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.

Disclaimer: This template only works on self-hosted n8n instances and needs a community node. This workflow is designed to streamline the process of creating professional follow-up emails based on Google Meet recordings. It leverages OpenAI's transcription and summarization capabilities to extract key points, action items, and next steps, then drafts an email in Gmail for easy review and sending. Also, this workflow is designed for non-English Google Meet recordings. If you record Google Meet conferences in English, you can use the native transcription feature and work directly with the transcript file, bypassing most of this workflow. Important : Custom n8n Installation with ffmpeg (Recommended): The workflow is optimized for instances of n8n with ffmpeg installed. This allows for seamless conversion of Google Meet recordings from MP4 to MP3 format, significantly reducing file size and improving processing efficiency. OAuth Configuration Required: For self-hosted n8n instances, ensure OAuth authentication is properly configured for Google Drive and Gmail. This is essential for accessing recordings and creating email drafts securely. Privacy Considerations: Before sending Google Meet recordings to OpenAI for processing, verify compliance with the data protection standards of the country or company you belong to. As this workflow is shared publicly, the creator is not responsible for ensuring compliance with regulations in your region or company. Workflow Overview: Detects when a Google Meet recording is uploaded to a designated Google Drive folder. Processes the recording via one of the following paths (choose the path based on whether you record meetings with subtitles or not): Convert MP4 to MP3: If ffmpeg is available, the recording is converted to MP3 format and processed through OpenAI for transcription. Extract Subtitles: If subtitles are included in the Google Meet recording, they are extracted directly as a text file, bypassing the need for transcription and saving costs. Summarizes the meeting and generates a professional follow-up email draft in Gmail, ready for your review and customization.

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!