Best n8n Workflow Templates to Automate Your Processes

Most teams don’t lack tools—they lack workflows that actually work together.
If your team is drowning in repetitive tasks and context-switching, it’s time to automate the busywork.

In this guide, you’ll discover the best n8n workflow templates to streamline your systems—and if you’re looking for a more connected, all-in-one alternative, we’ve got ClickUp workflow templates that do the job without patching tools together.

Let’s dive into the top templates that can help your team save hours every week and build scalable, stress-free workflows.

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Best n8n Workflow Templates At a Glance

Want to know how workflow automation helps teams save 5+ hours every week? Watch this video ⬇️

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What Are n8n Workflow Templates?

n8n workflow templates are pre-built automation frameworks that connect apps and execute logic without writing code. Each template serves as a visual blueprint where users can define triggers, actions, and conditions to automatically create and run multi-step workflows.

These templates offer user experiences similar to those of workflow automation software, but they’re built on a no-code interface. This makes them ideal for scaling automation across departments, improving process visibility, and saving time on recurring work.

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What Makes a Good n8n Workflow Template?

A reliable n8n template gives teams a reusable structure that solves a real problem with minimal setup.

Here’s what a good template must include:

• A clear purpose: Addresses a specific, everyday use case so you immediately understand when and where to use it
• Easy setup and minimal configuration: Requires only a few inputs like API keys, spreadsheet IDs, or form fields before they’re ready to run
• Logical flow: Ensures every step in the workflow follows a clear path, nodes are labeled clearly, and conditions and branches are easy to follow
• Error handling: Anticipates issues, like missing data, failed API calls, or timeouts, and applies fallback steps to keep workflows running smoothly
• Scalability and performance: Handles both small and large workloads with efficient filtering or batching, and does not bulk up the system with too many nodes

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Free n8n Roadmap Templates

Below, we’ve got some n8n workflow templates that give ready-made task automation frameworks so you can skip setup and move straight to execution.

1. Weekly Coffee Chat Template (Mattermost Version)

The Weekly Coffee Chat Template randomly groups people from a Mattermost channel and sends them invitations for a ‘virtual coffee chat’. It is a good choice when you want to nurture team culture in remote or hybrid settings by scheduling informal check-ins without manual effort.

Why you’ll like this template:

• Send calendar invites to each group so people get time-blocked for the coffee chat
• Mix new joiners with existing team members as part of your onboarding process
• Schedule periodic team engagement days and ensure variety by randomizing groups each time

2. AI-Powered PDF Invoice Parser with Google Drive, Google Sheets & OpenAI Template

Designed for finance teams and business operations, the AI-Powered PDF Invoice Parser with Google Drive, Google Sheets & OpenAI Template monitors a Google Drive folder for new invoice PDFs, applies OCR and AI extraction (via GPT-4.1 or GPT-4o-mini for structured extraction), then outputs structured data into Google Sheets.

This template now supports updated OCR+LLM extraction using OpenAI’s Vision models, which improves accuracy for itemized invoices.

Why you’ll like this template:

• Extract key invoice fields like invoice number, invoice date, vendor name, total amount, itemized details, tax, etc.
• Log the extracted data into a sheet in Google Sheets to build a clean, searchable invoice database
• Extend the workflow by integrating it with accounting software and adding approval steps, notifications, or error-handling branches

3. Extract Invoice Data from Google Drive to Sheets with Mistral OCR & Gemini

The Extract Invoice Data from Google Drive to Sheets with Mistral Nemo OCR & Gemini Template monitors a designated folder in Google Drive—a folder where you drop invoice PDFs or image files. Whenever a new invoice appears, the workflow uses Mistral OCR to extract the text content from the invoice. Then, Gemini AI parses the values and appends them as a new row into a Google Sheet.

