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1
+ {
2
+ "jobs_to_be_done": [
3
+ {
4
+ "name": "Process Vendor Invoice from Email",
5
+ "description": "An incoming vendor invoice triggers capturing invoice data and creating an AP record or ticket for payment.",
6
+ "business_function": "Finance",
7
+ "intent_type": "CreateRecord",
8
+ "trigger_sources": [
9
+ "Email"
10
+ ],
11
+ "subflows": [
12
+ "email_intake",
13
+ "classification",
14
+ "record_creation",
15
+ "audit_logging"
16
+ ],
17
+ "existing_workflow": true,
18
+ "workflow_reference": "Public n8n template: Invoice Processor & Validator with OCR and Google Sheets",
19
+ "notes": ""
20
+ },
21
+ {
22
+ "name": "Capture Expense Receipt via Email",
23
+ "description": "Employee forwards a receipt; automatically logs it as an expense entry in the expense system.",
24
+ "business_function": "Finance",
25
+ "intent_type": "CreateRecord",
26
+ "trigger_sources": [
27
+ "Email"
28
+ ],
29
+ "subflows": [
30
+ "email_intake",
31
+ "classification",
32
+ "record_creation",
33
+ "audit_logging"
34
+ ],
35
+ "existing_workflow": true,
36
+ "workflow_reference": "Public n8n template: Track Expenses with Telegram & Google Sheets using OCR.space",
37
+ "notes": ""
38
+ },
39
+ {
40
+ "name": "Generate Financial Report on Request",
41
+ "description": "Compile data and send a financial report (PDF/CSV) in response to an email request.",
42
+ "business_function": "Finance",
43
+ "intent_type": "GenerateReport",
44
+ "trigger_sources": [
45
+ "Email"
46
+ ],
47
+ "subflows": [
48
+ "email_intake",
49
+ "classification",
50
+ "record_creation",
51
+ "document_generation",
52
+ "notification",
53
+ "audit_logging"
54
+ ],
55
+ "existing_workflow": true,
56
+ "workflow_reference": "Generic n8n nodes for spreadsheets, PDF generation; needs custom configuration",
57
+ "notes": ""
58
+ },
59
+ {
60
+ "name": "Email-Based Approval Workflow (Expense/PO)",
61
+ "description": "Send approval requests via email; replies update the finance system and notify stakeholders.",
62
+ "business_function": "Finance",
63
+ "intent_type": "RequestApproval",
64
+ "trigger_sources": [
65
+ "Email"
66
+ ],
67
+ "subflows": [
68
+ "email_intake",
69
+ "classification",
70
+ "approval_routing",
71
+ "audit_logging"
72
+ ],
73
+ "existing_workflow": false,
74
+ "workflow_reference": "Use Email nodes and approval subflow; no dedicated template",
75
+ "notes": ""
76
+ },
77
+ {
78
+ "name": "Record Customer PO from Email",
79
+ "description": "Create a sales order or invoice when a customer sends a purchase order via email.",
80
+ "business_function": "Sales/Finance",
81
+ "intent_type": "CreateRecord",
82
+ "trigger_sources": [
83
+ "Email"
84
+ ],
85
+ "subflows": [
86
+ "email_intake",
87
+ "classification",
88
+ "record_creation",
89
+ "audit_logging"
90
+ ],
91
+ "existing_workflow": false,
92
+ "workflow_reference": "Use parsing and record creation nodes; no known template",
93
+ "notes": ""
94
+ },
95
+ {
96
+ "name": "Add Job Applicant from Email",
97
+ "description": "Convert a candidate\u2019s email with resume into a new applicant record in the ATS.",
98
+ "business_function": "HR",
99
+ "intent_type": "CreateRecord",
100
+ "trigger_sources": [
101
+ "Email"
102
+ ],
103
+ "subflows": [
104
+ "email_intake",
105
+ "classification",
106
+ "record_creation",
107
+ "audit_logging"
108
+ ],
109
+ "existing_workflow": true,
110
+ "workflow_reference": "n8n template for parsing resumes and creating ATS candidates",
111
+ "notes": ""
112
+ },
113
+ {
114
+ "name": "Auto-Respond to HR Inquiry",
115
+ "description": "Draft a response to common HR questions by querying the HRIS and KB.",
116
+ "business_function": "HR",
117
+ "intent_type": "DraftResponse",
118
+ "trigger_sources": [
119
+ "Email"
120
