Business Operations & ERPs Workflows
Enterprise resource planning and operations
Automate Vendor Due Diligence with AI-Powered Risk Assessment
Streamline vendor due diligence by automating research and risk assessment using Gemini and Jina AI, saving time and enhancing accuracy.
n8n$14.99Automate Weekly Restaurant Forecasting with Google Sheets and Gemini AI
This n8n workflow automates the weekly forecasting of restaurant sales and inventory needs using historical data from Google Sheets and AI predictions from Google Gemini. The forecast is emailed to stakeholders for improved planning and waste reduction.
n8n$14.99Process Invoices & Engineering Emails with Gmail, AI Analysis & Telegram Alerts
Automate admin tasks for manufacturing companies by processing emails, extracting key data from invoices & purchase orders, and delivering instant alerts via Gmail and Telegram. **Description** This workflow automatically: - Fetches incoming emails from Gmail - Classifies emails (invoices, purchase orders, payment follow-up, etc.) using AI - Sends tailored auto-replies based on content and attachment presence - Extracts structured data from attached invoices/POs (PDFs etc.) - Delivers alerts and document files to your team via Telegram - Logs or routes data for further use in accounting or internal systems **Pre-Conditions & Requirements** Before using this workflow, you need: - Gmail Account with API access (for OAuth2 authentication) - Telegram Bot API Token (create a Telegram bot and get your API key) - Optional: API credentials for Google Sheets or other data sinks if you want to log extracted data - OpenRouter API credentials (for AI-powered nodes, if used) - Access to an n8n instance (cloud or self-hosted) **Setup Instructions** Import the Workflow: - Download the JSON file and import it into your n8n instance. Connect Accounts: - Configure the Gmail Trigger node with your Gmail OAuth2 credentials - Set up the Telegram node with your bot API token Set Required Variables: - Adjust AI instructions or prompt text if needed (for your company's tone/templates) - Customize labels, keywords, or filters in code nodes for your use case - Set target Telegram chat/group IDs Test the Workflow: - Send a sample email with attachments to your Gmail account - Confirm that emails are classified, replies are sent, and Telegram notifications/mobile alerts are delivered as expected Review and Connect Optional Modules: - For logging or archiving extracted data, connect additional "Google Sheets" or "Webhook" nodes as needed **Customization Tips** Modify Email Categories: - Update AI prompt instructions or filters to add/change labels ("Vendor Query," "Partial Payment," etc.) Attachment Handling: - Edit the code node logic to detect and process additional file types (DWG, XLSX, ZIP, etc.) Notification Logic: - Change the Telegram destination or add Slack/Microsoft Teams for broader team alerts Data Logging: - Add nodes for CRM, inventory, or ERP integration (push to your accounting or workflow management tool) **Example AI Prompt (for categorization)** ``` You are the personal emailing assistant for Zenith Engineering, a manufacturing company... ## Your tasks: - Categorize each email by priority - Draft polite, professional replies... - Identify and label attachments such as invoices, POs, drawings Response should be a valid JSON object: {Label:Important, Response:...} ``` If you have any doubts and questions, let me know: smonu2303@gmail.com from Pune. LinkedIn: https://www.linkedin.com/in/raj-more-171560bb/
n8n$14.99Automate Transportation Order Management with AI and OpenRouteService
This n8n workflow automates the management of transportation orders by extracting and processing shipment details from emails, calculating driving distances and times using OpenRouteService, and sending confirmations via Gmail.
n8n$14.99Automate Vendor Risk Evaluation with AI and Google Sheets
Streamline the vendor onboarding process by automating risk evaluation, documentation, and alerts using AI and Google Sheets.
n8n$4.99Automate Supply Chain Monitoring with AI and BigQuery
Leverage AI and BigQuery to automate the monitoring of your supply chain operations, providing real-time insights and enhancing decision-making.
n8n$9.99Automate Coupon Validation and Notification via Google Sheets and Gmail
Efficiently validate coupons, update records in Google Sheets, and notify users via Gmail. Streamline your coupon management to save time and reduce errors.
Activepieces$2.99Automate Daily Overdue Task Reports from ClickUp to Gmail
This workflow automates the generation and delivery of daily reports for overdue tasks from ClickUp, sending them via Gmail to ensure team accountability and timely task completion.
n8n$9.99Automate Client Onboarding with AI-Generated Welcome Emails
Transform new client signups into immediate, professional experiences by automating welcome emails with AI-generated onboarding checklists.
n8n$9.99Create a new Group each day with two tasks and assign them to people
This creates a new Group each day with two tasks and assigns them to people. Feel free to add more columns to match your board and more tasks.