Why you’ll like this template:

• Eliminate manual invoice data entry and reduce errors
• Decide what columns you need, and the template adapts to your workflows
• Tweak the flow, add validations, notifications, currency conversion, etc., for complex workflow management

4. Automatically Document and Backup n8n Workflows

The Automatically Document and Backup N8N Workflows Template runs on a schedule. For new and recently modified workflows, it creates a backup and stores it in a version-controlled repository like GitHub. It also generates a summary along with metadata and stores it in a Notion database.

Why you’ll like this template:

• Configure once and let it handle both workflow backup and documentation
• Automate version control for workflows without manual exporting
• Send notification to users/teams when a workflow is modified

5. Weekly Workflow Analytics Reports with n8n API & Email Delivery

The Weekly Workflow Analytics Reports with n8n API & Email Delivery Template tells you which workflows are failing most often, or which ones take too long. It can be configured with both Gmail and Outlook to give stakeholders a clean, weekly report in their inbox.

Why you’ll like this template:

• Combine execution data for all workflows with metadata for context
• Get an HTML report of execution statistics, like the number of successes, failures, etc.
• Get real-time alerts by adding a parallel workflow that triggers on failures and sends a notification

6. Automated Lead Qualification & Routing with GPT-4o-mini, Google Sheets & HighLevel CRM

With the Automated Lead Qualification & Routing with GPT-4o-mini, Google Sheets & HighLevel CRM Template in n8n, you can triage and prioritize leads effectively. Leads get logged, prioritized, entered into CRM, and assigned to reps automatically.

Why you’ll like this template:

• Automate manual, repetitive processes and save hours as lead volume increases
• Use an AI-based qualification to ensure a uniform scoring standard (Hot/Warm/Cold)
• Configure AI prompts and scoring logic to tailor qualification criteria to your business

7. AI-Powered Post-Sales Call Automated Proposal Generator

After a sales call, the AI-Powered Post-Sales Call Automated Proposal Generator workflow takes your call notes or transcript, runs them through AI to outline key requirements, and generates a tailored proposal you can send to the prospect. Instead of spending hours writing and formatting a proposal, you get a ready document in seconds.

The template also accepts audio call recordings (transcribed with Whisper v3 or Gemini Audio) and can generate proposal drafts as DOCX files.

Why you’ll like this template:

• Maintain a consistent structure across all proposals with sections for problem summary, solution breakdown, etc.
• Use AI models to generate a personalized proposal draft tailored to the client’s inputs
• Adjust the sections generated by AI and the email format, depending on your services or industry

8. Multi-Channel Customer Support Automation Suite

n8n’s Multi-Channel Customer Support Automation Suite pulls your support requests from multiple channels into a single ticketing workflow. Tickets can be tagged and routed to your helpdesk or CRM so that conversations and issues get resolved promptly.

Why you’ll like this template:

• Use AI-powered classification to categorize the ticket: billing, technical support, account issues, complaints, feature requests, etc.
• Escalate urgent, high-priority, or time-sensitive tickets to the right team or support agent for faster handling
• Integrate with Zendesk, HubSpot, Salesforce, etc. for logging, analysis, and long-term tracking

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n8n Limitations

n8n is a flexible tool for teams that want to build scalable operations or automatically trigger tasks across platforms.

However, here’s where n8n sometimes falls short:

• Complex setup: Building your first workflow requires manual node configuration and REST API knowledge, limiting accessibility for beginners
• Steep learning curve: n8n offers flexibility, but the logic-based settings and node hierarchy can overwhelm new users (especially those without a technical background), who may need tutorials
• Limited integrations: Despite supporting major apps, advanced services, or niche tools, they often need custom code or external credentials
• Cloud restrictions: The free tier and self-hosted versions need extra setup for scaling or sharing workflows across large teams
• Minimal analytics: There’s no built-in dashboard for data analysis, making it harder to measure workflow performance without external tracking
• Security configuration: Users must handle encryption and access permissions manually, which can introduce risks if not properly configured

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Alternative n8n Templates

1. ClickUp Project Management Template

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Start delivering complex projects faster with structure and clarity. Use the ClickUp Project Management Template that keeps programs and portfolios from idea to execution in a single workflow.

