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    • Automate 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.

      n8nFree
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      This workflow automatically creates a contact and a matter in Clio Manage whenever a new response is submitted in Google Forms, streamlining your legal case management process.

      MakeFree
    • Automate CSRD XHTML Report Audits with Gmail and GPT-4

      Streamline the auditing of CSRD XHTML reports by automating structure validation and report generation using Gmail and GPT-4.

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  1. Automated Editorial Task Tracking & Notifications with Motion and Airtable

    # Automated project status tracking with Airtable and Motion ## Who's it for Project managers, team leads, and agencies who need to automatically monitor project completion status across multiple clients and send notifications when specific milestones are reached. ## What it does This workflow automatically tracks project progress by connecting Airtable project databases with Motion task management. It monitors specific tasks within active projects and triggers email notifications when key milestones are completed. The system is designed to handle multiple projects simultaneously and can be customized for various notification triggers. ## How it works The workflow follows a structured monitoring process: - **Data Retrieval**: Fetches project information from Airtable (project names and Motion workspace IDs) - **Motion Integration**: Connects to Motion API using HTTP requests to retrieve project details - **Project Filtering**: Identifies only active projects with a status containing SEO in the name - **Task Monitoring**: Checks for specific completed tasks (e.g., Intégrer les articles de blog) - **Conditional Notifications**: Sends email alerts only when target tasks are marked as Completed - **Database Updates**: Updates Airtable with the last notification timestamps ## Requirements - Airtable account with project database - Motion account with API access - Gmail account for email notifications - HTTP request authentication for Motion API ## How to set up ### Step 1: Configure your Airtable database Ensure your Airtable contains the following fields: - Project names: Names of projects to monitor - Motion Workspace ID: Workspace identifiers for Motion API calls - Status - Calendrier éditorial: Project status field (set to Actif for active projects) - Last sent - Calendrier éditorial: Timestamp tracking for notification frequency - Email addresses: Client and team member contact information ### Step 2: Set up API credentials Configure the following authentication in n8n: - Airtable Personal Access Token: For database access - Motion API: HTTP header authentication for Motion integration - Gmail OAuth2: For email notification sending ### Step 3: Configure Motion API integration - Base URL: Uses Motion API v1 endpoints - Project retrieval: Fetches projects using workspace ID parameter - Task monitoring: Searches for specific task names and completion status - Custom filtering: Targets projects with SEO in name and a todo status ### Step 4: Customize scheduling - Default schedule: Runs daily between the 10th-31st of each month at 8 AM - Cron expression: 0 8 10-31 * * (modify as needed) - Frequency options: Can be adjusted for weekly, daily, or custom intervals ### Step 5: Set up email notifications Configure Gmail settings: - Recipients: Project managers, clients, and collaborators - Subject line: Dynamic formatting with project name and month - Message template: HTML-formatted email with a professional signature - Sender name: Customizable organization name ## How to customize the workflow ### Single project, multiple tasks monitoring To adapt for monitoring one project with several different tasks: - Modify the filter conditions to target your specific project - Add multiple HTTP requests for different task names - Create conditional branches for each task type - Set up different notification templates per task ### Multi-project customization - Database fields: Add custom fields in Airtable for different project types - Filtering logic: Modify conditions to match your project categorization - Motion workspace: Support multiple workspaces per client - Notification rules: Set different notification frequencies per project ### Alternative notification methods Replace or complement Gmail with: - Slack notifications: Send updates to team channels - Discord integration: Alert development teams - SMS notifications: Urgent milestone alerts - Webhook integrations: Connect to custom internal systems - Teams notifications: Enterprise communication ### Task monitoring variations - Multiple task types: Monitor different milestones (design, development, testing) - Task dependencies: Check completion of prerequisite tasks - Progress tracking: Monitor task progress percentages - Deadline monitoring: Alert on approaching deadlines ## Conditional logic features ### Smart filtering system - Active project detection: Only processes projects marked as Actif - Date-based filtering: Prevents duplicate notifications using timestamp comparison - Status verification: Confirms task completion before sending notifications - Project type filtering: Targets specific project categories (SEO projects in this example) ### Notification frequency control - Monthly notifications: Prevents spam by tracking last sent dates - Conditional execution: Only sends emails when tasks are actually completed - Database updates: Automatically records notification timestamps - Loop management: Processes multiple projects sequentially ## Results interpretation ### Automated monitoring outcomes Project status tracking: Real-time monitoring of active projects

