Enterprise resource planning and operations
### This n8n template runs daily to track and report on any changes made to workflows on any n8n instance. Useful if a team is working within a single instance and you want to be notified of what workflows have changed since you last visited them. Another use-case might be monitoring your managed instances for clients and being alerted when changes are made without your knowledge. See a sample Gsheet here: [https://docs.google.com/spreadsheets/d/1dOHSfeE0W_qPyEWj5Zz0JBJm8Vrf_cWp-02OBrA_ZYc/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1dOHSfeE0W_qPyEWj5Zz0JBJm8Vrf_cWp-02OBrA_ZYc/edit?usp=sharing) ### How it works - A scheduled trigger is set to run once a day to review all available workflows. - An n8n node imports the workflows as JSON. - The workflows are brought into a loop where each is first checked to see if it exists in the designated Google Sheet. - If not, a new entry is created and skipped. - If the workflow has been captured before, then the comparison subworkflow can be executed using the previous and current versions of the workflow JSON data. - The subworkflow uses the compare dataset tool to calculate the changes to nodes and connections for the given workflow. - The results are then recorded back to the Google Sheet for review. ### How to use - Start with the n8n node and try to filter by the workflows you're interested in tracking. - Set the scheduled trigger interval to match the frequency to suit how often your workflows are being edited. ### Customising the workflow - Want to get fancy? Add in an AI agent to help determine changes between the previous and current versions of the workflow. Add contextual explanations to reveal the impact of the changes.
Streamline the processing of EDI messages by automatically parsing emails from Gmail and logging the data into Google Sheets. This workflow simplifies manual data handling for small businesses.
**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.
### 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).
Automate the employee reimbursement process by validating receipts, eliminating duplicates, and notifying the finance team, significantly reducing processing time and errors.
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.
This n8n workflow automatically checks SSL certificates for websites listed in a Google Sheet and sends email alerts if any are expiring within 14 days. This helps prevent downtime and security issues caused by expired certificates.
## Automatically Send Square Summary Report for Yesterday's Sales via Microsoft Outlook ## 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) ## Prerequisites To use this workflow, you'll need: - A Square API credential (configured as a Header Auth credential) - A Microsoft Outlook 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.
## **Overview** The **n8n Workflow Cloner** is a powerful automation tool designed to **copy, sync, and migrate workflows** across different n8n instances or projects. Whether you're managing multiple environments (development, staging, production) or organizing workflows within a team, this workflow **automates the transfer process**, ensuring seamless workflow deployment with minimal manual effort. By automatically detecting and copying only the missing workflows, this tool helps **maintain consistency, improve collaboration, and streamline workflow migration** between projects or instances. ## **How to Use** ### 1. **Set Up API Credentials** - Configure API credentials for both **source** and **destination** n8n instances. - Ensure the credentials have **read and write** access to manage workflows. ### 2. **Select Source & Destination** - Update the **GET - Workflows** node to define the **source instance**. - Set the **CREATE - Workflow** node to specify the **destination instance**. ### 3. **Run the Workflow** - Click **Test Workflow** to start the transfer. - The system will fetch all workflows from the source, **compare** them with the destination, and copy any missing workflows. ### 4. **Change the Destination Project** (Optional) - By default, workflows are moved to the **KBB Workflows** project. - Modify the **Filter** node to transfer workflows to a different project. ### 5. **Monitor & Verify** - The **Loop Over Items** node ensures batch processing for multiple workflows. - Log outputs provide details on transferred workflows and statuses. ## **Key Benefits** - **Automate Workflow Transfers** - No more manual exports/imports. - **Sync Workflows Across Environments** - Keep workflows up to date in dev, staging, and production. - **Effortless Team Collaboration** - Share workflows across projects seamlessly. - **Backup & Migration Ready** - Easily move workflows between n8n instances. ## **Use Cases** - **CI/CD for Workflows** - Deploy workflows between development and production environments. - **Team Workflow Sharing** - Share workflows across multiple n8n projects. - **Workflow Backup Solution** - Store copies of workflows in a dedicated backup project. ## **Tags** - Workflow Migration - n8n Automation - Sync Workflows - Backup & Deployment
Automatically transfer new time entries from Toggl to Clio Manage as activities, ensuring seamless time tracking and management.
This workflow automates the process of tracking feature requests in Notion, creating GitHub issues, and notifying your team via email based on issue status. It's ideal for teams collaborating on project delivery using Notion and GitHub.
Automatically create new Airtable records from triggered watch events with a delay using Make. Streamline data management with Airtable and Sleep integration.
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.
This workflow automates the process of searching freelance job platforms for gigs that match your skills. It uses Bright Data for scraping and Google Sheets for storing job data, ensuring you receive daily updates without manual effort.
This workflow automates the synchronization of time tracked on ClickUp tasks with HubSpot projects, ensuring accurate and up-to-date project metrics without manual effort.
Automate your quote request process by capturing form submissions, notifying your sales team, storing leads in Airtable, and sending email confirmations—all seamlessly integrated in one n8n workflow.
This workflow automates the process of following up on unpaid invoices by checking a Google Sheets database daily, calculating overdue days, and sending tailored email reminders.
Streamline your weekly task reporting with this n8n workflow that compiles ClickUp tasks into detailed reports and sends them via Gmail. Ideal for project managers seeking automated insights into team performance.
Automate the creation of Google Drive folders and send personalized email notifications to clients, enhancing onboarding efficiency and clarity.
his automation starts when a new company is added in HubSpot. It then uses AI to draft a contact message and requests human approval via Slack. Once approved, it runs a task to submit the companys contact form. After an eight-minute delay, it checks if the task is completed and updates the Sales Properties: Lead Status field in HubSpot to Attempted to Contact.
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.
This workflow automates the creation of weekly business reports by pulling data from Google Sheets, analyzing it with AI, and generating a formatted Google Document. The report is then sent to Slack for team review and approval, ensuring consistent recognition of team progress.
Set up an MCP server to expose DHL tracking operations to AI agents, enabling seamless integration with zero configuration.
Automatically add new rows to a Google Sheet for each ledger entry from Etsy, streamlining your financial tracking process.
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