Google Sheets node
HTTP Request node
+12

Customer Insights with Qdrant, Python and Information Extractor

Published 4 months ago

Created by

jimleuk
Jimleuk

Categories

Template description

This n8n template is one of a 3-part series exploring use-cases for clustering vector embeddings:

  • Survey Insights
  • Customer Insights
  • Community Insights

This template demonstrates the Customer Insights scenario where Trustpilot reviews can be quickly grouped by similarity and an AI agent can generate insights on those groupings.

With this workflow, marketers can save days and even weeks of work breaking down their own or competitor reviews and identify frequently mentioned positives and negatives.

Sample Output: https://docs.google.com/spreadsheets/d/e/2PACX-1vQ6ipJnXWXgr5wlUJnhioNpeYrxaIpsRYZCwN3C-fFXumkbh9TAsA_JzE0kbv7DcGAVIP7az0L46_2P/pubhtml

How it works

  • Trustpilot reviews are scraped for a particular company using the HTTP request node.
  • Reviews are then inserted into a Qdrant collection carefully tagged with the question and Trustpilot metadata.
  • Reviews are fetched and put through a clustering algorithm using the Python Code node. The Qdrant points are returned in clustered groups.
  • Each group is looped to fetch the payloads of the points and feed them to the AI agent to summarise and generate insights for.
  • The resulting insights and raw responses are then saved to the Google Spreadsheet for further analysis by the marketer.

Requirements

  • Qdrant Vectorstore for storing embeddings.
  • OpenAI account for embeddings and LLM.

Customising the Template

  • Adjust clustering parameters which make sense for your data.
  • Consider expanding date range of reviews for insights over common intervals: 3mth, 6mth and YTD.

Share Template

More Sales workflow templates

Google Sheets node
HTTP Request node
Merge node
+4

OpenAI GPT-3: Company Enrichment from website content

Enrich your company lists with OpenAI GPT-3 ↓ You’ll get valuable information such as: Market (B2B or B2C) Industry Target Audience Value Proposition This will help you to: add more personalization to your outreach make informed decisions about which accounts to target I've made the process easy with an n8n workflow. Here is what it does: Retrieve website URLs from Google Sheets Extract the content for each website Analyze it with GPT-3 Update Google Sheets with GPT-3 data
lempire
Lucas Perret
HTTP Request node
WhatsApp Business Cloud node
+10

Building Your First WhatsApp Chatbot

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.
jimleuk
Jimleuk
Google Sheets node
HTTP Request node
Microsoft Excel 365 node
Gmail node
+5

Automated Web Scraping: email a CSV, save to Google Sheets & Microsoft Excel

How it works: The workflow starts by sending a request to a website to retrieve its HTML content. It then parses the HTML extracting the relevant information The extracted data is storted and converted into a CSV file. The CSV file is attached to an email and sent to your specified address. The data is simultaneously saved to both Google Sheets and Microsoft Excel for further analysis or use. Set-up steps: Change the website to scrape in the "Fetch website content" node Configure Microsoft Azure credentials with Microsoft Graph permissions (required for the Save to Microsoft Excel 365 node) Configure Google Cloud credentials with access to Google Drive, Google Sheets and Gmail APIs (the latter is required for the Send CSV via e-mail node).
mihailtd
Mihai Farcas
Google Sheets node
Merge node
+7

AI web researcher for sales

Who is this for? This workflow is for all sales reps and lead generation manager who need to prepare their prospecting activities, and find relevant information to personalize their outreach. Use Case This workflow allows you to do account research with the web using AI. It has the potential to replace manual work done by sales rep when preparing their prospecting activities by searching complex information available online. What this workflow does The advanced AI module has 2 capabilities: Research Google using SerpAPI Visit and get website content using a sub-workflow From an unstructured input like a domain or a company name. It will return the following properties: domain company Linkedin Url cheapest plan has free trial has entreprise plan has API market (B2B or B2C) The strength of n8n here is that you can adapt this workflow to research whatever information you need. You just have to precise it in the prompt and to precise the output format in the "Strutured Output Parser" module. Detailed instructions + video guide can be found by following this link.
lucasperret
Lucas Perret
Gmail node
Gmail Trigger node
+2

