Integrate Extract from File with 500+ apps and services

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 needs to extract data from it manually to analyse 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.

This n8n workflow demonstrates how you can summarise and automate post-meeting actions from video transcripts fed into an AI Agent. Save time between meetings by allowing AI handle the chores of organising follow-up meetings and invites. How it works This workflow scans for the calendar for client or team meetings which were held online. * Attempts will be made to fetch any recorded transcripts which are then sent to the AI agent. The AI agent summarises and identifies if any follow-on meetings are required. If found, the Agent will use its Calendar Tool to to create the event for the time, date and place for the next meeting as well as add known attendees. Requirements Google Calendar and the ability to fetch Meeting Transcripts (There is a special OAuth permission for this action!) OpenAI account for access to the LLM. Customising the workflow This example only books follow-on meetings but could be extended to generate reports or send emails.

This n8n workflow is designed to work on the local network and assists with reconciling downloaded bank statements with internal tenant records to quickly highlight any issues with payments such as missed or late payments or those of incorrect amounts. This assistant can then generate a report to quick flag attention to ensure remedial action is taken. How it works The workflow monitors a local network drive to watch for new bank statements that are added. This bank statement is then imported into the n8n workflow, its contents extracted and sent to the AI Agent. The AI Agent analyses the line items to identify the dates and any incoming payments from tenants. The AI agent then uses an locally-hosted Excel ("XLSX") spreadsheet to get both tenant records and property records. From this data, it can determine for each active tenant when payment is due, the amount and the tenancy duration. Comparing to the bank statement, the AI Agent can now report on where tenants have missed their payments, made late payments or are paying the incorrect amounts. The final report is generated and logged in the same XLSX for a human to check and action. Requirements A self-hosted version of n8n is required. OpenAI account for the AI model Customising this workflow If you organisation has a Slack or Teams account, consider sending reports to a channel for increased productivity. Email may be a good choice too. Want to go fully local? A version of this workflow is available which uses Ollama instead. You can download this template here: https://drive.google.com/file/d/1YRKjfakpInm23F_g8AHupKPBN-fphWgK/view?usp=sharing

This n8n workflow takes in a document such as a research paper, marketing or sales deck or company filings, and breaks them down into 3 templates: study guide, briefing doc and timeline. These templates are designed to help a student, associate or clerk quickly summarise, learn and understand the contents to be more productive. Study guide - a short quiz of questions and answered generated by the AI Agent using the contents of the document. Briefing Doc - key information and insights are extracted by the AI into a digestable form. Timeline - key events, durations and people are identified and listed into a simple to understand timeline by the AI How it works A local file trigger watches a local network directory for new documents. New documents are imported into the workflow, its contents extracted and vectorised into a Qdrant vector store to build a mini-knowledgebase. The document then passes through a series of template generating prompts where the AI will perform "research" on the knowledgebase to generate the template contents. Generated study guide, briefing and timeline documents are exported to a designated folder for the user. Requirements Self-hosted version of n8n. Qdrant instance for knowledgebase. Mistral.ai account for embeddings and AI model. Customising your workflow Try adding your own templates or adjusting the existing templates to suit your unique use-case. Anything is quite possible and limited only by your imagination! Want to go fully local? A version of this workflow is available which uses Ollama instead. You can download this template here: https://drive.google.com/file/d/1VV5R2nW-IhVcFP_k8uEks4LsLRZrHSNG/view?usp=sharing

This n8n workflows builds another example of creating a knowledgebase assistant but demonstrates how a more deliberate and targeted approach to ingesting the data can produce much better results for your chatbot. In this example, a government tax code policy document is used. Whilst we could split the document into chunks by content length, we often lose the context of chapters and sections which may be required by the user. Our approach then is to first split the document into chapters and sections before importing into our vector store. Additionally, using metadata correctly is key to allow filtering and scoped queries. Example Human: "Tell me about what the tax code says about cargo for intentional commerce?" AI: "Section 11.25 of the Texas Property Tax Code pertains to "MARINE CARGO CONTAINERS USED EXCLUSIVELY IN INTERNATIONAL COMMERCE." In this section, a person who is a citizen of a foreign country or an en..." How it works The tax code policy document is downloaded as a zip file from the government website and its pages are extracted as separate chapters. Each chapter is then parsed and split into its sections using data manipulation expressions. Each section is then inserted into our Qdrant vector store tagged with its source, chapter and section numbers as metadata. When our AI Agent needs to retrieve data from our vector store, we use a custom workflow tool to perform the query to Qdrant. Because we're relying on Qdrant's advanced filtering capabilities, we perform the search using the Qdrant API rather than the Qdrant node. When the AI Agent, needs to pull full wording or extracts, we can use Qdrant's scroll API and metadata filtering to do so. This makes Qdrant behave like a key-value store for our document. Requirements A Qdrant instance is required for the vector store and specifically for it's filtering functionality. Mistral.ai account for Embeddings and AI models. Customising this workflow Depending on your use-case, consider returning actual PDF pages (or links) to the user for the extra confirmation and to build trust. Not using Mistral? You are able to replace but note to match the distance and dimension size of Qdrant collection to your chosen embedding model.

Who is it for If you are a postmaster or you manage email server, you can set up DKIM and SPF records to ensure that spoofing your email address is hard. On your domain you can also set up DMARC record to receive XML reports from email providers (rua tag). Those reports contain data if email they received passed DKIM and SPF verifications. Since DMARC email is public, you will receive a lot of emails from email providers, not only if DKIM/SPF fail. There is no need for it - you probably only need to know if SPF/DKIM failed. So this script is intended to automatically parse all DMARC reports that come from email providers, but ONLY send you notification if SPF or DKIM failed - meaning that either someone tries to spoof your email or your DKIM/SPF is improperly set up. How it works script monitors postmaster email for DMARC reprots (rua) unpacks report and parses XML into JSON maps JSON and formats fields for MySQL/MariaDB input inputs into database sends notification on DKIM or SPF failure Remember to set up email input mailbox notification channels for slack for email

This template is inspired by Save your workflows into a GitHub repository by hikerspath and Back Up Your n8n Workflows To Github by jon-n8n. Basic Retrieve all workflows from an n8n instance and save it on a gitlab project. If the workflow exist, il will only save the changes. Flow What the workflow does : Sets custom parameters Gets workflows Iterates through each workflow one by one Get the file from Gitlab if exists Compare the files as objects (not as strings) Return a status on the workflow Create, Edit or ignore the file depending on the status Return a list of status for each workflow Configuration Select a credential in each Gitlab nodes. Edit the data in node "Globals" : repo.owner : slug of the user or team owning the repo repo.name : slug of the repository repo.branch : branch to commit on repo.path : from root of the repository. Should end with / Comments Error on gitlab nodes will not stop the run but will list the current workflow as error in the results Some fields are ignored to determined if there is changes : updatedAt : should be ignored if only ignores fields are changed globals : it's running information, no need to follow the changes

How it works Fetch transaction notification emails (including attachments) Clean up data Let AI (Basic LLM Chain node) generate bookkeeping item Send to Google sheet Details The example fetch email from Gmail lables, suggested using filters to automatically orgianize email into the labels Data will send to "raw data" sheet Example google sheet: https://docs.google.com/spreadsheets/d/1_IhdHj8bxtsfH2MRqKuU2LzJuzm4DaeKSw46eFcyYts/edit?gid=1617968863#gid=1617968863

What this template does This template uses GROQ LLAVA V1.5 7B API that offers fast inference for multimodal models with vision capabilities for understanding and interpreting visual data from images. . The users send a image and get a description of the image from the model. Setup Open the Telegram app and search for the BotFather user (@BotFather) Start a chat with the BotFather Type /newbot to create a new bot Follow the prompts to name your bot and get a unique API token Save your access token and username Once you set your bot, you can send the image, and get the descriptions.

