Business Operations & ERPs Automation Workflows — Page 4 | Neura Market

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Business Operations & ERPs Workflows

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Automate Cal.com Meeting Attendee Management with Google Sheets, Beehiiv, and Telegram Notifications
Streamline your meeting attendee management by automatically logging details in Google Sheets, subscribing attendees to Beehiiv, and receiving Telegram notifications.
n8n$9.99
Automate Trello Card Deletion for Specific Labels
Streamline your Trello board management by automatically deleting cards labeled 'Mark for Deletion'. This workflow efficiently identifies and removes these cards, ensuring your boards remain organized without manual intervention.
n8n$9.99
Automate Appointment Reminders and Follow-ups with Twilio
Streamline your client management by automating appointment reminders, follow-ups, and re-engagement offers using Google Calendar, Google Sheets, and Twilio.

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n8n

$9.99

Automate AWS IAM User Management via Email Commands

This n8n workflow automates the management of AWS IAM users by processing email commands to create, delete, update users, and manage group assignments, with automatic email confirmations.

Automate Weekly Square Sales Reports via Gmail

This workflow automates the generation and distribution of weekly sales reports from Square to Gmail, streamlining data analysis for management and finance teams.

Automate Google Drive File Permission Audits for Enhanced Security

This workflow automates the auditing of Google Drive file permissions, identifying files with overly permissive access settings to enhance security and compliance.

Automate Figma Version Tracking and Jira Issue Updates with n8n

Streamline your design and development workflow by automatically updating Jira issues with new Figma version details using n8n. This integration reduces manual updates and ensures synchronized information across teams.

Automate Project Kickoff with Dropbox, OpenAI, Slack & Gmail

Streamline project initiation by automatically creating structured folders in Dropbox and sending notifications via Slack and Gmail. This workflow enhances efficiency and collaboration by leveraging n8n's automation capabilities.

Manage Personal Expenses with Webhooks and Google Sheets Automated Tracker

- How it works: This system functions by receiving expenses via webhook POS. It validates the data, stores it in Google Sheets, and, daily at 8 PM, generates and sends financial summaries. Automatic categorization simplifies the organization of expenses. - Set up steps: Setup involves creating the Google Sheet, configuring the webhook, and defining the categorization rules. The process is quick and intuitive, taking about 10-15 minutes for the system to be ready to receive your expenses.