Organizing work is easy with Spaces for different departments or teams, Folders for projects, and Lists for phases or milestones. ClickUp Custom Fields let you capture details, such as priority, risk, budget, owner, due date, etc., for each task.

For project management automation, you get if/then triggers, 100+ prebuilt templates, and the flexibility to customize them to your needs.

ClickUp Automations eliminate manual work. When a task’s status changes to ‘Completed’, you can automatically move it to another List or notify stakeholders. Or when a due date is missed, change priority to ‘Urgent’ and notify the assignee and the project manager.

Why you’ll like this template:

• Trigger status changes, send automated updates to leadership, or search and connect with tools like n8n, Slack, or Google Sheets to eliminate repetitive reporting
• Assign clear ownership through the Project Manager, Requester, and Executive Sponsor fields so everyone knows who’s responsible for delivery and approvals
• Pair with Agile Boards, Gantt Charts, or automation platforms like n8n to sync tasks, track deliverables, and trigger workflows across tools and teams

🚀 ClickUp Advantage: ClickUp Brain, an AI-powered and context-aware assistant, helps speed up workflows by fetching insights from across your workspace. It scans your documents to generate summaries, connects tasks with delivery timelines to help you prioritize, and generates everything from email subject lines to catchy captions for social media.

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2. ClickUp Task Management Template

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The ClickUp Task Management Template offers a clear and customizable system for planning, assigning, and tracking tasks with ease. You can switch between ClickUp’s 15+ Custom Views to see work from different perspectives, including deadlines, ownership, and progress.

The By Priority List View sorts all your tasks based on urgency, from high to low. The By Department List View shows tasks for each department with their assignees, due dates, statuses, priority, comments, etc. You also get a Calendar View to see timelines mapped on a daily, weekly, or monthly timeline.

Why you’ll like this template:

• Set a default task template for all tasks in a project, so new tasks automatically have that structure
• Create checklist templates for repetitive steps within tasks and apply them to tasks either manually or via automations
• Add dashboard widgets (if not already set up) to track task metrics like total tasks, completed tasks, overdue tasks, or tasks per assignee

3. ClickUp Process Flowchart Template

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The ClickUp Process Flowchart Template transforms complex operations into clear, step-by-step visuals. This one is built on collaborative ClickUp Whiteboards with accountability for who does what at each stage. It’s a useful template for structured, multi-step processes like hiring, onboarding, handoffs, or long-chain approvals.

Each shape in the Whiteboard represents tasks, decisions, and process flow with arrows indicating the next stage. You get a ready-made flowchart view, but you can drag elements to reorder them according to your workflows.

Why you’ll like this template:

• Use connectors, add decision notes (like Yes/No), or duplicate shapes as your process expands
• Build repeatable, auditable workflows for hiring, operations, or HR
• Share or export whiteboards instantly for feedback or documentation

4. ClickUp Process Mapping Template

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The ClickUp Process Mapping Template is a ready-to-use task list with 20+ steps defined as sub-tasks for documenting and optimizing processes across departments.

Once you have decided which workflow or process you want to map, write down all the steps involved in ClickUp Docs. Here, you can collaborate in real-time with your team members and decide responsibilities and timelines. Convert action items into ClickUp Tasks, set assignees, priorities, and due dates to make tracking effortless.

Why you’ll like this template:

• Track accountability and ownership by assigning clear roles and linking Dependencies in ClickUp to eliminate confusion between departments
• Identify and fix inefficiencies faster using progress and completion-rate fields
• Connect data across teams as you link tasks, docs, and related projects to maintain a single source of truth for every workflow

🚀 ClickUp Advantage: Workflow automation works best from a unified workspace. ClickUp Brain MAX helps you automate routine steps, summarize updates, and move information across apps automatically. From summarizing meeting notes to converting chat messages into ClickUp Tasks, it can automate processes across platforms.

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5. ClickUp Swimlane Flowchart Template

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To visualize processes that involve multiple teams, use this interactive whiteboard setup in the ClickUp Swimlane Flowchart Template. Every lane in this flowchart represents a person or team, and flowchart elements represent tasks, decisions, or steps.

