Qualifying Appointment Requests with AI & n8n Forms

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

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).

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.

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.

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.

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 demonstrates how to automate customer interactions and appointment management via WhatsApp Business bot. After submitting a Google Form, the user receives a notification via WhatsApp. These notifications are sent via a template message. In case user sends a message to the bot, the text and user data is stored in Google Sheets. To reply back to the user, fill in the ReplyText column and change the Status to 'Ready'. In a few seconds n8n will fetch the unsent replies and deliver them one by one via WhatsApp Business node. Customize this workflow to fit your specific needs, connect different online services and enhance your customer communication! 🎉 Setup Instructions To get this workflow up and running, you'll need to: 👇 Create a WhatsApp template message on the Meta Business portal. Obtain an Access Token and WhatsApp Business Account ID from the Meta Developers Portal. This is needed for the WhatsApp Business Node to send messages. Set up a WhatsApp Trigger node with App ID and App Secret from the Meta Developers Portal. Right after that copy the WhatsApp Trigger URL and add it as a Callback URL in the Meta Developers Portal. This trigger is needed to receive incoming messages and their status updates. Connect your Google Sheets account for data storage and management. Check out the documentation page. ⚠️ Important Notes WhatsApp allows automatic custom text messages only within 24 hours of the last user message. Outside with time frame only approved template messages can be sent. The workflow uses a Google Sheet to manage form submissions, incoming messages and prepare responses. You can replace these nodes and connect the WhatsApp bot with other systems.

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 template lets teams easily generate a custom AI chat assistant based on the schema of any Notion database. Simply provide the Notion database URL, and the workflow downloads the schema and creates a tailored AI assistant designed to interact with that specific database structure. Set Up Watch this quick set up video 👇 Key Features Instant Assistant Generation**: Enter a Notion database URL, and the workflow produces an AI assistant configured to the database schema. Advanced Querying**: The assistant performs flexible queries, filtering records by multiple fields (e.g., tags, names). It can also search inside Notion pages to pull relevant content from specific blocks. Schema Awareness**: Understands and interacts with various Notion column types like text, dates, and tags for accurate responses. Reference Links**: Each query returns direct links to the exact Notion pages that inform the assistant’s response, promoting transparency and easy access. Self-Validation**: The workflow has logic to check the generated assistant, and if any errors are detected, it reruns the agent to fix them. Ideal for Product Managers**: Easily access and query product data across Notion databases. Support Teams**: Quickly search through knowledge bases for precise information to enhance support accuracy. Operations Teams**: Streamline access to HR, finance, or logistics data for fast, efficient retrieval. Data Teams**: Automate large dataset queries across multiple properties and records. How It Works This AI assistant leverages two HTTP request tools—one for querying the Notion database and another for retrieving data within individual pages. It’s powered by the Anthropic LLM (or can be swapped for GPT-4) and always provides reference links for added transparency.

What this workflow does: This flow uses an AI node to generate Seed Keywords to focus SEO efforts on based on your ideal customer profile. You can use these keywords to form part of your SEO strategy. Outputs: List of 20 Seed Keywords Setup Fill the Set Ideal Customer Profile (ICP) Connect with your credentials Replace the Connect to your own database with your own database Pre-requisites / Dependencies You know your ideal customer profile (ICP) An AI API account (either OpenAI or Anthropic recommended) Made by Simon @ automake.io

This n8n workflow shows how using multimodal LLMs with AI vision can tackle tricky image validation tasks which are near impossible to achieve with code and often impractical to be done by humans at scale. You may need image validation when users submitted photos or images are required to meet certain criteria before being accepted. A wine review website may require users only submit photos of wine with labels, a bank may require account holders to submit scanned documents for verification etc. In this demonstration, our scenario will be to analyse a set of portraits to verify if they meet the criteria for valid passport photos according to the UK government website (https://www.gov.uk/photos-for-passports). How it works Our set of portaits are jpg files downloaded from our Google Drive using the Google Drive node. Each image is resized using the Edit Image node to ensure a balance between resolution and processing speed. Using the Basic LLM node, we'll define a "user message" option with the type of binary (data). This will allow us to pass our portrait to the LLM as an input. With our prompt containing the criteria pulled off the passport photo requirements webpage, the LLM is able to validate the photo does or doesn't meet its criteria. A structured output parser is used to structure the LLM's response to a JSON object which has the "is_valid" boolean property. This can be useful to further extend the workflow. Requirements Google Gemini API key Google Drive account Customising this workflow Not using Gemini? n8n's LLM node works with any compatible multimodal LLM so feel free to swap Gemini out for OpenAI's GPT4o or Antrophic's Claude Sonnet. Don't need to validate portraits? Try other use cases such as document classification, security footage analysis, people tagging in photos and more.

Simple workflow which allows to receive data from a Google Sheet via "REST" endpoint. Wait for Webhook Call Get data from Google Sheet Return data Example Sheet: https://docs.google.com/spreadsheets/d/17fzSFl1BZ1njldTfp5lvh8HtS0-pNXH66b7qGZIiGRU

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.

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.

⚙️🛠️🚀🤖🦾 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.

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

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.

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.