+ ],
121
+ "subflows": [
122
+ "email_intake",
123
+ "classification",
124
+ "notification",
125
+ "audit_logging"
126
+ ],
127
+ "existing_workflow": false,
128
+ "workflow_reference": "Use AI Chat model; no dedicated template",
129
+ "notes": ""
130
+ },
131
+ {
132
+ "name": "Schedule Interview from Email",
133
+ "description": "Identify availability and schedule an interview based on email discussion.",
134
+ "business_function": "HR",
135
+ "intent_type": "ScheduleMeeting",
136
+ "trigger_sources": [
137
+ "Email"
138
+ ],
139
+ "subflows": [
140
+ "email_intake",
141
+ "classification",
142
+ "scheduling",
143
+ "audit_logging"
144
+ ],
145
+ "existing_workflow": true,
146
+ "workflow_reference": "Calendar scheduling templates exist",
147
+ "notes": ""
148
+ },
149
+ {
150
+ "name": "Generate Offer or Contract Document",
151
+ "description": "Generate an offer letter or contract from a template based on an email request.",
152
+ "business_function": "HR/Legal",
153
+ "intent_type": "GenerateDocument",
154
+ "trigger_sources": [
155
+ "Email"
156
+ ],
157
+ "subflows": [
158
+ "email_intake",
159
+ "classification",
160
+ "document_generation",
161
+ "approval_routing",
162
+ "audit_logging"
163
+ ],
164
+ "existing_workflow": true,
165
+ "workflow_reference": "Contract generation templates (DocuSign/Word); may require custom integration",
166
+ "notes": ""
167
+ },
168
+ {
169
+ "name": "Log Support Case from Legal Email",
170
+ "description": "Automatically create a case in the legal system when an issue or compliance request arrives via email.",
171
+ "business_function": "Legal",
172
+ "intent_type": "CreateTicket",
173
+ "trigger_sources": [
174
+ "Email"
175
+ ],
176
+ "subflows": [
177
+ "email_intake",
178
+ "classification",
179
+ "record_creation",
180
+ "notification",
181
+ "audit_logging"
182
+ ],
183
+ "existing_workflow": true,
184
+ "workflow_reference": "Ticketing integration templates exist",
185
+ "notes": ""
186
+ },
187
+ {
188
+ "name": "Draft Contract from Email Request",
189
+ "description": "Create a draft contract (NDA/MSA) with standard clauses based on an email request.",
190
+ "business_function": "Legal",
191
+ "intent_type": "GenerateDocument",
192
+ "trigger_sources": [
193
+ "Email"
194
+ ],
195
+ "subflows": [
196
+ "email_intake",
197
+ "classification",
198
+ "document_generation",
199
+ "approval_routing",
200
+ "audit_logging"
201
+ ],
202
+ "existing_workflow": true,
203
+ "workflow_reference": "Contract generation templates exist",
204
+ "notes": ""
205
+ },
206
+ {
207
+ "name": "Auto-Answer Compliance Query",
208
+ "description": "Provide a drafted response to compliance or policy questions using the legal KB.",
209
+ "business_function": "Legal",
210
+ "intent_type": "DraftResponse",
211
+ "trigger_sources": [
212
+ "Email"
213
+ ],
214
+ "subflows": [
215
+ "email_intake",
216
+ "classification",
217
+ "notification",
218
+ "audit_logging"
219
+ ],
220
+ "existing_workflow": false,
221
+ "workflow_reference": "Requires AI Chat model; no dedicated template",
222
+ "notes": ""
223
+ },
224
+ {
225
+ "name": "Create CRM Lead from Inquiry Email",
226
+ "description": "Create a new lead in the CRM when a sales inquiry or contact request email is received.",
227
+ "business_function": "Sales",
228
+ "intent_type": "CreateRecord",
229
+ "trigger_sources": [
230
+ "Email",
231
+ "Slack",
232
+ "Discord",
233
+ "Teams"
234
+ ],
235
+ "subflows": [
236
+ "email_intake",
237
+ "classification",
238
+ "record_creation",
239
+ "audit_logging"
240
+ ],
241
+ "existing_workflow": true,
242
+ "workflow_reference": "Mailparser to Salesforce lead templates exist",
243
+ "notes": ""
244
+ },
245
+ {
246
+ "name": "Draft Sales Reply with Context",
247
+ "description": "Generate a personalized sales reply using CRM and product data.",