Unlike static flowcharts, this one is a fully actionable template where every shape can turn into a ClickUp Task, with customizable Custom Fields and Custom Task Statuses. Lanes are color-coded by teams and can be rearranged vertically or horizontally depending on your preferred layout.

Why you’ll like this template:

• Use shapes (boxes, decision-diamonds, start/end circles) to represent different types of steps (task, decision, start, end)
• Use decision-points (diamonds) where the workflow branches (e.g., approved vs. rejected, yes/no paths)
• Assign each task to the appropriate team member or department and add watchers, start dates, due dates, and priorities as needed

6. ClickUp Simple Mind Map Workflow Template

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Brainstorm smarter with this ClickUp Simple Mind Map Template that offers a visual way to connect ideas and design workflows. It is best suited for early-stage planning and requirements gathering sessions.

This ClickUp Mind Maps template comes pre-configured with views and nodes/connectors, but you can drag nodes around to reorganize the layout and restructure branches as you need. Here, collaboration works in real time. Teams can edit the mind map, add ideas, turn nodes into tasks, highlight priorities, and more.

In Task Mode, nodes represent actual tasks and subtasks from your ClickUp workspace so you can visualize existing processes. The Blank Mode is where you start from scratch and experiment freely before you build.

Why you’ll like this template:

• Visualize every connection between ideas, automations, and deliverables in one interactive map
• Drive automation planning with conditional logic that lets the data flow before building integrations
• Invite teammates to co-map ideas live, add connections, or adjust priorities in real time

7. ClickUp Graphic Design Workflow Template

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With the ClickUp Graphic Design Workflow Template, your design team gets a structured yet flexible space to organize deliverables and track them through different stages. There are three pre-defined lists: New Requests, Active Requests, and Client List. Group, sort, and filter tasks however you like to manage incoming and ongoing work.

On the Kanban-style Board view, tasks can be grouped by status, assignee, priority, tags, or due dates. And the Gantt Chart View lets you see the project schedule and any dependencies on a visual timeline.

Custom Fields like Types of Projects, Channel, and Requested Format let you capture additional details accurately. The People field is where you can add reviewers and approvers to clarify who is responsible for which task.

Why you’ll like this template:

• Use the Graphic Design Request form to collect design requests from internal teams or clients
• Visualize deliverable dates at a glance in Calendar View and sync it with Google Calendar for better tracking
• Attach relevant files, such as mockups, source files, reference images, client briefs, etc., to tasks for complete context

8. ClickUp Email Marketing Template

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The ClickUp Email Marketing Template acts as a command center for all your email campaigns. Use it to create campaigns, schedule emails, run performance analytics, and even track workloads.

All campaign-related tasks you create appear in the Campaigns List, where you can see every piece of content scheduled for release along with details like channel and target audience. Content Calendar View then maps your campaigns across the month, with color-coded task cards that make it easy to track progress at a glance.

The Email Results Tracking table lists all sent campaigns along with key engagement metrics for each segment. Planning for future campaigns becomes easier when you get clarity on how your content performed.

Why you’ll like this template:

• Use Custom Fields for attributes like Segment, Campaign Link, Total Clicks, Emails Sent, Click-through Rate, and more
• Add Formula Fields to automate calculations and compare results, such as engagement scores, cost per conversion, revenue per email, opt-outs, leads generated, etc.
• Monitor your team’s capacity and progress with the Team Workload (Box) view and balance workloads effectively

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9. Kanban for Software Development Template

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The ClickUp Kanban for Software Development Template gives teams a structured way to manage development workflows and improve accountability.

The template comes with a set of pre-defined columns that represent different stages of software development, like backlog, in progress, review, testing, done, blocked, etc. You can modify or extend these statuses to match your team’s actual workflow.

Tasks, represented as cards, can represent feature enhancements, bug fixes, process improvements, or backlog items. You can easily drag-and-drop cards to move them across stages as work progresses.

