Common Automation Workflows

One team.
Your entire stack.

A sample of the workflows we build — across WhatsApp, Gmail, Notion, Slack, Shopify, and more. Every business is different. If you don't see yours here, we'll build it.

75 workflows
GeneralReal Estate
Low

Lead Capture → CRM Auto-Entry

Automatically capture leads from web forms, WhatsApp, or Facebook Ads and push them into your CRM with source …

n8nWhatsAppAirtable

Automatically capture leads from web forms, WhatsApp, or Facebook Ads and push them into your CRM with source attribution, tags, and an auto-created follow-up task. No more manual data entry or missed leads.

Categories
Lead GenerationCRM
HealthcareF&B
Low

WhatsApp Appointment Reminder Sequence

Send automated WhatsApp reminders 24 hours and 2 hours before appointments. Include rescheduling links and col…

n8nWhatsAppGoogle Sheets

Send automated WhatsApp reminders 24 hours and 2 hours before appointments. Include rescheduling links and collect confirmations. Triggers no-show follow-up if appointment isn't attended.

Categories
NotificationsCRM
E-commerce
Medium

Abandoned Cart Recovery Flow

Detect abandoned carts and trigger a multi-touch recovery sequence — first a gentle email reminder, then a dis…

n8nWhatsAppTelegram

Detect abandoned carts and trigger a multi-touch recovery sequence — first a gentle email reminder, then a discount code via WhatsApp, and finally a final-chance Telegram message. Recovers 15–30% of abandoned carts on average.

Categories
Lead GenerationCRM
FinanceGeneral
Medium

Automated Monthly Revenue Report

Pull sales data from your POS or CRM, aggregate it into a formatted Google Sheet, generate a summary with key …

n8nGoogle SheetsSlack

Pull sales data from your POS or CRM, aggregate it into a formatted Google Sheet, generate a summary with key metrics, and email it to stakeholders every month — automatically. No more waiting for finance to compile the numbers.

Categories
Reporting
Healthcare
Medium

No-Show Re-engagement Campaign

When a patient or client misses an appointment, automatically trigger a re-engagement sequence: a WhatsApp mes…

n8nWhatsAppAirtable

When a patient or client misses an appointment, automatically trigger a re-engagement sequence: a WhatsApp message expressing concern, a follow-up 3 days later, and a booking link with a special offer after 7 days.

Categories
CRMNotifications
General
High

New Employee Onboarding Workflow

When a new hire is added to your HR system, automatically create their Notion workspace, assign onboarding tas…

n8nNotionSlack

When a new hire is added to your HR system, automatically create their Notion workspace, assign onboarding tasks with deadlines, send welcome messages to relevant Slack channels, provision tool access, and schedule check-ins with their manager.

Categories
HR Ops
General
Low

Content Calendar → Auto Post Scheduler

Build your content calendar in Airtable or Notion. When a post is marked 'Ready', n8n automatically schedules …

n8nAirtableNotion

Build your content calendar in Airtable or Notion. When a post is marked 'Ready', n8n automatically schedules and publishes it to the selected platforms (Instagram, LinkedIn, Facebook) at the specified time.

Categories
Business Ops
FinanceGeneral
Medium

Auto Invoice Generation & Email Delivery

When a deal is marked 'Won' in your CRM, automatically generate a professional PDF invoice using the deal data…

n8nGoogle Sheets

When a deal is marked 'Won' in your CRM, automatically generate a professional PDF invoice using the deal data, save it to Google Drive, and email it to the client — with a payment link included. Zero manual effort.

Categories
Business Ops
HospitalityF&B
Low

Google Reviews Sentiment Alert

Monitor your Google Business reviews in real time. New 5-star reviews are shared in your team Slack to celebra…

n8nSlackOpenAI

Monitor your Google Business reviews in real time. New 5-star reviews are shared in your team Slack to celebrate. Negative reviews trigger an immediate alert to the manager with a suggested AI-drafted response for fast resolution.

