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Build a Financial Documents Assistant using Qdrant and Mistral.ai
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 It covers creating, updating and deleting vector store records ensuring our chatbot assistant is never outdated or misleading.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 reco
Organise Your Local File Directories With AI
If you have a shared or personal drive location with a high frequency of files created by humans, it can become difficult to organise. This may not matter... until you need to search for something! This n8n workflow works with the local filesystem to target the messy folder and categorise as well as organise its files into sub directories automatically. Disclaimer Unfortunately due to the intended use-case, this workflow will not work on n8n Cloud and a self-hosted version of n8n is required. How it works Uses the local file trigger to activate once a new file is introduced to the directory The new file's filename and filetype are analysed using AI to determine the best location to move this file. The AI assess the current subdirectories as to not create duplicates. If a relevant subdirectory is not found, a new subdirectory is suggested. Finally, an Execute Command node uses the AI's suggestions to move the new file into the correct location. Requirements Self-hosted version of n8n. The nodes used in this workflow only work in the self-hosted version. If you are using docker, you must create a bind mount to a host directory. Mistral.ai account for LLM model Customise this workflow
CDRecipe Recommendations with Qdrant and Mistral
This n8n workflow demonstrates creating a recipe recommendation chatbot using the Qdrant vector store recommendation API. Use this example to build recommendation features in your AI Agents for your users. How it works For our recipes, we'll use HelloFresh's weekly course and recipes for data. We'll scrape the website for this data. Each recipe is split, vectorised and inserted into a Qdrant Collection using Mistral Embeddings Additionally the whole recipe is stored in a SQLite database for later retrieval. Our AI Agent is setup to recommend recipes from our Qdrant vector store. However, instead of the default similarity search, we'll use the Recommendation API instead. Qdrant's Recommendation API allows you to provide a negative prompt; in our case, the user can specify recipes or ingredients to avoid. The AI Agent is now able to suggest a recipe recommendation better suited for the user and increase customer satisfaction. Requirements Qdrant vector store instance to save the recipes Mistral.ai account for embeddings and LLM agent Customising the workflow This workflow can work for a variety of different audiences. Try different sets of data such as clothes, sports shoes, vehicles
WBuild Your Own Image Search Using AI Object Detection, CDN and ElasticSearch
This n8n workflow demonstrates how to automate indexing of images to build a object-based image search. By utilising a Detr-Resnet-50 Object Classification model, we can identify objects within an image and store these associations in Elasticsearch along with a reference to the image. How it works An image is imported into the workflow via HTTP request node. The image is then sent to Cloudflare's Worker AI API where the service runs the image through the Detr-Resnet-50 object classification model. The API returns the object associations with their positions in the image, labels and confidence score of the classification. Confidence scores of less the 0.9 are discarded for brevity. The image's URL and its associations are then index in an ElasticSearch server ready for searching. Requirements A Cloudflare account with Workers AI enabled to access the object classification model. An ElasticSearch instance to store the image url and related associations. Extending this workflow Further enrich your indexed data with additional attributes or metrics relevant to your users. Use a vectorstore to provide similarity search over the images.
WEnrich Property Inventory Survey with Image Recognition and AI Agent
This n8n workflow assists property managers and surveyors by reducing the time and effort it takes to complete property inventory surveys. In such surveys, articles and goods within a property may need to be captured and reported as a matter of record. This can take a sizable amount of time if the property or number of items is big enough. Our solution is to delegate this task to a capable AI Agent who can identify and fill out the details of each item automatically. How it works An AirTable Base is used to capture just the image of an item within the property Our workflow monitoring this AirTable Base sends the photo to an AI image recognition model to describe the item for purpose of identification. Our AI agent uses this description and the help of Google's reverse image search in an attempt to find an online product page for the item. If found, the product page is scraped for the item's specifications which are then used to fill out the rest of the details of the item in our Airtable. Requirements Airtable for capturing photos and product information OpenAI account to for image recognition service and AI for agent SerpAPI account for google reverse image search. Firecrawl.dev a
Actioning Your Meeting Next Steps using Transcripts and AI
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.
