Shopify Orders to D365 Business Central Sales Orders / Sales Invoices

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 template for? This workflow template is designed for sales, marketing, and business development professionals who want a cost-effective and efficient way to generate leads. By leveraging n8n core nodes, it scrapes business emails from Google Maps without relying on third-party APIs or paid services, ensuring there are no additional costs involved. Ideal for small business owners, freelancers, and agencies, this template automates the process of collecting contact information for targeted outreach, making it a powerful tool for anyone looking to scale their lead generation efforts without incurring extra expenses. You can watch the video tutorial here: https://youtu.be/HaiO-UeiKBA How it works This template streamlines email scraping from Google Maps using only n8n core nodes, ensuring a completely free and self-contained solution. Here’s how it operates: Input Queries You provide a list of queries, each consisting of keywords related to the type of business you want to target and the specific region or subregion you’re interested in. Iterates through Queries The workflow processes each query one at a time. For each query, it triggers a sub-workflow dedicated to handling the scraping tasks. Scrapes Google Maps for URLs Using these queries, the workflow scrapes Google Maps to collect URLs of business listings matching the provided criteria. Fetches HTML Content The workflow then fetches the HTML pages of the collected URLs for further processing. Extracts Emails Using a Code Node with custom JavaScript, the workflow runs regular expressions on the HTML content to extract business email addresses. Setup Add Queries: Open the first node, "Run Workflow" and input a list of queries, each containing the business keywords and the target region. Configure the Google Sheets Node: Open the Google Sheets node and select a document and specific sheet where the scraped results will be saved. Run the workflow: Click on "Test workflow" and watch your Google Sheets document gradually receive business email addresses. Customize as Needed: You can adjust the regular expressions in the Code Node to refine the email extraction logic or add logic to extract other kinds of information.

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).

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

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.

Enhance your data analysis by connecting an AI Agent to your dataset, using n8n tools. This template teaches you how to build an AI Data Analyst Chatbot that is capable of pulling data from your sources, using tools like Google Sheets or databases. It's designed to be easy and efficient, making it a good starting point for AI-driven data analysis. You can easily replace the current Google Sheets tools for databases like Postgres or MySQL. How It Works The core of the workflow is the AI Agent. It's connected to different data retrieval tools, to get data from Google Sheets (or your preferred database) in many different ways. Once the data is retrieved, the Calculator tool allows the AI to perform mathematical operations, making your data analysis precise. Who is this template for Data Analysts & Researchers:** Pull data from different sources and perform quick calculations. Developers & AI Enthusiasts:** Learn to build your first AI Agent with easy dataset access. Business Owners:** Streamline your data analysis with AI insights and automate repetitive tasks. Automation Experts:** Enhance your automation skills by integrating AI with your existing databases. How to Set Up You can find detailed instructions in the workflow itself. Check out my other templates 👉 https://n8n.io/creators/solomon/

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 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 flow is supported by a Chrome plugin created with Cursor AI. The idea was to create a Chrome plugin and a backend service in N8N to do chart analytics with OpenAI. It's a good sample on how to submit a screenshot from the browser to N8N. Who is it for? N8N developers who want to learn about using a Chrome plugin, an N8N webhook and OpenAI. What opportunity does it present? This sample opens up a whole range of N8N connected Chrome extensions that can analyze screenshots by using OpenAI. What this workflow does? The workflow contains: a webhook trigger an OpenAI node with GPT-4O-MINI and Analyze Image selected a response node to send back the Text that was created after analysing the screenshot. All this is needed to talk to the Chrome extension which is created with Cursor AI. The idea is to visit the tradingview.com crypto charts, click the Chrome plugin and get back analytics about the shown chart in understandable language. This is driven by the N8N flow. With the new image analytics capabilities of OpenAI this opens up a world of opportunities. Requirements/setup OpenAI API key Cursor AI installed The Chrome extension. Download The N8N JSON code. Download How to customize it to your needs? Both the Chrome extension and N8N flow can be adapted to use on other websites. You can consider: analyzing a financial screen and ask questions about the data shown analyzing other charts extending the N8N workflow with other AI nodes With AI and image analytics the sky is the limit and in some cases it saves you from creating complex API integrations. Download Chrome extension

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

Attachments Gmail to Drive and Google Sheets Description Automatically process invoice emails by saving attachments to Google Drive and extracting key invoice data to Google Sheets using AI. This workflow monitors your Gmail for unread emails with attachments, saves PDFs to a specified Google Drive folder, and uses OpenAI's GPT-4o to extract invoice details (date, description, amount) into a structured spreadsheet. Use cases Invoice Management**: Automatically organize and track invoices received via email Financial Record Keeping**: Maintain a structured database of all invoice information Document Organization**: Keep digital copies of invoices organized in Google Drive Automated Data Entry**: Eliminate manual data entry for invoice processing Resources Gmail account Google Drive account Google Sheets account OpenAI API key Setup instructions Prerequisites Active Gmail, Google Drive, and Google Sheets accounts OpenAI API key (GPT-4o model access) n8n instance with credentials manager Steps Gmail and Google Drive Setup: Connect your Gmail account in n8n credentials Connect your Google Drive account with appropriate permissions Create a destination folder in Google Drive for invoice storage Google Sheets Setup: Connect your Google Sheets account Create a spreadsheet with columns: Invoice date, Invoice Description, Total price, and Fichero Copy your spreadsheet ID for configuration OpenAI Setup: Add your OpenAI API key to n8n credentials Configure Email Filter: Update the email filter node to match your specific sender requirements Benefits Time Saving**: Eliminates manual downloading, filing, and data entry Accuracy**: AI-powered data extraction reduces human error Organization**: Consistent file naming and storage structure Searchability**: Creates a searchable database of all invoice information Automation**: Runs every minute to process new emails as they arrive Related templates Email Parser to CRM Document Processing Workflow Financial Data Automation