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Business Operations & ERPs Workflows

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Create a Secure PostgreSQL MCP Server with n8n
Set up a PostgreSQL MCP server using n8n to manage database operations securely, supporting select, insert, and update queries.
n8n$9.99
Automate Preventive Maintenance Invites with Google Sheets and Gmail
Streamline your preventive maintenance scheduling by automatically sending personalized calendar invites from Google Sheets data via Gmail.
n8n$4.99
Automate Task Creation from Google Sheets to Monday.com with Status Updates
This workflow automates the process of creating tasks in Monday.com from new entries in Google Sheets and updates the sheet once tasks are added.
n8n$4.99

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Streamlined Client Onboarding with Notion, Email, and CRM Integration

Efficiently manage client onboarding by capturing form submissions, creating client records in Notion, sending personalized welcome emails, and integrating with CRM systems like Airtable and HubSpot.

Automate Google Drive File Ingestion to Supabase for Knowledge Base Creation

This n8n workflow automates the ingestion of files from Google Drive into Supabase, facilitating the creation of a queryable knowledge base. It processes text and tabular files, generates embeddings, and ensures data consistency.

Automate Business Operations with AI and Multi-Platform Integration

Streamline your business operations with an AI-driven workflow that integrates Google Gemini, Notion, and Telegram. This automation handles tasks from lead nurturing to calendar scheduling, enhancing efficiency and growth.

Automate Business Requirement Document Creation with AI and Google Workspace

Streamline the creation, tracking, and delivery of Business Requirement Documents (BRDs) using AI agents and Google Workspace tools. Ideal for organizations managing multiple BRD requests, this workflow automates document generation, archiving, and communication.

Automate Multi-Cloud Cost Monitoring and Alerts for Budget Management

This n8n workflow automates the monitoring of cloud costs across AWS, Azure, and GCP, providing real-time alerts for cost spikes or budget overruns. It ensures proactive cost management by tagging affected resources and sending notifications via email, WhatsApp, or Slack.

Automate Expense Tracking via Chat with AI and Google Sheets

Streamline your expense tracking by sending a chat message to log expenses into Google Sheets using AI parsing and n8n automation.

Automate Supplier Financial Health Monitoring with AI and Multi-Channel Alerts

This workflow automates the monitoring of supplier financial health using AI-powered web scraping and sends alerts through multiple channels. It helps procurement teams proactively manage risks by analyzing financial indicators and market conditions.

Automate New Customer Onboarding with HubSpot, Google Calendar, and AI-Powered Gmail