Categories
Notifications
LegalGeneral
Medium

Contract Deadline Tracker & Alert

Import contract data into Notion. The system monitors expiry and renewal dates, sending escalating Slack/email…

n8nNotionSlack

Import contract data into Notion. The system monitors expiry and renewal dates, sending escalating Slack/email alerts at 90, 30, and 7 days before deadlines. Escalates to management if no action is taken within 48 hours.

Categories
Business OpsNotifications
General
Medium

AI Support Ticket Auto-Categorization

Incoming support emails or form submissions are passed through an OpenAI classifier that assigns category, urg…

n8nOpenAISlack

Incoming support emails or form submissions are passed through an OpenAI classifier that assigns category, urgency, and sentiment. Tickets are routed to the right team member in Slack with a suggested first response drafted by AI.

Categories
Business Ops
General
Low

Weekly KPI Digest Email

Every Monday at 9AM, pull KPIs from Google Sheets, Airtable, or your database, format them into a clean HTML e…

n8nGoogle SheetsAirtable

Every Monday at 9AM, pull KPIs from Google Sheets, Airtable, or your database, format them into a clean HTML email, and send it to your leadership team. Includes week-over-week comparisons and highlights any metrics outside target range.

Categories
Reporting
GeneralReal Estate
Low

New Lead → Instant WhatsApp Alert

The moment a new lead comes in from any source (Facebook, website, referral), your sales team gets an instant …

n8nWhatsAppTelegram

The moment a new lead comes in from any source (Facebook, website, referral), your sales team gets an instant WhatsApp or Telegram message with the lead's full details, source, and a one-tap link to add notes. Never miss a hot lead.

Categories
Lead GenerationNotifications
E-commerce
Medium

Customer Win-Back Email Sequence

Identify customers who haven't purchased in 60+ days and automatically enroll them in a win-back sequence: a '…

n8nAirtable

Identify customers who haven't purchased in 60+ days and automatically enroll them in a win-back sequence: a 'We miss you' email, a personalized product recommendation after 7 days, and a limited-time discount offer after 14 days.

Categories
CRM
General
High

AI-Powered Resume Screener

Job applications submitted via form are automatically parsed by OpenAI against your job description criteria. …

n8nOpenAINotion

Job applications submitted via form are automatically parsed by OpenAI against your job description criteria. Candidates are scored and ranked in Notion with a match percentage. Shortlisted candidates receive an auto-acknowledgement; rejected ones get a polite decline.

Categories
HR Ops
Real Estate
Medium

Property Enquiry Auto-Responder

When a new property enquiry arrives via web form or WhatsApp, an AI assistant instantly responds with relevant…

n8nWhatsAppOpenAI

When a new property enquiry arrives via web form or WhatsApp, an AI assistant instantly responds with relevant property details, schedules a viewing slot, and notifies the agent. Leads that don't respond in 48 hours get a follow-up message automatically.

Categories
Lead GenerationCRM
Healthcare
High

End-to-End Clinic Booking & Confirmation

Full patient journey automation: enquiry capture → AI pre-qualification → appointment slot booking → confirmat…

n8nWhatsAppGoogle Sheets +1

Full patient journey automation: enquiry capture → AI pre-qualification → appointment slot booking → confirmation via WhatsApp → reminder sequence → post-visit feedback request → CRM update. Reduces admin workload by 80%.

Categories
Business OpsLead Generation
E-commerceF&B
Medium

Low Stock Reorder Alert

Monitor inventory levels in real time. When a SKU drops below the minimum threshold, automatically notify the …

n8nSlackGoogle Sheets

Monitor inventory levels in real time. When a SKU drops below the minimum threshold, automatically notify the procurement team via Slack and email, generate a draft purchase order, and log it in your inventory management sheet.

Categories
Business OpsNotifications
General
Low

Meeting Notes → AI Summary → Notion

Upload or paste meeting transcripts (or connect your transcription tool). OpenAI extracts action items, decisi…

n8nOpenAINotion

Upload or paste meeting transcripts (or connect your transcription tool). OpenAI extracts action items, decisions, owners, and deadlines. A structured summary is automatically saved to your Notion workspace and action items are assigned as tasks.

