Category: n8n Workflows

What This Workflow Does

This n8n workflow automates the entire process of handling Tally form submissions. Every time someone fills out your Tally form, the response automatically flows into Airtable for organized storage, while you receive an instant notification in Slack. No manual data entry, no checking your email repeatedly — just seamless automation that keeps your team informed and your data organized.

How It Works

The workflow operates through a simple three-step automation chain:

• A webhook receives your Tally form submission in real-time
• The form data is processed and stored directly into your Airtable base
• Simultaneously, a formatted Slack message alerts your team about the new submission

The entire process happens instantly, with optional wait times between steps if needed for timing adjustments. This ensures your form responses are captured, stored, and communicated without any manual intervention.

Use Cases

• Sales Lead Capture: Automatically log every form submission from your website into Airtable while notifying your sales team on Slack for instant follow-up
• Event Registration Management: Track attendee signups in a centralized database and send welcome notifications to your team and registrants via email
• Customer Feedback Collection: Organize survey responses in Airtable and alert your customer success team immediately when important feedback arrives
• Job Application Processing: Store all applicant information in a structured Airtable view while keeping HR team members updated through Slack notifications
• Support Ticket Creation: Convert form submissions into Airtable records and notify your support team instantly, reducing response time dramatically

Nodes Used

• Webhook: Receives incoming Tally form submissions and triggers the workflow
• Set: Prepares and structures the form data for downstream nodes
• Airtable: Stores the form response as a new record in your base
• Wait: Adds optional delays between workflow steps for better timing control
• Gmail: Sends email confirmations or notifications based on form submission
• Slack: Sends formatted messages to your Slack channel alerting your team
• Sticky Note: Provides documentation and notes within the workflow for clarity

Prerequisites

• An active Tally account with a form created and ready to connect
• An n8n workspace with editor access to build and deploy workflows
• An Airtable base set up with a table to receive form responses
• A Slack workspace and appropriate channel where notifications should be posted
• Gmail account credentials if you want to enable email notifications
• Basic understanding of webhooks and form integrations

Difficulty Level

This workflow is rated as Beginner to Intermediate. No coding knowledge is required thanks to n8n’s visual workflow builder. You’ll primarily be configuring connections between services, mapping form fields to Airtable columns, and formatting Slack messages. Even first-time automation users can implement this workflow within 15-20 minutes with the right guidance.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This workflow automates the complete contract signature process by seamlessly integrating Google Docs, Google Drive, and SignNow. It streamlines document creation, storage, and e-signature collection without manual intervention, reducing turnaround time from days to minutes.

How It Works

The workflow begins with a form trigger that captures contract details from users. These details are logged into a Google Sheet for record-keeping and workflow tracking. The system then creates a contract document in Google Docs using the submitted information, automatically generates a shareable link, and sends it to SignNow for digital signature collection. Once signed, the completed document is organized and stored in Google Drive folders for easy retrieval and compliance documentation.

• Form submission captures contract recipient and document details
• Data is recorded in Google Sheets for audit trails
• Google Docs generates the contract based on template variables
• Document link is passed to SignNow for e-signature workflow
• Signed documents are automatically stored in organized Drive folders
• Conditional logic routes documents based on contract type or status

Use Cases

• Client Onboarding: Automatically send service agreements to new clients for immediate signature without manual document preparation
• Employment Contracts: Streamline hiring processes by generating and collecting signatures on offer letters and employment agreements instantly
• Vendor Agreements: Process vendor contracts at scale with consistent formatting and automatic signature collection
• Legal Document Management: Maintain compliant document workflows with automatic tracking and organized archival of all signed contracts
• Real Estate Transactions: Accelerate closing processes by automating contract generation and signature collection for property agreements

Nodes Used

• Sticky Note: Workflow documentation and visual organization
• Form Trigger: Initiates workflow through user form submission
• Google Sheets: Records contract details and maintains audit logs
• If: Conditional routing based on contract type or status
• Form: Collects recipient and document information from users
• Set: Prepares and transforms data between workflow steps
• Google Drive: Organizes and stores completed contracts in folders
• Google Docs: Generates contract documents from templates with dynamic content
• HTTP Request: Communicates with SignNow API for e-signature integration

