Generate Stripe invoice and send it by email

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 automates the process of parsing and extracting data from PDF invoices. With this workflow, accounts and finance people can realise huge time and cost savings in their busy schedules. Read the Blog: https://blog.n8n.io/how-to-extract-data-from-pdf-to-excel-spreadsheet-advance-parsing-with-n8n-io-and-llamaparse/ How it works This workflow will watch an email inbox for incoming invoices from suppliers It will download the attached PDFs and processing them through a third party service called LlamaParse. LlamaParse is specifically designed to handle and convert complex PDF data structures such as tables to markdown. Markdown is easily to process for LLM models and so the data extraction by our AI agent is more accurate and reliable. The workflow exports the extracted data from the AI agent to Google Sheets once the job complete. Requirements The criteria of the email trigger must be configured to capture emails with attachments. The gmail label "invoice synced" must be created before using this workflow. A LlamaIndex.ai account to use the LlamaParse service. An OpenAI account to use GPT for AI work. Google Sheets to save the output of the data extraction process although this can be replaced for whatever your needs. Customizing this workflow This workflow uses Gmail and Google Sheets but these can easily be swapped out for equivalent services such as Outlook and Excel. Not using Excel? Simple redirect the output of the AI agent to your accounting software of choice.

This workflow will check a mailbox for new emails and if the Subject contains Expenses or Reciept it will send the attachment to Mindee for processing then it will update a Google sheet with the values. To use this node you will need to set the Email Read node to use your mailboxes credentials and configure the Mindee and Google Sheets nodes to use your credentials.

This n8n workflow demonstrates how to manage your Qdrant vector store when there is a need to keep it in sync with local files. It covers creating, updating and deleting vector store records ensuring our chatbot assistant is never outdated or misleading. Disclaimer This workflow depends on local files accessed through the local filesystem and so will only work on a self-hosted version of n8n at this time. It is possible to amend this workflow to work on n8n cloud by replacing the local file trigger and read file nodes. How it works A local directory where bank statements are downloaded to is monitored via a local file trigger. The trigger watches for the file create, file changed and file deleted events. When a file is created, its contents are uploaded to the vector store. When a file is updated, its previous records are replaced. When the file is deleted, the corresponding records are also removed from the vector store. A simple Question and Answer Chatbot is setup to answer any questions about the bank statements in the system. Requirements A self-hosted version of n8n. Some of the nodes used in this workflow only work with the local filesystem. Qdrant instance to store the records. Customising the workflow This workflow can also work with remote data. Try integrating accounting or CRM software to build a managed system for payroll, invoices and more. 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/189F1fNOiw6naNSlSwnyLVEm_Ho_IFfdM/view?usp=sharing

This n8n workflow demonstrates an approach to parsing bank statement PDFs with multimodal LLMs as an alternative to traditional OCR. This allows for much more accurate data extraction from the document especially when it comes to tables and complex layouts. Multimodal Parsing is better than traditiona OCR because: It reduces complexity and overhead by avoiding the need to preprocess the document into text format such as markdown before passing to the LLM. It handles non-standard PDF formats which may produce garbled output via traditional OCR text conversion. It's orders of magnitude cheaper than premium OCR models that still require post-processing cleanup and formatting. LLMs can format to any schema or language you desire! How it works You can use the example bank statement created specifically for this workflow here: https://drive.google.com/file/d/1wS9U7MQDthj57CvEcqG_Llkr-ek6RqGA/view?usp=sharing A PDF bank statement is imported via Google Drive. For this demo, I've created a mock bank statement which includes complex table layouts of 5 columns. Typically, OCR will be unable to align the columns correctly and mistake some deposits for withdrawals. Because multimodal LLMs do not accept PDFs directly, well have to convert the PDF to a series of images. We can achieve this by using a tool such as Stirling PDF. Stirling PDF is self-hostable which is handy for sensitive data such as bank statements. Stirling PDF will return our PDF as a series of JPGs (one for each page) in a zipped file. We can use n8n's decompress node to extract the images and ensure they are ordered by using the Sort node. Next, we'll resize each page using the Edit Image node to ensure the right balance between resolution limits and processing speed. Each resized page image is then passed into the Basic LLM node which will use our multimodal LLM of choice - Gemini 1.5 Pro. In the LLM node's options, we'll add a "user message" of type binary (data) which is how we add our image data as an input. Our prompt will instruct the multimodal LLM to transcribe each page to markdown. Note, you do not need to do this - you can just ask for data points to extract directly! Our goal for this template is to demonstrate the LLMs ability to accurately read the page. Finally, with our markdown version of all pages, we can pass this to another LLM node to extract required data such as deposit line items. Requirements Google Gemini API for Multimodal LLM. Google Drive access for document storage. Stirling PDF instance for PDF to Image conversion Customising the workflow At time of writing, Gemini 1.5 Pro is the most accurate in text document parsing with a relatively low cost. If you are not using Google Gemini however you can switch to other multimodal LLMs such as OpenAI GPT or Antrophic Claude. If you don't need the markdown, simply asking what to extract directly in the LLM's prompt is also acceptable and would save a few extra steps. Not parsing any bank statements any time soon? This template also works for Invoices, inventory lists, contracts, legal documents etc.

Purpose of workflow: The purpose of this workflow is to create an AI-powered technical analysis agent capable of analyzing financial charts, specifically for cryptocurrencies like Bitcoin or equity stocks. This agent provides users with insights into market trends, price movements, and technical indicators to assist in making informed trading decisions. How it works: The agent uses the Sonnet model from Anthropic for LLM It integrates with TradingView charts through the chart-img.com API to generate and download financial charts. The agent analyzes the chart using AI vision capabilities, examining candlestick patterns, pricing trends, and technical indicators like Relative Strength Index (RSI) and Directional Movement Index (DMI). It provides a detailed analysis of the chart, including support and resistance levels, market trends, and volume analysis. The agent generates a visual representation of the analysis, displaying candlesticks, volume, RSI, and DMI. Step by step setup: Create free API key from chart-img.com Set the exchange for the ticker (defaults to NYSE) Tutorial

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 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.

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.

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 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

Important Notes: Check Legal Regulations: This workflow involves scraping, so ensure you comply with the legal regulations in your country before getting started. Better safe than sorry! Workflow Description: 😮‍💨 Tired of struggling with XPath, CSS selectors, or DOM specificity when scraping ? This AI-powered solution is here to simplify your workflow! With a vision-based AI Agent, you can extract data effortlessly without worrying about how the DOM is structured. This workflow leverages a vision-based AI Agent, integrated with Google Sheets, ScrapingBee, and the Gemini-1.5-Pro model, to extract structured data from webpages. The AI Agent primarily uses screenshots for data extraction but switches to HTML scraping when necessary, ensuring high accuracy. Key Features: Google Sheets Integration**: Manage URLs to scrape and store structured results. ScrapingBee**: Capture full-page screenshots and retrieve HTML data for fallback extraction. AI-Powered Data Parsing**: Use Gemini-1.5-Pro for vision-based scraping and a Structured Output Parser to format extracted data into JSON. Token Efficiency**: HTML is converted to Markdown to optimize processing costs. This template is designed for e-commerce scraping but can be customized for various use cases.