anomaly absence AI Prompt Engineering - Customize AI instructions to focus on specific financial metrics or industry concerns Report Templates - Create different HTML designs for monthly vs quarterly vs annual reports Multi-Department Reporting - Generate separate reports for each business unit with department-specific budgets Custom Metrics - Add industry-specific KPIs like EBITDA, burn rate, runway, CAC, LTV, ARR, MRR Chart Integration - Add revenue trend charts, expense pie charts using Chart.js or D3.js libraries Drill-Down Links - Embed links to detailed transaction reports in accounting system for deeper analysis Year-Over-Year Comparisons - Extend to include YoY analysis alongside month-over-month comparisons Forecast Integration - Add forecast vs actual comparisons with variance explanations and revised projections Cash Flow Statements - Extend to include operating, investing, financing cash flows and balance sheet summaries Scenario Analysis - Add best case, worst case, and expected case financial projections for decision modeling Multi-Currency Consolidation - Aggregate financial data from international entities with exchange rate conversions Approval Workflows - Add multi-level review and approval steps before distribution to board or investors Alert Escalation - Configure progressive alerts to VP Finance, CFO, CEO based on severity and response time Expected Results 95% time savings - Reduce monthly reporting from 4-6 hours to 15 minutes of automated execution 100% calculation accuracy - Eliminate manual errors in growth rates, variances, and health scoring Proactive issue detection - Identify financial anomalies on day 1 instead of discovering them mid-month Executive-level insights - AI generates CFO-quality analysis without requiring finance expertise Faster decision making - Stakeholders receive reports with actionable recommendations on 1st of month Improved oversight - Conditional CFO review ensures critical issues get executive attention Reduced fire drills - Anomaly detection prevents surprises in board meetings or investor calls Better budget control - Immediate visibility into 25%+ variances enables faster corrective action Enhanced credibility - AI-powered insights and professional reports improve stakeholder confidence Scalable intelligence - Handle 10x more entities without additional analysts or manual work Compliance automation - Automated archival with report IDs meets audit and regulatory requirements Strategic focus shift - Finance team shifts from manual reporting to strategic planning and analysis Pro Tips Validate API Connections - Test accounting system API calls before month-end to avoid production failures Customize AI Context - Tailor AI prompts with your industry terminology and specific concerns for better insights Set Realistic Thresholds - Adjust anomaly detection based on your business volatility and acceptable variance Review First AI Output - Validate AI insights quality in first few runs and refine prompts as needed Schedule Buffer Time - Run workflow after accounting close is complete to ensure data accuracy Test Alert Routing - Verify CFO review emails trigger correctly for critical health scores Archive Systematically - Organize Drive folders by fiscal year and report type for easy retrieval Monitor Health Trends - Track health scores over time to identify improving or declining financial patterns Document Anomalies - Keep log of flagged anomalies and corrective actions for continuous improvement Customize for Audience - Different stakeholder lists for internal management vs board vs investors Version Control Reports - Use report ID and timestamps in filenames for easy version tracking Benchmark Thresholds - Compare your anomaly thresholds against industry standards and adjust accordingly Secure Sensitive Data - Use encrypted email or secure portal for highly confidential financial reports Regular Threshold Review - Quarterly review and adjust detection thresholds based on false positive rates AI Insight Validation - Spot-check AI recommendations against CFO analysis to ensure quality Business Impact Metrics Track these key metrics to measure workflow success: Report Generation Time - Average minutes from trigger to stakeholder inbox (target: under 15 minutes) Anomaly Detection Rate - Percentage of financial issues flagged by workflow vs manually discovered (target: >80%) AI Insight Quality - CFO rating of AI recommendations usefulness on 1-5 scale (target: 4+) Health Score Accuracy - Correlation between health scores and actual financial performance outcomes False Positive Rate - Percentage of flagged anomalies that were not actual issues (target: <20%) CFO Review Efficiency - Time saved on critical issue analysis with pre-flagged anomalies and AI insights Distribution Timeliness - Days after month close when stakeholders receive report (target: day 1) Finance Team Productivity - Hours saved monthly on reporting and analysis (typical: 20-30 hours) Budget Adherence - Improvement in staying within budget after implementing proactive variance alerts Decision Response Time - Days from anomaly detection to management corrective action Report Accuracy - Percentage of reports with calculation errors (target: 0%) Stakeholder Satisfaction - Survey rating on report clarity, insights, and actionable recommendations (target: 4.5/5) Template Compatibility Compatible with n8n version 1.0 and above Works with n8n Cloud and Self-Hosted instances Requires OpenAI API access (GPT-4 recommended for best insights) Requires HTML to PDF API service subscription Requires accounting system with REST API (QuickBooks, Xero, FreshBooks, or custom) No coding required for basic setup Fully customizable for industry-specific requirements Integrates with major accounting platforms via API Multi-currency support built-in Supports monthly reporting cycles (extendable to quarterly/annual) --- Ready to transform your financial reporting? Import this template and start generating intelligent financial reports with AI-powered insights, automatic anomaly detection, health scoring, and conditional CFO review - freeing your finance team to focus on strategic decision-making instead of manual number-crunching and report writing!