Prerequisites

• Active n8n instance or n8n cloud account
• Google account with Docs and Drive access
• SignNow account with API credentials
• Google Sheets document set up for contract logging
• Google Docs template with placeholder variables for dynamic content
• Proper authentication credentials configured in n8n
• Understanding of basic workflow logic and conditional statements

Difficulty Level

Intermediate: This workflow requires moderate technical knowledge. While the basic structure uses standard n8n nodes, successful implementation requires familiarity with Google Workspace APIs, SignNow integration, and conditional logic. Users should be comfortable configuring authentication, mapping data fields, and troubleshooting API connections.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This n8n workflow automates real-time actuarial premium adjustment and claims processing using artificial intelligence. It continuously monitors incoming claims data, analyzes risk factors, calculates adjusted premiums, and generates comprehensive reports while notifying relevant teams through multiple communication channels.

How It Works

The workflow operates on a scheduled trigger that initiates at regular intervals to process pending claims. When activated, it retrieves claim data from your claims management system via HTTP request. The integrated AI agent powered by OpenAI’s language model analyzes each claim against industry-specific criteria and risk parameters. A structured output parser organizes the analysis results, while the calculator tool computes precise premium adjustments based on actuarial formulas. The system then generates detailed reports and distributes notifications via email and Slack to keep stakeholders informed in real-time.

Use Cases

• Auto insurance claim triage and rapid categorization by risk severity
• Property damage assessment automation with instant premium recalculation
• Claims fraud detection and flagging of suspicious patterns
• Premium adjustment optimization based on historical claim data and market trends
• Automated compliance reporting and audit trail generation for regulatory requirements

Nodes Used

• scheduleTrigger: Initiates workflow execution at predetermined intervals
• set: Configures workflow variables and data structure
• httpRequest: Retrieves claim data from external APIs and databases
• @n8n/agent: Orchestrates AI-powered decision-making logic
• @n8n/lmChatOpenAi: Leverages OpenAI’s language model for analysis
• @n8n/outputParserStructured: Formats AI responses into structured data
• @n8n/toolCalculator: Performs actuarial calculations and premium computations
• code: Executes custom JavaScript for specialized processing logic
• @n8n/agentTool: Extends agent capabilities with additional tools
• gmail: Sends detailed report emails to stakeholders
• slack: Posts real-time notifications and summaries to Slack channels
• stickyNote: Provides workflow documentation and notes

Prerequisites

• Valid NVIDIA API access credentials for enhanced processing capabilities
• Active OpenAI API key with sufficient usage quota
• Configured claims management system API with authentication details
• Gmail account setup with app-specific password for email notifications
• Slack workspace with bot integration and channel permissions
• Risk scoring parameters and threshold values defined for your organization

Difficulty Level

Advanced. This workflow requires expertise in API integration, AI model configuration, actuarial mathematics, and insurance industry workflows. Implementation demands careful setup of external API credentials, customization of risk scoring logic, and thorough testing with sample claims data before production deployment.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This recruitment and improvement process automation workflow streamlines your hiring operations by automating candidate screening, communication, and feedback collection. It integrates multiple tools to manage recruitment tasks efficiently, from initial candidate evaluation through interview scheduling and follow-up communications.

How It Works

The workflow operates through a scheduled trigger that activates the automation process at designated intervals. It retrieves candidate data from Google Sheets, processes applications using AI analysis, and splits large batches into manageable chunks for processing. Conditional logic determines which candidates advance in the pipeline, while automated emails notify candidates of their status. The system extracts and analyzes documents, stores results back in Google Sheets, and includes pause points for manual review when needed.