MakeFreeSync Pipedrive Deals to ActiveCampaign Contacts Automatically
Automatically create or update contacts in ActiveCampaign when deals in Pipedrive are moved to a specified stage, ensuring your contact list is always up-to-date.
Make$2.99Streamline Employee Reimbursement with Automated Validation and Notifications
Automate the employee reimbursement process by validating receipts, eliminating duplicates, and notifying the finance team, significantly reducing processing time and errors.
n8n$14.99Track Expenses by Parsing Telegram Transaction Messages to Google Sheets
**Overview** This n8n workflow template automatically parses incoming Telegram transaction messages and logs structured data into a Google Sheet. It's designed to help individuals and small businesses track and record transactions shared via Telegram without manual data entry. **Target Audience** This template is ideal for: - Individuals, freelancers, and small businesses who receive transaction or payment notifications through Telegram and want to organize them in Google Sheets. - Anyone using self-hosted n8n (required due to custom community nodes). **Problem Solved** Manually copying transaction details from Telegram to Google Sheets is error-prone and time-consuming. This workflow automates the process by: - Monitoring a Telegram bot/chat for new messages. - Parsing transaction details (amount, sender, date, etc.). - Logging them in real-time into a Google Sheet for easy tracking. **Setup Instructions** 1. **Telegram Bot Setup** - Create a Telegram bot using BotFather. - Add the bot to the desired group/channel and grant admin permissions if needed. - Note down the bot token. 2. **Google Sheets Setup** - Create a Google Sheet with relevant columns (e.g., Date, Amount, Sender, Transaction ID). - Set up Google Sheets credentials in n8n for access. 3. **n8n Workflow Configuration** - Import this template into your self-hosted n8n instance. - Update the Telegram node: Add your bot token and specify the chat/group ID. - Update the Google Sheets node: Link it to your created sheet and ensure column mapping matches your sheet structure. - Adjust parsing logic if your message format varies (see next section for examples). 4. **Community Nodes** - This workflow uses custom community nodes. Ensure these are installed via the n8n settings or CLI: - [List your required community nodes here, e.g., n8n-nodes-telegram, n8n-nodes-gsheet, etc.] 5. **Activate the Workflow** - Save and activate your workflow. Send a test transaction message to your Telegram group/chat and verify data appears in your Google Sheet. 6. **Troubleshooting** - If messages are not being picked up, check bot permissions and the chat ID. - Ensure Google Sheets credentials are correct and the sheet is accessible. - Double-check that custom nodes are properly installed and up-to-date. **Example Telegram Message Formats** - Received: $75 from @john_doe on 2024-05-29. Transaction ID: 12345XYZ. - Paid $120 to @vendor on 2024-05-28. Ref: 67890ABC. - You received ₹5,000 from @amit. ID: 54321PQR. Date: 29/05/2024 The workflow parses messages in the above formats and logs the following columns: - Date - Amount - Sender/Receiver - Transaction/Reference ID If your message format differs, update the regex in the parsing node. **Disclaimer** This n8n workflow template uses custom community nodes and is only compatible with the self-hosted version of n8n. **Workflow Changes (For n8n Canvas)** Rename the Nodes: - If node → "Is Transaction Message?" - Google Sheets node → "Log to Google Sheet" (Rename other generic nodes for clarity, e.g., Telegram → "Listen for Telegram Messages", Function → "Parse Transaction Details") Sticky Note Improvement: (Edit the sticky note or add one if missing) **Workflow Steps:** - Listen for Telegram Messages: This node receives new messages from the Telegram bot. - Is Transaction Message? Checks if the message matches known transaction patterns. - Parse Transaction Details: Extracts amount, sender, date, and transaction ID using regex. - Log to Google Sheet: Records the parsed transaction in the linked Google Sheet for easy tracking.
n8n$4.99Automate Security Questionnaire Responses with AI
Streamline and automate the process of responding to security questionnaires by leveraging AI to match questions with approved answers and evidence, ensuring fast and consistent responses.