248
+ "business_function": "Sales",
249
+ "intent_type": "DraftResponse",
250
+ "trigger_sources": [
251
+ "Email",
252
+ "Slack",
253
+ "Discord",
254
+ "Teams"
255
+ ],
256
+ "subflows": [
257
+ "email_intake",
258
+ "classification",
259
+ "notification",
260
+ "audit_logging"
261
+ ],
262
+ "existing_workflow": false,
263
+ "workflow_reference": "Uses AI chat; no dedicated template",
264
+ "notes": ""
265
+ },
266
+ {
267
+ "name": "Auto-Schedule Demo or Meeting Request",
268
+ "description": "Schedule a meeting or demo with a prospect based on email communication.",
269
+ "business_function": "Sales",
270
+ "intent_type": "ScheduleMeeting",
271
+ "trigger_sources": [
272
+ "Email",
273
+ "Slack",
274
+ "Discord",
275
+ "Teams"
276
+ ],
277
+ "subflows": [
278
+ "email_intake",
279
+ "classification",
280
+ "scheduling",
281
+ "audit_logging"
282
+ ],
283
+ "existing_workflow": true,
284
+ "workflow_reference": "Calendar scheduling templates exist",
285
+ "notes": ""
286
+ },
287
+ {
288
+ "name": "Generate Quote or Proposal from RFP",
289
+ "description": "Produce a draft proposal or quote document in response to a request for proposal.",
290
+ "business_function": "Sales",
291
+ "intent_type": "GenerateDocument",
292
+ "trigger_sources": [
293
+ "Email",
294
+ "Slack",
295
+ "Discord",
296
+ "Teams"
297
+ ],
298
+ "subflows": [
299
+ "email_intake",
300
+ "classification",
301
+ "document_generation",
302
+ "approval_routing",
303
+ "audit_logging"
304
+ ],
305
+ "existing_workflow": true,
306
+ "workflow_reference": "CPQ/Proposal generation templates exist",
307
+ "notes": ""
308
+ },
309
+ {
310
+ "name": "Log Sales Order from Email PO",
311
+ "description": "Capture a sales order from a customer\u2019s emailed purchase order.",
312
+ "business_function": "Sales/Ops",
313
+ "intent_type": "CreateRecord",
314
+ "trigger_sources": [
315
+ "Email"
316
+ ],
317
+ "subflows": [
318
+ "email_intake",
319
+ "classification",
320
+ "record_creation",
321
+ "audit_logging"
322
+ ],
323
+ "existing_workflow": false,
324
+ "workflow_reference": "Requires custom integration",
325
+ "notes": ""
326
+ },
327
+ {
328
+ "name": "Trigger Reorder from Inventory Alert",
329
+ "description": "Create a replenishment order when a low-stock alert is received via email.",
330
+ "business_function": "Operations",
331
+ "intent_type": "CreateRecord",
332
+ "trigger_sources": [
333
+ "Email"
334
+ ],
335
+ "subflows": [
336
+ "email_intake",
337
+ "classification",
338
+ "record_creation",
339
+ "audit_logging"
340
+ ],
341
+ "existing_workflow": false,
342
+ "workflow_reference": "Needs custom inventory integration",
343
+ "notes": ""
344
+ },
345
+ {
346
+ "name": "Log Delivery Failure & Notify",
347
+ "description": "Create a ticket and notify the operations team when a shipment exception or delay email arrives.",
348
+ "business_function": "Operations",
349
+ "intent_type": "CreateTicket",
350
+ "trigger_sources": [
351
+ "Email"
352
+ ],
353
+ "subflows": [
354
+ "email_intake",
355
+ "classification",
356
+ "record_creation",
357
+ "notification",
358
+ "audit_logging"
359
+ ],
360
+ "existing_workflow": false,
361
+ "workflow_reference": "Requires custom shipping integration",
362
+ "notes": ""
363
+ },
364
+ {
365
+ "name": "Maintenance Request via Email",
366
+ "description": "Generate a maintenance work order and optionally schedule a technician when a facility issue is reported by email.",
367
+ "business_function": "Operations",
368
+ "intent_type": "CreateTicket",
369
+ "trigger_sources": [
370
+ "Email"
371
+ ],
372
+ "subflows": [
373
+ "email_intake",
374
+ "classification",
375
+ "record_creation",
376
+ "notification",
377
+ "audit_logging"
378
+ ],
379
+ "existing_workflow": false,
380