WHost your own Uptime Monitoring with Scheduled Triggers
This n8n workflow demonstrates how to build a simple uptime monitoring service using scheduled triggers. Useful for webmasters with a handful of sites who want a cost-effective solution without the need for all the bells and whistles. How it works Scheduled trigger reads a list of website urls in a Google Sheet every 5 minutes Each website url is checked using the HTTP node which determines if the website is either in the UP or DOWN state. An email and Slack message are sent for websites which are in the DOWN state. The Google Sheet is updated with the website's state and a log created. Logs can be used to determine total % of UP and DOWN time over a period. Requirements Google Sheet for storing websites to monitor and their states Gmail for email alerts Slack for channel alerts Customising the workflow Don't use Google Sheets? This can easily be exchanged with Excel or Airtable.
Organise an Event using Slack, Google Calendar and AI
This n8n workflow takes Slack conversations and turns them into Calendar events complete with accurate date and times and location information. Adding and removing attendees are also managed automatically. How it works Workflow monitors a Slack channel for invite messages with a "📅" reaction and sends this to the AI agent. AI agent parses the message determining the time, date and location. Using its Location tool, the AI agent searches for the precise location address from Google Maps. Using its Calendar tool, the AI agent creates a Google Calendar invite with the title, description and location address for the user. Back in the Slack channel, others can RSVP to the invite by reacting with the "✅" emjoi. The workflow polls the message after a while and adds the users who have reacted to the Calendar Invite as attendees. Conversely, removing any attendees who have since removed their reaction. Examples Jill: "Hey team, I'm organising a round of Laser Tag (Bunker 51) next Thursday around 6pm. Please RSVP with a ✅" AI: "I've helped you create an event in your calendar https://cal.google.com/..." Jack: "✅" AI: "I've added Jack to the event as an attendee". Requirements Slack channel
ERP AI chatbot for Odoo sales module with OpenAI
Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. Use Case To have a clear overview of your sales data in Odoo you typically needs to extract data from it manually to analyse it. This workflow uses OpenAI's language models to create an intelligent chatbot that provides conversational access to your Odoo sales opportunity data. How it works Creates a summary of all Odoo sales opportunities using OpenAI Uses that summary as context for the OpenAI chat model Keeps the summary up to date using a schedule trigger Set up steps: Configure the Odoo credentials Configure OpenAI credentials Toggle "Make Chat Publicly Available" from the Chat Trigger node.
AI web researcher for sales
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.
Customer Support Channel and Ticketing System with Slack and Linear
This n8n workflow demonstrates how to create a really simple yet effective customer support channel and pipeline by combining Slack, Linear and AI tools. Built on n8n's ability to integrate anything, this workflow is intended for small support teams who want to maximise re-use of the tools they already have with an interface which is doesn't require any onboarding. Read the blog post here: https://blog.n8n.io/automated-customer-support-tickets-with-n8n-slack-linear-and-ai/ How it works The workflow is connected to a slack channel setup with the customer to capture support issues. Only messages which are tagged with a "✅" reaction are captured by the workflow. Messages are tagged by the support team in the channel. Each captured support issue is sent to the AI model to classify, prioritise and rewrite into a support ticket. The generated support ticket is uploaded to Linear for the support team to investigate and track. Support team is able to report back to the user via the channel when issue is fixed. Requirements Slack channel to be monitored Linear account and project Customising this workflow Don't have Linear? This workflow can work just as well with traditional ticketing syst
WSpeed Up Social Media Banners With BannerBear.com
This n8n workflow shows an easy way to automate the creation of social media assets using AI and a service like BannerBear. Designed for the busy marketer, leveraging AI image generation capabilities can help cut down production times and allow reinvesting into higher quality content. How it works This workflow generates social media banners for online events. Using a form trigger, a user can define the banner text and suggest an image to be generated. This request is passed to OpenAI's Dalle-3 image generation service to produce a relevant graphic for the event banner. This generated image is uploaded and sent to BannerBear where a template will use it and the rest of the form data to produce the banner. BannerBear returns the final banner which can now be used in an assortment of posts and publications. Requirements A BannerBear.com account and template is required An OpenAI account to use the Dalle-3 service. Customising the workflow We've only shown a small section of what BannerBear has to offer. With experimentation and other asset generating services such as AI audio and video, you should be able to generate more than just static banners!