n8n$9.99Automatically Send Daily Sales Reports from Square via Gmail
## Automatically Send Square Summary Report for Yesterday's Sales via Gmail ## What It Does This workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**. It's designed to run daily and pull the previous day's sales into a CSV file, which is then sent to a manager/finance team for analysis. This workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: [https://n8n.io/workflows/6358](https://n8n.io/workflows/6358)) ## Prerequisites To use this workflow, you'll need: - A Square API credential (configured as a Header Auth credential) - A Gmail credential ## How to Set Up Square Credentials: - Go to **Credentials > Create New** - Choose **Header Auth** - Set the **Name** to `Authorization` - Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`) ## How It Works 1. **Trigger:** The workflow runs every day at 4:00 AM 2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account 3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the specified report_date 4. **Filter Empty Locations:** Locations with no sales are ignored 5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square's built-in Sales Summary report 6. **Create CSV File:** A CSV file is created containing the relevant data 7. **Send Email:** An email is sent to the chosen third party ## Example Use Cases - Automatically send Square sales data to management to improve the quality of planning and scheduling decisions - Automatically send data to an external third party, such as a landlord or agent, who is paid via commission - Automatically send data to a bookkeeper for entry into QuickBooks ## How to Use - Configure both HTTP Request nodes to use your Square API credential - Set the workflow to **Active** so it runs automatically - Enter the email address of the person you want to send the report to and update the message body - If you want to remove the n8n attribution, you can do so in the last node ## Customization Options - Add pagination to handle locations with more than 1,000 orders per day - Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week ## Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data - whether for operations, finance, or performance monitoring.
n8n$9.99Create Dynamic Workflows Programmatically via Webhooks & N8n API
## Overview This workflow exposes an HTTP endpoint (webhook) that accepts a JSON definition of an n8n workflow, validates it, and—if everything is correct—dynamically creates that workflow in the n8n instance via its internal API. If any validation fails or the API call encounters an error, an explanatory message with details is returned. ## Workflow Diagram ```text Webhook → Validate JSON → fails validation → Validation Error → passes → Validation Successful? → true → Create Workflow → API Successful? → Success Response → false → API Error → false → Validation Error ``` ## Step-by-Step Details ### 1. Webhook * **Type**: Webhook (POST) * **Path**: `/webhook/create-workflow` * **Purpose**: Expose a URL to receive a JSON definition of a workflow. * **Expected Input**: JSON containing the main workflow fields (`name`, `nodes`, `connections`, `settings`). ### 2. Validate JSON * **Type**: Code Node (JavaScript) * **Validations Performed**: * Ensure that `payload` exists and contains both `name` and `nodes`. * Verify that `nodes` is an array with at least one item. * Check that each node includes the required fields: `id`, `name`, `type`, `position`. * If missing, initialize `connections`, `settings`, `parameters`, and `typeVersion`. * **Output if Error**: ```json { "success": false, "message": "<error description>" } ``` * **Output if Valid**: ```json { "success": true, "apiWorkflow": { "name": payload.name, "nodes": payload.nodes, "connections": payload.connections, "settings": payload.settings } } ``` ### 3. Validation Successful? * **Type**: IF Node * **Condition**: `$json.success === true` * **Branches**: * **true**: proceed to **Create Workflow** * **false**: route to **Validation Error** ### 4. Create Workflow * **Type**: HTTP Request (POST) * **URL**: `http://127.0.0.1:5678/api/v1/workflows` * **Authentication**: Header Auth with internal credentials * **Body**: The `apiWorkflow` object generated earlier * **Options**: `continueOnFail: true` (to handle failures in the next IF) ### 5. API Successful? * **Type**: IF Node * **Condition**: `$response.statusCode <= 299` * **Branches**: * **true**: proceed to **Success Response** * **false**: route to **API Error** ### 6. Success Response * **Type**: HTTP Response Node * **Output**: ```json { "success": true, "message": "Workflow created successfully", "workflowId": "{{ $json.data[0].id }}", "workflowName": "{{ $json.data[0].name }}", "createdAt": "{{ $json.data[0].createdAt }}", "url": "http://localhost:5678/workflow/{{ $json.data[0].id }}" } ``` ### 7. API Error * **Type**: HTTP Response Node * **Output**: ```json { "success": false, "message": "Error creating workflow", "error": "{{ JSON.stringify($json) }}", "statusCode": "{{ $response.statusCode }}" } ``` ### 8. Validation Error * **Type**: HTTP Response Node * **Output**: ```json { "success": false, "message": "{{ $json.message }}" } ``` ## Example Webhook Request ```bash curl --location --request POST http://localhost:5678/webhook/create-workflow \ --header "Content-Type: application/json" \ --data-raw "{ \"name\": \"My Dynamic Workflow\", \"nodes\": [ { \"id\": \"start-node\", \"name\": \"Start\", \"type\": \"n8n-nodes-base.manualTrigger\", \"typeVersion\": 1, \"position\": [100, 100], \"parameters\": {} }, { \"id\": \"set-node\", \"name\": \"Set\", \"type\": \"n8n-nodes-base.set\", \"typeVersion\": 1, \"position\": [300, 100], \"parameters\": { \"values\": { \"string\": [ { \"name\": \"message\", \"value\": \"Hello from a webhook-created workflow!\" } ] } } } ], \"connections\": { \"Start\": { \"main\": [ [ { \"node\": \"Set\", \"type\": \"main\", \"index\": 0 } ] ] } }, \"settings\": {} }" ``` ### Expected Success Response ```json { "success": true, "message": "Workflow created successfully", "workflowId": "abcdef1234567890", "workflowName": "My Dynamic Workflow", "createdAt": "2025-05-31T12:34:56.789Z", "url": "http://localhost:5678/workflow/abcdef1234567890" } ``` ### Validation Error Response ```json { "success": false, "message": "The name field is required in the workflow" } ``` ### API Error Response ```json { "success": false, "message": "Error creating workflow", "error": { "...full API response details..." }, "statusCode": 401 } ```
n8n$9.99Automate QuickBooks Invoice Notifications to Slack
This n8n workflow automatically sends detailed Slack alerts whenever a new invoice is created or updated in QuickBooks, ensuring real-time financial visibility for your team.