+ "workflow_reference": "Requires work-order integration",
381
+ "notes": ""
382
+ },
383
+ {
384
+ "name": "Incident Alert to Ticket (Operations)",
385
+ "description": "Convert a system or logistics alert email into an incident ticket for the ops team.",
386
+ "business_function": "Operations",
387
+ "intent_type": "CreateTicket",
388
+ "trigger_sources": [
389
+ "Email"
390
+ ],
391
+ "subflows": [
392
+ "email_intake",
393
+ "classification",
394
+ "record_creation",
395
+ "notification",
396
+ "audit_logging"
397
+ ],
398
+ "existing_workflow": true,
399
+ "workflow_reference": "Incident management templates exist",
400
+ "notes": ""
401
+ },
402
+ {
403
+ "name": "Convert Bug Report Email to Issue",
404
+ "description": "Create a bug ticket in the engineering tracker based on a user\u2019s bug report email.",
405
+ "business_function": "Engineering",
406
+ "intent_type": "CreateTicket",
407
+ "trigger_sources": [
408
+ "Email"
409
+ ],
410
+ "subflows": [
411
+ "email_intake",
412
+ "classification",
413
+ "record_creation",
414
+ "notification",
415
+ "audit_logging"
416
+ ],
417
+ "existing_workflow": true,
418
+ "workflow_reference": "Email to Jira issue templates exist",
419
+ "notes": ""
420
+ },
421
+ {
422
+ "name": "Auto-Capture Feature Request",
423
+ "description": "Log a product feature request or idea into the product backlog from an email.",
424
+ "business_function": "Product",
425
+ "intent_type": "CreateTicket",
426
+ "trigger_sources": [
427
+ "Email",
428
+ "Slack",
429
+ "Discord",
430
+ "Teams"
431
+ ],
432
+ "subflows": [
433
+ "email_intake",
434
+ "classification",
435
+ "record_creation",
436
+ "notification",
437
+ "audit_logging"
438
+ ],
439
+ "existing_workflow": false,
440
+ "workflow_reference": "Requires custom product backlog integration",
441
+ "notes": ""
442
+ },
443
+ {
444
+ "name": "System Alert \u2192 DevOps Incident",
445
+ "description": "Generate an incident in the engineering/IT incident management system from a monitoring alert email.",
446
+ "business_function": "Engineering/IT",
447
+ "intent_type": "EscalateIssue",
448
+ "trigger_sources": [
449
+ "Email"
450
+ ],
451
+ "subflows": [
452
+ "email_intake",
453
+ "classification",
454
+ "notification",
455
+ "audit_logging"
456
+ ],
457
+ "existing_workflow": true,
458
+ "workflow_reference": "Incident templates exist",
459
+ "notes": ""
460
+ },
461
+ {
462
+ "name": "IT Helpdesk Ticket from Email",
463
+ "description": "Create an IT support ticket from an employee\u2019s helpdesk email request.",
464
+ "business_function": "IT",
465
+ "intent_type": "CreateTicket",
466
+ "trigger_sources": [
467
+ "Email"
468
+ ],
469
+ "subflows": [
470
+ "email_intake",
471
+ "classification",
472
+ "record_creation",
473
+ "notification",
474
+ "audit_logging"
475
+ ],
476
+ "existing_workflow": true,
477
+ "workflow_reference": "Email to ticket templates exist",
478
+ "notes": ""
479
+ },
480
+ {
481
+ "name": "Automated On-Call Alert from Monitoring Email",
482
+ "description": "Notify on-call personnel and create an incident when a monitoring system sends a critical alert email.",
483
+ "business_function": "IT/Ops",
484
+ "intent_type": "Notify",
485
+ "trigger_sources": [
486
+ "Email"
487
+ ],
488
+ "subflows": [
489
+ "email_intake",
490
+ "classification",
491
+ "notification",
492
+ "audit_logging"
493
+ ],
494
+ "existing_workflow": true,
495
+ "workflow_reference": "On-call alert templates exist",
496
+ "notes": ""
497
+ },
498
+ {
499
+ "name": "Security Alert Case Creation",
500
+ "description": "Create a security incident record when an email indicates a potential security issue or phishing attempt.",
501
+ "business_function": "Security",
502
+ "intent_type": "CreateTicket",
503
+ "trigger_sources": [
504
+ "Email"
505
