Templates

Twelve patterns I’ve
already shipped.

Each template is a production-ready n8n workflow, adapted to your stack in 2 to 3 days. Swap any tool at any step. The architecture does not change.

Book the audit · 30 minutes · No pitchor scroll to browse all 12

01Template · 2 to 3 days

Prospect Research + Send

A webhook takes a LinkedIn URL or email. Perplexity pulls 90 days of company news, funding, and headcount shifts. Claude Sonnet scores against your ICP JSON and writes a 3-sentence opener referencing one specific signal. Smartlead queues the email at 9:45am local; Expandi fires the LinkedIn touch 36 hours later. End-to-end: under 3 minutes per prospect.

Outbound agenciesB2B foundersGrowth teams

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02Template · 2 to 3 days

Meeting to Tasks

Fireflies emits the transcript.ready webhook. n8n passes the transcript to Claude Sonnet with a strict JSON schema (decisions, actions with owners and due dates, blockers, follow-ups). Owners resolve by fuzzy-matching speaker names to your Notion people DB. Each action writes a row in the project page; Slack pings every assignee with a deep link. P95 latency call-ends to Slack-ping: 72 seconds.

OperatorsAgency teamsRemote founders

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03Template · 2 to 3 days

Appointment Router

Calendly fires the invitee.created event. Clay enriches the email (company, headcount, tech stack, LinkedIn). Claude Haiku picks the right rep from your round-robin config using tier rules (enterprise → enterprise AE, under 10 seats → PLG rep). HubSpot gets the contact plus deal in one upsert. The rep Slack DM lands with the prospect company, 3-bullet context, and the two most recent LinkedIn posts. All inside 18 seconds.

Sales teamsAgenciesCoaches

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04Template · 2 to 3 days

Gmail AI Triage + Draft Reply

Gmail push-notifies on every new message. Claude Haiku classifies in 400ms into one of 7 labels (client, sales-inbound, sales-outbound-reply, vendor, admin, newsletter, noise). Haiku applies the label, then drafts a reply in your voice (fine-tuned on your last 200 sent emails) as a Gmail draft inside the thread. If urgent, a Slack DM fires. Inbox-zero becomes a 15-minute review job, not a 2-hour typing job.

FoundersSolo operatorsAgency owners

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05Template · 2 to 3 days

Invoice + Receipt Extractor

A Gmail label or Drive folder triggers the run. LlamaParse extracts text from the PDF (handles tables, multi-column, bad scans). Claude Sonnet returns a strict schema: vendor, invoice number, date, subtotal, tax, total, currency, line items. A QuickBooks bill is created against the vendor record (or the vendor is auto-created); line items map to the right expense accounts via a lookup table you own. An audit row lands in Notion with the original PDF attached. Month-end reconciliation drops from 6 hours to 20 minutes.

Gmail labelLLlamaParse

Claude SonnetQQuickBooks

Notion audit log

FoundersFinance opsAgency ownersConsultants

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06Template · 2 to 3 days

YouTube to 5 Platforms

Drop a YouTube URL into a Slack /repurpose command or a Notion row. n8n pulls auto-captions via the YouTube Data API (falls back to Whisper). Claude Sonnet runs 5 separate prompts with platform-specific word budgets: 550-word LinkedIn, 7-tweet X thread, 380-word newsletter section, 180-char Instagram caption with 5 researched hashtags, 75-second TikTok script. Typefully and Buffer each receive their queue via API. Review happens in one Notion page. Publish is one click.

YouTube URL

Whisper

Claude SonnetMMarkdown

Buffer

CreatorsB2B content teamsAgencies

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07Template · 2 to 3 days

Studio Photo Generator

A Drive folder or Shopify admin upload triggers the run. Gemini 2.5 Vision describes each shot in structured form (subject, background type, lighting issues, crop problems). Gemini 2.5 Flash Image re-generates the product on a clean studio backdrop, prompt derived from the vision output. Real-ESRGAN upscales to 4096px. Output files named {sku}-{variant}-{hash}.webp write back to Shopify product media via the Admin API, or to Drive. 200 product shots in 40 minutes wall time at about $6 in model spend.

GGoogle Drive folder

Gemini 2.5 Vision

Gemini 2.5 Flash ImageRReal-ESRGANGGoogle Drive

E-commerce brandsCreator studiosAgencies

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08Template · 2 to 3 days

Viral Post Harvester

A Notion watchlist holds 10 to 20 creators in your niche. Every 6 hours, Apify scrapes their latest posts. When one crosses your engagement threshold (default: 3x the creator's 30-day rolling median), every commenter is pulled. Clay enriches: email, company, role, company size. Claude scores each against your ICP JSON and returns tier A|B|C with a one-line reason. A-tier lands in HubSpot with the post URL and their comment as the signal field. A single viral post typically yields 4 to 12 qualified leads.

Outbound agenciesGrowth hackersB2B sales teams

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09Template · 2 to 3 days

Brief Generator

A client completes your 12-question Typeform. n8n catches the submit, validates required fields (if missing, the client gets a clarifier email, not a broken brief). Claude Sonnet transforms raw answers into your house brief structure: objectives, audience, deliverables, timeline, success metrics, constraints. Output writes to Google Docs via the Docs API using your master template. A Slack thread opens in #briefs with three sign-off checkboxes. On approval the doc moves to the client folder and a ClickUp project is created. Lead-to-kickoff compresses from 4 days to same-day.

Creative agenciesConsultantsStudios

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10Template · 2 to 3 days

Knowledge-Base Chatbot (RAG)

One workflow does the ingest: pulls Notion pages, Drive docs, PDFs, and 90 days of Slack channels on a nightly cron. Content chunked at 800 tokens with 100-token overlap; OpenAI text-embedding-3-large (3072 dims) writes into Qdrant with per-chunk metadata (source URL, last-updated, ACL tags). A second workflow is the chat loop: Slack @ask mention fires, top-8 chunks retrieved via vector search, re-ranked by Cohere Rerank, and Claude Sonnet answers with inline [1] [2] citations. P95 response: 3.2 seconds. New-joiner ramp time typically halves.

Notion pages

OpenAI embeddingsQQdrant

Claude Sonnet

Slack bot

Teams of 5+Ops leadsCustomer supportAgencies

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11Template · 2 to 3 days

Payment → Books

Stripe webhooks charge.succeeded, charge.refunded, and invoice.paid hit n8n. The customer email is looked up in QuickBooks; if missing, a customer record is created from Stripe metadata. Every successful charge writes a sales receipt against the right income account based on the Stripe product tag. Refunds post a credit memo linked to the original receipt. Any charge over your threshold (default $1k) pings #revenue in Slack. A Notion ledger holds the full audit trail with the raw Stripe event JSON attached. Month-end close drops from 4 days to 2 hours.

SStripe webhookQQuickBooks searchQQuickBooks receiptRRule engine

Slack #revenue

Bootstrapped SaaSAgencies with retainersE-commerceCourse creators

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12Template · 2 to 3 days

Campaign Sequencer

Upload a HubSpot view or Clay table. n8n checks deliverability (catch-all domain, role-based email, bounced-in-last-90-days) and drops the junk. Claude Sonnet writes a 3-step sequence per contact: step 1 is a 45-word opener referencing their most-recent signal. Step 2 lands at day 3, leads with proof. Step 3 lands at day 5, soft ask. Smartlead throttles sends across warmed-up inboxes so each domain sends under 40/day. Replies post back into HubSpot tagged positive | neutral | unsubscribe by Claude Haiku. A 500-contact sequence costs about $4 in model spend.

HubSpot

Claude Sonnet