Create a recommendation tool without hallucinations based on RAG with the Qdrant Vector database. This example is based on movie recommendations on the IMDB-top1000 dataset. You can provide your wishes and your "big no's" to the chatbot, for example: "A movie about wizards but not Harry Potter", and get top-3 recommendations. How it works a video with the full design process Upload IMDB-1000 dataset to Qdrant Vector Store, embedding movie descriptions with OpenAI; Set up an AI agent with a chat. This agent will call a workflow tool to get movie recommendations based on a request written in the chat; Create a workflow which calls Qdrant's Recommendation API to retrieve top-3 recommendations of movies based on your positive and negative examples. Set Up Steps You'll need to create a free tier Qdrant Cluster (Qdrant can also be used locally; it's open-sourced) and set up API credentials You'll OpenAI credentials You'll need GitHub credentials & to upload the IMDB Kaggle dataset to your GitHub.

Purpose of workflow: The purpose of this workflow is to automatically transform complex, lengthy PDFs into concise, insightful blog posts. This process aims to make dense information more accessible and understandable to a broader audience. How it works: Multi-agent team: Working together to transform PDF to insightful blog Content Analyst: Extracts key information and structure from the PDF. Project Planner: Organizes the workflow and ensures efficient processing. Writers: Multiple agents that craft engaging content based on the analyzed information. Editor: Polishes the final output for accuracy, reliability, and readability. Step by step User inputs parameters via a n8n form (tone, word count, sections, PDF file). System extracts text from the PDF. Content Analyst AI agent analyzes the extracted text, identifying main topics and key points. Project Planner AI agent organizes the workflow, creating a structure for the blog post. Multiple Writer AI agents (based on the number of sections specified) each write a portion of the blog post. Editor AI agent combines all sections and polishes the final draft. Generates a title for the blog post. Final content is uploaded to a publishing Ghost platform

Are you a popular tech startup accelerator (named after a particular higher order function) overwhelmed with 1000s of pitch decks on a daily basis? Wish you could filter through them quickly using AI but the decks are unparseable through conventional means? Then you're in luck! This n8n template uses Multimodal LLMs to parse and extract valuable data from even the most overly designed pitch decks in quick fashion. Not only that, it'll also create the foundations of a RAG chatbot at the end so you or your colleagues can drill down into the details if needed. With this template, you'll scale your capacity to find interesting companies you'd otherwise miss! Requires n8n v1.62.1+ How It Works Airtable is used as the pitch deck database and PDF decks are downloaded from it. An AI Vision model is used to transcribe each page of the pitch deck into markdown. An Information Extractor is used to generate a report from the transcribed markdown and update required information back into pitch deck database. The transcribed markdown is also uploaded to a vector store to build an AI chatbot which can be used to ask questions on the pitch deck. Check out the sample Airtable here: https://airtable.com/appCkqc2jc3MoVqDO/shrS21vGqlnqzzNUc How To Use This template depends on the availability of the Airtable - make a duplicate of the airtable (link) and its columns before running the workflow. When a new pitchdeck is received, enter the company name into the Name column and upload the pdf into the File column. Leave all other columns blank. If you have the Airtable trigger active, the execution should start immediately once the file is uploaded. Otherwise, click the manual test trigger to start the workflow. When manually triggered, all "new" pitch decks will be handled by the workflow as separate executions. Requirements OpenAI for LLM Airtable For Database and Interface Qdrant for Vector Store Customising This Workflow Extend this starter template by adding more AI agents to validate claims made in the pitch deck eg. Linkedin Profiles, Page visits, Reviews etc.

This n8n template builds a simple WhatsApp chabot acting as a Sales Agent. The Agent is backed by a product catalog vector store to better answer user's questions. This template is intended to help introduce n8n users interested in building with WhatsApp. How it works This template is in 2 parts: creating the product catalog vector store and building the WhatsApp AI chatbot. A product brochure is imported via HTTP request node and its text contents extracted. The text contents are then uploaded to the in-memory vector store to build a knowledgebase for the chatbot. A WhatsApp trigger is used to capture messages from customers where non-text messages are filtered out. The customer's message is sent to the AI Agent which queries the product catalogue using the vector store tool. The Agent's response is sent back to the user via the WhatsApp node. How to use Once you've setup and configured your WhatsApp account and credentials First, populate the vector store by clicking the "Test Workflow" button. Next, activate the workflow to enable the WhatsApp chatbot. Message your designated WhatsApp number and you should receive a message from the AI sales agent. Tweak datasource and behaviour as required. Requirements WhatsApp Business Account OpenAI for LLM Customising this workflow Upgrade the vector store to Qdrant for persistance and production use-cases. Handle different WhatsApp message types for a more rich and engaging experience for customers.

Purpose This workflow allows you to import any workflow from a file or another n8n instance and map the credentials easily. How it works A multi-form setup guides you through the entire process At the beginning you have two options: Upload a workflow file (JSON) Copy workflow from a remote n8n instance If you choose the second option, you get to choose one of your predefined (in the Settings node) remote instances first, then it retrieves a list of all the workflows using the n8n API which you then can choose a workflow from. Now both initial options come together - the workflow file is being processed In parallel all credentials of the current instance are being retrieved using the Execute Command node The next form page enables a mapping of all the credentials used in the workflow. The matching happens between the names (because one workflow can contain different credentials of the same type) of the original credentials and the ones available on the current instance. Every option then shows all available credentials of the same type. In addition the user has always the choice to create a new credential on the fly. For every option which was set to create a new credential, an empty credential is being created on the current instance using the n8n API. An emoji is being appended to the name, which indicates that it needs to be populated. Finally the workflow gets updated with the new credential ID’s and created on the current instance using the n8n API. Then the user gets a message, if the process has succeeded or not. Setup Select your credentials in the nodes which require those Configure your remote instance(s) in the Settings node. (You can skip this step, if you only want to use the File Upload feature) Every instance is defined as object with the keys name, apiKey and baseUrl. Those instances are then wrapped inside an array. You can find an example described within a note on the workflow canvas. How to use Grab the (production) URL of the Form from the first node Open the URL and follow the instructions given in the multi-form Disclaimer Security: Beware, that all credentials are being decrypted and processed within the workflow. Also the API keys to other n8n instances are stored within the workflow. This solution is primarily meant for transferring data between testing environments. For production use consider the n8n enterprise edition which provides a reliable way to deploy workflows between different environments without the need of manual credential mapping.

Seamlessly Sync and Update Data from a csv in OneDrive to Excel with n8n This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs data cleaning, transformation, and real-time updates in an Excel sheet, ensuring only new or changed records are added. How it Works Automated Monitoring: Every minute, the workflow scans a designated OneDrive folder for new files. File Verification: It checks if the detected file is in CSV format; if not, the process stops with an error message. Data Extraction and Cleaning: CSV data is loaded, and irrelevant headers are removed before mapping to specified columns in Excel. Excel Update: The workflow maps data to your Excel sheet, updating only new or modified entries based on a unique identifier ("Ticker/ISIN"). Cleanup: To keep your OneDrive organized, processed files are deleted after updating Excel. Setup Steps Connect OneDrive and Excel Accounts: Link your Microsoft OneDrive and Excel accounts in n8n. Designate Folder and Worksheet: Specify the OneDrive folder for monitoring and the Excel sheet for data updates. Configure Sync Frequency and CSV Validation: Set the monitoring frequency to every minute and ensure the workflow identifies CSV files accurately. Once configured, this workflow offers a hands-free, efficient solution to keep your OneDrive and Excel data synchronized effortlessly.