Categories
Business Ops
General
High

Multi-Channel Ad Report Aggregator

Pull ad performance data from Meta, Google Ads, and TikTok into a unified Google Sheet dashboard — daily, week…

n8nGoogle SheetsAirtable

Pull ad performance data from Meta, Google Ads, and TikTok into a unified Google Sheet dashboard — daily, weekly, or monthly. Includes spend, CPL, ROAS, and lead quality scores. Send a formatted summary to your marketing team every morning.

Categories
Reporting
General
Low

Gmail Auto-Label with AI

Every incoming Gmail message is passed through an AI classifier that reads the subject and body, then assigns …

n8nGmailOpenAI

Every incoming Gmail message is passed through an AI classifier that reads the subject and body, then assigns the correct label — Inquiry, Partnership, Invoice, Complaint, or Spam. Your inbox stays organised without any manual sorting.

Categories
Business Ops
FinanceGeneral
Medium

Email Invoice → Accounting Sheet

When an invoice email arrives in Gmail, AI extracts vendor name, amount, due date, and line items. Data is pus…

n8nGmailGoogle Sheets +1

When an invoice email arrives in Gmail, AI extracts vendor name, amount, due date, and line items. Data is pushed directly into your Google Sheet or Xero accounting tool, and the invoice PDF is saved to Google Drive.

Categories
Business OpsReporting
General
Low

Daily Email Digest → Slack Summary

Every morning, scan your Gmail inbox for important emails (by sender, label, or keyword), summarise them using…

n8nGmailSlack +1

Every morning, scan your Gmail inbox for important emails (by sender, label, or keyword), summarise them using AI, and post a clean digest to your Slack channel. No more missing critical emails buried in a full inbox.

Categories
NotificationsBusiness Ops
General
Low

Email → Notion Task Creator

When an email arrives matching your criteria (flagged, specific sender, or subject keyword), automatically cre…

n8nGmailNotion +1

When an email arrives matching your criteria (flagged, specific sender, or subject keyword), automatically create a Notion task with the email details, assign it to the right team member, and set a due date based on urgency detected by AI.

Categories
Business Ops
GeneralE-commerce
Medium

Automated Email Follow-Up Sequence

After a lead fills your contact form, they enter a 5-touch email sequence: day 0 welcome, day 2 case study, da…

n8nGmailAirtable

After a lead fills your contact form, they enter a 5-touch email sequence: day 0 welcome, day 2 case study, day 5 FAQ, day 10 discount, day 14 last chance. Each email is personalised with their name, industry, and the problem they mentioned.

Categories
Lead GenerationCRM
General
Low

Telegram Daily Standup Bot

Every morning at 9AM, a Telegram bot messages each team member asking for their daily standup update (what the…

n8nTelegramNotion

Every morning at 9AM, a Telegram bot messages each team member asking for their daily standup update (what they did, what they're doing, any blockers). Responses are collected and compiled into a Notion page for the team lead.

Categories
HR OpsBusiness Ops
GeneralReal Estate
Medium

Telegram Group → Lead Capture

Monitor a Telegram group or channel for messages containing keywords (pricing, interested, quote). When matche…

n8nTelegramAirtable

Monitor a Telegram group or channel for messages containing keywords (pricing, interested, quote). When matched, automatically extract the contact, create a lead record in your CRM, and notify your sales team to follow up.

Categories
Lead Generation
General
Low

Server Down → Telegram Emergency Alert

Connect your server monitoring tool to n8n. When uptime drops below threshold or an error spike is detected, a…

n8nTelegram

Connect your server monitoring tool to n8n. When uptime drops below threshold or an error spike is detected, an instant Telegram message is sent to your technical team with server details, error logs, and a direct SSH link.