Why you’ll like this template:

• Share a clear visual system for progress tracking across product, QA, and engineering
• Monitor cycle times and set WIP limits to identify blockers before they delay releases
• Prioritize tasks based on sprint needs and use filters to view tasks by priority or due date

10. ClickUp Content Management Template 

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The ClickUp Content Management Template is a ready-to-use system for managing your entire content pipeline. Within this template, you’ve a dynamic workspace with dedicated lists for each channel, such as Website, Blog, Social, and Email.

Content requests start in the Incoming Requests list, where you can log ideas, assign owners, and estimate effort. From there, each item flows into channel-specific boards with stages, such as Concept, In Development, In Review, and Ready to Publish, allowing you to standardize content workflows across channels.

The collaborative workspace lets you work with your writers, designers, editors, and marketers in real time. You can use subtasks or checklists for content pieces with multiple steps and add attachments or links for assets, briefs, guidelines, and branding kits.

Why you’ll like this template:

• Manage all content requests, progress, and approvals in one shared workspace that scales with your marketing volume
• Automate repetitive status updates and monitor campaign spend or publishing cadence without spreadsheets
• Link goals, budgets, and performance metrics directly to each content task for better visibility and reporting

11. ClickUp Project Request and Approval Template

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The ClickUp Project Request and Approval Template helps standardize requests across your organization so every new project follows a defined approval process.

Status markers help track work. Every new request starts in ‘Under Review.’ As stakeholders evaluate and make decisions, the status can be changed to ‘Approved,’ ‘Rejected,’ or ‘In Progress’ depending on the outcome. Once approved, project tasks can be assigned to the right team members, and you can use the same workspace to track progress until delivery.

Why you’ll like this template:

• Use the List View to see all project requests at a glance and compare details, such as impact, cost, status, etc.
• Get a visual overview of all requests, from submission to approval to execution, in the Project Request view
• Convert approved requests into complete projects: create subtasks, set deadlines, add attachments, set dependencies or priority, etc.

12. ClickUp Email Automation Template

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ClickUp Email Automation Template lets you send emails based on pre-defined conditions or triggers. You can choose from 100+ templates or set custom rules based on your workflows.

Triggers can be process steps like task creation, status changes, or Custom Fields values like ‘Send Date’. Email content can be stored in ClickUp Docs and attached to tasks, along with other assets such as images or brand kits.

If you are running email campaigns, you can track metrics and see them on ClickUp Dashboards to analyze performance and adjust future emails or workflows.

Why you’ll like this template:

• Visualize all upcoming sends and avoid overlaps with the Calendar View
• Draft subject lines and email copy in ClickUp Docs to collaborate with your team and get instant feedback
• Evaluate which email types perform best, optimize subject lines, improve segmentation, and adjust your automation logic

13. ClickUp Blog Management Workflow Template

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The Blog Management Workflow Template gives you a centralized, automated workspace where every post moves from ideation to publication through a clear workflow.

You get a built-in request form so new blog ideas can be captured in a structured format. Each submission becomes a new task. Once it is approved, execution can be assigned to writers and designers, along with details such as blog title, author, due date, required assets, post date, channel, etc.

Why you’ll like this template:

• Use Calendar View to set publish dates and visualize upcoming posts
• Switch to Timeline and Gantt Chart Views to see dependencies and posting schedule overlaps
• Move tasks across workflow stages as work progresses from draft to review, design, scheduled, and published on the Board View

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Save Time and Scale Faster with ClickUp

Every workflow is only as strong as the system behind it. n8n workflow templates make automation accessible to teams by connecting tools and eliminating manual tasks.

But if you want to turn manual workflows into self-running systems, you need ClickUp.

ClickUp’s workflow templates give teams a balance of control and momentum, helping you design systems that grow with the work instead of slowing it down.

Sign up on ClickUp for free and start finding ready-to-use setups for marketing, engineering, operations, and more.

Everything you need to stay organized and get work done.

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