This workflow is a modification of the previous template on how to create an SQL agent with LangChain and SQLite. The key difference – the agent has access only to the database schema, not to the actual data. To achieve this, SQL queries are made outside the AI Agent node, and the results are never passed back to the agent. This approach allows the agent to generate SQL queries based on the structure of tables and their relationships, without having to access the actual data. This makes the process more secure and efficient, especially in cases where data confidentiality is crucial. 🚀 Setup To get started with this workflow, you’ll need to set up a free MySQL server and import your database (check Step 1 and 2 in this tutorial). Of course, you can switch MySQL to another SQL database such as PostgreSQL, the principle remains the same. The key is to download the schema once and save it locally to avoid repeated remote connections. Run the top part of the workflow once to download and store the MySQL chinook database schema file on the server. With this approach, we avoid the need to repeatedly connect to a remote db4free database and fetch the schema every time. As a result, we reach greater processing speed and efficiency. 🗣️ Chat with your data Start a chat: send a message in the chat window. The workflow loads the locally saved MySQL database schema, without having the ability to touch the actual data. The file contains the full structure of your MySQL database for analysis. The Langchain AI Agent receives the schema, your input and begins to work. The AI Agent generates SQL queries and brief comments based solely on the schema and the user’s message. An IF node checks whether the AI Agent has generated a query. When: Yes: the AI Agent passes the SQL query to the next MySQL node for execution. No: You get a direct answer from the Agent without further action. The workflow formats the results of the SQL query, ensuring they are convenient to read and easy to understand. Once formatted, you get both the Agent answer and the query result in the chat window. 🌟 Example queries Try these sample queries to see the schema-driven AI Agent in action: Would you please list me all customers from Germany? What are the music genres in the database? What tables are available in the database? Please describe the relationships between tables. - In this example, the AI Agent does not need to create the SQL query. And if you prefer to keep the data private, you can manually execute the generated SQL query in your own environment using any database client or tool you trust 🗄️ 💭 The AI Agent memory node does not store the actual data as we run SQL-queries outside the agent. It contains the database schema, user questions and the initial Agent reply. Actual SQL query results are passed to the chat window, but the values are not stored in the Agent memory.

Purpose This workflow allows you to transfer credentials from one n8n instance to another. How it works A multi-form setup guides you through the entire process You get to choose one of your predefined (in the Settings node) remote instances first Then all credentials of the current instance are being retrieved using the Execute Command node On the next form page you can select one of the credentials by their name and initiate the transfer Finally the credential is being created on the remote instance using the n8n API. A final form ending indicates if that action succeeded or not. Setup Select your credentials in the nodes which require those Configure your remote instance(s) in the Settings node Every instance is defined as object with the keys name, apiKey and baseUrl. Those instances are then wrapped inside an array. You can find an example described within a note on the workflow canvas. How to use Grab the (production) URL of the Form from the first node Open the URL and follow the instructions given in the multi-form Disclaimer Please note, that this workflow can only run on self-hosted n8n instances, since it requires the Execute Command Node. Security: Beware, that all credentials are being decrypted and processed within the workflow. Also the API keys to other n8n instances are stored within the workflow. This solution is primarily meant for transferring data between testing environments. For production use consider the n8n enterprise edition which provides a reliable way to manage credentials across different environments.

From PDF to Powerful Blog Posts: AI-Powered Content Transformation Turn complex documents into engaging digital content that drives results. This n8n Workflow uses AI to transforms lengthy PDFs into compelling blog posts that attract and retain readers while you focus on strategic initiatives. Time-Saving Innovation 🚅Lightning-Fast Processing Transform lengthy documents into polished blog content in under 1 minute, eliminating hours of manual work. Our system handles the heavy lifting, delivering up to a 95% reduction in content production time. 📱Intelligent Analysis The AI engine identifies and extracts key insights, organizing information for maximum impact. Each document undergoes comprehensive analysis to ensure no valuable content is overlooked. Advanced Content Optimization ✍️Dynamic Writing Styles Possible Adjust the prompt for multiple tone options: Professional for corporate communications Conversational for engaging blogs Thought leadership for industry authority 📊SEO-Ready Content Potential Adjust the prompt to automatically optimized for search engines, incorporating relevant keywords and semantic structure to improve visibility and drive organic traffic. Ideal Applications 🤼Content Marketing Teams Scale content production without sacrificing quality or consistency. Perfect for teams looking to maintain a robust publishing schedule while maximizing resource efficiency. 🏫Academic Communication Help researchers and institutions share complex findings with broader audiences through accessible, engaging content that maintains academic integrity. 🧑‍💻Digital Publishers Streamline the content transformation process while ensuring each piece meets modern digital standards and reader expectations. Transform your content strategy with an intelligent system that delivers consistent, high-quality results while dramatically reducing production time.

Who is this for? BlueSky users who are looking to send a "welcome message" to their new followers as a private message. What this workflow does This worflow will check for new followers on BlueSky every 60 minutes and send a private message to the new ones. Setup You need to create a BlueSky app password with private messages access. Fill your credentials and the message text on the corresponding nodes (see sticky notes). Manually run once the `Save followers to file` node to generate your initial followers list. Enable the workflow How to customize this workflow to your needs You can adjust the check frecuency, but be careful to avoid hitting the 100 createSession per day rate limit Feedback or comments You can leave comments, feedback or improvements about this workflow on the n8n forums

Video Guide I prepared a detailed guide that showed the whole process of building a resume analyzer. Who is this for? This workflow is ideal for recruitment agencies, HR professionals, and hiring managers looking to automate the initial screening of CVs. It is especially useful for organizations handling large volumes of applications and seeking to streamline their recruitment process. What problem does this workflow solve? Manually screening resumes is time-consuming and prone to human error. This workflow automates the process, providing consistent and objective analysis of CVs against job descriptions. It helps filter out unsuitable candidates early, reducing workload and improving the overall efficiency of the recruitment process. What this workflow does This workflow automates the resume screening process using OpenAI for analysis. It provides a matching score, a summary of candidate suitability, and key insights into why the candidate fits (or doesn’t fit) the job. Retrieve Resume: The workflow downloads CVs from a direct link (e.g., Supabase storage or Dropbox). Extract Data: Extracts text data from PDF or DOC files for analysis. Analyze with OpenAI: Sends the extracted data and job description to OpenAI to: Generate a matching score. Summarize candidate strengths and weaknesses. Provide actionable insights into their suitability for the job. Setup Preparation Create Accounts: N8N: For workflow automation. OpenAI: For AI-powered CV analysis. Get CV Link: Upload CV files to Supabase storage or Dropbox to generate a direct link for processing. Prepare Artifacts for OpenAI: Define Metrics: Identify the metrics you want from the analysis (e.g., matching percentage, strengths, weaknesses). Generate JSON Schema: Use OpenAI to structure responses, ensuring compatibility with your database. Write a Prompt: Provide OpenAI with a clear and detailed prompt to ensure accurate analysis. N8N Scenario Download File: Fetch the CV using its direct URL. Extract Data: Use N8N’s PDF or text extraction nodes to retrieve text from the CV. Send to OpenAI: URL: POST to OpenAI’s API for analysis. Parameters: Include the extracted CV data and job description. Use JSON Schema to structure the response. Summary This workflow provides a seamless, automated solution for CV screening, helping recruitment agencies and HR teams save time while maintaining consistency in candidate evaluation. It enables organizations to focus on the most suitable candidates, improving the overall hiring process.

This n8n template leverages n8n's multi-form feature to build a 2 part job application submission journey which aims to eliminate the need for applicants to re-enter data found on their CVs/Resumes. How it works The application submission process starts with an n8n form trigger to accept CV files in the form of PDFs. The PDF is validated using the text classifier node to determine if it is a valid CV else the applicant is asked to reupload. A basic LLM node is used to extract relevant information from the CV as data capture. A copy of the original job post is included to ensure relevancy. Applicant's data is then sent to an ATS for processing. For our demo, we used airtable because we could attach PDFs to rows. Finally, a second form trigger is used for the actual application form. However, it is prefilled to save the applicant's time and allow them to amend any of the generated application fields. How to use Ensure to change the redirect URL in the form ending node to use the host domain of your n8n instance. Requirements OpenAI for LLM Airtable to capture applicant data Customising the workflow Application form is pretty basic for this demonstration but could be extended to ask more in-depth questions. If it fits the job, why not ask applicants to upload portfolio works and have AI describe/caption them.