Automate Your RFP Process with OpenAI Assistants
This n8n workflow demonstrates how to automate oftern time-consuming form filling tasks in the early stages of the tendering process; the Request for Proposal document or "RFP". It does this by utilising a company's knowledgebase to generating question-and-answer pairs using Large Language Models. How it works A buyer's RFP is submitted to the workflow as a digital document that can be parsed. Our first AI agent scans and extracts all questions from the document into list form. The supplier sets up an OpenAI assistant prior loaded with company brand, marketing and technical documents. The workflow loops through each of the buyer's questions and poses these to the OpenAI assistant. The assistant's answers are captured until all questions are satisified and are then exported into a new document for review. A sales team member is then able to use this document to respond quickly to the RFP before their competitors. Example Webhook Request curl --location 'https://<n8n_webhook_url>' \ --form 'id="RFP001"' \ --form 'title="BlueChip Travel and StarBus Web Services"' \ --form 'reply_to="[email protected]"' \ --form 'data=@"k9pnbALxX/RFP Questionnaire.pdf"' Requirements An OpenAI accou
WInvoice data extraction with LlamaParse and OpenAI
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 alth
Better Oauth2.0 workflow for Pipedrive CRM with Supabase
This workflow provides an OAuth 2.0 auth token refresh process for better control. Developers can utilize it as an alternative to n8n's built-in OAuth flow to achieve improved control and visibility. In this template, I've used Pipedrive API, but users can apply it with any app that requires the authorization_code for token access. This resolves the issue of manually refreshing the OAuth 2.0 token when it expires, or when n8n's native OAuth stops working. What you need to replicate this Your database with a pre-existing table for storing authentication tokens and associated information. I'm using Supabase in this example, but you can also employ a self-hosted MySQL. Here's a quick video on setting up the Supabase table. Create a client app for your chosen application that you want to access via the API. After duplicating the template: a. Add credentials to your database and connect the DB nodes in all 3 workflows. Enable/Publish the first workflow, "1. Generate and Save Pipedrive tokens to Database." Open your client app and follow the Pipedrive instructions to authenticate. Click on Install and test. This will save your initial refresh token and access token to the database. Pleas
Enrich Pipedrive's Organization Data with OpenAI GPT-4o & Notify it in Slack
This workflow enriches new Pipedrive organization's data by adding a note to the organization object in Pipedrive. It assumes there is a custom "website" field in your Pipedrive setup, as data will be scraped from this website to generate a note using OpenAI. Then, a notification is sent in Slack. ⚠️ Disclaimer This workflow uses a scraping API. Before using it, ensure you comply with the regulations regarding web scraping in your country or state. Important Notes The OpenAI model used is GPT-4o, chosen for its large input token capacity. However, it is not the cheapest model if cost is very important to you. The system prompt in the OpenAI Node generates output with relevant information, but feel free to improve or modify it according to your needs. How It Works Node 1: Pipedrive Trigger - An Organization is Created This is the trigger of the workflow. When an organization object is created in Pipedrive, this node is triggered and retrieves the data. Make sure you have a "website" custom field in Pipedrive (the name of the field in the n8n node will appear as a random ID and not with the Pipedrive custom field name). Node 2: ScrapingBee - Get Organization's Website's Homepage Cont
Convert PDF to PDFA using ConvertAPI
Who is this for? For developers and organizations that need to convert PDF files to PDFA for long term archiving. What problem is this workflow solving? The file format conversion problem. What this workflow does Downloads the PDF file from the web. Converts the PDF file to PDFA. Stores the PDFA file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Use your API Token for authentication. Pass the token in the Authorization header as a Bearer token. You can manage your API Tokens in the User panel → Authentication. Optionally, additional Body Parameters can be added for the converter.