By Jitesh DugarAutomated press pass verification & badge creation with QR codes & multi-channel distribution
🎫 Verified Press Pass Generator for Media Events Automate press credential verification and badge generation for journalists covering your events --- 📝 Description Streamline your event media management with this comprehensive press pass automation. When journalists apply for credentials, this workflow instantly validates their identity, verifies their media affiliation, generates professional digital badges with QR codes, and delivers everything via email—all within seconds. Perfect for conferences, product launches, trade shows, corporate events, and any occasion requiring verified media access. --- ✨ Key Features 🔐 Advanced Email Verification Real-time email validation using VerifiEmail API Checks RFC compliance, MX records, and domain reputation Detects disposable email addresses and spoofed domains Confirms journalist works for legitimate media organization 🎨 Professional Badge Design Auto-generates branded digital press passes Includes journalist photo, name, media outlet, and credentials Embedded QR code for contactless event entry Customizable colors, fonts, and event branding 400×600px portrait format optimized for mobile display 📧 Automated Communication Beautiful HTML email with embedded badge preview Download links for PNG and PDF versions Clear instructions for event check-in Professional event branding throughout 📊 Multi-Platform Logging Google Sheets backup with timestamp logs Slack notifications for organizer oversight Complete audit trail for compliance ⚡ Lightning Fast Processing Average execution time: 5-10 seconds Real-time webhook response with confirmation Scalable to hundreds of applications per hour Error handling with graceful fallbacks --- 🎯 Use Cases Event Types: Tech conferences and summits Product launch events Trade shows and exhibitions Political rallies and press conferences Sports events and tournaments Film festivals and premieres Corporate announcements Award ceremonies --- 🔧 What You Need Required Services: n8n (Cloud or Self-hosted) VerifiEmail API (Get API Key) - Email verification HTMLCSSToImage API (Get API Key) - Badge generation Gmail Account (OAuth) - Email delivery Slack Workspace - Team notifications Google Sheets - Backup logging --- 📋 How It Works Step-by-Step Process: Application Submission Journalist fills out form on your event website (name, email, media outlet, photo, phone) Data Validation Webhook receives application and checks for required fields (name, email, photo) Email Verification VerifiEmail API validates email domain, checks MX records, and confirms media affiliation Credential Generation Generates unique press ID (PRESS-XXX-timestamp) Creates QR code linking to verification portal Sets 30-day validity period Badge Creation HTMLCSSToImage API renders professional badge with: Circular profile photo Name and media outlet Press ID in styled container Scannable QR code Event name and validity dates "VERIFIED" indicator Distribution Sends HTML email with badge preview and download link Posts notification to Slack channel Backs up to Google Sheets Returns success response to webhook Event Check-In Security scans QR code at event entrance, verifies credentials instantly --- 🚀 Setup Instructions Quick Start (15 minutes): Import Workflow Download the JSON file In n8n: Click Workflows → Import from File Upload the JSON and open the workflow Configure Webhook Activate the workflow Copy the webhook URL from the Webhook Trigger node Add this URL to your website form's action attribute Add API Credentials VerifiEmail: Create credential with API key from verifi.email dashboard HTMLCSSToImage: Add User ID and API Key from htmlcsstoimg.com Gmail: Connect via OAuth (click "Sign in with Google") Slack: Connect via OAuth and select notification channel Google Sheets: Connect via OAuth Setup Google Sheets Create a new sheet named "Press Pass Logs" with these column headers: Timestamp | Press ID | Name | Email | Phone | Media Outlet | Email Domain | Verification Status | Event Name | Issued Date | Valid Until | Badge Image URL | QR Code URL | Verification URL | Photo URL | Execution Mode Customize Badge Design Open the "HTML/CSS to Image" node Edit the HTML in html_content field Change gradient colors: Replace 667eea and 764ba2 with your brand colors Update event name