Categories
Notifications
General
Low

Form Submission → Google Drive Folder Setup

When a new client fills your onboarding form, automatically create a structured Google Drive folder (Contracts…

n8nGoogle DriveSlack

When a new client fills your onboarding form, automatically create a structured Google Drive folder (Contracts, Deliverables, Invoices, Comms), share it with the client, and notify the project manager in Slack with a direct folder link.

Categories
Business Ops
FinanceGeneral
Medium

Google Sheet → Scheduled PDF Report Email

Every week or month, automatically pull data from a Google Sheet, render it as a formatted PDF report (with ch…

n8nGoogle SheetsGmail

Every week or month, automatically pull data from a Google Sheet, render it as a formatted PDF report (with charts and branding), and email it to a defined list of stakeholders — no manual export or design work required.

Categories
Reporting
General
Low

New Google Drive File → Team Notification

When a new file is added to a specific Google Drive folder (contracts signed, design assets, reports), automat…

n8nGoogle DriveSlack +1

When a new file is added to a specific Google Drive folder (contracts signed, design assets, reports), automatically notify the relevant team member via Slack or WhatsApp with a direct preview link and file details.

Categories
Notifications
E-commerceF&B
Low

Google Sheet Inventory Tracker with Auto-Alerts

Maintain your inventory in Google Sheets. Every night, an automation checks all SKU quantities. Items below mi…

n8nGoogle SheetsSlack +1

Maintain your inventory in Google Sheets. Every night, an automation checks all SKU quantities. Items below minimum stock trigger a Slack alert with a pre-filled reorder form. Items at zero trigger an urgent WhatsApp message to the manager.

Categories
Business OpsNotifications
General
Low

WordPress Blog Post → Auto Social Share

The moment a new WordPress post is published, automatically share it across LinkedIn, Facebook, Twitter/X, and…

n8nWordPressOpenAI

The moment a new WordPress post is published, automatically share it across LinkedIn, Facebook, Twitter/X, and Telegram with a platform-specific caption generated by AI. Schedule peak-time shares for maximum reach.

Categories
Business Ops
E-commerce
Medium

WooCommerce Order → CRM + Fulfilment Trigger

Every new WooCommerce order is automatically pushed into your CRM with customer details, order value, and prod…

n8nWooCommerceWhatsApp +1

Every new WooCommerce order is automatically pushed into your CRM with customer details, order value, and product tags. Simultaneously triggers your fulfilment workflow, sends an order confirmation WhatsApp, and creates a Notion task for the ops team.

Categories
Business OpsCRM
General
Low

WordPress Contact Form → WhatsApp Sales Alert

When a visitor submits your WordPress contact form, an instant WhatsApp message is sent to your sales team wit…

n8nWordPressWhatsApp

When a visitor submits your WordPress contact form, an instant WhatsApp message is sent to your sales team with the visitor's name, email, message, and page they came from — formatted for a quick response.

Categories
Lead GenerationNotifications
General
Low

WordPress Comment AI Moderation

New comments on your WordPress site are automatically reviewed by an AI for spam, toxicity, and relevance. Cle…

n8nWordPressOpenAI

New comments on your WordPress site are automatically reviewed by an AI for spam, toxicity, and relevance. Clean comments are approved instantly; borderline comments are flagged for human review; spam is rejected — no moderation queue needed.

Categories
Business Ops
FinanceGeneral
Medium

PDF Invoice Parser → Data Extraction

Drop PDF invoices into a Google Drive folder or email inbox. An AI automation extracts vendor, invoice number,…

n8nOpenAIGoogle Sheets +1

Drop PDF invoices into a Google Drive folder or email inbox. An AI automation extracts vendor, invoice number, date, line items, totals, and tax. Data flows directly into your accounting Google Sheet or Airtable — ready for approval in seconds.

Categories
Business Ops
LegalGeneral
Medium

Signed Contract → CRM Update + Onboarding Trigger

When a contract is signed via DocuSign or PandaDoc, automatically update the deal status in your CRM, trigger …

n8nNotionSlack +1

When a contract is signed via DocuSign or PandaDoc, automatically update the deal status in your CRM, trigger the client onboarding workflow, notify the account manager in Slack, and save the signed PDF to the client's Google Drive folder.