Use Cases

• Automated candidate screening and initial qualification based on resume analysis and predefined criteria
• Bulk email campaigns to notify candidates of application status updates and interview schedules
• Document extraction and analysis to validate qualifications and certifications automatically
• Scheduled recruitment reports generated and stored in Google Sheets for management review
• Multi-stage workflow orchestration that triggers secondary processes based on candidate evaluation results

Nodes Used

• Schedule Trigger: Initiates the workflow at specified times or intervals
• Google Sheets: Stores and retrieves candidate information and workflow results
• HTTP Request: Communicates with external APIs and services
• Code: Executes custom logic for data transformation and processing
• Split in Batches: Divides large datasets into smaller, manageable portions
• If: Implements conditional logic to route candidates based on evaluation criteria
• OpenAI: Analyzes candidate qualifications and generates intelligent assessments
• Gmail: Sends automated notifications and communications to candidates
• Extract from File: Processes and extracts data from uploaded documents
• Wait: Introduces delays for manual review or external processing
• Execute Workflow: Triggers additional workflows for related recruitment tasks
• Merge: Combines processed data from multiple branches
• Set: Assigns values to workflow variables
• Sticky Note: Provides documentation and notes within the workflow

Prerequisites

• Active n8n instance or n8n Cloud account
• Google Sheets with candidate data organized in columns
• Gmail account configured for sending automated communications
• OpenAI API key for AI-powered candidate analysis
• Google Sheets API credentials for read and write access
• Candidate resume and application documents in accessible formats
• Defined recruitment criteria and evaluation standards

Difficulty Level

Advanced. This workflow combines multiple integrations and conditional logic, requiring familiarity with n8n fundamentals, API authentication, and data transformation. Users should understand batch processing, conditional routing, and have experience configuring external service integrations. Customization may require JavaScript knowledge for code nodes and understanding of your specific recruitment requirements.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This automation workflow streamlines business card processing by capturing card images through LINE, extracting contact information using AI, organizing data in Google Sheets, and automatically sending confirmations. It eliminates manual data entry and creates a searchable database of business contacts with supporting documentation.

How It Works

The workflow follows a systematic process to transform business card images into organized contact data:

• Receive business card images through a LINE webhook integration
• Send the image to Google Gemini AI for intelligent text extraction and recognition
• Parse and structure the extracted data into fields like company name, contact person, email, phone number, and position
• Store the structured information in a Google Sheets spreadsheet for easy access and management
• Upload the original business card image to Google Drive for archival and reference
• Send a thank-you email to acknowledge receipt and processing
• Send a confirmation message back through LINE to the user

Use Cases

• Sales teams collecting and organizing contact information at trade shows and networking events
• HR departments managing recruiter networks and professional contacts across multiple sources
• Business development teams maintaining a centralized database of prospect and partner information
• Corporate reception areas automating visitor business card collection and follow-up
• Professional service firms tracking client and referral source contact details efficiently

Nodes Used

• Webhook receiver for LINE Messaging API integration
• Google Gemini AI model for intelligent image text extraction
• Switch node for conditional routing and decision logic
• HTTP Request node for API communications
• Chain LLM node for advanced language model operations
• Code node for custom data transformation and processing
• Google Sheets node for database storage and updates
• Google Drive node for image file management and archival
• Gmail node for email notifications and confirmations
• If node for conditional execution paths
• Merge node for combining data from multiple sources
• Set node for variable assignment and configuration
• Sticky Note node for workflow documentation and comments

Prerequisites

• Active LINE Messaging API channel with Channel Access Token obtained from LINE Developers Console
• Google Cloud project with Gemini API enabled and appropriate API credentials
• Google Sheets document with predefined columns for Company Name, Contact Name, Email, Phone, Position, and other relevant fields
• Google Drive folder designated for storing business card images and supporting documents
• Gmail account configured for sending automated confirmation and thank-you emails
• n8n instance with necessary node packages installed and API connections authenticated
• Webhook URL from n8n workflow configured in LINE Messaging API settings

Difficulty Level

Intermediate to Advanced. This workflow requires setting up multiple third-party API integrations including LINE, Google APIs, and AI services. Users should be comfortable with webhook configuration, API authentication, data parsing, and conditional logic. Prior experience with automation platforms and API documentation is helpful for successful implementation and customization.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This workflow automates the complete event management lifecycle, from participant registration through QR code check-ins. It streamlines the process of collecting registrations via webhook, generating unique identifiers and QR codes, storing participant data in Google Sheets, sending confirmation emails, and notifying your team via Slack when attendees check in.

