Workflow Template Library: Ready-to-Use AI Automations
Overview
Section titled “Overview”Collection of production-ready workflow templates you can import and customize for common AI automation use cases.
What you’ll get: 10+ tested workflows for various platforms (n8n, Zapier, Make.com) ready to import and use.
Use cases: CRM automation, content moderation, data enrichment, lead scoring, customer support.
Time: 5-10 minutes per template
Template Categories
Section titled “Template Categories”CRM & Sales (3 templates)
Section titled “CRM & Sales (3 templates)”Content & Marketing (3 templates)
Section titled “Content & Marketing (3 templates)”Customer Support (2 templates)
Section titled “Customer Support (2 templates)”Data Processing (2 templates)
Section titled “Data Processing (2 templates)”Template 1: AI Lead Scorer
Section titled “Template 1: AI Lead Scorer”Platform: n8n or Zapier
Use case: Automatically score leads based on profile data
Flow:
Webhook/CRM Trigger → OpenAI Analysis → Score Calculation → CRM Update → Slack NotifySetup:
- Import JSON template
- Add your OpenAI API key
- Connect your CRM
- Configure scoring criteria
OpenAI Prompt:
Score this lead 0-100 based on:
Company: {{company}}Industry: {{industry}}Size: {{company_size}}Role: {{job_title}}Engagement: {{email_opens}}, {{link_clicks}}
Scoring criteria:- Industry fit (0-30): Tech/SaaS higher- Company size (0-25): 50-500 employees ideal- Role (0-25): Director+ higher- Engagement (0-20): High engagement higher
Return JSON:{ "score": 0-100, "category": "hot|warm|cold", "reasoning": "brief explanation", "next_action": "suggested next step"}Export: Download n8n JSON | Download Zapier Template
Template 2: Content Moderation Pipeline
Section titled “Template 2: Content Moderation Pipeline”Platform: Make.com or n8n
Use case: Automatically moderate user-generated content
Flow:
New Content → OpenAI Toxicity Check → Filter → If Toxic: Flag + Notify | If Clean: Approve + PublishOpenAI Prompt:
Analyze this content for:1. Toxicity/harassment2. Spam/promotional3. Off-topic4. Quality issues
Content: {{user_content}}
Return JSON:{ "toxic": boolean, "spam": boolean, "off_topic": boolean, "low_quality": boolean, "confidence": 0.0-1.0, "action": "approve|review|reject"}Customization: Adjust toxicity threshold, add custom rules, integrate with your platform
Template 3: Email Newsletter Personalizer
Section titled “Template 3: Email Newsletter Personalizer”Platform: Zapier
Use case: Generate personalized email content based on user data
Flow:
Schedule → Get Subscriber List → For Each: OpenAI Personalize → Email Service SendOpenAI Prompt:
Personalize this newsletter for:
User: {{name}}Interests: {{interests}}Past engagement: {{topics_clicked}}Industry: {{industry}}
Newsletter template:{{base_newsletter}}
Instructions:- Adjust intro to mention relevant interest- Highlight most relevant section- Add personalized call-to-action- Keep same structure and lengthTemplate 4: Customer Support Triage
Section titled “Template 4: Customer Support Triage”Platform: n8n
Use case: Classify and route support tickets
Flow:
New Ticket → OpenAI Classify → Route by Category → Assign to Team → Set PriorityCategories: Technical, Billing, Feature Request, Bug Report, General
OpenAI Prompt:
Classify this support ticket:
Subject: {{subject}}Message: {{message}}Customer tier: {{tier}}
Classify into:- technical: Technical issues- billing: Payment/subscription- feature: Feature requests- bug: Bug reports- general: General questions
Also determine:- Urgency: high|medium|low- Sentiment: positive|negative|neutral
Return JSON with category, urgency, sentiment, suggested_response_timeTemplate 5: Social Media Response Generator
Section titled “Template 5: Social Media Response Generator”Platform: Make.com
Use case: Generate contextual responses to social mentions
Flow:
New Mention → Fetch Context → OpenAI Generate Response → Review Queue → PostOpenAI Prompt:
Generate response to this social media mention:
Mention: {{mention_text}}User: {{username}}Platform: {{platform}}Our brand voice: Professional, helpful, friendly
Context:- Previous interactions: {{history}}- Mention type: {{type}} (question/complaint/praise)
Generate appropriate response that:- Matches our voice- Addresses their point- Includes call-to-action if appropriate- Under 280 characters for TwitterTemplate 6: Data Enrichment Pipeline
Section titled “Template 6: Data Enrichment Pipeline”Platform: n8n