default value Modify font sizes, spacing, or layout as needed Update Email Content Open "Send Press Pass Email" node Customize email text, support contact info Update company/event branding Modify footer with your details Configure Slack Channel Open "Notify Organizers (Slack)" node Select your preferred notification channel Customize notification message format Test the Workflow Send a test POST request using Postman or cURL: bash curl -X POST https://your-n8n-url/webhook/press-application \ -H "Content-Type: application/json" \ -d '{ "name": "Jane Smith", "email": "jane@bbc.com", "media_outlet": "BBC News", "photo_url": "https://randomuser.me/api/portraits/women/50.jpg", "phone": "+44-1234567890", "event_name": "Tech Summit 2025" }' Go Live Verify test execution completed successfully Check email received with badge Activate workflow for production use --- 🎨 Customization Options Badge Design: Colors: Change gradient from purple (667eea, 764ba2) to your brand colors Fonts: Swap Google Font from Poppins to any available font Logo: Add event logo in header section Size: Adjust viewportwidth and viewportheight for different dimensions Layout: Modify HTML structure for custom badge designs Email Templates: Branding: Update colors, fonts, and styling in HTML email Content: Customize greeting, instructions, and footer Attachments: Add PDF version or additional documents Language: Translate all text to your language --- 🔒 Security & Privacy Data Protection: ✅ Email verification prevents fake submissions ✅ QR codes use unique, non-guessable IDs ✅ HTTPS webhook for encrypted transmission ✅ No sensitive data stored in workflow variables ✅ Audit trail for compliance requirements Best Practices: Use environment variables for API keys Enable webhook authentication (Basic Auth or API key) Implement rate limiting on webhook endpoint Regularly rotate API credentials Set up backup systems for critical data --- 🛠️ Troubleshooting Common Issues: Issue: "Webhook not receiving data" Solution: Ensure workflow is activated and webhook URL is correct in form action Issue: "Email verification fails for valid domains" Solution: Check VerifiEmail API credit balance and credential configuration Issue: "Badge image not generating" Solution: Verify HTMLCSSToImage API key is correct and has sufficient credits Issue: "Gmail not sending" Solution: Reconnect Gmail OAuth credential and check sending limits Issue: "QR code not loading in badge" Solution: Ensure QR code URL is properly encoded and publicly accessible --- 📈 Performance Metrics Average execution time: 5-10 seconds Success rate: 98%+ (with valid inputs) Concurrent capacity: 50+ requests/minute API reliability: 99.9% uptime (dependent on services) Badge generation: <2 seconds Email delivery: <3 seconds --- 🏷️ Tags event-management press-pass credential-verification badge-generation email-automation qr-code media-relations event-technology htmlcsstoimage verifi-email gmail slack google-sheets webhook automation workflow conference journalism press-credentials --- 📄 License This workflow template is provided as-is for use with n8n. Customize freely for your organization's needs. ---
By Jitesh DugarGenerate & deliver PDF invoices from Jotform to Google Drive & email
Transform your order fulfillment process with complete invoice automation. This workflow automatically generates professional PDF invoices from Jotform orders and delivers them to customers while keeping organized records. What This Workflow Does ✅ Receives order data from Jotform Trigger ✅ Generates professional HTML invoice with your branding ✅ Converts to PDF using HTML to PDF conversion ✅ Saves invoice to Google Drive for record-keeping ✅ Emails PDF invoice to customer automatically Workflow Steps Jotform Trigger - Captures order data when a customer places an order Format Invoice Data - Prepares and structures line item data Generate HTML Invoice - Creates custom branded HTML invoice Generate PDF Invoice - Converts HTML to professional PDF format Download File PDF - Prepares PDF for distribution Save to Google Drive - Archives invoice for your records Email to Customer - Sends invoice PDF directly to customer's inbox Requirements Jotform account with order form set up Sign up for free here PDF generation API key (get yours at pdfmunk.com) Google Drive connection for storage Email service connection (Gmail, SMTP, etc.) Benefits Save time - Eliminate manual invoice creation Professional branding - Customize invoice template to match your brand Organized records - All invoices automatically saved to Google Drive Better customer experience - Instant invoice delivery after order placement Scalable - Handles unlimited orders without additional work