Categories
Business OpsCRM
General
Medium

Receipt Photo → Expense Tracker

Staff snap a photo of a receipt and send it to a WhatsApp number. AI extracts merchant, amount, category, and …

n8nWhatsAppOpenAI +1

Staff snap a photo of a receipt and send it to a WhatsApp number. AI extracts merchant, amount, category, and date. Data is logged in the expense Google Sheet, and a summary is sent to finance every Friday.

Categories
Business Ops
General
Low

New Blog Post → Discord Community Alert

When a new article is published on your website or Notion, a beautifully formatted embed is automatically post…

n8nDiscordWordPress

When a new article is published on your website or Notion, a beautifully formatted embed is automatically posted to your Discord server with title, excerpt, thumbnail, and link — keeping your community engaged without any manual announcements.

Categories
Notifications
General
Medium

Discord Support Request → Notion Task

When a user posts in your Discord #support channel, an automation creates a Notion ticket with the message con…

n8nDiscordNotion +1

When a user posts in your Discord #support channel, an automation creates a Notion ticket with the message content, user details, and timestamp. The team is notified in Slack. Once resolved, a bot replies to the Discord thread with the solution.

Categories
Business Ops
General
Low

Discord → Slack Message Bridge

Mirror critical Discord messages (from specific channels or roles) into Slack so your internal team stays in t…

n8nDiscordSlack

Mirror critical Discord messages (from specific channels or roles) into Slack so your internal team stays in the loop without needing Discord access. Filter by keyword or channel to control exactly what gets forwarded.

Categories
Business OpsNotifications
General
Medium

Scheduled Database Backup → Cloud Storage

Every night at 2AM, automatically export your database (MySQL, Postgres, or MongoDB) to a compressed file, enc…

n8nGoogle DriveTelegram

Every night at 2AM, automatically export your database (MySQL, Postgres, or MongoDB) to a compressed file, encrypt it, and upload it to Google Drive or AWS S3. Send a confirmation message to Telegram when complete — or an alert if it fails.

Categories
Business Ops
GeneralHealthcare
Low

New Database Record → WhatsApp Notification

When a new record is inserted into your database (new order, new patient, new booking), instantly fire a Whats…

n8nWhatsAppTelegram

When a new record is inserted into your database (new order, new patient, new booking), instantly fire a WhatsApp or Telegram message to the relevant team member with the record details formatted for quick action.

Categories
Notifications
General
Medium

Airtable ↔ Google Sheets Live Sync

Keep Airtable and Google Sheets in perfect sync — changes in either direction propagate automatically. Ideal f…

n8nAirtableGoogle Sheets

Keep Airtable and Google Sheets in perfect sync — changes in either direction propagate automatically. Ideal for teams where some members prefer Sheets and others use Airtable, ensuring everyone works from the same live data.

Categories
Business Ops
GeneralReal Estate
Medium

Airtable CRM → Automated Follow-Up Sequences

When a lead status changes in Airtable (e.g., to 'Proposal Sent'), automatically start a timed follow-up seque…

n8nAirtableWhatsApp +1

When a lead status changes in Airtable (e.g., to 'Proposal Sent'), automatically start a timed follow-up sequence: a WhatsApp check-in at day 2, an email at day 5, and a Slack alert to the sales manager if no response by day 7.

Categories
CRMLead Generation
General
Low

GitHub PR Merged → Slack Team Notification

When a pull request is merged into your main branch, automatically post a detailed Slack notification with the…

n8nSlack

When a pull request is merged into your main branch, automatically post a detailed Slack notification with the PR title, author, files changed, and deployment status. Tag the QA team for post-merge testing. No more chasing updates in standup.