This **n8n workflow** streamlines the onboarding process for new customers by automating personalized email communication, calendar scheduling, and contact assignment in HubSpot. It is perfect for businesses looking to ensure a smooth and personalized onboarding experience for new clients. --- ## Who is this for? - Customer success teams who need to onboard new clients efficiently. - Sales teams who want to ensure smooth transitions from prospect to customer. - Small businesses that want to automate customer onboarding without complex systems. --- ## What problem is this workflow solving? This workflow reduces the manual effort involved in onboarding new customers by: - Automatically sending personalized welcome emails. - Scheduling a welcome meeting using a calendar tool. - Assigning the customer to a Customer Success Manager (CSM) in HubSpot. --- ## What this workflow does 1. **Trigger via Webhook or HubSpot**: - The workflow can be triggered either by a webhook (direct API call) or a HubSpot trigger (e.g., when a new contact is created). 2. **HubSpot Connection**: - Retrieves the list of HubSpot owners (users with contact access). - Identifies the owner of the new contact. 3. **Calendar Management**: - Utilizes a Calendar Agent to schedule a welcome meeting with the new customer. - The Calendar Agent can create, update, or delete events as needed. 4. **Personalized Email Creation**: - Uses an AI-powered Email Writer (OpenAI) to generate a personalized welcome email. - Transforms the email text into HTML for a polished format. 5. **Email Sending via Gmail**: - Sends the personalized email to the customer using Gmail. - Sets the new contact's owner in HubSpot for further communication tracking. --- ## Setup 1. Webhook Setup in n8n: - Create a new workflow and add a **Webhook** node. - Set the Webhook URL path (e.g., `/webhook-customer-onboarding`). - Make sure the workflow is active. 2. Webhook Setup in HubSpot: - Go to **HubSpot Developer Account**. - Navigate to **Settings > Integrations > Webhooks**. - Create a new webhook and set the URL as the n8n Webhook URL. - Choose **POST** as the request method. - Test the webhook to ensure it triggers the workflow in n8n. 3. Calendar Agent Configuration: - The Calendar Agent can be configured to create, update, or delete events. - Connect it to your calendar tool (Google Calendar, Outlook, etc.). - Customize the calendar event details (title, description, time). 4. Email Writer Setup: - Customize the AI prompt in the Email Writer node to match your brand's voice. - Adjust the email text format for your specific needs. 5. Gmail Integration: - Connect your Gmail account in n8n. - Set the recipient email to the new customer's email address. --- ## How to customize this workflow to your needs - **Modify the AI-Powered Email**: - Adjust the email prompt for the AI model to create a different welcome message. - Change the email format or add custom variables (e.g., customer name, service details). - **Customize Calendar Settings**: - Set default time slots for welcome meetings. - Specify which calendar to use for scheduling. - **Add Additional Steps**: - Extend the workflow to automatically assign the customer to a specific HubSpot list. - Add a follow-up email or survey after the welcome meeting. --- This workflow is perfect for businesses seeking an efficient and personalized onboarding process, ensuring new customers feel welcomed and supported from day one.

Automate Revenue Growth with AI-Powered CRO and Specialist Agents

Leverage AI to enhance revenue operations with a Chief Revenue Officer (CRO) agent and six specialized agents. This workflow optimizes sales pipelines, pricing strategies, and revenue forecasting for efficient growth.

SSL Expiry Alert with SSL-Checker.io

## Use Case Managing SSL certificates manually can be time-consuming and error-prone, often leading to unexpected downtime or security risks due to expired certificates. ## What This Workflow Does This workflow automatically monitors SSL certificates for a list of websites, checks their expiry status using SSL-Checker.io, and sends timely notifications if a certificate is about to expire. ## Setup - Add your credentials for Google Sheets, Gmail, and SSL-Checker.io. - Create a Google Sheet with a list of URLs for the websites you want to monitor. - Configure the workflow to check the SSL status weekly. - Set up email notifications to alert you when a certificate is close to expiry. - Activate the workflow to automate monitoring and notification. ## How to Adjust It to Your Needs - Customize the URL Source: Replace Google Sheets with another data source like Airtable or CSV files. - Modify Notification Thresholds: Change the expiry threshold (e.g., notify for 14 days instead of 7). - Add Additional Actions: Integrate with tools like Slack or Teams for team-wide notifications. - Automate Renewal Requests: Add a step to send renewal requests directly to your SSL provider if a certificate is nearing expiry.

Automate QuickBooks Customer and Estimate Creation from Google Sheets

Streamline your sales process by automatically creating new customers and estimates in QuickBooks from Google Sheets entries. This workflow reduces manual data entry, minimizes errors, and keeps your financial records current.

Automate Vendor Due Diligence with AI-Powered Risk Assessment

Streamline vendor due diligence by automating research and risk assessment using Gemini and Jina AI, saving time and enhancing accuracy.

Automate Transportation Order Management with AI and OpenRouteService

This n8n workflow automates the management of transportation orders by extracting and processing shipment details from emails, calculating driving distances and times using OpenRouteService, and sending confirmations via Gmail.

Automate Weekly Restaurant Forecasting with Google Sheets and Gemini AI

This n8n workflow automates the weekly forecasting of restaurant sales and inventory needs using historical data from Google Sheets and AI predictions from Google Gemini. The forecast is emailed to stakeholders for improved planning and waste reduction.