By Jitesh DugarAutomate property maintenance requests with GPT-4o-mini, Jotform and Gmail
Tired of juggling maintenance calls, lost requests, and slow vendor responses? This workflow streamlines the entire property maintenance process — from tenant request to vendor dispatch — powered by AI categorization and automated communication. Cut resolution time from 5–7 days to under 24 hours and boost tenant satisfaction by 85% with zero manual follow-up. What This Workflow Does Transforms chaotic maintenance management into seamless automation: 📝 Captures Requests – Tenants submit issues via Jotform with unit number, issue description, urgency, and photos. 🤖 AI Categorization – OpenAI (GPT-4o-mini) analyzes and classifies issues (plumbing, HVAC, electrical, etc.). ⚙️ Smart Prioritization – Flags emergencies (leak, electrical failure) and assigns priority. 📬 Vendor Routing – Routes issue to the correct contractor or vendor based on AI category. 📧 Automated Communication – Sends acknowledgment to tenant and work order to vendor via Gmail. 📊 Audit Trail Logging – Optionally logs requests in Google Sheets for performance tracking and reporting. Key Features 🧠 AI-Powered Categorization – Intelligent issue type and priority detection. 🚨 Emergency Routing – Automatically escalates critical issues. 📤 Automated Work Orders – Sends detailed emails with property and tenant info. 📈 Google Sheets Logging – Transparent audit trail for compliance and analytics. 🔄 End-to-End Automation – From form submission to vendor dispatch in seconds. 💬 Sticky Notes Included – Every section annotated for easy understanding. Perfect For Property management companies Real estate agencies and facility teams Smart building operators Co-living and rental startups Maintenance coordinators managing 50–200+ requests monthly What You’ll Need Required Integrations: Jotform – Maintenance request form Create your form for free on Jotform using this link OpenAI (GPT-4o-mini) – Categorization and prioritization Gmail – Automated email notifications (Optional) Google Sheets – Logging and performance tracking Quick Start Import Template – Copy JSON into n8n and import. Create Jotform – Include fields: Tenant name, email, unit number, issue description, urgency, photo upload. Add Credentials – Configure Jotform, Gmail, and OpenAI credentials. Set Vendor Emails – Update “Send to Contractor” Gmail node with vendor email IDs. Test Workflow – Submit sample maintenance requests for AI categorization and routing. Activate Workflow – Go live and let your tenants submit maintenance issues. Expected Results ⏱️ 24-hour average resolution time (vs 5–7 days). 😀 85% higher tenant satisfaction with instant communication. 📉 Zero lost requests – every issue logged automatically. 🧠 AI-driven prioritization ensures critical issues handled first. 🕒 10+ hours saved weekly for property managers. Pro Tips 🧾 Add Google Sheets logging for a complete audit trail. 🔔 Include keywords like “leak,” “no power,” or “urgent” in AI prompts for faster emergency detection. 🧰 Expand vendor list dynamically using a Google Sheet lookup. 🧑🔧 Add follow-up automation to verify task completion from vendors. 📊 Create dashboards for monthly maintenance insights. Learning Resources This workflow demonstrates: AI categorization using OpenAI’s Chat Model (GPT-4o-mini) Multi-path routing logic (emergency vs. normal) Automated communication via Gmail Optional data logging in Google Sheets Annotated workflow with Sticky Notes for learning clarity
By Jitesh DugarResume screening & candidate routing with OpenAI, Jotform, and Google Sheets