Create Notes and Comments on Any Odoo Model Record

## Introduction This workflow is designed to create and attach notes or comments to any record in your Odoo instance. It acts as a sub-workflow that can be triggered by a main workflow to log messages or comments in a centralized manner. By leveraging the powerful Odoo API, this template ensures that updates to records are handled efficiently, providing an organized way to document important information related to your business processes. ## Setup Instructions Import the Workflow: Import the provided JSON file into your n8n instance. ## Odoo Credentials: Ensure you have valid Odoo API credentials (e.g., Odoo's Odoo Automation Account) configured in n8n. ## Node Configuration: Verify that the Odoo node (consider renaming it to Odoo Record Manager for clarity) is set up with your server details and authentication parameters. Check that the workflow trigger (When Executed by Another Workflow) is configured to receive input parameters from the parent workflow. ## Execution Trigger: This workflow is designed to be initiated by another workflow. Make sure the main workflow supplies the required inputs. ### Workflow Details Trigger Node: The workflow begins with the When Executed by Another Workflow node, which accepts three inputs: - rec_id: A numeric identifier for the Odoo record. - message: The text of the comment or note. - model: The specific Odoo model (e.g., rs.deployment.action.log) where the note should be attached. ### Odoo Node: The second node in the workflow calls the Odoo API to create a new log message. It maps the inputs as follows: - message_type is set to comment. - model is assigned the provided model name. - res_id is assigned the record ID (rec_id). - body is assigned the message content. ## Additional Information: A sticky note node is included to provide a brief overview of the workflow's purpose directly within the interface. ### Input Parameters Record ID (rec_id): The unique identifier of the record in Odoo where the note will be added. ### Message (message): The content of the comment or note that is to be logged. ### Model (model): The Odoo model name indicating the context in which the note should be created (e.g., rs.deployment.action.log). ## Usage Examples ### Internal Logging: Use the workflow to attach internal comments or logs to specific records, such as customer profiles, orders, or deployment logs. ### Audit Trails: Create a comprehensive audit trail by documenting changes or important events in Odoo records. ### Integration with Other Workflows: Link this workflow with other automation processes in n8n (like email notifications, data synchronization, or reporting) to create a seamless integration across your systems. ### Pre-conditions The Odoo instance must be accessible and correctly configured. API permissions and user roles should be validated to ensure that the workflow has the necessary access rights. The workflow expects inputs from an external trigger or parent workflow. ## Customization & Integration This template offers several customization options to tailor it to your needs: - Field Customization: Modify or add new fields to match your logging or commenting requirements. - Node Renaming: Rename nodes for better clarity and consistency within your workflow ecosystem. - **Integration Possibilities**: Easily integrate this workflow with other processes in n8n, such as triggering notifications or synchronizing data across different systems. This sub-workflow receives data from a main workflow (for example, a record ID, a message, and the Odoo model) and creates a new note (or comment) in the corresponding Odoo record. Essentially, it acts as a centralized point for logging comments or notes in a specific Odoo model, ensuring that the information remains organized and easy to track. Your model must inherit from _inherit = ['portal.mixin', 'mail.thread', 'mail.activity.mixin']

Track n8n Workflow Changes Over Time with Compare Dataset & Google Sheets

### This n8n template runs daily to track and report on any changes made to workflows on any n8n instance. Useful if a team is working within a single instance and you want to be notified of what workflows have changed since you last visited them. Another use-case might be monitoring your managed instances for clients and being alerted when changes are made without your knowledge. See a sample Gsheet here: [https://docs.google.com/spreadsheets/d/1dOHSfeE0W_qPyEWj5Zz0JBJm8Vrf_cWp-02OBrA_ZYc/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1dOHSfeE0W_qPyEWj5Zz0JBJm8Vrf_cWp-02OBrA_ZYc/edit?usp=sharing) ### How it works - A scheduled trigger is set to run once a day to review all available workflows. - An n8n node imports the workflows as JSON. - The workflows are brought into a loop where each is first checked to see if it exists in the designated Google Sheet. - If not, a new entry is created and skipped. - If the workflow has been captured before, then the comparison subworkflow can be executed using the previous and current versions of the workflow JSON data. - The subworkflow uses the compare dataset tool to calculate the changes to nodes and connections for the given workflow. - The results are then recorded back to the Google Sheet for review. ### How to use - Start with the n8n node and try to filter by the workflows you're interested in tracking. - Set the scheduled trigger interval to match the frequency to suit how often your workflows are being edited. ### Customising the workflow - Want to get fancy? Add in an AI agent to help determine changes between the previous and current versions of the workflow. Add contextual explanations to reveal the impact of the changes.

Automate EDI Message Processing with Gmail and Google Sheets

Streamline the processing of EDI messages by automatically parsing emails from Gmail and logging the data into Google Sheets. This workflow simplifies manual data handling for small businesses.