How It Works

The workflow begins by receiving registration data through a webhook endpoint. When a new registration arrives, the system automatically generates a unique ticket ID and creates a corresponding QR code. This information is stored in Google Sheets for centralized record-keeping. A confirmation email is automatically sent to the participant via Gmail with their ticket details and QR code. When attendees scan their QR codes at the event, the check-in data is processed and your team receives instant notifications through Slack, allowing real-time event management and attendance tracking.

Use Cases

• Conference and multi-day event management with automated attendee tracking and session check-ins
• Community meetups and networking events requiring quick registration and entry verification
• Corporate training sessions and workshops where attendance records need automatic documentation
• Webinar registration automation with QR code distribution and participant engagement tracking
• Non-profit fundraising events managing registrations, ticket distribution, and attendee communication

Nodes Used

• Webhook – Receives incoming registration data from external sources
• Set – Configures variables and data mapping for the workflow
• Google Sheets – Stores registration and check-in data in a centralized spreadsheet
• Code – Generates unique ticket IDs and QR codes using custom logic
• HTTP Request – Makes API calls for QR code generation services
• Gmail – Sends automated confirmation emails to registered participants
• Respond to Webhook – Sends acknowledgment responses back to the registration source
• If – Routes workflow execution based on conditional logic for check-ins versus registrations
• Slack – Sends real-time notifications to your team about registrations and check-ins
• Merge – Combines data from multiple sources before final processing
• Sticky Note – Provides workflow documentation and notes within the editor

Prerequisites

• Active n8n instance or n8n Cloud account
• Google account with access to Google Sheets
• Gmail account for sending confirmation emails
• Slack workspace with permission to create webhooks and send messages
• QR code generation API key or service integration
• Basic understanding of webhook endpoints and JSON data structures
• Pre-created Google Sheet with columns for participant data and check-in tracking

Difficulty Level

Intermediate. This workflow combines multiple integrations and includes code-based QR generation logic. Users should be comfortable working with webhooks, setting up Gmail and Slack credentials, and understanding basic conditional routing. No advanced programming knowledge is required, but familiarity with n8n’s interface and data mapping is recommended.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This automation eliminates manual client onboarding tasks by creating a complete project setup across multiple platforms instantly. When a contract PDF is uploaded to Google Drive, the workflow triggers a chain of automated actions that establish all necessary infrastructure and documentation for a new client project.

• Generates organized folder structures in Google Drive
• Establishes dedicated Slack channels for team communication
• Creates comprehensive Notion project boards with task lists
• Records project details in a centralized Google Sheet
• Composes personalized welcome communications

How It Works

The workflow begins when a new contract PDF is uploaded to a specified Google Drive folder. The trigger activates a series of connected nodes that work together seamlessly:

• Google Drive Trigger detects the new file upload and extracts contract information
• Code nodes process and format the client data from the PDF
• Set nodes establish variables for consistent data handling across platforms
• Google Drive node creates hierarchical folder structures for document organization
• Slack node generates a dedicated project channel and posts initial announcements
• Notion node sets up project pages with customizable task templates
• Google Sheets node logs all project details in a master tracking spreadsheet
• Gmail node drafts personalized welcome emails ready for team review
• AI agents enhance automation with intelligent decision-making capabilities

Use Cases

• Professional Services Firms: Streamline onboarding for new consulting, marketing, or design clients while ensuring consistent setup across all projects
• Software Development Agencies: Automatically prepare development environments, create sprint boards, and establish communication channels when new clients sign contracts
• Freelance Businesses: Manage multiple client projects efficiently without repetitive setup work, allowing focus on delivery
• Corporate HR Departments: Accelerate new employee onboarding by creating workspace folders, team channels, and orientation documentation automatically
• Creative Agencies: Organize client assets, create project timelines in Notion, and establish team communication instantly upon client contract receipt

Nodes Used

• Sticky Note: Visual documentation and workflow notes
• Google Drive Trigger: Detects file uploads and initiates automation
• Code: Custom JavaScript for data processing and transformation
• Set: Establishes and manages workflow variables
• Google Drive: Creates folders and manages file organization
• Slack: Creates channels and sends team notifications
• Notion: Sets up project pages and task management boards
• Google Sheets: Logs project data for tracking and reporting
• @n8n/agent: AI-powered intelligent task execution
• Gmail: Drafts and sends welcome communications
• @n8n/lmChatOpenAi: GPT-4O Mini integration for intelligent content generation