+ ],
506
+ "subflows": [
507
+ "email_intake",
508
+ "classification",
509
+ "record_creation",
510
+ "notification",
511
+ "audit_logging"
512
+ ],
513
+ "existing_workflow": false,
514
+ "workflow_reference": "Requires security platform integration",
515
+ "notes": ""
516
+ },
517
+ {
518
+ "name": "Access Request via Email",
519
+ "description": "Convert an email requesting system access into a tracked IAM request and approval workflow.",
520
+ "business_function": "IT",
521
+ "intent_type": "RequestApproval",
522
+ "trigger_sources": [
523
+ "Email"
524
+ ],
525
+ "subflows": [
526
+ "email_intake",
527
+ "classification",
528
+ "approval_routing",
529
+ "audit_logging"
530
+ ],
531
+ "existing_workflow": false,
532
+ "workflow_reference": "Requires IAM integration",
533
+ "notes": ""
534
+ },
535
+ {
536
+ "name": "Convert Customer Email to Support Ticket",
537
+ "description": "Transform a customer\u2019s support email into a case or ticket in the support system.",
538
+ "business_function": "Customer Support",
539
+ "intent_type": "CreateTicket",
540
+ "trigger_sources": [
541
+ "Email",
542
+ "Slack",
543
+ "Discord",
544
+ "Teams"
545
+ ],
546
+ "subflows": [
547
+ "email_intake",
548
+ "classification",
549
+ "record_creation",
550
+ "notification",
551
+ "audit_logging"
552
+ ],
553
+ "existing_workflow": true,
554
+ "workflow_reference": "Support ticket templates exist",
555
+ "notes": ""
556
+ },
557
+ {
558
+ "name": "Intelligent Support Email Reply",
559
+ "description": "Draft a context-aware response to a customer inquiry using a knowledge base.",
560
+ "business_function": "Customer Support",
561
+ "intent_type": "DraftResponse",
562
+ "trigger_sources": [
563
+ "Email",
564
+ "Slack",
565
+ "Discord",
566
+ "Teams"
567
+ ],
568
+ "subflows": [
569
+ "email_intake",
570
+ "classification",
571
+ "notification",
572
+ "audit_logging"
573
+ ],
574
+ "existing_workflow": false,
575
+ "workflow_reference": "Requires AI Chat integration",
576
+ "notes": ""
577
+ },
578
+ {
579
+ "name": "Escalate or Urgent Case Alert",
580
+ "description": "Elevate high-priority customer issues by tagging them and notifying the right team when an email indicates urgency.",
581
+ "business_function": "Customer Support",
582
+ "intent_type": "EscalateIssue",
583
+ "trigger_sources": [
584
+ "Email",
585
+ "Slack",
586
+ "Discord",
587
+ "Teams"
588
+ ],
589
+ "subflows": [
590
+ "email_intake",
591
+ "classification",
592
+ "notification",
593
+ "audit_logging"
594
+ ],
595
+ "existing_workflow": false,
596
+ "workflow_reference": "Needs custom escalation logic",
597
+ "notes": ""
598
+ },
599
+ {
600
+ "name": "Generate and Send Report to Customer",
601
+ "description": "Create and email a requested report or document (e.g., account statement) to the customer.",
602
+ "business_function": "Customer Support",
603
+ "intent_type": "GenerateReport",
604
+ "trigger_sources": [
605
+ "Email",
606
+ "Slack",
607
+ "Discord",
608
+ "Teams"
609
+ ],
610
+ "subflows": [
611
+ "email_intake",
612
+ "classification",
613
+ "record_creation",
614
+ "document_generation",
615
+ "notification",
616
+ "audit_logging"
617
+ ],
618
+ "existing_workflow": true,
619
+ "workflow_reference": "Generic n8n templates exist",
620
+ "notes": ""
621
+ },
622
+ {
623
+ "name": "Log Product Feedback from Email",
624
+ "description": "Record feedback or feature ideas from an email into the product feedback system.",
625
+ "business_function": "Product",
626
+ "intent_type": "CreateTicket",
627
+ "trigger_sources": [
628
+ "Email",
629
+ "Slack",
630
+ "Discord",
631
+ "Teams"
632
+ ],
633
+ "subflows": [
634
+ "email_intake",
635
+ "classification",
636
+ "record_creation",
637
+ "notification",
638
+ "audit_logging"
639
+ ],
640
+ "existing_workflow": false,
