Business Operations & ERPs Workflows
Enterprise resource planning and operations
Automate Google Sheets Updates with Etsy Ledger Entries
Automatically add new rows to a Google Sheet for each ledger entry from Etsy, streamlining your financial tracking process.
MakeFreeAI Receptionist
A fully automated AI appointment setter that handles booking, logs call details, and records client info into Google Sheets. Perfect for businesses that want to streamline scheduling without manual effort. Works 24/7 via chat or voice.
Pipedream$2.99Automate Weekly ClickUp Task Reports via Gmail
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.
n8n$9.99Automate 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.
n8n$9.99Automate Stock Portfolio Updates from OneDrive to Excel
Effortlessly synchronize and update your stock portfolio by transferring data from OneDrive CSV files to Excel using n8n. This workflow automates data extraction, transformation, and updates, ensuring your records are always current.
n8n$9.99Automate 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.
n8n$9.99Automate Clio Manage Matter Creation from Google Forms Responses
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.
Make$3.99Create new Airtable records from triggered watch events with a delay
Automatically create new Airtable records from triggered watch events with a delay using Make. Streamline data management with Airtable and Sleep integration.
Make$3.99Automate Solar Lead Management with Google Sheets and Gmail
Streamline solar lead qualification and follow-ups by capturing leads via webhook, storing data in Google Sheets, and sending personalized emails through Gmail.
n8n$14.99Automate 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.
n8n$9.99Streamline Client Onboarding with Automated Google Drive and Email Notifications
Automate the creation of Google Drive folders and send personalized email notifications to clients, enhancing onboarding efficiency and clarity.
n8n$4.99Automate Meeting and Contact Sync from Cal.com to Notion
Streamline your workflow by automatically syncing meeting bookings from Cal.com to Notion, ensuring all meeting and contact data is up-to-date and organized.
n8n$9.99Automate Invoice Follow-ups with Google Sheets and Email
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.
n8n$4.99Automate 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.
n8n$14.99Automated 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
n8n$9.99Automatically Send Daily Sales Summary Reports from Square via Microsoft Outlook
## 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.
n8n$9.99Clone n8n Workflows Between Instances Using n8n API
## **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
n8n$14.99Automate 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.
n8n$14.99Automate 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.
n8n$14.99Automate Daily Task Reminders from Airtable to Slack
Streamline your team's workflow by automatically sending daily task reminders from Airtable to Slack at 9 a.m. This automation ensures that no task is overlooked and keeps your team informed without manual intervention.
n8n$14.99Extract Data from Trip Receipts with GPT-4.1-mini, Google Sheets & Email Notifications
# Automated Expense Reporting Workflow With GPT-4.1-mini ## ☀ Who's it for This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. Ideal users: - Employees submitting business trip expense claims - HR or Admins reviewing travel-related reimbursements - Finance teams responsible for processing claims ## ℹ How it works / What it does 1. **Employee submits a form** with trip information (name, department, purpose, dates) and uploads one or more receipts/invoices (PDF). 2. **Uploaded files are saved to Google Drive** for record-keeping. 3. Each PDF is passed to a **DocClaim Assistant agent**, which uses GPT-4.0 and a structured parser to extract structured invoice data. 4. The data is **transformed and formatted** into a standard JSON structure. 5. Two parallel paths are followed: - Invoice records are appended to a **Google Sheet** for centralized tracking. - A detailed **HTML email** summarizing the trip and expenses is generated and sent to the **finance department** for claim processing. ## ✅ How to set up 1. **Create a form** to capture: - Employee Name - Department - Trip Purpose - From Date / To Date - Receipt/Invoice File Upload (multiple PDFs) 2. **Configure file upload node** to store files in a specific Google Drive folder. 3. **Set up DocClaim Agent** using: - GPT-4.0 or any LLM with document analysis capability - Output parser for standardizing extracted receipt data (e.g., vendor, total, tax, date) 4. **Transform extracted data** into a structured claim record (Code Node). 5. **Path 1**: Save records to a Google Sheet (one row per expense). 6. **Path 2**: - Format the employee + claim data into a dynamic **HTML email** - Use `Send Email` node to notify the finance department (e.g., `finance@yourcompany.com`) ## 📋 Requirements - n8n running with access to: - Google Drive API (for file uploads) - Google Sheets API (for logging expenses) - Email node (SMTP or Gmail for sending) - GPT-4.0 or equivalent LLM with document parsing ability - PDF invoices with clear formatting - Shared Google Sheet for claim tracking - Optional: Shared inbox for finance team ## © How to customize the workflow - **Add approval steps**: route the email to a manager before finance - **Attach original PDFs**: include uploaded files in the email as attachments - **Localize for other languages**: adapt form labels, email content, or parser prompts - **Sync to ERP or accounting system**: replace Google Sheet with QuickBooks, Xero, etc. - **Set limits/validation**: enforce max claim per trip or required fields before submission - **Auto-tag expenses**: add categories (e.g., travel, accommodation) for better reporting
n8n$14.99Create 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']
n8n$3.99Sell a Used Car with an AI Agent on Airtop