n8n$9.99Automate Commercial Insurance Submissions with Google Suite, PDF, and Email
### Overview Supercharge your insurance agency's efficiency with this powerful automation template for n8n. Designed specifically for commercial insurance brokers and agents, this workflow transforms the tedious process of manual application submissions into a streamlined, one-click operation. Stop wasting hours on administrative tasks and start closing more deals. This template handles everything from reading new applications in a Google Sheet to generating custom PDFs and emailing them to the right carriers all in **40 seconds**, allowing you to focus on what matters most: your clients. ### How it works This workflow provides a powerful foundation for automating your commercial insurance submissions. It's designed to save you hours of manual work by streamlining the entire process from application intake to carrier communication. At a high level, this is what the flow does: - **1. Fetches New Applications:** Automatically reads new insurance applications from a designated Google Sheet. - **2. Filters Suitable Carriers:** Filters a built-in list of carriers to find the best matches for each application based on revenue and industry requirements. - **3. Generates Professional PDFs:** For each matched carrier, it automatically generates a professional PDF application using a pre-formatted Google Docs template. - **4. Distributes to Carriers:** Emails the personalized application and unique PDF attachment to each matched carrier. - **5. Creates a Summary Report:** Once all submissions are complete, it generates a clean HTML summary report and emails it to the broker. ### Set up steps **Estimated Set Up Time:** 10-15 minutes This template is designed for a quick setup. The detailed, step-by-step instructions are included in the Sticky Notes inside the workflow itself. The main setup steps are: - **1. Copy the Google Sheet:** Make a copy of the provided Google Sheet template to your own Google Drive. - **2. Connect Your Google Account:** Authorize your Google account for the three required nodes (Google Sheets, Google Drive, and Google Docs). - **3. Configure Your Email:** Add your email credentials to the two `Email Send` nodes (one for sending to carriers and one for notifying the broker).
n8n$24.99Automate Compliance Monitoring with AI-Powered Scraping and Alerts
This workflow automates the monitoring of government regulatory changes using AI-powered scraping, assesses their impact, and sends prioritized alerts to relevant teams.
n8n$9.99Edit ClickUp tasks with custom fields using a webhook integration
Automatically update ClickUp tasks with custom fields using a webhook. Trigger updates via CustomWebHook and edit tasks with ClickUps advanced features.
Make$2.99Automate AWS IAM User Management via Email Commands
This n8n workflow automates the management of AWS IAM users by processing email commands to create, delete, update users, and manage group assignments, with automatic email confirmations.
n8n$9.99Automate QuickBooks Customer Onboarding with Personalized Welcome Emails
Streamline your new customer onboarding by automatically sending personalized welcome emails to new QuickBooks customers, tracked via Google Sheets.