Use case: Enrich contact records with AI-generated insights
Flow:
New Contact → LinkedIn Lookup → OpenAI Analysis → Calculate Fit Score → Update CRMOpenAI Prompt:
Analyze this profile and provide insights:
Profile data:- Company: {{company}}- Role: {{title}}- Industry: {{industry}}- Description: {{bio}}
Provide:1. Seniority level (junior/mid/senior/executive)2. Decision-making authority (low/medium/high)3. Likely pain points (list 3)4. Best approach (email/call/social)5. Fit score for our product (0-100)
Return structured JSONTemplate 7: Meeting Notes Summarizer
Section titled “Template 7: Meeting Notes Summarizer”Platform: Zapier
Use case: Auto-generate meeting summaries and action items
Flow:
Calendar Event Ends → Fetch Recording/Transcript → OpenAI Summarize → Send Email → Update CRMOpenAI Prompt:
Summarize this meeting:
Transcript: {{transcript}}Attendees: {{attendees}}Duration: {{duration}}
Create:1. Executive summary (3 sentences)2. Key decisions made3. Action items with owners4. Follow-up needed5. Next meeting date/topic
Format as professional meeting notesTemplate 8: Product Review Analyzer
Section titled “Template 8: Product Review Analyzer”Platform: Make.com
Use case: Aggregate and analyze product reviews
Flow:
Schedule → Fetch Reviews → For Each: OpenAI Analyze → Aggregate → Generate Report → Email TeamOpenAI Prompt:
Analyze this product review:
Review: {{review_text}}Rating: {{stars}}
Extract:- Sentiment: positive/negative/neutral- Key themes: list top 3- Feature mentions: specific features mentioned- Issue type: bug/feature/usability/performance- Actionable: boolean (requires follow-up?)
Return structured dataTemplate 9: Content Calendar Generator
Section titled “Template 9: Content Calendar Generator”Platform: n8n
Use case: Generate content ideas and schedule
Flow:
Schedule Weekly → OpenAI Generate Ideas → Review Filter → Add to Calendar → Notify TeamOpenAI Prompt:
Generate 5 content ideas for next week:
Industry: {{industry}}Target audience: {{audience}}Recent trends: {{trends}}Past top performers: {{top_content}}
For each idea provide:- Title- Brief description- Target keyword- Format (blog/video/infographic)- Est. engagement potential (high/medium/low)
Return as JSON arrayTemplate 10: Invoice Data Extractor
Section titled “Template 10: Invoice Data Extractor”Platform: Make.com
Use case: Extract data from invoice PDFs/images
Flow:
New Email with Attachment → Download PDF → OpenAI Extract Data → Validate → Add to SpreadsheetOpenAI Prompt (with Vision):
Extract invoice data from this image:
[Invoice image]
Extract:- Invoice number- Date- Vendor name- Total amount- Currency- Line items (description, quantity, price)- Payment terms
Return as structured JSONHow to Use Templates
Section titled “How to Use Templates”Step 1: Choose Template
Section titled “Step 1: Choose Template”Select template matching your use case
Step 2: Import
Section titled “Step 2: Import”n8n: Import JSON via workflow settings Zapier: Use template URL Make.com: Import blueprint
Step 3: Configure
Section titled “Step 3: Configure”- Add API keys (OpenAI, services)
- Connect your tools
- Customize prompts
- Set schedule/triggers
Step 4: Test
Section titled “Step 4: Test”Run with sample data before production
Step 5: Deploy
Section titled “Step 5: Deploy”Activate and monitor
Customization Tips
Section titled “Customization Tips”Adjust Prompts
Section titled “Adjust Prompts”Modify AI prompts for your:
- Brand voice
- Industry terminology
- Specific requirements
- Language/locale
Add Logic
Section titled “Add Logic”Enhance with:
- Additional filters
- Conditional branches
- Error handling
- Notifications
Scale Up
Section titled “Scale Up”For production:
- Add monitoring
- Implement error alerts
- Set up logging
- Configure rate limits
Template Maintenance
Section titled “Template Maintenance”Regular Updates
Section titled “Regular Updates”- Review AI outputs weekly
- Adjust prompts based on results
- Update filters and rules
- Test with new scenarios
Version Control
Section titled “Version Control”- Export updated versions
- Document changes
- Keep changelog
- Share improvements
Community Templates
Section titled “Community Templates”Share your templates:
- GitHub repository
- Community forums
- Template marketplaces
Next Steps
Section titled “Next Steps”Start with:
- Pick simplest template for your need
- Test in sandbox environment
- Gradually customize
- Roll out to production
Learn more:
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