Categories
NotificationsBusiness Ops
General
Low

Server Downtime → Instant WhatsApp Emergency Alert

Connect your uptime monitor (UptimeRobot, Better Uptime, or custom ping) to n8n. The moment your server goes d…

n8nWhatsAppTelegram

Connect your uptime monitor (UptimeRobot, Better Uptime, or custom ping) to n8n. The moment your server goes down, your technical lead gets a WhatsApp and Telegram alert with server name, downtime duration, and a direct link to the monitoring dashboard.

Categories
Notifications
General
Medium

Error Log Spike → Escalation Alert

Monitor your application error logs. When error rate spikes above a defined threshold in any 15-minute window,…

n8nSlackWhatsApp +1

Monitor your application error logs. When error rate spikes above a defined threshold in any 15-minute window, alert the on-call engineer via WhatsApp and Telegram with a summary of the top errors, affected endpoints, and number of users impacted.

Categories
NotificationsBusiness Ops
General
High

Slack Multi-Step Approval Workflow

Staff submit approval requests (leave, expenses, purchases) via a Slack command. The request is routed to the …

n8nSlackNotion +1

Staff submit approval requests (leave, expenses, purchases) via a Slack command. The request is routed to the approver with Accept/Reject buttons directly in Slack. Approval automatically updates the relevant system; rejection sends a reason back to the requester.

Categories
HR OpsBusiness Ops
General
Medium

Slack Standup Bot → Notion Summary

A Slack bot messages each team member at standup time collecting their 3 updates. Responses are aggregated, fo…

n8nSlackNotion +1

A Slack bot messages each team member at standup time collecting their 3 updates. Responses are aggregated, formatted by AI, and published to a Notion page — giving leadership a clean async standup without the meeting.

Categories
HR OpsBusiness Ops
General
Low

Notion Task Due → WhatsApp Reminder

Every morning, scan your Notion database for tasks due today or overdue. Send each assignee a personalised Wha…

n8nNotionWhatsApp

Every morning, scan your Notion database for tasks due today or overdue. Send each assignee a personalised WhatsApp message listing their tasks with priorities and due dates. Escalate overdue tasks to the manager after 24 hours.

Categories
NotificationsBusiness Ops
General
Medium

Notion Database → Auto-Generated Weekly Report

Every Friday, pull completed tasks, project statuses, and metrics from your Notion databases. AI formats them …

n8nNotionOpenAI +1

Every Friday, pull completed tasks, project statuses, and metrics from your Notion databases. AI formats them into a structured weekly report and sends it to leadership via email — with a Notion page link for the full detail.

Categories
Reporting
General
Medium

AI Content Brief → Blog Draft → Notion

Fill in a simple Notion form with your content brief (topic, target audience, keywords, tone). AI generates a …

n8nNotionOpenAI

Fill in a simple Notion form with your content brief (topic, target audience, keywords, tone). AI generates a full blog post draft with SEO-optimised structure, saved back to Notion and ready for your editor. Cut content creation time by 70%.

Categories
Business Ops
GeneralHealthcare
Medium

Customer Feedback → AI Sentiment Dashboard

Collect feedback from forms, WhatsApp, or email. AI classifies each response as positive, neutral, or negative…

n8nOpenAIAirtable +1

Collect feedback from forms, WhatsApp, or email. AI classifies each response as positive, neutral, or negative, extracts key themes, and updates a live Airtable dashboard. Weekly summary email to management highlights trends and urgent issues.

Categories
ReportingBusiness Ops
GeneralE-commerce
High

AI FAQ Auto-Responder for Email & Chat

Train an AI on your FAQ documents and product knowledge base. It automatically responds to incoming support em…

n8nOpenAIGmail +1

Train an AI on your FAQ documents and product knowledge base. It automatically responds to incoming support emails and chat inquiries with accurate, brand-consistent answers — escalating only the questions it can't confidently handle to a human agent.

Categories
Business OpsCRM
General
Medium

AI Lead Scoring from Form Submissions

When a lead submits a form, AI analyses their answers (company size, budget, timeline, problem fit) and assign…

n8nOpenAIAirtable +1

When a lead submits a form, AI analyses their answers (company size, budget, timeline, problem fit) and assigns a score from 1–100. High-scoring leads get an instant WhatsApp from your sales team; low-scoring leads enter a nurture sequence.