This n8n workflow allows you to update user roles in Zammad based on data from an Excel file. The workflow automates role assignments, ensuring efficient and consistent updates. Features Excel Integration**: Import user data from an Excel file containing emails and role assignments. Dynamic Updates**: Match Zammad users by email and update their roles. Error Handling**: Continue workflow execution even if some updates fail. Customizable Variables**: Configure Zammad API URL, API key, and Excel file URL. Usage Import the Workflow: Upload the provided .json file into your n8n instance. Set Variables: zammad_base_url: Your Zammad instance URL. excel_source_url: URL of the Excel file containing user data. Authentication for Zammad Create in the Node "Find Zammad User by email" and "Update User Roles" a Header Auth Authentication Name**: Authorization Value**: Bearer <put here your zammad api token> Run the Workflow: Execute the workflow to update user roles based on the Excel data. Issues and Suggestions For issues or suggestions, visit the GitHub Repository.

Case Study I'm too lazy to record every transaction for my expense tracking. Since all my expenses are digital, I just extract the transactions from bank PDF statements and screenshots into CSV to import into my budgeting software. Read more -> How I used A.I. to track all my expenses What this workflow does Upload your PDF or screenshots into Google Drive It then passes the PDF/image to Vertex Gemini to do some A.I. image recognition It then sends the transactions as CSV and stores it into another Google Drive folder Setup Set up 2 google drive folders. 1 for uploading and 1 for the output. Input your Google Drive crendtials Input your Vertex Gemini credentials How to adjust it to your needs You can upload other types of documents for information extraction. You can extract any text data from any image or PDF You can adjust the A.I. prompt to do different things

Video Guide I prepared a detailed guide explaining how to set up and implement this scenario, enabling you to chat with your documents stored in Supabase using n8n. Youtube Link Who is this for? This workflow is ideal for researchers, analysts, business owners, or anyone managing a large collection of documents. It's particularly beneficial for those who need quick contextual information retrieval from text-heavy files stored in Supabase, without needing additional services like Google Drive. What problem does this workflow solve? Manually retrieving and analyzing specific information from large document repositories is time-consuming and inefficient. This workflow automates the process by vectorizing documents and enabling AI-powered interactions, making it easy to query and retrieve context-based information from uploaded files. What this workflow does The workflow integrates Supabase with an AI-powered chatbot to process, store, and query text and PDF files. The steps include: Fetching and comparing files to avoid duplicate processing. Handling file downloads and extracting content based on the file type. Converting documents into vectorized data for contextual information retrieval. Storing and querying vectorized data from a Supabase vector store. File Extraction and Processing: Automates handling of multiple file formats (e.g., PDFs, text files), and extracts document content. Vectorized Embeddings Creation: Generates embeddings for processed data to enable AI-driven interactions. Dynamic Data Querying: Allows users to query their document repository conversationally using a chatbot. Setup N8N Workflow Fetch File List from Supabase: Use Supabase to retrieve the stored file list from a specified bucket. Add logic to manage empty folder placeholders returned by Supabase, avoiding incorrect processing. Compare and Filter Files: Aggregate the files retrieved from storage and compare them to the existing list in the Supabase files table. Exclude duplicates and skip placeholder files to ensure only unprocessed files are handled. Handle File Downloads: Download new files using detailed storage configurations for public/private access. Adjust the storage settings and GET requests to match your Supabase setup. File Type Processing: Use a Switch node to target specific file types (e.g., PDFs or text files). Employ relevant tools to process the content: For PDFs, extract embedded content. For text files, directly process the text data. Content Chunking: Break large text data into smaller chunks using the Text Splitter node. Define chunk size (default: 500 tokens) and overlap to retain necessary context across chunks. Vector Embedding Creation: Generate vectorized embeddings for the processed content using OpenAI's embedding tools. Ensure metadata, such as file ID, is included for easy data retrieval. Store Vectorized Data: Save the vectorized information into a dedicated Supabase vector store. Use the default schema and table provided by Supabase for seamless setup. AI Chatbot Integration: Add a chatbot node to handle user input and retrieve relevant document chunks. Use metadata like file ID for targeted queries, especially when multiple documents are involved. Testing Upload sample files to your Supabase bucket. Verify if files are processed and stored successfully in the vector store. Ask simple conversational questions about your documents using the chatbot (e.g., "What does Chapter 1 say about the Roman Empire?"). Test for accuracy and contextual relevance of retrieved results.

What this workflow does This workflow helps HR teams screen CVs with AI, store compatibility ratings in Google Sheets, and send email notifications to candidates and HR. It simplifies the recruitment process. CV Submission Form: Candidates submit their details and CV (PDF) through a web form, triggering the workflow in n8n. PDF Extraction & AI Rating: The submitted CV is processed to extract text, and AI analyzes it to generate a compatibility rating. Results Storage & Notifications: Ratings are stored in a Google Sheet for easy access and organization. Confirmation emails are automatically sent to both HR and the candidate. Setup Use the provided template to configure your form and connect it to n8n. Ensure your Google Sheets and email service integrations are active. Customization Instructions: Modify the email template to match your organization’s branding. Adjust the AI compatibility rating thresholds based on your requirements. Ensure you have updated the prompt for cv screening.

This workflow creates a documentation system for n8n instances using Docsify.js. It serves a dynamic documentation website that allows users to: View an overview of all workflows in a tabular format Filter workflows by tags Access automatically generated documentation for each workflow Edit documentation with a live Markdown preview Visualize workflow structures using Mermaid.js diagrams > 📺 Check out the short 2-min demonstration on LinkedIn. Don't forget to connect! 🔧 Key Components Main Documentation Portal Serves a Docsify-powered website Provides a navigation sidebar with workflow tags Displays workflow status, creation date, and documentation links Documentation Generator Uses GPT model to auto-generate workflow descriptions Creates Mermaid.js diagrams of workflow structures Maintains consistent documentation format Live Editor Split-screen Markdown editor with preview Real-time Mermaid diagram rendering Save/Cancel functionality ⚙️ Technical Details Environment Setup Requires write access to the specified project directory Uses environment variables for n8n instance URL configuration Implements webhook endpoints for serving documentation ⚠️ Security Considerations > Note: The current implementation doesn't include authentication for editing. Consider adding authentication for production use. Dependencies Docsify.js for documentation rendering Mermaid.js for workflow visualization OpenAI GPT for documentation generation 🔍 Part of the n8n Observability Series This workflow is part of a broader series focused on n8n instance observability. Check out these related workflows: Workflow Dashboard - Get comprehensive analytics of your n8n instance Visualize Your n8n Workflows with Mermaid.js - Create beautiful workflow visualizations Each workflow in this series helps you better understand and manage your n8n automation ecosystem!

🤖 This n8n workflow creates an intelligent Telegram bot that processes multiple types of messages and provides automated responses using AI capabilities. The bot serves as a personal assistant that can handle text, voice messages, and images through a sophisticated processing pipeline. Core Components Message Reception and Validation 📥 🔄 Implements webhook-based message reception for real-time processing 🔐 Features a robust user validation system that verifies sender credentials 🔀 Supports both testing and production webhook endpoints for development flexibility Message Processing Pipeline ⚡ 🔄 Uses a smart router to detect and categorize incoming message types 📝 Processes three main message formats: 💬 Text messages 🎤 Voice recordings 📸 Images with captions AI Integration 🧠 🤖 Leverages OpenAI's GPT-4 for message classification and processing 🗣️ Incorporates voice transcription capabilities for audio messages 👁️ Features image analysis using GPT-4 Vision API for processing visual content Technical Architecture Webhook Management 🔌 🌐 Maintains separate endpoints for testing and production environments 📊 Implements automatic webhook status monitoring ⚡ Provides real-time webhook configuration updates Error Handling ⚠️ 🔍 Features comprehensive error detection and reporting 🔄 Implements fallback mechanisms for unprocessable messages 💬 Provides user feedback for failed operations Message Classification System 📋 🏷️ Categorizes incoming messages into tasks and general conversation 🔀 Implements separate processing paths for different message types 🧩 Maintains context awareness across message processing Security Features User Authentication 🔒 ✅ Validates user credentials against predefined parameters 👤 Implements first name, last name, and user ID verification 🚫 Restricts access to authorized users only Response System Intelligent Responses 💡 🤖 Generates contextual responses based on message classification