Automate Commercial Insurance Submissions with Google Suite, PDF, and Email

### Overview Supercharge your insurance agency's efficiency with this powerful automation template for n8n. Designed specifically for commercial insurance brokers and agents, this workflow transforms the tedious process of manual application submissions into a streamlined, one-click operation. Stop wasting hours on administrative tasks and start closing more deals. This template handles everything from reading new applications in a Google Sheet to generating custom PDFs and emailing them to the right carriers all in **40 seconds**, allowing you to focus on what matters most: your clients. ### How it works This workflow provides a powerful foundation for automating your commercial insurance submissions. It's designed to save you hours of manual work by streamlining the entire process from application intake to carrier communication. At a high level, this is what the flow does: - **1. Fetches New Applications:** Automatically reads new insurance applications from a designated Google Sheet. - **2. Filters Suitable Carriers:** Filters a built-in list of carriers to find the best matches for each application based on revenue and industry requirements. - **3. Generates Professional PDFs:** For each matched carrier, it automatically generates a professional PDF application using a pre-formatted Google Docs template. - **4. Distributes to Carriers:** Emails the personalized application and unique PDF attachment to each matched carrier. - **5. Creates a Summary Report:** Once all submissions are complete, it generates a clean HTML summary report and emails it to the broker. ### Set up steps **Estimated Set Up Time:** 10-15 minutes This template is designed for a quick setup. The detailed, step-by-step instructions are included in the Sticky Notes inside the workflow itself. The main setup steps are: - **1. Copy the Google Sheet:** Make a copy of the provided Google Sheet template to your own Google Drive. - **2. Connect Your Google Account:** Authorize your Google account for the three required nodes (Google Sheets, Google Drive, and Google Docs). - **3. Configure Your Email:** Add your email credentials to the two `Email Send` nodes (one for sending to carriers and one for notifying the broker).

Streamline Employee Reimbursement with Automated Validation and Notifications

Automate the employee reimbursement process by validating receipts, eliminating duplicates, and notifying the finance team, significantly reducing processing time and errors.

Clone n8n Workflows Between Instances Using n8n API

## **Overview** The **n8n Workflow Cloner** is a powerful automation tool designed to **copy, sync, and migrate workflows** across different n8n instances or projects. Whether you're managing multiple environments (development, staging, production) or organizing workflows within a team, this workflow **automates the transfer process**, ensuring seamless workflow deployment with minimal manual effort. By automatically detecting and copying only the missing workflows, this tool helps **maintain consistency, improve collaboration, and streamline workflow migration** between projects or instances. ## **How to Use** ### 1. **Set Up API Credentials** - Configure API credentials for both **source** and **destination** n8n instances. - Ensure the credentials have **read and write** access to manage workflows. ### 2. **Select Source & Destination** - Update the **GET - Workflows** node to define the **source instance**. - Set the **CREATE - Workflow** node to specify the **destination instance**. ### 3. **Run the Workflow** - Click **Test Workflow** to start the transfer. - The system will fetch all workflows from the source, **compare** them with the destination, and copy any missing workflows. ### 4. **Change the Destination Project** (Optional) - By default, workflows are moved to the **KBB Workflows** project. - Modify the **Filter** node to transfer workflows to a different project. ### 5. **Monitor & Verify** - The **Loop Over Items** node ensures batch processing for multiple workflows. - Log outputs provide details on transferred workflows and statuses. ## **Key Benefits** - **Automate Workflow Transfers** - No more manual exports/imports. - **Sync Workflows Across Environments** - Keep workflows up to date in dev, staging, and production. - **Effortless Team Collaboration** - Share workflows across projects seamlessly. - **Backup & Migration Ready** - Easily move workflows between n8n instances. ## **Use Cases** - **CI/CD for Workflows** - Deploy workflows between development and production environments. - **Team Workflow Sharing** - Share workflows across multiple n8n projects. - **Workflow Backup Solution** - Store copies of workflows in a dedicated backup project. ## **Tags** - Workflow Migration - n8n Automation - Sync Workflows - Backup & Deployment

Streamline Quote Requests with Tally, Airtable, Slack, and Gmail Automation

Automate your quote request process by capturing form submissions, notifying your sales team, storing leads in Airtable, and sending email confirmations—all seamlessly integrated in one n8n workflow.

Automate Weekly ClickUp Task Reports via Gmail

Streamline your weekly task reporting with this n8n workflow that compiles ClickUp tasks into detailed reports and sends them via Gmail. Ideal for project managers seeking automated insights into team performance.