    n8nFree
  2. Create 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 } ```

    n8nFree
  3. Automate n8n Workflow Documentation and Backup to Notion and GitHub

    This workflow automates the documentation and backup of n8n workflows by storing them in a Notion database and GitHub repository. It leverages OpenAI's GPT-4 for summarization and sends notifications to a Slack channel for updates.

    n8nFree
  4. ERP AI Chatbot for Odoo Sales Module with OpenAI

    ## Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. ## Use Case To have a clear overview of your sales data in Odoo, you typically need to extract data from it manually to analyze it. This workflow uses OpenAI's language models to create an intelligent chatbot that provides conversational access to your Odoo sales opportunity data. ## How it works - Creates a summary of all Odoo sales opportunities using OpenAI - Uses that summary as context for the OpenAI chat model - Keeps the summary up to date using a schedule trigger ## Set up steps: - Configure the Odoo credentials - Configure OpenAI credentials - Toggle "Make Chat Publicly Available" from the Chat Trigger node.

    n8nFree
  5. Automatically 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.

    n8nFree
  6. Automate Monthly Square Sales Reports via Outlook

    This workflow automates the generation and delivery of monthly sales reports from Square to designated recipients via Microsoft Outlook. It streamlines the reporting process by fetching sales data, compiling it into a CSV, and emailing it automatically.

    n8nFree
  7. Automate Stripe Payment Recovery and Follow-Up Emails

    Automatically detect failed Stripe payments, log them in Google Sheets, and send follow-up emails to recover revenue using n8n.

    n8nFree
  8. Automate Cal.com Meeting Attendee Management with Google Sheets, Beehiiv, and Telegram Notifications

    Streamline your meeting attendee management by automatically logging details in Google Sheets, subscribing attendees to Beehiiv, and receiving Telegram notifications.

    n8nFree
  9. Automate Trello Card Deletion for Specific Labels

    Streamline your Trello board management by automatically deleting cards labeled 'Mark for Deletion'. This workflow efficiently identifies and removes these cards, ensuring your boards remain organized without manual intervention.

    n8nFree
  10. Automate Supply Chain Risk Monitoring with AI Alerts via Slack and Email

    This workflow automates the monitoring of supply chain risks by using AI to analyze supplier health and industry news, providing real-time alerts and daily reports to procurement teams via Slack and email.

    n8nFree
  11. Automate Vendor Contract Renewals and Reminders with GPT-4.1, Slack, and Gmail

    This workflow ensures timely vendor contract renewals by automatically tracking expiring contracts, notifying finance teams via Slack, and initiating renewal processes through email with built-in approval and logging.

    n8nFree
  12. Automate Shipment Tracking and Customer Notifications via Google Sheets and WhatsApp

    This workflow automates the tracking of shipments using Delhivery and DHL APIs, updates Google Sheets, and sends notifications to customers via WhatsApp and email when shipment statuses change.

    n8nFree
  13. Automatically Create ClickUp Tasks from New Trello Cards

    Streamline your workflow by automatically generating ClickUp tasks whenever a new card is added in Trello. This integration ensures that your task management stays synchronized across platforms.

    MakeFree
  14. Automate Appointment Reminders and Follow-ups with Twilio

    Streamline your client management by automating appointment reminders, follow-ups, and re-engagement offers using Google Calendar, Google Sheets, and Twilio.

    n8nFree
  15. Automate 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.

    n8nFree
  16. Automate Weekly Square Sales Reports via Gmail

    This workflow automates the generation and distribution of weekly sales reports from Square to Gmail, streamlining data analysis for management and finance teams.

    n8nFree
  17. Automate Google Drive File Permission Audits for Enhanced Security

    This workflow automates the auditing of Google Drive file permissions, identifying files with overly permissive access settings to enhance security and compliance.