An intelligent chatbot that assists employees by answering common HR or IT questions, supporting both text and audio messages. This unique feature ensures employees can conveniently ask questions via voice messages, which are transcribed and processed just like text queries. How It Works Message Capture: When an employee sends a message to the chatbot in WhatsApp or Telegram (text or audio), the chatbot captures the input. Audio Transcription: For audio messages, the chatbot transcribes the content into text using an AI-powered transcription service (e.g., Whisper, Google Cloud Speech-to-Text). Query Processing: The transcribed text (or directly entered text) is sent to an AI service (e.g., OpenAI) to generate embeddings. These embeddings are used to search a vector database (e.g., Supabase or Qdrant) containing the company’s internal HR and IT documentation. The most relevant data is retrieved and sent back to the AI service to compose a concise and helpful response. Response Delivery: The chatbot sends the final response back to the employee, whether the input was text or audio. Set Up Steps Estimated Time**: 20–25 minutes Prerequisites**: Create an account with an AI provider (e.g., OpenAI). Connect WhatsApp or Telegram credentials in n8n. Set up a transcription service (e.g., Whisper or Google Cloud Speech-to-Text). Configure a vector database (e.g., Supabase or Qdrant) and add your internal HR and IT documentation. Import the workflow template into n8n and update environment variables for your credentials.

Template Guide for Employee Shortlisting AI Agent Automation Overview This template automates the process of shortlisting job applicants using ERPNext, n8n, and AI-powered decision-making tools like Google Gemini and OpenAI. It reduces manual effort, ensures fast evaluations, and provides justifiable decisions about applicants. This is ideal for businesses aiming to streamline their recruitment process while maintaining accuracy and professionalism. YouTube Tutorial:** For a full walkthrough of this template, visit: Integrate AI in ERPNext: Automate Recruitment Job Applicant Shortlisting in Seconds! What Does This Template Do? Webhook Integration with ERPNext: Automatically triggers the workflow when a job application is created in ERPNext. Resume Validation: Ensures resumes are attached and correctly processes various file formats like PDF and DOC. AI-Powered Evaluation: Uses AI to compare resumes against job descriptions and provides a: Fit Level (Strong, Moderate, or Weak) Score (0–100) Justification for the decision. Automated Decision Making: Based on AI-generated scores: Candidates with a score of 80 or higher are Accepted. Candidates below 80 are Rejected. Applications missing required fields or attachments are put On Hold. ERPNext Integration: Updates applicant records in ERPNext, including custom fields such as justification, fit level, and scores. Notifications: Notifies candidates via email, WhatsApp, or SMS about their application status. Step-by-Step Guide Step 1: Set Up ERPNext Webhook Go to Webhooks in ERPNext. Create a webhook for the Job Applicant DocType. Set the trigger to Insert. Pin and test the webhook to ensure proper data flow. Step 2: Import the Template into n8n Open your n8n instance. Import the provided workflow template. Check all nodes for proper configuration. Step 3: Configure Credentials Add your ERPNext API credentials to the ERPNext nodes. Add credentials for AI services like OpenAI or Google Gemini. Configure additional services like WhatsApp or email if you plan to use them for notifications. Step 4: Test Resume Validation Test how the workflow handles different file types (e.g., PDF, DOC, JPG). Ensure resumes without the proper format or attachment are flagged and rejected. Step 5: AI Evaluation The AI model (Google Gemini or OpenAI) will evaluate resumes against job descriptions. Customize the AI prompt to suit your job evaluation needs. The output will include a Fit Level, Score, Rating, and Justification. Step 6: Decision Automation The workflow automatically categorizes applicants: Accepted for scores ≥ 80. Rejected for scores < 80. On Hold if essential fields or attachments are missing. Step 7: Update ERPNext Records The workflow updates the Job Applicant record in ERPNext with: Status (Accepted, Rejected, On Hold) AI-generated Fit Level, Score, Rating, and Justification. Step 8: Notify Candidates Configure notification nodes (email, WhatsApp, or SMS). Inform candidates about their application status and include feedback if required. How It Works Trigger: The workflow starts when a job application is submitted in ERPNext. Validation: Checks if the resume is attached and in the correct format. AI Evaluation: Compares the resume with the job description and generates a decision. ERPNext Update: Updates the applicant's record with the decision and justification. Notification: Sends a personalized notification to the candidate. Dos and Don’ts Dos: Customize Prompts:** Tailor the AI prompt to match your specific job evaluation requirements. Test the Workflow:** Run sample data to ensure the process works as intended. Secure Your Credentials:** Keep your API credentials safe and do not share them publicly. Optimize for Different Formats:** Ensure the workflow can handle all types of resumes you expect. Don’ts: Avoid Manual Intervention:** Let the workflow handle most of the tasks to ensure efficiency. Do Not Skip Testing:** Always test the workflow with various scenarios to avoid errors. Do Not Overlook Notifications:** Ensure candidates are notified promptly to maintain professionalism. Customization Options Add logic for more file types (e.g., scanned images using OCR). Enhance the AI prompts to analyze more complex resume data. Integrate additional tools like Slack or Trello for recruitment tracking. Resources YouTube Tutorial:** For a full walkthrough of this template, visit: SyncBricks YouTube Channel Detailed Guides and Courses:** Learn more about ERPNext and AI-driven automation at: SyncBricks LMS Support If you encounter issues or want to explore more possibilities with AI-driven automation, feel free to reach out: Email:** [email protected] Website:** ERPNext and Other Courses LinkedIn:** Amjid Ali Let me know if you'd like further details or modifications to the guide!

Overview This workflow helps you compare Claude 3.5 Sonnet and Gemini 2.0 Flash when extracting data from a PDF This workflow extracts and processes the data within a PDF in one single step, instead of calling an OCR and then an LLM” How it works The initial 2 steps download the PDF and convert it to base64. This base64 string is then sent to both Claude 3.5 Sonnet and Gemini 2.0 Flash to extract information. This workflow is made to let you compare results, latency, and cost (in their dedicated dashboard). How to use it Set up your Google Drive if not already done Select a document on your Google Drive Modify the prompt in "Define Prompt" to extract the information you need and transform it as wanted. Get a Claude API key and/or Gemini API key Note that you can deactivate one of the 2 API calls if you don't want to try both Test the Workflow

This n8n template introduces the Dynamic Prompts Ai workflow pattern which are incredible for certain types of data extraction tasks where attributes are unknown or need to remain flexible. The general idea behind this pattern is that the prompts for requested attributes to be extracted live outside the template and so can be changed at any time - without needing to edit the template. This seriously cuts down on maintainance requirements and is reusable for any number of tables at little cost. Check out the video demo I did for n8n Studio here: https://www.youtube.com/watch?v=_fNAD1u8BZw Check out the example Airtable here: https://airtable.com/appAyH3GCBJ56cfXl/shrXzR1Tj99kuQbyL Looking for the Baserow Version? https://n8n.io/workflows/2780-ai-data-extraction-with-dynamic-prompts-and-baserow/ How it works Given we have an "input" field for context and a number of fields for the data we want to extract, this template will run in the background to react to any changes to either the "input" or fields and automatically update the rows accordingly. The key is that Airtable fields have a special property called the "field description". In this pattern, we use this property to allow the user to store a simple prompt describing the data that should exist in the column. Our n8n template reads these column descriptions aka "prompts" to use as instructions to perform tasks on the "input". In this template, the "input" is a PDF of a resume/CV and the columns are attributes a HR person would want to extract from it - such as full name, address, last position, years of experience etc. How to use First publish this template and ensure it's accessible via webhook URL. You then have to run the "create airtable webhooks" mini-flow to configure your Airtable to send change events to the n8n template. This mini-flow exists in the template but you'll have to update the IDs. Check the template for more instructions. Requirements Airtable for Tables/Database OpenAI for LLM and extraction. Feel free to choose another LLM if preferred. Customising this workflow If you're not using files, you can replace the "input" field with anything you like. For example, the "input" could be single line text.

