Actioning Your Meeting Next Steps using Transcripts and AI

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).

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.

Task: Create a simple API endpoint using the Webhook and Respond to Webhook nodes Why: You can prototype or replace a backend process with a single workflow Main use cases: Replace backend logic with a workflow

Task: Merge two datasets into one based on matching rules Why: A powerful capability of n8n is to easily branch out the workflow in order to process different datasets. Even more powerful is the ability to join them back together with SQL-like joining logic. Main use cases: Appending data sets Keep only new items Keep only existing items

This workflow will backup your workflows to Github. It uses the public api to export all of the workflow data using the n8n node. It then loops over the data checks in Github to see if a file exists that uses the workflow name. Once checked it will then update the file on Github if it exists, Create a new file if it doesn't exist and if it's the same it will ignore the file. Config Options repo_owner - Github owner repo_name - Github repository name repo_path - Path within the Github repository >This workflow has been updated to use the n8n node and the code node so requires at least version 0.198.0 of n8n

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 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.

Who is this for This workflow is perfect for teams and individuals who manage extensive data in Notion and need a quick, AI-powered way to interact with their databases. If you're looking to streamline your knowledge management, automate searches, and get faster insights from your Notion databases, this workflow is for you. It’s ideal for support teams, project managers, or anyone who needs to query specific data across multiple records or within individual pages of their Notion setup. Check out the Notion template this Assistant is set up to use: https://www.notion.so/templates/knowledge-base-ai-assistant-with-n8n How it works The Notion Database Assistant uses an AI Agent built with Retrieval-Augmented Generation (RAG) to query this Knowledge Base style Notion database. The assistant can search across multiple properties like tags or question and retrieves content from inside individual Notion pages for additional context. Key features include: Querying the database with flexible filters. Searching within individual Notion pages and extracting relevant blocks. Providing a reference link to the exact Notion pages used to inform its responses, ensuring transparency and easy verification. This assistant uses two HTTP request tools—one for querying the Notion database and another for pulling data from within specific pages. It streamlines knowledge retrieval, offering a conversational, AI-driven way to interact with large datasets. Set up Find basic set up instructions inside the workflow itself or watch a quickstart video 👇

This workflow checks a Google Calendar at 8am on the first of each month to get anything that has been marked as a Holiday or Illness. It then merges the count for each person and sends an email with the list. To use this workflow you will need to set the credentials to use for the Google Calendar node and Send Email node. You will also need to select the calendar ID and fill out the information in the send email node. This workflow searches for Events that contain "Holiday" or "Illness" in the summary. If you want to change this you can modify it in the Switch node.

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.

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

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 workflow uses AI to analyze customer sentiment from product feedback. If the sentiment is negative, AI will determine whether offering a coupon could improve the customer experience. Upon completing the sentiment analysis, the workflow creates a personalized email templates. This solution streamlines the process of engaging with customers post-purchase, particularly when addressing dissatisfaction, and ensures that outreach is both personalized and automated. This workflow won the 1st place in our last AI contest. Note that to use this template, you need to be on n8n version 1.19.4 or later.