    n8nFree
  18. Automate Project Kickoff with Dropbox, OpenAI, Slack & Gmail

    Streamline project initiation by automatically creating structured folders in Dropbox and sending notifications via Slack and Gmail. This workflow enhances efficiency and collaboration by leveraging n8n's automation capabilities.

    n8nFree
  19. Manage Personal Expenses with Webhooks and Google Sheets Automated Tracker

    - How it works: This system functions by receiving expenses via webhook POS. It validates the data, stores it in Google Sheets, and, daily at 8 PM, generates and sends financial summaries. Automatic categorization simplifies the organization of expenses. - Set up steps: Setup involves creating the Google Sheet, configuring the webhook, and defining the categorization rules. The process is quick and intuitive, taking about 10-15 minutes for the system to be ready to receive your expenses.

    n8nFree
  20. Create a new Airtable record for every new email in Gmail

    Automatically create a new Airtable record for every new email received in Gmail, streamlining your data organization and management process.

    MakeFree
  21. Create Notes and Comments on Any Odoo Model Record

    ## Introduction This workflow is designed to create and attach notes or comments to any record in your Odoo instance. It acts as a sub-workflow that can be triggered by a main workflow to log messages or comments in a centralized manner. By leveraging the powerful Odoo API, this template ensures that updates to records are handled efficiently, providing an organized way to document important information related to your business processes. ## Setup Instructions Import the Workflow: Import the provided JSON file into your n8n instance. ## Odoo Credentials: Ensure you have valid Odoo API credentials (e.g., Odoo's Odoo Automation Account) configured in n8n. ## Node Configuration: Verify that the Odoo node (consider renaming it to Odoo Record Manager for clarity) is set up with your server details and authentication parameters. Check that the workflow trigger (When Executed by Another Workflow) is configured to receive input parameters from the parent workflow. ## Execution Trigger: This workflow is designed to be initiated by another workflow. Make sure the main workflow supplies the required inputs. ### Workflow Details Trigger Node: The workflow begins with the When Executed by Another Workflow node, which accepts three inputs: - rec_id: A numeric identifier for the Odoo record. - message: The text of the comment or note. - model: The specific Odoo model (e.g., rs.deployment.action.log) where the note should be attached. ### Odoo Node: The second node in the workflow calls the Odoo API to create a new log message. It maps the inputs as follows: - message_type is set to comment. - model is assigned the provided model name. - res_id is assigned the record ID (rec_id). - body is assigned the message content. ## Additional Information: A sticky note node is included to provide a brief overview of the workflow's purpose directly within the interface. ### Input Parameters Record ID (rec_id): The unique identifier of the record in Odoo where the note will be added. ### Message (message): The content of the comment or note that is to be logged. ### Model (model): The Odoo model name indicating the context in which the note should be created (e.g., rs.deployment.action.log). ## Usage Examples ### Internal Logging: Use the workflow to attach internal comments or logs to specific records, such as customer profiles, orders, or deployment logs. ### Audit Trails: Create a comprehensive audit trail by documenting changes or important events in Odoo records. ### Integration with Other Workflows: Link this workflow with other automation processes in n8n (like email notifications, data synchronization, or reporting) to create a seamless integration across your systems. ### Pre-conditions The Odoo instance must be accessible and correctly configured. API permissions and user roles should be validated to ensure that the workflow has the necessary access rights. The workflow expects inputs from an external trigger or parent workflow. ## Customization & Integration This template offers several customization options to tailor it to your needs: - Field Customization: Modify or add new fields to match your logging or commenting requirements. - Node Renaming: Rename nodes for better clarity and consistency within your workflow ecosystem. - **Integration Possibilities**: Easily integrate this workflow with other processes in n8n, such as triggering notifications or synchronizing data across different systems. This sub-workflow receives data from a main workflow (for example, a record ID, a message, and the Odoo model) and creates a new note (or comment) in the corresponding Odoo record. Essentially, it acts as a centralized point for logging comments or notes in a specific Odoo model, ensuring that the information remains organized and easy to track. Your model must inherit from _inherit = ['portal.mixin', 'mail.thread', 'mail.activity.mixin']

    n8nFree
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