Workflow Documentation: HR Job Posting and Evaluation with AI Detailed Description The HR Job Posting and Evaluation with AI workflow is designed to streamline and enhance recruitment for technical roles, such as Automation Specialists. By automating key stages in the hiring process, this workflow ensures a seamless experience for both candidates and HR teams. From collecting applications to evaluating candidates using AI and scheduling interviews, this workflow provides an end-to-end solution for recruitment challenges. Who is this for? This workflow is ideal for: HR Professionals**: Managing multiple job postings and candidates efficiently. Recruitment Teams**: Handling large volumes of applications for technical positions. Hiring Managers**: Ensuring structured and objective candidate evaluations. What problem does this workflow solve? Time-Consuming Processes**: Automates repetitive tasks like data entry, CV management, and scheduling. Fair Candidate Evaluation**: Leverages AI to provide objective insights based on resumes and job descriptions. Streamlined Communication**: Ensures timely and personalized candidate interactions, improving their experience. What this workflow does This workflow automates the following steps: Form Submission: Collects candidate information via a structured application form. Data Storage: Stores applicant details in Airtable for centralized tracking. CV Management: Automatically uploads resumes to Google Drive for easy access and organization. AI-Powered Candidate Evaluation: Scores candidates based on their resumes and job descriptions using OpenAI, providing actionable insights. Interview Scheduling: Automates scheduling based on candidate and interviewer availability. Communication: Sends customized emails to candidates for interview invitations and feedback. Setup Prerequisites To use this workflow, you’ll need: n8n Account**: To create and run the workflow. Airtable Account**: For managing applicant data. Google Drive Account**: For storing candidate CVs. OpenAI API Key**: For AI-powered candidate scoring. SMTP Email Account**: For sending candidate communications. Setup Process Airtable Configuration: Create a base in Airtable with tables for Applicants and Job Positions. Google Drive Setup: Create a folder for CV storage and ensure you have write permissions. Integrate Airtable in n8n: Use the Airtable API key to connect Airtable to n8n. Integrate Google Drive in n8n: Authorize Google Drive to enable CV storage automation. OpenAI Integration: Add your OpenAI API key to n8n for candidate scoring. Email Configuration: Set up your SMTP email account in n8n for sending notifications and invitations. How to customize this workflow Tailor the workflow to fit your unique recruitment needs: Edit Job Descriptions: Adjust the form parameters to match the specific role and qualifications. Refine AI Evaluation Criteria: Modify OpenAI prompts to reflect the skills and competencies for the desired position. Personalize Email Templates: Update email content to match your organization’s tone and branding. Add New Features: Incorporate additional steps like feedback collection or integration with other HR tools. Conclusion The HR Job Posting and Evaluation with AI workflow simplifies and automates the recruitment process, enabling HR teams to focus on engaging with candidates rather than handling administrative tasks. With its powerful integrations and customization options, this workflow helps organizations hire efficiently while improving the candidate experience.

What this workflow does Monitors Google Drive: The workflow triggers whenever a new CSV file is uploaded. Uses AI to Identify PII Columns: The OpenAI node analyzes the data and identifies PII-containing columns (e.g., name, email, phone). Removes PII: The workflow filters out these columns from the dataset. Uploads Cleaned File: The sanitized file is renamed and re-uploaded to Google Drive, ensuring the original data remains intact. How to customize this workflow to your needs Adjust PII Identification: Modify the prompt in the OpenAI node to align with your specific data compliance requirements. Include/Exclude File Types: Adjust the Google Drive Trigger settings to monitor specific file types (e.g., CSV only). Output Destination: Change the folder in Google Drive where the sanitized file is uploaded. Setup Prerequisites: A Google Drive account. An OpenAI API key. Workflow Configuration: Configure the Google Drive Trigger to monitor a folder for new files. Configure the OpenAI Node to connect with your API Set the Google Drive Upload folder to a different location than the Trigger folder to prevent workflow loops.

This n8n template introduces the Dynamic Prompts AI workflow pattern which are incredible for certain types of data extraction tasks where attributes are unknown or need to remain flexible. The general idea behind this pattern is that the prompts for requested attributes to be extracted live outside the template and so can be changed at any time - without needing to edit the template. This seriously cuts down on maintainance requirements and is reusable for any number of tables at little cost. Check out the n8n Studio Episode here: https://www.youtube.com/watch?v=_fNAD1u8BZw Community post here: https://community.n8n.io/t/dynamic-prompts-with-n8n-baserow-and-airtable/72052 Looking for the Airtable Version? https://n8n.io/workflows/2771-ai-data-extraction-with-dynamic-prompts-and-airtable/ How it works Given we have an "input" field for context and a number of fields for the data we want to extract, this template will run in the background to react to any changes to either the "input" or fields and automatically update the rows accordingly. The key is that Baserow fields have a special property called the "field description". In this pattern, we use this property to allow the user to store a simple prompt describing the data that should exist in the column. Our n8n template reads these column descriptions aka "prompts" to use as instructions to perform tasks on the "input". In this template, the "input" is a PDF of a resume/CV and the columns are attributes a HR person would want to extract from it - such as full name, address, last position, years of experience etc. How to use First publish this template and ensure it's accessible via webhook URL. You then have to complete the "create Baserow webhooks" steps to configure your baserow to send change events to the n8n template. Baserow webhooks are created in the Baserow web interface. Check the template for more instructions. Requirements Baserow for Tables/Database OpenAI for LLM and extraction. Feel free to choose another LLM if preferred. Customising this workflow If you're not using files, you can replace the "input" field with anything you like. For example, the "input" could be single line text.

What this workflow does This workflow retrieves the Zoom meeting data from the last 24 hours. The transcript of the last meeting is then retrieved, processed, a summary is created using AI and sent to all participants by email. AI is then used to create tasks and follow-up appointments based on the content of the meeting. Important: You need a Zoom Workspace Pro account and must have activated Cloud Recording/Transcripts! This workflow has the following sequence: manual trigger (Can be replaced by a scheduled trigger or a webhook) retrieval of of Zoom meeting data filter the events of the last 24 hours retrieval of transcripts and extract of the text creating a meeting summary, format to html and send per mail create tasks and follow-up call (if discussed in the meeting) in ClickUp/Outlook (can be replaced by Gmail, Airtable, and so forth) via sub workflow Requirements: Zoom Workspace (via API and HTTP Request): Documentation Microsoft Outlook: Documentation ClickUp: Documentation AI API access (e.g. via OpenAI, Anthropic, Google or Ollama) SMTP access data (for sending the mail) You must set up the individual sub-workflows as separate workflows. Then set the “Execute workflow trigger” here. Then select the corresponding sub-workflow in the AI Agent Tools. You can select the number of domains yourself. If the data queries are not required, simply delete the corresponding tool (e.g. “Analytics_Domain_5). Feel free to contact me via LinkedIn, if you have any questions!