Prerequisites

• Active Google account with Google Drive and Gmail access
• Slack workspace with admin permissions to create channels
• Notion workspace with database creation capabilities
• OpenAI API key for GPT-4O Mini integration
• n8n account with active workflow execution
• Proper authentication credentials configured for each connected service
• Designated Google Drive folder for contract uploads
• Template documents prepared in Google Drive for folder structure replication

Difficulty Level

Intermediate to Advanced

This workflow requires familiarity with multiple third-party services and basic understanding of automation concepts. Users should be comfortable connecting external applications through API authentication and have foundational knowledge of n8n’s node system. The inclusion of custom code nodes and AI agents means some technical proficiency is beneficial, though the template provides structured guidance for implementation.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This n8n automation streamlines the entire event registration process, from initial sign-up through post-event follow-up. It captures attendee information through web forms, prevents duplicate registrations, sends personalized welcome emails, and automatically delivers timely reminder messages based on individual attendee interests and preferences.

How It Works

The workflow operates through two primary phases: the registration phase and the reminder phase.

• When a user submits the registration form, the system captures their information including first name, last name, email, and event interests
• The workflow checks Google Sheets to verify the attendee is not already registered, preventing duplicate entries
• Upon successful registration, a personalized welcome email is automatically sent to the new attendee
• On the scheduled event date, automated reminders are triggered based on the attendee’s selected interests
• The system uses batch processing to handle multiple reminders efficiently without overwhelming email services
• Wait nodes ensure proper timing between different workflow stages

Use Cases

• Conference and Large Event Management: Automate registration for multi-day conferences with targeted reminders based on session preferences
• Webinar Series Coordination: Manage recurring webinar registrations and send day-before reminders with session-specific details
• Workshop and Training Events: Streamline enrollment for in-person workshops while preventing overbooking through duplicate prevention
• Networking Event Registration: Collect attendee information and interests, then send customized pre-event and day-of communications
• Community Meetup Automation: Handle registrations for regular community events with reminder emails tailored to member interests

Nodes Used

• Form Trigger: Captures initial event registration submissions from web forms
• Google Sheets: Stores and retrieves registration data, manages attendee database
• If Node: Validates registration data and checks for duplicates
• Switch Node: Routes attendees based on their selected interests or event category
• Code Node: Processes complex logic for data transformation and customization
• Gmail: Sends personalized welcome and reminder emails to attendees
• Set Node: Maps and formats data between workflow stages
• Split in Batches: Distributes reminder emails in manageable batches to prevent service limits
• Wait Node: Implements delays between workflow actions for proper timing
• Schedule Trigger: Initiates reminder workflows on scheduled dates and times
• Sticky Note: Provides workflow documentation and process notes

Prerequisites

• Active n8n account with access to workflow builder
• Google account with Google Sheets API enabled
• Gmail account configured for sending automated emails
• Web form or form service integrated with n8n for capturing registrations
• Google Sheet prepared with columns for attendee information and registration tracking
• Email templates prepared for welcome messages and event reminders
• Understanding of your event schedule and reminder timing requirements

Difficulty Level

Intermediate. This workflow combines multiple node types and conditional logic but does not require advanced coding knowledge. Familiarity with n8n basics, Google Sheets, and Gmail setup is recommended. The code nodes are relatively simple and well-commented, making customization straightforward for users with basic automation experience.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This n8n workflow automates the entire client onboarding process by orchestrating multiple tools working together seamlessly. When a new client is added to Asana, the workflow automatically creates a project documentation folder in Google Docs, sends a personalized welcome email via Gmail, notifies your team on Slack, and tracks all onboarding progress in Google Sheets. This eliminates manual data entry and ensures no client falls through the cracks during the critical first impression phase.