### How to Sell Your Used Car Easily with Airtop Selling a used car traditionally involves tedious manual steps: listing your vehicle online, filling repetitive forms, answering buyer inquiries, and comparing multiple offers—often leading to lost time, inaccuracies, and missed opportunities. Dealers' platforms and marketplace websites can introduce additional friction, occasionally requiring manual interactions and delivering inconsistent offers. The Sell a Used Car Agent powered by Airtop and n8n eliminates this friction by automating the selling process. Simply input your car's details once, and the automation quickly navigates through popular used car marketplaces like Carvana, CarMax, and others, efficiently fetching competitive buying offers. Leveraging Airtop's powerful real-browser automation capabilities, this setup interacts smoothly with the forms and queries specific to each sales platform, eliminating error-prone manual entries and tedious repetition. This Airtop automation employs sophisticated data extraction features, including structured JSON output, ensuring accurate, formatted data ready for immediate review. Say goodbye to cumbersome listing processes, and hello to streamlined, effortless car selling. ### Who is this Automation for? - Automation engineers streamlining marketplace interactions - Developers building user-friendly car selling apps - Technical teams optimizing inventory resale processes - Dealership IT departments automating valuation systems ### Key Benefits - No-code automation setup using Make - Saves significant time with instant multi-platform offers - Real browser sessions ensuring reliable site interactions - Structured JSON output simplifying data integration ### Use Cases - Car dealership teams quickly pricing used vehicles - Individuals efficiently comparing offers from online dealers - Developers building consumer-friendly automated car resale apps - Technical consultants streamlining used car valuation processes ### How this Airtop Automation Works When started, Airtop opens automated, real browser sessions to intelligently fill out required car details on leading resale marketplaces (e.g., Carvana and CarMax). It captures instantly generated vehicle offers, structures them into clean JSON output, and returns organized buying proposals. All of this is accomplished without manual intervention. ### What You'll Need - A free [Airtop API key](https://portal.airtop.ai/?utm_campaign=n8n) - Basic details describing your vehicle (make, model, condition, mileage) ### Setting up the workflow - Create a new Airtop connection with your API key:  - Enter the information about the car you are selling into the Variables node. For example: > VIN: 1FRF17253NB81140 Mileage: 221081 Zip code: 01952 Condition: Perfect, no interior or exterior damages, all tires are inflated, have 2 keys, working battery, has an attached catalytic converter, Airbags not deployed, No flood or fire damage. Ownership: full clean title with no debt answer yes to all other questions - Run the workflow ### Customize the Automation - Add or remove marketplaces based on regional availability or preference - Extend JSON outputs to your internal inventory or sales systems - Schedule regular automation runs to track market pricing trends - Integrate additional valuation platforms for broader market coverage ### Automation Best Practices - Regularly review marketplace URLs to maintain accuracy and consistency - Verify structured data to ensure consistent JSON outputs - Maintain clearly documented Make scenarios for easy debugging - Periodically update your car's condition description for accurate pricing Happy Automating!
n8n$9.99Auto-Renew AWS Certificates with Slack Approval Workflow
# AWS Certificate Manager (ACM) Auto-Renew with Slack Notify & Approval ## **Who's it for** - SRE/DevOps teams managing many ACM certs. - Cloud ops who want **hands-off renewals** with an **approval step in Slack**. - MSPs that need auditable reminders and renewals on schedule. ## **How it works / What it does** 1. **Schedule Trigger** - runs daily (or your cadence). 2. **Get many certificates** - fetches ACM certs (paginate if needed). 3. **Filter: expiring in next 7 days** - keeps items where: - `NotAfter` **before** `today + 7d` - `NotBefore` **before** `today` (already valid) 4. **Send message and wait for response (Slack)** - posts a certificate summary and **pauses** until Approve/Reject. 5. **Renew a certificate** - on **Approve**, calls the renew action for the item. ## **How to set up** 1. **Credentials** - **AWS** in n8n with permissions to list/read/renew certs. - **Slack** OAuth (bot in the target channel). 2. **Schedule Trigger** - Set to run once per day (e.g., `09:00` local). 3. **Get many certificates** - Region: your ACM region(s). - If you have several regions, loop regions or run multiple branches. 4. **Filter (IF / Filter node)** - Add these two conditions (AND): - `{{ $json.NotAfter.toDatetime(s) }}` **is before** `{{ $today.plus(7,days) }}` - `{{ $json.NotBefore.toDatetime(s) }}` **is before** `{{ $today }}` 5. **Slack – Send & Wait** - Message (text input): ``` :warning: *ACM Certificate Expiry Alert* :warning: *Domain:* {{ $json.DomainName }} *SANs:* {{ $json.SubjectAlternativeNameSummaries }} *ARN:* {{ $json.CertificateArn }} *Algo:* {{ $json.KeyAlgorithm }} *Status:* {{ $json.Status }} *Issued:* {{ $json.IssuedAt | toDate | formatDate(YYYY-MM-DD HH:mm) }} *Expires:* {{ $json.NotAfter | toDate | formatDate(YYYY-MM-DD HH:mm) }} Approve to start renewal. ``` - Add two buttons: **Approve** / **Reject** (the node will output which was clicked). 6. **Renew a certificate** - Map the **CertificateArn** from the Slack Approved branch. ## **Requirements** - n8n (current version with Slack *Send & Wait*). - AWS IAM permissions (read + renew ACM), e.g.: - `acm:ListCertificates`, `acm:DescribeCertificate`, `acm:RenewCertificate` (plus region access). - Slack bot with permission to post & use interactivity in the target channel. ## **How to customize the workflow** - **Window size:** change `7` to `14` or `30` days in the filter. - **Catch expired**: add an OR path `{{ $json.NotAfter.toDatetime(s) }} is before {{ $today }}` – send a **red** Slack alert. - **Auto-renew w/o approval:** bypass Slack and renew directly for low-risk domains. - **Multiple regions/accounts:** iterate over a list of regions or assume roles per account. - **Logging:** add a Google Sheet/DB append after Slack click with `user`, `time`, `result`. - **Escalation:** if no Slack response after N hours, ping `@oncall` or open a ticket. ## **Notes** - The Slack node **pauses** execution until a button is clicked—perfect for change control. - Time conversions above assume `NotAfter`/`IssuedAt` are Unix seconds (`s`). Adjust if your data differs.
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