n8n$14.99Automated Execution Cleanup System with n8n API and Custom Retention Rules
Make your n8n instance faster, cleaner, and more efficient by deleting old workflow executions while keeping only the most recent ones you actually need. Whether you're using n8n Cloud or self-hosted, this lightweight workflow helps reduce database/storage usage and improves UI responsiveness, using only official n8n nodes. ## Description Automatically clean up old executions in your n8n instance using only official nodes - no external database queries required. Whether you're on the Cloud version or running self-hosted, this workflow helps you optimize performance and keep your instance tidy by maintaining only the most recent executions per workflow. Ideal for users managing dozens or hundreds of workflows, this solution reduces storage usage and improves the responsiveness of the n8n UI, especially in environments where execution logs can accumulate quickly. ### What It Does * Retrieves up to 250 recent executions across all workflows * Groups executions by workflow * Keeps only the most recent N executions per workflow (value is configurable) * Deletes all older executions (regardless of their status: success, error, etc.) * Works entirely with native n8n nodes - no external database access required * Optionally: set the number of executions to keep as 0 to delete all past executions from your instance in a single run ## How to Set Up - Create a Personal API Key in your n8n instance: Go to Settings → API Keys → Create a new key - Create a new n8n API Credential (used by both nodes): In your n8n credentials panel: Name: anything you like (e.g., "Internal API Access") API Key: paste the Personal API Key you just created Base URL: your full n8n instance URL with the /api/v1 path, e.g. https://your-n8n-instance.com/api/v1 - Use this credential in both: The Get Many Executions node (to fetch recent executions) The Delete Many Executions node (to remove outdated executions) - In the "Set Executions to Keep" node: Edit the variable executionsToKeep and set the number of most recent executions to retain per workflow (e.g., 10) Tip: Set it to 0 to delete all executions - Note: The "Get Many Executions" node will retrieve up to 250 executions per run - this is the maximum allowed by the n8n API. No further setup is required - the filtering and grouping logic is handled inside the Code Node automatically. ## Included Nodes Overview - Schedule Trigger - Set to run daily, weekly, etc. - Get Many Executions - Fetches past executions via n8n API - Set Executions to Keep - Set how many recent ones to keep - Code Node - Filters out executions to delete per workflow - Delete Executions - Deletes outdated executions ## Why Use This? Reduce clutter and improve performance in your n8n instance Maintain execution logs only when they're useful Avoid bloating your storage or database with obsolete data Compatible with both n8n Cloud and self-hosted setups Uses only official, supported n8n nodes - no SQL, no extra setup **Note:** This workflow modifies and deletes execution data. Always review and test it first on a staging instance or on a limited set of workflows before using it in production.
n8n$9.99Sync Notion Content to Webflow CMS as Draft Items with Status Tracking
## **How it works:** This template takes approved Notion pages and syncs them to a Webflow CMS collection as **draft** items. It reads pages marked **Status = Ready for publish** in a specific Notion database/project, merges JSON content stored across page blocks into a single object, then either **creates** a new CMS item or **updates** the existing one by **name**. On success, it sets the Notion page to **5. Done**; on failure, it switches the page to **On Hold** for review. ## **Step-by-step:** 1. **Manual Trigger** You start the run with **When clicking 'Execute workflow'**. 2. **Get Notion Pages (Notion – Database: Fetch Content Tasks)** Pull all pages with **Status = Ready for publish** scoped to the target **Project**. 3. **Loop Over Items (Split In Batches)** Process one Notion page at a time. 4. **Code (Pass-through)** Expose page fields (e.g., **name**, **id**, **url**, **sector**) for downstream nodes. 5. **Get Notion Block (children)** Fetch all blocks under the page **id**. 6. **Merge Content (Code)** Concatenate code-block fragments, **parse** them into one `mergedContent` JSON, and attach the page metadata. 7. **Get Webflow Items (HTTP GET)** List items in the target Webflow **collection** to see if an item with the same **name** already exists. 8. **Update or Create (Switch)** - **No match:** **Create Webflow Item** (POST) with `isDraft: true`, mapping all `fieldData` (e.g., category titles, meta title, excerpt, hero copy/image, benefits, problem pointers, FAQ, ROI). - **Match:** **Update Webflow Item (Draft)** (PATCH) for that **id**. Keep the **existing slug**, write the latest `fieldData`, leave `isDraft: true`. 9. **Write Back Status (Notion)** - **Success path** set **Status = 5. Done**. - **Error path** set **Status = On Hold**. 10. **Log Submission (Code)** Log a compact object with **status**, **notionPageId**, **webflowItemId**, **timestamp**, and **action**. 11. **Wait – Loop** Short pause, then continue with the next page. ## **Tools integration:** - **Notion** - source database and page blocks for approved content. - **Webflow CMS API** - destination collection; items created/updated as **drafts**. - **n8n Code** - JSON merge and lightweight logging. - **Split In Batches + Wait** - controlled, item-wise processing. Want hands-free publishing? Add a **Cron** trigger before step 2 to run on a schedule.
n8n$9.99
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