How It Works

The workflow triggers whenever a new task or project is created in Asana with client onboarding details. It then executes a series of automated actions across your tech stack:

• Captures client information from Asana including name, contact details, and project scope
• Generates a customized Google Docs template with project guidelines and checklists
• Sends a professional welcome email through Gmail with onboarding details and next steps
• Posts a notification to your Slack channel alerting the team about the new client
• Records the onboarding event in Google Sheets for tracking and analytics

Use Cases

• Marketing Agencies: Streamline client intake for new projects by automatically creating project briefs in Google Docs and notifying account managers via Slack
• Consulting Firms: Ensure consistent onboarding experience for every new client with standardized documentation and automated communication
• Software Development Teams: Track client projects in Asana while maintaining updated documentation and keeping developers informed through Slack notifications
• Freelance Studios: Reduce administrative overhead by automating routine onboarding tasks and maintaining a centralized client database in Google Sheets
• Professional Services: Create audit trails and documentation automatically while improving team communication and client satisfaction

Nodes Used

• Asana: Monitors for new client projects or tasks to trigger the workflow
• Google Docs: Creates customized project documentation and onboarding templates
• Gmail: Sends personalized welcome emails to new clients
• Slack: Sends team notifications about new client onboarding
• Google Sheets: Records and tracks all onboarding data for reporting and analytics

Prerequisites

• Active Asana workspace with project management structure in place
• Google Account with access to Google Docs and Google Sheets
• Gmail account configured for sending automated emails
• Slack workspace with appropriate channels for team notifications
• n8n account with access to workflow editor and node library
• API credentials or authentication tokens for each connected service

Difficulty Level

Intermediate. This workflow connects five different services and requires configuring authentication for each platform. Users should be comfortable with mapping data between different applications and adjusting field names to match their existing Asana, Google, and Slack structures. No coding knowledge is required, but familiarity with automation concepts will help troubleshooting.

This workflow template is shared under the n8n fair-code license. Free to use and modify.

What This Workflow Does

This client onboarding automation template streamlines the entire process of bringing new clients into your business. The workflow automatically captures client information from form submissions, processes it using AI-powered analysis, organizes data across multiple platforms, and creates structured onboarding tasks—all without manual intervention.

How It Works

The workflow begins when a form submission triggers the automation. Client information is captured and sent to an AI chat model for intelligent processing and analysis. The structured output is then parsed and split into manageable segments. Tasks are automatically created in project management tools, files are extracted and organized in cloud storage, and confirmation communications are sent via email. The workflow handles batch processing to ensure efficient management of multiple client onboardings simultaneously.

Use Cases

• Digital agencies automating client intake and project setup across design, development, and marketing services
• Consulting firms processing client questionnaires and automatically creating discovery tasks and timelines
• SaaS companies streamlining customer onboarding with automated account setup and welcome communications
• Professional services firms organizing client documents and generating standardized engagement checklists
• Coaching and training businesses automating client profile creation and curriculum assignment

Nodes Used

• Gmail: Sending automated onboarding emails and confirmations
• Form Trigger: Capturing initial client information from web forms
• LM Chat OpenAI: Processing and analyzing client data with AI intelligence
• Agent: Orchestrating complex workflows and decision-making processes
• Output Parser Structured: Converting AI responses into organized data formats
• Split Out: Distributing workflow data to multiple destinations
• ClickUp: Creating tasks and organizing project management workflows
• Split In Batches: Processing multiple records efficiently in manageable groups
• Set: Configuring and mapping data between workflow steps
• Extract From File: Processing uploaded documents and client materials
• Google Drive: Storing and organizing client files and documentation
• Sticky Note: Creating internal notes and workflow documentation

Prerequisites

• Active n8n account with workflow builder access
• Gmail account for sending automated emails
• OpenAI API key for AI-powered processing
• ClickUp account with project and task creation permissions
• Google Drive account for file storage and organization
• Web form or landing page for capturing client information
• Basic understanding of workflow automation and API connections

Difficulty Level

Intermediate to Advanced. This workflow requires familiarity with multiple integrations, AI model configuration, and workflow logic. Users should have experience connecting third-party applications and understanding how data flows through multiple nodes. The template is highly customizable and may require adjustments based on your specific onboarding process and tool stack.

This workflow template is shared under the n8n fair-code license. Free to use and modify.