Categories
Lead GenerationCRM
GeneralHealthcare
Medium

Instagram DM → Auto-Reply + Lead Capture

When someone DMs your Instagram with a keyword (price, book, interested), an instant auto-reply is sent with y…

n8nWhatsAppAirtable

When someone DMs your Instagram with a keyword (price, book, interested), an instant auto-reply is sent with your offer details and a link to book or enquire. Their contact is added to your CRM and a sales notification fires to your team.

Categories
Lead Generation
General
Medium

Brand Mention Monitor → Team Alert

Monitor Twitter/X, Reddit, and Facebook for mentions of your brand, product, or competitors. When a mention is…

n8nSlackOpenAI

Monitor Twitter/X, Reddit, and Facebook for mentions of your brand, product, or competitors. When a mention is detected, AI classifies its sentiment and relevance, then notifies your marketing team via Slack with the post link and suggested response.

Categories
NotificationsBusiness Ops
General
Low

LinkedIn Lead Form → CRM Auto-Entry

When a prospect fills your LinkedIn Lead Gen Form, their data is instantly pushed to your CRM or Airtable. A p…

n8nAirtableWhatsApp

When a prospect fills your LinkedIn Lead Gen Form, their data is instantly pushed to your CRM or Airtable. A personalised connection request and follow-up message sequence is triggered, and your sales team is notified via WhatsApp within 60 seconds.

Categories
Lead GenerationCRM
General
Low

Typeform Submission → CRM + Welcome Email

When a prospect completes your Typeform survey or quiz, their responses are scored and saved to your CRM with …

n8nAirtableGmail +1

When a prospect completes your Typeform survey or quiz, their responses are scored and saved to your CRM with custom tags. A personalised welcome email and WhatsApp message are sent immediately, referencing their specific answers.

Categories
Lead GenerationCRM
GeneralHealthcare
Low

Google Form → Notion Database Entry

Every Google Form submission is automatically structured and added to a Notion database — with the correct pro…

n8nNotionGoogle Sheets

Every Google Form submission is automatically structured and added to a Notion database — with the correct properties, categories, and assigned team member. No more copying data from forms into project management tools.

Categories
Business Ops
HealthcareF&B
Medium

Post-Service Survey → Google Review Request

24 hours after a service is marked complete in your CRM, automatically send a WhatsApp asking for feedback. Ha…

n8nWhatsAppGoogle Sheets

24 hours after a service is marked complete in your CRM, automatically send a WhatsApp asking for feedback. Happy customers (4–5 stars) are redirected to Google Maps to leave a public review. Unhappy ones trigger a manager follow-up privately.

Categories
CRMNotifications
GeneralE-commerce
Medium

NPS Survey → Customer Segmentation + Follow-Up

Send automated NPS surveys via email or WhatsApp after key touchpoints. Promoters (9–10) are entered into a re…

n8nGmailWhatsApp +1

Send automated NPS surveys via email or WhatsApp after key touchpoints. Promoters (9–10) are entered into a referral campaign. Passives (7–8) receive a check-in call prompt. Detractors (0–6) trigger an urgent escalation to your retention team.

Categories
CRMReporting
General
High

Internal Knowledge Base AI Chatbot (RAG)

Upload your SOPs, product docs, and FAQs. We build a RAG (retrieval-augmented generation) AI chatbot that your…

n8nOpenAISlack +1

Upload your SOPs, product docs, and FAQs. We build a RAG (retrieval-augmented generation) AI chatbot that your team can query via Slack or a web widget. It answers from your documents — not hallucinations — and escalates when it's unsure.

Categories
Business Ops
General
Low

Industry News Monitor → AI Digest Email

Every morning, scan RSS feeds, news sites, or Google News for your industry keywords and competitor names. AI …

n8nOpenAIGmail

Every morning, scan RSS feeds, news sites, or Google News for your industry keywords and competitor names. AI summarises the top 5 most relevant stories and sends a clean briefing email to your leadership team before 8AM.