n8n Workflow: Automate SIEM Alert Enrichment with MITRE ATT&CK & Qdrant Who is this for? This workflow is ideal for: Cybersecurity teams & SOC analysts* who want to automate *SIEM alert enrichment**. IT security professionals* looking to integrate *MITRE ATT&CK intelligence** into their ticketing system. Organizations using Zendesk for security incidents* who need enhanced *contextual threat data**. Anyone using n8n and Qdrant* to build *AI-powered security workflows**. What problem does this workflow solve? Security teams receive large volumes of raw SIEM alerts that lack actionable context. Investigating every alert manually is time-consuming and can lead to delayed response times. This workflow solves this problem by: ✔ Automatically enriching SIEM alerts with MITRE ATT&CK TTPs. ✔ Tagging & classifying alerts based on known attack techniques. ✔ Providing remediation steps to guide the response team. ✔ Enhancing security tickets in Zendesk with relevant threat intelligence. What this workflow does 1️⃣ Ingests SIEM alerts (via chatbot or ticketing system like Zendesk). 2️⃣ Queries a Qdrant vector store containing MITRE ATT&CK techniques. 3️⃣ Extracts relevant TTPs (Tactics, Techniques, & Procedures) from the alert. 4️⃣ Generates remediation steps using AI-powered enrichment. 5️⃣ Updates Zendesk tickets with threat intelligence & recommended actions. 6️⃣ Provides structured alert data for further automation or reporting. Setup Guide Prerequisites n8n instance** (Cloud or Self-hosted). Qdrant vector store** with MITRE ATT&CK data embedded. OpenAI API key** (for AI-based threat processing). Zendesk account** (for ticket enrichment, if applicable). Clean Mitre Data Python Script Cleaned Mitre Data Full Mitre Data Steps to Set Up 1️⃣ Embed MITRE ATT&CK data into Qdrant This workflow pulls MITRE ATT&CK data from Google Drive and loads it into Qdrant. The data is vectorized using OpenAI embeddings for fast retrieval. 2️⃣ Deploy the n8n Chatbot The chatbot listens for SIEM alerts and sends them to the AI processing pipeline. Alerts are analyzed using an AI agent trained on MITRE ATT&CK. 3️⃣ Enrich Zendesk Tickets The workflow extracts MITRE ATT&CK techniques from alerts. It updates Zendesk tickets with contextual threat intelligence. The remediation steps are included as internal notes for SOC teams. How to Customize This Workflow 🔧 Modify the chatbot trigger: Adapt the chatbot node to receive alerts from Slack, Microsoft Teams, or any other tool. 🔧 Change the SIEM input source: Connect your workflow to Splunk, Elastic SIEM, or Chronicle Security. 🔧 Customize remediation steps: Use a custom AI model to tailor remediation responses based on organization-specific security policies. 🔧 Extend ticketing integration: Modify the Zendesk node to also work with Jira, ServiceNow, or another ITSM platform. Why This Workflow is Powerful ✅ Saves time: Automates alert triage & classification. ✅ Improves security posture: Helps SOC teams act faster on threats. ✅ Leverages AI & vector search: Uses LLM-powered enrichment for real-time context. ✅ Works across platforms: Supports n8n Cloud, Self-hosted, and Qdrant. 🚀 Get Started Now! 📖 Watch the Setup Video 💬 Have Questions? Join the Discussion in the YouTube Comments!

How it Works This workflow automates the process of handling job applications by extracting relevant information from submitted CVs, analyzing the candidate's qualifications against a predefined profile, and storing the results in a Google Sheet. Here’s how it operates: Data Collection and Extraction: The workflow begins with a form submission (On form submission node), which triggers the extraction of data from the uploaded CV file using the Extract from File node. Two informationExtractor nodes (Qualifications and Personal Data) are used to parse specific details such as educational background, work history, skills, city, birthdate, and telephone number from the text content of the CV. Processing and Evaluation: A Merge node combines the extracted personal and qualification data into a single output. This merged data is then passed through a Summarization Chain that generates a concise summary of the candidate’s profile. An HR Expert chain evaluates the candidate against a desired profile (Profile Wanted), assigning a score and providing considerations for hiring. Finally, all collected and processed data including the evaluation results are appended to a Google Sheets document via the Google Sheets node for further review or reporting purposes [[9]]. Set Up Steps To replicate this workflow within your own n8n environment, follow these steps: Configuration: Begin by setting up an n8n instance if you haven't already; you can sign up directly on their website or self-host the application. Import the provided JSON configuration into your n8n workspace. Ensure that all necessary credentials (e.g., Google Drive, Google Sheets, OpenAI API keys) are correctly configured under the Credentials section since some nodes require external service integrations like Google APIs and OpenAI for language processing tasks. Customization: Adjust the parameters of each node according to your specific requirements. For example, modify the fields in the formTrigger node to match what kind of information you wish to collect from applicants. Customize the prompts given to AI models in nodes like Qualifications, Summarization Chain, and HR Expert so they align with the type of analyses you want performed on the candidates' profiles. Update the destination settings in the Google Sheets node to point towards your own spreadsheet where you would like the final outputs recorded.

Workflow Description This workflow automates the processing of credit card statement emails from multiple banks. It extracts important payment details, stores them in Google Sheets, and creates calendar reminders in Google Calendar. Additionally, it allows users to update the payment status once the bill has been paid. Key Features Email Processing: Retrieves credit card statement emails from eight Taiwanese banks. PDF Parsing: Extracts payment due date and amount from email content or attached PDF files. Google Sheets Integration: Logs extracted data into a Google Sheets document for record-keeping. Google Calendar Integration: Creates Google Calendar events as reminders for due payments. Webhook for Payment Updates: Allows users to update the payment status via a webhook. Node Configurations 1. Email Retrieval Purpose**: Fetches credit card statement emails from Gmail. Configuration**: Email Filters: SinoPac Bank: from:(newebill.banksinopac.com.tw) SinoPac Bank Credit Card E-Statement Notification Cathay United Bank: from:([email protected]) Cathay United Bank Monthly E-Statement CTBC Bank: from:([email protected]) CTBC Bank Credit Card E-Statement Taipei Fubon Bank: from:([email protected]) Taipei Fubon Bank Credit Card Statement E.SUN Commercial Bank: from:([email protected]) E.SUN Commercial Bank Credit Card E-Statement DBS Bank: from:([email protected]) DBS Bank Credit Card E-Statement Union Bank of Taiwan: from:(聯邦銀行信用卡) Union Bank of Taiwan Credit Card E-Statement (Year Month) Taishin International Bank: from:([email protected]) Taishin International Bank Credit Card E-Statement 2. Extract Payment Information Purpose**: Extracts payment due date, total amount, and minimum payment amount. Methods**: Text-based Extraction: Uses regex to parse email body. PDF Parsing: Extracts text from PDF attachments. 3. Data Processing and Storage 3.1. Consolidate Extracted Data Purpose**: Standardizes extracted payment details. Data Fields**: payment_due_date payment_amount minimum_payment email_id bank email_subject 3.2. Google Sheets Integration Purpose**: Stores the extracted data in a structured format. Configuration**: Sheet Name: n8n-Credit Card Payment Reminder Columns: calendar_id Paid Billing Period Amount Minimum Payment Bank email_id 4. Google Calendar Integration 4.1. Create Calendar Reminders Purpose**: Generates reminders for upcoming payments. Configuration**: Event Title: Credit Card Payment - {{ bank }} Due Date: payment_due_date Reminders: 30 minutes before 60 minutes before 1 day before 4.2. Update Payment Status Purpose**: Updates the calendar event once payment is made. Configuration**: Webhook URL: Automatically updates the Google Calendar event title and description. 5. Webhook for Payment Updates Purpose: Users can mark a payment as **paid via a webhook. Configuration**: Webhook Path: darrell_demo_creditcard_pay_update_path Updates: Marks the payment as Paid Updates Google Calendar and Google Sheets

