Webhook and Microsoft Outlook integration

Overview This workflow template automates lead management and customer inquiry processing by integrating ERPNext, AI agents, and email notifications. It streamlines the process of capturing leads, analyzing inquiries, and generating actionable responses. The workflow uses ERPNext to capture inquiries, analyzes them with AI, and notifies the appropriate team or individual, all while maintaining a professional approach. What This Template Does ERPNext Webhook Integration: Captures leads and inquiries through ERPNext webhooks. Triggers the workflow when a new lead is created. AI-Powered Inquiry Analysis: Uses AI to extract key details from lead notes (e.g., customer name, organization, inquiry summary). Classifies inquiries as valid or invalid based on relevance to products, services, or solutions. Contact Assignment: Matches inquiries to the appropriate contact(s) using a Google Sheets database or ERPNext contact information. Handles multiple contacts if required. Email Notifications: Generates professional email notifications for valid inquiries. Sends emails to the appropriate contact(s) with inquiry details and action steps. Invalid Lead Handling: Identifies invalid inquiries (e.g., unrelated to products or services) and flags them for follow-up or dismissal. Custom Email Formatting: Converts plain text into professionally formatted HTML emails. Ensures that communication is clear, concise, and visually appealing. How It Works Step 1: Capture Lead Data Webhook in ERPNext:** Create a webhook in ERPNext for the "Lead" DocType. Set the trigger to on_insert to capture new leads in real-time. Lead Details:** The workflow fetches lead details, including notes, contact information, and the source of the lead. Step 2: Validate and Analyze Inquiry AI Agent for Analysis:** An AI agent analyzes the lead notes to extract key details and classify the inquiry as valid or invalid. The analysis includes checking the relevance of the inquiry to products, services, or solutions offered by the company. Invalid Leads:** If the inquiry is invalid, the workflow flags it and stops further processing. Step 3: Assign Contact(s) Google Sheets Integration:** Uses a Google Sheets database to map products, services, or solutions to responsible contacts. Ensures that inquiries are directed to the right person or team. Multiple Contacts:** Handles cases where multiple contacts are responsible for a particular product or service. Step 4: Generate and Send Email Notifications AI-Generated Emails:** The workflow generates a professional email summarizing the inquiry. Emails include details like customer name, organization, inquiry summary, and action steps. Custom HTML Formatting:** Emails are converted to HTML for a polished and professional appearance. Send Notifications:** Sends email notifications through Microsoft Outlook or another configured email client. Optionally, notifies via WhatsApp or SMS for urgent inquiries. Step 5: Post-Inquiry Actions ERPNext Record Updates:** Updates the lead record in ERPNext with relevant details, including inquiry status and contact information. Setup Instructions Prerequisites ERPNext: A configured ERPNext instance with lead data and a webhook for the "Lead" DocType. Google Sheets: A sheet mapping products, services, or solutions to responsible contacts. AI Integration: Credentials for OpenAI or other supported AI platforms. Email Client: Credentials for Microsoft Outlook or another email client. Step-by-Step Setup ERPNext Configuration: Create a webhook for the "Lead" DocType in ERPNext. Test the webhook with sample data to ensure proper integration. Workflow Import: Import the workflow template into n8n. Configure nodes with your API credentials for ERPNext, Google Sheets, and AI tools. Google Sheets Integration: Prepare a Google Sheet with columns for product, service, or solution and the responsible contact(s). Link the sheet to the workflow. AI Agent Configuration: Customize the AI agent’s prompts to align with your business’s products and services. Adjust criteria for valid and invalid inquiries as needed. Email Setup: Configure the email client node with your email service credentials. Customize the email template for your organization. Testing: Run the workflow with sample leads to validate the entire process. Check email notifications, contact assignments, and record updates in ERPNext. Dos and Don’ts Dos: Test Thoroughly:** Test the workflow with various scenarios before deploying in production. Secure Credentials:** Keep API and email credentials secure to avoid unauthorized access. Customize Prompts:** Tailor AI prompts to match your business needs and language style. Use Professional Email Templates:** Ensure emails are clear and well-formatted. Don’ts: Skip Validation:** Always validate inquiry data to avoid sending irrelevant notifications. Overload the Workflow:** Avoid adding unnecessary nodes that can slow down processing. Ignore Errors:** Monitor logs and address errors promptly for a smooth workflow. Resources YouTube Tutorial:** Watch the full step-by-step tutorial on setting up this workflow: SyncBricks YouTube Channel Courses and Training:** Learn more about ERPNext and AI automation through my comprehensive courses: SyncBricks LMS Support and Contact:** Email: [email protected] Website: SyncBricks LinkedIn: Amjid Ali

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!

Analyze Emails for Security Insights Who is this for? This workflow is ideal for security teams, IT Ops professionals, and managed service providers (MSPs) responsible for monitoring and validating email traffic. It’s especially useful for organizations that need to identify potential phishing attempts, spam, or compromised accounts by analyzing email headers and IP reputation. What problem is this workflow solving? This workflow helps identify malicious or suspicious emails by verifying email authentication headers (SPF, DKIM, DMARC) and analyzing the reputation of the originating IP address. By automating these checks, it reduces manual analysis time and flags potential threats efficiently. What this workflow does Email Monitoring:** Polls a specified Microsoft Outlook folder for new emails in real-time. Header Analysis:** Retrieves and processes email headers to extract critical information such as authentication results and the sender’s IP address. IP Reputation Check:** Leverages external APIs (IP Quality Score and IP-API) to analyze the originating IP for potential spam or malicious activity. Authentication Validation:** Validates SPF, DKIM, and DMARC headers, determining if the email passes industry-standard authentication protocols. Data Aggregation and Reporting:** Combines all analyzed data into a unified format, ready for reporting or integration into downstream systems. Webhook Integration:** Outputs the findings via a webhook, enabling integration with alerting tools or security information and event management (SIEM) platforms. Setup Connect to Outlook: Configure the Microsoft Outlook trigger node with valid OAuth2 credentials. Specify the email folder to monitor for new messages. API Keys (Optional): Obtain an API key for IP Quality Score (https://ipqualityscore.com). Ensure the IP-API endpoint is accessible. This step is optional as ipqualityscore.com will provide a limited number of free lookups each month. See more details here. Webhook Configuration: Set up a webhook endpoint to receive the output of the workflow. Optional Adjustments: Customize polling intervals in the trigger node. Modify header filters or extend the validation logic as needed. How to customize this workflow to your needs Add Alerts:** Use the Respond to Webhook node to trigger notifications in Slack, email, or any other communication channel. Integrate with SIEM:** Forward the workflow output to SIEM tools like Splunk or ELK Stack for further analysis. Modify Validation Rules:** Update SPF, DKIM, or DMARC logic in the Set nodes to align with your organization’s security policies. Expand IP Analysis:** Add more APIs or services to enrich IP reputation data, such as VirusTotal or AbuseIPDB. This workflow provides a robust foundation for email security monitoring and can be tailored to fit your organization's unique requirements. With its modular design and integration options, it’s a versatile tool to enhance your cybersecurity operations.