Revolutionize your recruitment process with intelligent AI-driven candidate screening that evaluates resumes, scores applicants, and automatically routes them based on fit - saving 10-15 hours per week on initial screening. 🎯 What This Workflow Does Transforms your hiring pipeline from manual resume review to intelligent automation: 📝 Captures Applications - Jotform intake with resume upload 🤖 AI Resume Analysis - OpenAI parses skills, experience, education, and red flags 🎯 Intelligent Scoring - Evaluates candidates against job requirements with structured scoring (0-100) 🚦 Smart Routing - Automatically routes based on AI recommendation: Strong Yes (85-100): Instant Slack alert → Interview invitation Maybe/Yes (60-84): Manager review → Approval workflow No (<60): Polite rejection email 📊 Analytics Tracking - All data logged to Google Sheets for hiring insights ✨ Key Features AI Resume Parsing: Extracts structured data from any resume format Intelligent Scoring System: Multi-dimensional evaluation (skills match, experience quality, cultural fit) Structured Output: Consistent JSON schema ensures reliable data for decision-making Automated Communication: Personalized emails for every candidate outcome Human-in-the-Loop: Manager approval for borderline candidates Comprehensive Analytics: Track conversion rates, average scores, and hiring metrics Customizable Job Requirements: Easy prompt editing to match any role 💼 Perfect For Startups & Scale-ups: Processing 50+ applications per week HR Teams: Wanting to reduce time-to-hire by 40-60% Technical Recruiters: Screening engineering, product, or design roles Growing Companies: Scaling hiring without scaling headcount 🔧 What You'll Need Required Integrations Jotform - Application intake form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4o-mini for cost-effective AI analysis (~$0.15 per candidate) Gmail - Automated candidate communication Google Sheets - Hiring database and analytics Optional Integrations Slack - Instant alerts for hot candidates Linear/Asana - Task creation for interview scheduling Calendar APIs - Automated interview booking 🚀 Quick Start Import Template - Copy JSON and import into n8n Create Jotform - Use provided field structure (name, email, resume upload, etc.) Add API Keys - OpenAI, Jotform, Gmail, Google Sheets Customize Job Requirements - Edit AI screening prompt with your role details Personalize Emails - Update templates with your company branding Test & Deploy - Submit test application and verify all nodes 🎨 Customization Options Adjust Scoring Thresholds: Change routing logic based on your needs Multiple Positions: Clone workflow for different roles with unique requirements Add Technical Assessments: Integrate HackerRank, CodeSignal, or custom tests Interview Scheduling: Connect Calendly or Google Calendar for auto-booking ATS Integration: Push data to Lever, Greenhouse, or BambooHR Diversity Tracking: Add demographic fields and analytics Reference Checking: Automate reference request emails 📈 Expected Results 90% reduction in manual resume review time 24-hour response time to all candidates Zero missed applications - every candidate gets feedback Data-driven hiring - track what works with comprehensive analytics Better candidate experience - fast, professional communication Consistent evaluation - eliminate unconscious bias with structured AI scoring 🏆 Use Cases Technology Companies Screen 100+ engineering applications per week, identify top 10% instantly, schedule interviews same-day. Agencies & Consultancies Evaluate consultant candidates across multiple skill dimensions, route to appropriate practice areas. High-Volume Hiring Process retail, customer service, or sales applications at scale with consistent quality. Remote-First Teams Evaluate global candidates 24/7, respond instantly regardless of timezone. 💡 Pro Tips Train Your AI: After 50+ applications, refine prompts based on false positives/negatives A/B Test Thresholds: Experiment with score cutoffs to optimize for your needs Build Talent Pipeline: Keep "maybe" candidates in CRM for future roles Track Source Effectiveness: Add UTM parameters to measure which job boards deliver best candidates Continuous Improvement: Weekly review of AI assessments to calibrate accuracy 🎓 Learning Resources This workflow demonstrates: AI Agents with structured output Multi-stage conditional routing Human-in-the-loop automation Binary data processing (resume files) Email automation with HTML templates Real-time notifications Analytics and data logging Perfect for learning advanced n8n automation patterns! --- Ready to transform your hiring process? Import this template and start screening candidates intelligently in under 30 minutes. Questions or customization needs? The workflow includes detailed sticky notes explaining each section.
By Jitesh Dugar