Gmail AI Auto-Responder: Create Draft Replies to incoming emails

This workflow automatically generates draft replies in Gmail. It's designed for anyone who manages a high volume of emails or often face writer's block when crafting responses. Since it doesn't send the generated message directly, you're still in charge of editing and approving emails before they go out. How It Works: Email Trigger: activates when new emails reach the Gmail inbox Assessment: uses OpenAI gpt-4o and a JSON parser to determine if a response is necessary. Reply Generation: crafts a reply with OpenAI GPT-4 Turbo Draft Integration: after converting the text to html, it places the draft into the Gmail thread as a reply to the first message Set Up Overview (~10 minutes): OAuth Configuration (follow n8n instructions here): Setup Google OAuth in Google Cloud console. Make sure to add Gmail API with the modify scope. Add Google OAuth credentials in n8n. Make sure to add the n8n redirect URI to the Google Cloud Console consent screen settings. OpenAI Configuration: add OpenAI API Key in the credentials Tweaking the prompt: edit the system prompt in the "Generate email reply" node to suit your needs Detailed Walkthrough Check out this blog post where I go into more details on how I built this workflow. Reach out to me here if you need help building automations for your business.
nchourrout
Nicolas Chourrout
HTTP Request node
Google Drive node
Google Calendar node
+9

Actioning Your Meeting Next Steps using Transcripts and AI

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.
jimleuk
Jimleuk

More AI workflow templates

OpenAI Chat Model node
SerpApi (Google Search) node

AI agent chat

This workflow employs OpenAI's language models and SerpAPI to create a responsive, intelligent conversational agent. It comes equipped with manual chat triggers and memory buffer capabilities to ensure seamless interactions. To use this template, you need to be on n8n version 1.50.0 or later.
n8n-team
n8n Team
HTTP Request node
Merge node
+7

Scrape and summarize webpages with AI

This workflow integrates both web scraping and NLP functionalities. It uses HTML parsing to extract links, HTTP requests to fetch essay content, and AI-based summarization using GPT-4o. It's an excellent example of an end-to-end automated task that is not only efficient but also provides real value by summarizing valuable content. Note that to use this template, you need to be on n8n version 1.50.0 or later.
n8n-team
n8n Team
HTTP Request node
Markdown node
+5

AI agent that can scrape webpages

⚙️🛠️🚀🤖🦾 This template is a PoC of a ReAct AI Agent capable of fetching random pages (not only Wikipedia or Google search results). On the top part there's a manual chat node connected to a LangChain ReAct Agent. The agent has access to a workflow tool for getting page content. The page content extraction starts with converting query parameters into a JSON object. There are 3 pre-defined parameters: url** – an address of the page to fetch method** = full / simplified maxlimit** - maximum length for the final page. For longer pages an error message is returned back to the agent Page content fetching is a multistep process: An HTTP Request mode tries to get the page content. If the page content was successfuly retrieved, a series of post-processing begin: Extract HTML BODY; content Remove all unnecessary tags to recude the page size Further eliminate external URLs and IMG scr values (based on the method query parameter) Remaining HTML is converted to Markdown, thus recuding the page lengh even more while preserving the basic page structure The remaining content is sent back to an Agent if it's not too long (maxlimit = 70000 by default, see CONFIG node). NB: You can isolate the HTTP Request part into a separate workflow. Check the Workflow Tool description, it guides the agent to provide a query string with several parameters instead of a JSON object. Please reach out to Eduard is you need further assistance with you n8n workflows and automations! Note that to use this template, you need to be on n8n version 1.19.4 or later.
eduard
Eduard
Google Sheets node
HTTP Request node
Merge node
+4

OpenAI GPT-3: Company Enrichment from website content

Enrich your company lists with OpenAI GPT-3 ↓ You’ll get valuable information such as: Market (B2B or B2C) Industry Target Audience Value Proposition This will help you to: add more personalization to your outreach make informed decisions about which accounts to target I've made the process easy with an n8n workflow. Here is what it does: Retrieve website URLs from Google Sheets Extract the content for each website Analyze it with GPT-3 Update Google Sheets with GPT-3 data
lempire
Lucas Perret
Merge node
Telegram node
Telegram Trigger node
+2

Telegram AI Chatbot

The workflow starts by listening for messages from Telegram users. The message is then processed, and based on its content, different actions are taken. If it's a regular chat message, the workflow generates a response using the OpenAI API and sends it back to the user. If it's a command to create an image, the workflow generates an image using the OpenAI API and sends the image to the user. If the command is unsupported, an error message is sent. Throughout the workflow, there are additional nodes for displaying notes and simulating typing actions.
eduard
Eduard
Google Drive node
Binary Input Loader node
Embeddings OpenAI node
OpenAI Chat Model node
+5

Ask questions about a PDF using AI

The workflow first populates a Pinecone index with vectors from a Bitcoin whitepaper. Then, it waits for a manual chat message. When received, the chat message is turned into a vector and compared to the vectors in Pinecone. The most similar vectors are retrieved and passed to OpenAI for generating a chat response. Note that to use this template, you need to be on n8n version 1.19.4 or later.
davidn8n
David Roberts

Implement complex processes faster with n8n

red icon yellow icon red icon yellow icon