641
+ "workflow_reference": "Requires product feedback tool integration",
642
+ "notes": ""
643
+ },
644
+ {
645
+ "name": "Schedule Customer or Press Demo via Email",
646
+ "description": "Arrange a demo or briefing when requested by a customer or press contact via email.",
647
+ "business_function": "Product/Marketing",
648
+ "intent_type": "ScheduleMeeting",
649
+ "trigger_sources": [
650
+ "Email",
651
+ "Slack",
652
+ "Discord",
653
+ "Teams"
654
+ ],
655
+ "subflows": [
656
+ "email_intake",
657
+ "classification",
658
+ "scheduling",
659
+ "audit_logging"
660
+ ],
661
+ "existing_workflow": true,
662
+ "workflow_reference": "Calendar scheduling templates exist",
663
+ "notes": ""
664
+ },
665
+ {
666
+ "name": "Distribute Release Notes by Email",
667
+ "description": "Compile and send product release notes to stakeholders or customers upon email command or schedule.",
668
+ "business_function": "Product",
669
+ "intent_type": "Notify",
670
+ "trigger_sources": [
671
+ "Email",
672
+ "Slack",
673
+ "Discord",
674
+ "Teams"
675
+ ],
676
+ "subflows": [
677
+ "email_intake",
678
+ "classification",
679
+ "notification",
680
+ "audit_logging"
681
+ ],
682
+ "existing_workflow": true,
683
+ "workflow_reference": "Email and CMS posting templates exist",
684
+ "notes": ""
685
+ },
686
+ {
687
+ "name": "Create Social Media Post",
688
+ "description": "Generate and schedule a social media post (text/image/video) across multiple channels.",
689
+ "business_function": "Marketing",
690
+ "intent_type": "GenerateContent",
691
+ "trigger_sources": [
692
+ "Slack",
693
+ "Discord",
694
+ "Teams",
695
+ "Email",
696
+ "User Input"
697
+ ],
698
+ "subflows": [
699
+ "message_intake",
700
+ "classification",
701
+ "social_post_generation",
702
+ "social_post_scheduling",
703
+ "audit_logging"
704
+ ],
705
+ "existing_workflow": true,
706
+ "workflow_reference": "n8n Social Posting templates exist for Twitter and LinkedIn; new templates required for multi-channel post with AI generation",
707
+ "notes": "Uses nodes for Twitter, LinkedIn, Facebook, Slack. AI-generated content and images may require additional integration."
708
+ },
709
+ {
710
+ "name": "Respond to Social Comments",
711
+ "description": "Analyze and respond to comments or direct messages on social media with AI-generated replies and appropriate escalation.",
712
+ "business_function": "Marketing",
713
+ "intent_type": "DraftResponse",
714
+ "trigger_sources": [
715
+ "Social",
716
+ "Slack",
717
+ "Discord",
718
+ "Teams"
719
+ ],
720
+ "subflows": [
721
+ "message_intake",
722
+ "classification",
723
+ "notification",
724
+ "audit_logging"
725
+ ],
726
+ "existing_workflow": false,
727
+ "workflow_reference": "n8n has nodes for Twitter, Facebook, LinkedIn. A new workflow would be required to monitor comments and draft responses via GPT.",
728
+ "notes": "Requires sentiment analysis, context lookup and human-in-the-loop for sensitive responses."
729
+ },
730
+ {
731
+ "name": "Craft Marketing Campaign",
732
+ "description": "Design and launch a multi-channel marketing campaign including email, social posts and targeted ads.",
733
+ "business_function": "Marketing",
734
+ "intent_type": "GenerateCampaign",
735
+ "trigger_sources": [
736
+ "Email",
737
+ "Slack",
738
+ "Discord",
739
+ "Teams",
740
+ "Project Management"
741
+ ],
742
+ "subflows": [
743
+ "message_intake",
744
+ "classification",
745
+ "content_creation",
746
+ "document_generation",
747
+ "social_post_scheduling",
748
+ "notification",
749
+ "audit_logging"
750
+ ],
751
+ "existing_workflow": false,
752
+ "workflow_reference": "No single n8n template; would need to orchestrate email marketing tools, social platforms and analytics.",
753
+ "notes": "May integrate with HubSpot, Mailchimp, or custom CRM."