SAP Service Layer Login

This minimal utility workflow connects to the SAP Business One Service Layer API to verify login credentials and return the session ID. It's ideal for testing access or using as a sub-workflow to retrieve the B1SESSION token for other operations. **HOW IT WORKS:** **1. Trigger Manually** The workflow is initiated using a Manual Trigger. Ideal for testing or debugging credentials before automation. **2. Set SAP Login Data** The Set Login Data node defines four key input variables: - sap_url: Base URL of the SAP B1 Service Layer (e.g., https://sap-server:50000/b1s/v1/) - sap_username: SAP B1 username - sap_password: SAP B1 password - sap_companydb: SAP B1 Company DB name **3. Connect to SAP** An HTTP Request node performs a POST to the Login endpoint. The body is structured as: ```json { "UserName": "your_sap_username", "Password": "your_sap_password", "CompanyDB": "your_sap_companydb" } ``` If successful, the response contains a SessionId which is essential for authenticated requests. **4. Return Session or Error** The response is branched: On success – the sessionID is extracted and returned. On failure – the error message and status code are stored separately. **SETUP STEPS:** **1. Create SAP Service Layer Credentials** Although this workflow uses manual inputs (via Set), it's best to define your connection details as environment variables for reuse: - SAP_URL=https://your-sap-host:50000/b1s/v1/ - SAP_USER=your_sapuser - SAP_PASSWORD=your_password - SAP_COMPANY_DB=your_companyDB Alternatively, update the Set Login Data node directly with your values. **2. Run the Workflow** Click Execute Workflow in n8n. Watch the response from SAP: - If successful: sessionID will be available in the Success node. - If failed: statusCode and errorMessage will be available in the Failed node. **USE CASES:** - Reusable Login Module Export this as a reusable sub-workflow for other SAP-integrated flows. - Credential Testing Tool Validate new environments, test credentials before deployment.

Sync Notion Content to Webflow CMS as Draft Items with Status Tracking

## **How it works:** This template takes approved Notion pages and syncs them to a Webflow CMS collection as **draft** items. It reads pages marked **Status = Ready for publish** in a specific Notion database/project, merges JSON content stored across page blocks into a single object, then either **creates** a new CMS item or **updates** the existing one by **name**. On success, it sets the Notion page to **5. Done**; on failure, it switches the page to **On Hold** for review. ## **Step-by-step:** 1. **Manual Trigger** You start the run with **When clicking 'Execute workflow'**. 2. **Get Notion Pages (Notion – Database: Fetch Content Tasks)** Pull all pages with **Status = Ready for publish** scoped to the target **Project**. 3. **Loop Over Items (Split In Batches)** Process one Notion page at a time. 4. **Code (Pass-through)** Expose page fields (e.g., **name**, **id**, **url**, **sector**) for downstream nodes. 5. **Get Notion Block (children)** Fetch all blocks under the page **id**. 6. **Merge Content (Code)** Concatenate code-block fragments, **parse** them into one `mergedContent` JSON, and attach the page metadata. 7. **Get Webflow Items (HTTP GET)** List items in the target Webflow **collection** to see if an item with the same **name** already exists. 8. **Update or Create (Switch)** - **No match:** **Create Webflow Item** (POST) with `isDraft: true`, mapping all `fieldData` (e.g., category titles, meta title, excerpt, hero copy/image, benefits, problem pointers, FAQ, ROI). - **Match:** **Update Webflow Item (Draft)** (PATCH) for that **id**. Keep the **existing slug**, write the latest `fieldData`, leave `isDraft: true`. 9. **Write Back Status (Notion)** - **Success path** set **Status = 5. Done**. - **Error path** set **Status = On Hold**. 10. **Log Submission (Code)** Log a compact object with **status**, **notionPageId**, **webflowItemId**, **timestamp**, and **action**. 11. **Wait – Loop** Short pause, then continue with the next page. ## **Tools integration:** - **Notion** - source database and page blocks for approved content. - **Webflow CMS API** - destination collection; items created/updated as **drafts**. - **n8n Code** - JSON merge and lightweight logging. - **Split In Batches + Wait** - controlled, item-wise processing. Want hands-free publishing? Add a **Cron** trigger before step 2 to run on a schedule.