Automate Construction Project Alerts with Real-Time Email Notifications

This n8n workflow monitors new construction projects in specified areas and sends real-time email alerts. It integrates data from multiple sources to help track competitors and identify business opportunities.

Automate Client Onboarding with AI-Generated Welcome Emails

Transform new client signups into immediate, professional experiences by automating welcome emails with AI-generated onboarding checklists.

Process Invoices & Engineering Emails with Gmail, AI Analysis & Telegram Alerts

Automate admin tasks for manufacturing companies by processing emails, extracting key data from invoices & purchase orders, and delivering instant alerts via Gmail and Telegram. **Description** This workflow automatically: - Fetches incoming emails from Gmail - Classifies emails (invoices, purchase orders, payment follow-up, etc.) using AI - Sends tailored auto-replies based on content and attachment presence - Extracts structured data from attached invoices/POs (PDFs etc.) - Delivers alerts and document files to your team via Telegram - Logs or routes data for further use in accounting or internal systems **Pre-Conditions & Requirements** Before using this workflow, you need: - Gmail Account with API access (for OAuth2 authentication) - Telegram Bot API Token (create a Telegram bot and get your API key) - Optional: API credentials for Google Sheets or other data sinks if you want to log extracted data - OpenRouter API credentials (for AI-powered nodes, if used) - Access to an n8n instance (cloud or self-hosted) **Setup Instructions** Import the Workflow: - Download the JSON file and import it into your n8n instance. Connect Accounts: - Configure the Gmail Trigger node with your Gmail OAuth2 credentials - Set up the Telegram node with your bot API token Set Required Variables: - Adjust AI instructions or prompt text if needed (for your company's tone/templates) - Customize labels, keywords, or filters in code nodes for your use case - Set target Telegram chat/group IDs Test the Workflow: - Send a sample email with attachments to your Gmail account - Confirm that emails are classified, replies are sent, and Telegram notifications/mobile alerts are delivered as expected Review and Connect Optional Modules: - For logging or archiving extracted data, connect additional "Google Sheets" or "Webhook" nodes as needed **Customization Tips** Modify Email Categories: - Update AI prompt instructions or filters to add/change labels ("Vendor Query," "Partial Payment," etc.) Attachment Handling: - Edit the code node logic to detect and process additional file types (DWG, XLSX, ZIP, etc.) Notification Logic: - Change the Telegram destination or add Slack/Microsoft Teams for broader team alerts Data Logging: - Add nodes for CRM, inventory, or ERP integration (push to your accounting or workflow management tool) **Example AI Prompt (for categorization)** ``` You are the personal emailing assistant for Zenith Engineering, a manufacturing company... ## Your tasks: - Categorize each email by priority - Draft polite, professional replies... - Identify and label attachments such as invoices, POs, drawings Response should be a valid JSON object: {Label:Important, Response:...} ``` If you have any doubts and questions, let me know: smonu2303@gmail.com from Pune. LinkedIn: https://www.linkedin.com/in/raj-more-171560bb/

Centralized Error Management with Automated Gmail Alerts in n8n

This workflow provides a centralized error management system in n8n, automatically sending detailed email alerts via Gmail for any workflow errors, ensuring prompt attention and resolution.

Automate Vendor Risk Evaluation with AI and Google Sheets

Streamline the vendor onboarding process by automating risk evaluation, documentation, and alerts using AI and Google Sheets.

Deploy a Complete HaloPSA MCP Server with AI Integration

Easily set up a comprehensive MCP server for HaloPSA with AI agent integration, featuring all 20 pre-configured operations and zero configuration requirements.

Automate Coupon Validation and Notification via Google Sheets and Gmail

Efficiently validate coupons, update records in Google Sheets, and notify users via Gmail. Streamline your coupon management to save time and reduce errors.

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Related categories

Communication (2,463)AI (1,930)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)Social Media (562)

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