754
+ },
755
+ {
756
+ "name": "Generate Product Content",
757
+ "description": "Produce product descriptions, blog posts or landing page copy using AI and publish to the website.",
758
+ "business_function": "Marketing/Product",
759
+ "intent_type": "GenerateContent",
760
+ "trigger_sources": [
761
+ "Email",
762
+ "Slack",
763
+ "Web form"
764
+ ],
765
+ "subflows": [
766
+ "message_intake",
767
+ "classification",
768
+ "content_creation",
769
+ "record_creation",
770
+ "audit_logging"
771
+ ],
772
+ "existing_workflow": false,
773
+ "workflow_reference": "Content creation nodes not built-in; would require integration with LLM endpoints and CMS (e.g., WordPress).",
774
+ "notes": "Aligns with content strategy guidelines. Human review before publishing recommended."
775
+ },
776
+ {
777
+ "name": "Create Product Images or Videos",
778
+ "description": "Use generative AI to produce product images or short videos for marketing.",
779
+ "business_function": "Marketing/Product",
780
+ "intent_type": "GenerateMedia",
781
+ "trigger_sources": [
782
+ "Slack",
783
+ "Discord",
784
+ "Email"
785
+ ],
786
+ "subflows": [
787
+ "message_intake",
788
+ "classification",
789
+ "social_post_generation",
790
+ "notification",
791
+ "audit_logging"
792
+ ],
793
+ "existing_workflow": false,
794
+ "workflow_reference": "Requires integration with image and video generation APIs; no n8n template exists.",
795
+ "notes": "Consider brand guidelines and quality control."
796
+ },
797
+ {
798
+ "name": "Post Content to Blog or Website",
799
+ "description": "Publish articles or updates to the company blog or website via CMS API.",
800
+ "business_function": "Marketing",
801
+ "intent_type": "CreateRecord",
802
+ "trigger_sources": [
803
+ "Email",
804
+ "Slack",
805
+ "Project Management"
806
+ ],
807
+ "subflows": [
808
+ "message_intake",
809
+ "classification",
810
+ "record_creation",
811
+ "audit_logging"
812
+ ],
813
+ "existing_workflow": true,
814
+ "workflow_reference": "n8n has WordPress and Ghost CMS nodes for posting content; similar nodes may exist for other CMS.",
815
+ "notes": "Ensure categories/tags are set and SEO guidelines followed."
816
+ },
817
+ {
818
+ "name": "Engage with Customers Post-Sale",
819
+ "description": "Send follow-up communications (thank you emails, surveys, recommendations) after a purchase.",
820
+ "business_function": "Marketing/Customer Success",
821
+ "intent_type": "Notify",
822
+ "trigger_sources": [
823
+ "CRM",
824
+ "Email",
825
+ "Slack"
826
+ ],
827
+ "subflows": [
828
+ "message_intake",
829
+ "classification",
830
+ "notification",
831
+ "record_creation",
832
+ "feedback_collection",
833
+ "audit_logging"
834
+ ],
835
+ "existing_workflow": true,
836
+ "workflow_reference": "n8n has email and CRM nodes; typical templates exist for automated follow-ups.",
837
+ "notes": "Personalization and timing are critical; ensure compliance with GDPR/CCPA."
838
+ },
839
+ {
840
+ "name": "Monitor Social Brand Mentions",
841
+ "description": "Monitor social media for mentions of the brand, categorize sentiment and trigger responses or alerts.",
842
+ "business_function": "Marketing/PR",
843
+ "intent_type": "Monitor",
844
+ "trigger_sources": [
845
+ "Social Media"
846
+ ],
847
+ "subflows": [
848
+ "classification",
849
+ "notification",
850
+ "audit_logging"
851
+ ],
852
+ "existing_workflow": false,
853
+ "workflow_reference": "Requires integration with social listening APIs or third-party services; no generic template.",
854
+ "notes": "Use LLM-based sentiment analysis; consider alert thresholds."