Workflow based on the following article. https://www.anthropic.com/news/contextual-retrieval This n8n automation is designed to extract, process, and store content from documents into a Pinecone vector store using context-based chunking. The workflow enhances retrieval accuracy in RAG (Retrieval-Augmented Generation) setups by ensuring each chunk retains meaningful context. Workflow Breakdown: 🔹 Google Drive - Retrieve Document: The automation starts by fetching a source document from Google Drive. This document contains structured content, with predefined boundary markers for easy segmentation. 🔹 Extract Text Content - Once retrieved, the document’s text is extracted for processing. Special section boundary markers are used to divide the text into logical sections. 🔹 Code Node - Create Context-Based Chunks: A custom code node processes the extracted text, identifying section boundaries and splitting the document into meaningful chunks. Each chunk is structured to retain its context within the entire document. 🔹 Loop Node - Process Each Chunk: The workflow loops through each chunk, ensuring they are processed individually while maintaining a connection to the overall document context. 🔹 Agent Node - Generate Context for Each Chunk: We use an Agent node powered by OpenAI’s GPT-4.0-mini via OpenRouter to generate contextual metadata for each chunk, ensuring better retrieval accuracy. 🔹 Prepend Context to Chunks & Create Embeddings - The generated context is prepended to the original chunk, creating context-rich embeddings that improve searchability. 🔹 Google Gemini - Text Embeddings: The processed text is passed through Google Gemini text-embedding-004, which converts the text into semantic vector representations. 🔹 Pinecone Vector Store - Store Embeddings: The final embeddings, along with the enriched chunk content and metadata, are stored in Pinecone, making them easily retrievable for RAG-based AI applications. Use Case: This automation enhances RAG retrieval by ensuring each chunk is contextually aware of the entire document, leading to more accurate AI responses. It’s perfect for applications that require semantic search, AI-powered knowledge management, or intelligent document retrieval. By implementing context-based chunking, this workflow ensures that LLMs retrieve the most relevant data, improving response quality and accuracy in AI-driven applications.

Who Is This For? This workflow is designed for AI engineers, automation specialists, and content creators who need a scalable system to dynamically manage prompts stored in GitHub. It eliminates manual updates, enforces required variable checks, and ensures that AI interactions always receive fully processed prompts. 🚀 What Problem Does This Solve? Manually managing AI prompts can be inefficient and error-prone. This workflow: ✅ Fetches dynamic prompts from GitHub ✅ Auto-populates placeholders with values from the setVars node ✅ Ensures all required variables are present before execution ✅ Processes the formatted prompt through an AI agent 🛠 How This Workflow Works This workflow consists of three key branches, ensuring smooth prompt retrieval, variable validation, and AI processing. 1️⃣ Retrieve the Prompt from GitHub (HTTP Request → Extract from File → SetPrompt) The workflow starts manually or via an external trigger. It fetches a text-based prompt stored in a GitHub repository. The Extract from File Node retrieves the content from the GitHub file. The SetPrompt Node stores the prompt, making it accessible for processing. 📌 Note: The prompt must contain n8n expression format variables (e.g., {{ $json.company }}) so they can be dynamically replaced. 2️⃣ Extract & Auto-Populate Variables (Check All Prompt Vars → Replace Variables) A Code Node scans the prompt for placeholders in the n8n expression format ({{ $json.variableName }}). The workflow compares required variables against the setVars node: ✅ If all variables are present, it proceeds to variable replacement. ❌ If any variables are missing, the workflow stops and returns an error listing them. The Replace Variables Node replaces all placeholders with values from setVars. 📌 Example of a properly formatted GitHub prompt: Hello {{ $json.company }}, your product {{ $json.features }} launches on {{ $json.launch_date }}. This ensures seamless replacement when processed in n8n. 3️⃣ AI Processing & Output (AI Agent → Prompt Output) The Set Completed Prompt Node stores the final, processed prompt. The AI Agent Node (Ollama Chat Model) processes the prompt. The Prompt Output Node returns the fully formatted response. 📌 Optional: Modify this to use OpenAI, Claude, or other AI models. ⚠️ Error Handling: Missing Variables If a required variable is missing, the workflow stops execution and provides an error message: ⚠️ Missing Required Variables: ["launch_date"] This ensures no incomplete prompts are sent to AI agents. ✅ Example Use Case 📜 GitHub Prompt File (Using n8n Expressions) Hello {{ $json.company }}, your product {{ $json.features }} launches on {{ $json.launch_date }}. 🔹 Variables in setVars Node { "company": "PropTechPro", "features": "AI-powered Property Management", "launch_date": "March 15, 2025" } ✅ Successful Output Hello PropTechPro, your product AI-powered Property Management launches on March 15, 2025. 🚨 Error Output (If Missing launch_date) ⚠️ Missing Required Variables: ["launch_date"] 🔧 Setup Instructions 1️⃣ Connect Your GitHub Repository Store your prompt in a public or private GitHub repo. The workflow will fetch the raw file using the GitHub API. 2️⃣ Configure the SetVars Node Define the required variables in the SetVars Node. Make sure the variable names match those used in the prompt. 3️⃣ Test & Run Click Test Workflow to execute. If variables are missing, it will show an error. If everything is correct, it will output the fully formatted prompt. ⚡ How to Customize This Workflow 💡 Need CRM or Database Integration? Connect the setVars node to an Airtable, Google Sheets, or HubSpot API to pull variables dynamically. 💡 Want to Modify the AI Model? Replace the Ollama Chat Model with OpenAI, Claude, or a custom LLM endpoint. 📌 Why Use This Workflow? ✅ No Manual Updates Required – Fetches prompts dynamically from GitHub. ✅ Prevents Broken Prompts – Ensures required variables exist before execution. ✅ Works for Any Use Case – Handles AI chat prompts, marketing messages, and chatbot scripts. ✅ Compatible with All n8n Deployments – Works on Cloud, Self-Hosted, and Desktop versions.

Intelligent Email Support System with Vector Database Overview This n8n workflow automates email support using AI and vector database technology to provide smart, context-aware responses. It seamlessly integrates email automation and document management, ensuring efficient customer support. 📌 System Components ✉️ Email Support System Email Monitoring & Classification Gmail trigger node monitoring inbox AI-powered email classification Intelligent routing (support vs non-support inquiries) AI Response Generation LangChain agent for response automation OpenAI integration for NLP-driven replies Vector-based knowledge retrieval Automated draft creation in Gmail Vector Database System Supabase vector store for document management OpenAI embeddings for vector conversion Fast and efficient similarity search 📂 Document Management System Google Drive Integration Monitors specific folders for new/updated files Automatic document processing Supports various file formats Document Processing Pipeline Auto file download & text extraction Smart text chunking for better indexing Embedding generation via OpenAI Storage in Supabase vector database 🔄 Workflow Processes 📧 Email Support Flow Monitor Gmail inbox for new emails AI classification of incoming messages Route support emails to AI response generator Perform vector similarity search for knowledge retrieval Generate personalized AI-driven response Create email drafts in Gmail 📁 Document Management Flow Monitor Google Drive for new/updated files Auto-download and process documents Clean up outdated vector entries for updated files Extract and split document text efficiently Generate OpenAI embeddings Store processed data in Supabase vector DB ⚙️ Setup Instructions 1️⃣ Prerequisites Supabase** account & project OpenAI API key** Gmail account** with OAuth2 setup Google Drive API** access n8n installation** 2️⃣ Supabase Database Setup -- Create the vector extension create extension if not exists vector; -- Create the documents table create table documents ( id bigserial primary key, content text, metadata jsonb, embedding vector(1536) ); -- Create an index for similarity search create index on documents using ivfflat (embedding vector_cosine_ops) with (lists = 100); 3️⃣ Google Drive Setup Create & configure two monitored folders: RAG folder for new documents documents Assign correct folder permissions Add folder IDs to the workflow 4️⃣ Document Processing Configuration Set up triggers for file creation and file updates Configure text extraction: Define chunk size & overlap settings Set document metadata processing 🔍 Maintenance & Optimization 📌 Regular Tasks Monitor system performance Update the knowledge base regularly Review AI response quality Optimize vector search parameters Clean up outdated document embeddings ✅ Best Practices Document Organization Maintain structured folders & naming conventions Keep knowledge base content updated System Optimization Track AI classification accuracy Tune response times & chunk sizes Perform regular database maintenance 🛠️ Troubleshooting Email Issues Verify Gmail API credentials Check AI service uptime Monitor classification performance Document Processing Issues Ensure correct file permissions Validate extraction & embedding processes Debug vector database insertions