Convert image to PDF using ConvertAPI
Who is this for? For developers and organizations that need to convert image files to PDF. What problem is this workflow solving? The file format conversion problem. What this workflow does Downloads the JPG file from the web. Converts the JPG file to PDF. Stores the PDF file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Use your API Token for authentication. Pass the token in the Authorization header as a Bearer token. You can manage your API Tokens in the User panel → Authentication. Optionally, additional Body Parameters can be added for the converter.
WAutonomous AI crawler
This workflow with AI agent is designed to navigate through the page to retrieve specific type of information (in this example: social media profile links). The agent is equipped with 2 tools: text tool:** to retrieve all the text from the page, URLs tool:** to extract all possible links from the page. 💡 You can edit prompt and JSON schema connected to the agent in order to return other data then social media profile links. 👉 This workflow uses Supabase as storage (input/output). Feel free to change it to any other database of your choice. 🎬 See this workflow in action in my YouTube video. How it works? The workflow uses the input URL (website) as a starting point to retrieve the data (e.g. example.com). Using the "URLs tool", the agent is able to retrieve all links from the page and navigate to them. For example, if you want to retrieve contact information, agent will try to find a subpage that might contain this information (e.g. example.com/contact) and extract the information using the text tool. Set up steps Connect database with input data (website addresses) or pin sample data to trigger node. Configure the crawling agent to retrieve the desired data (e.g. modify prompt a
Convert HTML to PDF using ConvertAPI
Who is this for? For developers and organizations that need to convert HTML files to PDF. What problem is this workflow solving? The file format conversion problem. What this workflow does Converts HTML to file. Converts the HTML file to PDF. Stores the PDF file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Use your API Token for authentication. Pass the token in the Authorization header as a Bearer token. You can manage your API Tokens in the User panel → Authentication. Optionally, additional Body Parameters can be added for the converter.
Attach a default error handler to all active workflows
How it works: Did you ever miss any errors in your workflow executions? I did! And I usually only realised a few days or weeks later. 🙈 This template attaches a default error workflow to all your active workflows. From now on, you'll receive a notification whenever a workflow errors and you'll have peace of mind again. It runs every night at midnight so you never have to think of this again. Of course, you can also run it manually. Steps to set up: Update the Gmail note with your own email address, or replace it with any other notification mechanism. You can also use Slack, Discord, Telegram or text messages.. Activate the workflow. Relax. Caveats: I did not add any rate limiting, so if you have a workflow that runs very frequently and it errors... well let's say your mailbox will not be a nice place anymore. Ideas for improvement? If you have any suggestions for improvement, feel free to reach out to me at [email protected]. Enjoy!
Convert web page to PDF using ConvertAPI
Who is this for? For developers and organizations that need to convert web page to PDF. What problem is this workflow solving? The web page conversion to PDF problem. What this workflow does Converts web page to PDF. Stores the PDF file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Use your API Token for authentication. Pass the token in the Authorization header as a Bearer token. You can manage your API Tokens in the User panel → Authentication. Change the parameter url to the webpage you want to convert to pdf Optionally, additional Body Parameters can be added for the converter.
Convert Airtable rich text markdown field to HTML
Sometimes you need the rich text field to be in HTML instead of Markdown. This template either syncs a single record or all records at once. Youtube tutorial
WProtect PDF with the password using ConvertAPI
Who is this for? For developers and organizations that need to protect PDF files with the password. What problem is this workflow solving? PDF file protection problem. What this workflow does Downloads the PDF file from the web. Protects PDF file with the password. Stores the PDF file in the local file system. How to customize this workflow to your needs Open the HTTP Request node. Adjust the URL parameter (all endpoints can be found here). Use your API Token for authentication. Pass the token in the Authorization header as a Bearer token. You can manage your API Tokens in the User panel → Authentication. Change the password in the parameter UserPassword Optionally, additional Body Parameters can be added for the converter.