Categories
ReportingBusiness Ops
E-commerce
High

Competitor Price Scraper → Price Alert

Automatically scrape competitor product pages daily and compare prices against your catalogue. When a competit…

n8nGoogle SheetsSlack

Automatically scrape competitor product pages daily and compare prices against your catalogue. When a competitor drops below your price on a key SKU, alert your pricing team via Slack with the URL, old price, and new price — ready to act.

Categories
Business OpsNotifications
GeneralE-commerce
Medium

Targeted WhatsApp Broadcast to Customer Segments

Send personalised WhatsApp broadcasts to specific customer segments from your CRM — by industry, purchase hist…

n8nWhatsAppAirtable

Send personalised WhatsApp broadcasts to specific customer segments from your CRM — by industry, purchase history, or engagement. Each message is personalised with name and relevant offer. Replies are routed to the right team member automatically.

Categories
CRMLead Generation
General
Medium

WhatsApp HR Leave Request Bot

Staff submit leave requests by messaging a WhatsApp number with simple commands. The bot checks leave balance,…

n8nWhatsAppGoogle Sheets

Staff submit leave requests by messaging a WhatsApp number with simple commands. The bot checks leave balance, asks for dates and reason, routes to the manager for approval, and updates the HR sheet automatically — no forms, no email threads.

Categories
HR Ops
E-commerce
Low

WooCommerce Order Status → WhatsApp Updates

Keep customers informed at every step: order confirmed, payment received, processing, shipped, out for deliver…

n8nWooCommerceWhatsApp

Keep customers informed at every step: order confirmed, payment received, processing, shipped, out for delivery, delivered. Each status change triggers a personalised WhatsApp message with tracking link — reducing support tickets by up to 60%.

Categories
CRMNotifications
GeneralHealthcare
High

AI WhatsApp Chatbot (24/7 Customer Service)

A fully trained AI chatbot on your WhatsApp Business number that answers product questions, qualifies leads, b…

n8nWhatsAppOpenAI

A fully trained AI chatbot on your WhatsApp Business number that answers product questions, qualifies leads, books appointments, and handles common requests 24/7. Human handoff is seamless — the agent sees the full conversation history when they step in.

Categories
CRMLead Generation
General
Medium

Payroll Deadline Reminder Workflow

Automatically send reminders to department heads 5 days and 1 day before payroll submission deadline. Collect …

n8nWhatsAppSlack +1

Automatically send reminders to department heads 5 days and 1 day before payroll submission deadline. Collect timesheet confirmations via WhatsApp. Notify HR when all confirmations are in. Escalate missing submissions to management at the 24-hour mark.

Categories
HR OpsNotifications
E-commerce
Low

Shopify Post-Purchase Review Request

7 days after a Shopify order is delivered, automatically send a personalised review request via email and What…

n8nWhatsAppGmail

7 days after a Shopify order is delivered, automatically send a personalised review request via email and WhatsApp. Include a direct link to your review page and a discount code for their next order as an incentive. Trigger a thank-you if they leave 5 stars.

Categories
CRM
Real Estate
High

Real Estate Lead Drip Campaign

New property enquiries enter a 30-day nurture sequence — weekly WhatsApp updates with new listings matching th…

n8nWhatsAppAirtable +1

New property enquiries enter a 30-day nurture sequence — weekly WhatsApp updates with new listings matching their criteria, market insights, and a monthly email newsletter. When a lead clicks a property link, their agent is notified immediately to call.

Categories
Lead GenerationCRM
F&BHospitality
Medium

F&B Table Booking & Reminder Flow

Customers book a table via WhatsApp or your website. They receive a confirmation with date, time, and party si…

n8nWhatsAppGoogle Sheets

Customers book a table via WhatsApp or your website. They receive a confirmation with date, time, and party size. 2 hours before their reservation, an automatic reminder fires with directions. Post-visit, a feedback request is sent with an incentive for next visit.

Categories
CRMNotifications

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