855
+ },
856
+ {
857
+ "name": "Schedule Social Posts",
858
+ "description": "Plan and schedule multiple social media posts in advance across different platforms.",
859
+ "business_function": "Marketing",
860
+ "intent_type": "ScheduleContent",
861
+ "trigger_sources": [
862
+ "Marketing Calendar",
863
+ "Slack",
864
+ "Email"
865
+ ],
866
+ "subflows": [
867
+ "social_post_scheduling",
868
+ "audit_logging"
869
+ ],
870
+ "existing_workflow": true,
871
+ "workflow_reference": "Templates exist for scheduling posts (using Cron and social nodes).",
872
+ "notes": "Requires mapping posts to timeslots and channels; may integrate with marketing calendar."
873
+ },
874
+ {
875
+ "name": "Build Ad Campaign Audience",
876
+ "description": "Create an audience segment and upload to advertising platforms for targeted campaigns.",
877
+ "business_function": "Marketing",
878
+ "intent_type": "CreateAudience",
879
+ "trigger_sources": [
880
+ "CRM",
881
+ "Email",
882
+ "Slack"
883
+ ],
884
+ "subflows": [
885
+ "classification",
886
+ "record_creation",
887
+ "notification",
888
+ "audit_logging"
889
+ ],
890
+ "existing_workflow": false,
891
+ "workflow_reference": "Requires integration with Facebook Ads/Google Ads API; custom workflow.",
892
+ "notes": "Follow privacy regulations and ensure opt-in; connect to CRM to fetch contacts."
893
+ },
894
+ {
895
+ "name": "Generate Marketing Campaign Performance Report",
896
+ "description": "Collect campaign metrics across channels and compile a performance report.",
897
+ "business_function": "Marketing",
898
+ "intent_type": "GenerateReport",
899
+ "trigger_sources": [
900
+ "Email",
901
+ "Slack",
902
+ "Automated schedule"
903
+ ],
904
+ "subflows": [
905
+ "record_creation",
906
+ "document_generation",
907
+ "notification",
908
+ "audit_logging"
909
+ ],
910
+ "existing_workflow": true,
911
+ "workflow_reference": "n8n has analytics nodes and can fetch metrics via API; examples exist for generating reports.",
912
+ "notes": "Use spreadsheets or dashboards to present metrics (impressions, clicks, conversions, ROI)."
913
+ },
914
+ {
915
+ "name": "Manage Customer Reviews and Ratings",
916
+ "description": "Monitor incoming reviews, categorize sentiment and respond or route feedback to the right team.",
917
+ "business_function": "Marketing/Customer Success",
918
+ "intent_type": "RespondReview",
919
+ "trigger_sources": [
920
+ "Email",
921
+ "Review Platforms",
922
+ "Social"
923
+ ],
924
+ "subflows": [
925
+ "classification",
926
+ "notification",
927
+ "record_creation",
928
+ "audit_logging"
929
+ ],
930
+ "existing_workflow": false,
931
+ "workflow_reference": "Requires integration with review platforms (Google, Trustpilot); custom workflow.",
932
+ "notes": "Reviews with high negativity may trigger an escalation."
933
+ },
934
+ {
935
+ "name": "Automate Webinar or Event Registration",
936
+ "description": "Handle sign-ups for webinars or events, send reminders and follow-up content.",
937
+ "business_function": "Marketing",
938
+ "intent_type": "RegisterEvent",
939
+ "trigger_sources": [
940
+ "Email",
941
+ "Forms",
942
+ "Slack"
943
+ ],
944
+ "subflows": [
945
+ "record_creation",
946
+ "notification",
947
+ "scheduling",
948
+ "audit_logging"
949
+ ],
950
+ "existing_workflow": true,
951
+ "workflow_reference": "n8n templates exist for Eventbrite/Zoom sign-ups and reminders.",
952
+ "notes": "Include calendar invites and post-event surveys."
953
+ },
954
+ {
955
+ "name": "Generate Release Notes",
956
+ "description": "Create and distribute release notes summarizing product updates or fixes.",
957
+ "business_function": "Product/Marketing",
958
+ "intent_type": "GenerateDocument",
959
+ "trigger_sources": [
960
+ "Version Control",
961
+ "Email",
962
+ "Slack"
963
+ ],
964
+ "subflows": [
965
+ "classification",
966
+ "document_generation",
967
+ "notification",
968
+ "audit_logging"
969
+ ],
970
+ "existing_workflow": true,
971
+ "workflow_reference": "Can be built using n8n's GitHub node to fetch commits and generate notes; typical template exists.",
972
+ "notes": "Requires summarization of commits and mapping to user-facing descriptions."
973
+ }
974
+ ]
975
+ }