Automate Stock Portfolio Updates from OneDrive to Excel

Effortlessly synchronize and update your stock portfolio by transferring data from OneDrive CSV files to Excel using n8n. This workflow automates data extraction, transformation, and updates, ensuring your records are always current.

Automate Weekly Business Reports with AI and Google Sheets

This workflow automates the creation of weekly business reports by pulling data from Google Sheets, analyzing it with AI, and generating a formatted Google Document. The report is then sent to Slack for team review and approval, ensuring consistent recognition of team progress.

Activepieces$2.99

Efficiently Restore n8n Workflows from Google Drive Backups

Streamline the restoration of multiple n8n workflows from Google Drive backups, minimizing manual effort and reducing downtime during migrations or recoveries.

Automate Upwork Job Aggregation and Notification with AI Summaries

This workflow automates the aggregation of Upwork job postings based on your criteria, logs them in Google Sheets, generates AI-based summaries, and sends notifications via email.

Extract Data from Trip Receipts with GP-4.1-mini, Google Sheets & Email Notifications

# Automated Expense Reporting Workflow With GPT-4.1-mini ## ☀ Who's it for This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. Ideal users: - Employees submitting business trip expense claims - HR or Admins reviewing travel-related reimbursements - Finance teams responsible for processing claims ## ℹ How it works / What it does 1. **Employee submits a form** with trip information (name, department, purpose, dates) and uploads one or more receipts/invoices (PDF). 2. **Uploaded files are saved to Google Drive** for record-keeping. 3. Each PDF is passed to a **DocClaim Assistant agent**, which uses GPT-4.0 and a structured parser to extract structured invoice data. 4. The data is **transformed and formatted** into a standard JSON structure. 5. Two parallel paths are followed: - Invoice records are appended to a **Google Sheet** for centralized tracking. - A detailed **HTML email** summarizing the trip and expenses is generated and sent to the **finance department** for claim processing. ## ✅ How to set up 1. **Create a form** to capture: - Employee Name - Department - Trip Purpose - From Date / To Date - Receipt/Invoice File Upload (multiple PDFs) 2. **Configure file upload node** to store files in a specific Google Drive folder. 3. **Set up DocClaim Agent** using: - GPT-4.0 or any LLM with document analysis capability - Output parser for standardizing extracted receipt data (e.g., vendor, total, tax, date) 4. **Transform extracted data** into a structured claim record (Code Node). 5. **Path 1**: Save records to a Google Sheet (one row per expense). 6. **Path 2**: - Format the employee + claim data into a dynamic **HTML email** - Use `Send Email` node to notify the finance department (e.g., `finance@yourcompany.com`) ## 📋 Requirements - n8n running with access to: - Google Drive API (for file uploads) - Google Sheets API (for logging expenses) - Email node (SMTP or Gmail for sending) - GPT-4.0 or equivalent LLM with document parsing ability - PDF invoices with clear formatting - Shared Google Sheet for claim tracking - Optional: Shared inbox for finance team ## © How to customize the workflow - **Add approval steps**: route the email to a manager before finance - **Attach original PDFs**: include uploaded files in the email as attachments - **Localize for other languages**: adapt form labels, email content, or parser prompts - **Sync to ERP or accounting system**: replace Google Sheet with QuickBooks, Xero, etc. - **Set limits/validation**: enforce max claim per trip or required fields before submission - **Auto-tag expenses**: add categories (e.g., travel, accommodation) for better reporting

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Related categories

Communication (2,463)AI (1,930)Other (1,425)Productivity (1,202)Marketing (1,146)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)Social Media (562)

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