Add your company details here!
Configured with Airtable, Gmail, Html, HTTP Request, and additional nodes. Review the connections and setup before adapting this template.
Node categories in this workflow
- Transform
- Web / API
- AI & models
- Data store
- Trigger
- Messaging
Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.
Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.
How it works
The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.
| Node | Category | Type | Operation |
|---|---|---|---|
| Grants to List | Transform | Split Out | See node parameters |
| Get Grant Details | Web / API | HTTP Request | POST |
| OpenAI Chat Model | AI & models | OpenAI Chat Model | See node parameters |
| Summarize Synopsis | AI & models | Information Extractor | See node parameters |
| Eligibility Factors | AI & models | Information Extractor | See node parameters |
| OpenAI Chat Model1 | AI & models | OpenAI Chat Model | See node parameters |
| Merge | Transform | Merge | See node parameters |
| Save to Tracker | Data store | Airtable | create |
| Only New Grants | Transform | Remove Duplicates | removeItemsSeenInPreviousExecutions |
| AI Grants since Yesterday | Web / API | HTTP Request | POST |
| Get New Eligible Grants Today | Data store | Airtable | search |
| Generate Email | Transform | Html | See node parameters |
| Everyday @ 9am | Trigger | Schedule Trigger | See node parameters |
| Everyday @ 8.30am | Trigger | Schedule Trigger | See node parameters |
| Get Subscribers | Data store | Airtable | search |
| Send Subscriber Email | Messaging | Gmail | See node parameters |
Setup
- Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
- Connect your own credentials through n8n’s credential store. Replace
REPLACE_WITH_*values with your resource identifiers. - Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
- Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.
Requirements
An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.
Credential types declared in the source
airtableTokenApigmailOAuth2openAiApi
Workflow notes
1. Fetch Latest AI Grants, Ignore Those Already Seen
1. Fetch Latest AI Grants, Ignore Those Already Seen
Learn more about the Remove Duplicates node
A cool feature of n8n's remove duplicates node is that it works across executions. What this means for this template is that the node will help us keep track of grant IDs to know if we've already processed them and if so, filter them out so we won't have duplicate alerts.
2. Quickly Determine Eligibility Using AI
2. Quickly Determine Eligibility Using AI
Learn more about the Information Extractor node
Qualifying Leads requires a lot of contextual reasoning taking into account many factors such as commercials, location and eligibility criteria. Whilst it's not guaranteed AI can or will solve this for your particular requirements, it can however get you a good distance of the way there!
AI in this template intends to reduce time (and therefore cost) for a team member needs to spend per grant listing or increase their coverage of grants which they would otherwise miss due to capacity.
3. Save Results to Grant Tracker
3. Save Results to Grant Tracker
Learn more about the Airtable Node
In n8n, it's easy to send your data anywhere to manage yourself, share with your team or reuse with other workflows. Here for demonstration purposes, we'll just store each grant as a row in our Airtable database.
Check out the sample Airtable here: https://airtable.com/appiNoPRvhJxz9crl/shrRdP6zstgsxjDKL
4. Generate Latest AI Grants Alert Email
4. Generate Latest AI Grants Alert Email
Learn more about the HTML Template node
Using our freshly collected AI grants, it would be nice if we can share them with our team members via email. A nicely formatted email digest can be generated using the HTML template node, with added links for greater impact.
Here in this demonstration, we will loop through all eligible new grants and compile them into a newsletter format using the HTML node.
5. Send to a list of Subscribers
5. Send to a list of Subscribers
Learn more about the Gmail node
Finally, we can source a list of subscribers to send our generated email newsletter.
Here, our subscriber list is another table alongside our grants table that we can import that list using the Airtable node. You can use any email provider that supports HTML but for this demonstration, we're using Gmail for simplicity sake.
Scheduled Triggers
Scheduled Triggers
Learn more about Scheduled Triggers
Scheduled triggers are a great way to run this template automatically in the morning ready for your team before they start their working day.
Feel free to adjust the interval to a time which suits you!
Try It Out!
Try It Out!
This n8n templates demonstrates how to automatically ingest a source of leads at regular intervals and take advantage of n8n's remove duplicates node to simplify duplicate detection.
Additionally after the leads are captured, a simple alerts notification can be generated and shared with team members.
How it works
- A scheduled trigger is set to fetch a list of AI grants listed on the grants.gov website in the past day.
- A Remove Duplicates node is used to track Grant IDs to filter out those already processed by the workflow.
- New grants are summarized and analysed by AI nodes to determine eligibility and interest which is then saved to an Airtable database.
- Another scheduled trigger starts a little later than the first to collect and summarize the new grants
- The results are then compiled into an email template using the HTML node, in the form of a newsletter designed to alert and brief team members of new AI grants.
- This email is then sent to a list of subscribers using the gmail node.
How to use
- Make a copy of sample Airtable here: https://airtable.com/appiNoPRvhJxz9crl/shrRdP6zstgsxjDKL
- The filters for fetching the grants is currently set to the "AI" category. Feel free to change this to include more categories.
- Not interested in grants, this template can works for other sources of leads just change the endpoint and how you're defining the item ID to track.
Need Help?
Join the Discord or ask in the Forum!
Happy Hacking!
Add your company details here!
Add your company details here!
Company details are added in the system prompt to help the AI determine eligibility. The more details the better!
Add your company details here!
Add your company details here!
Purpose and structure
This folder contains the Add your company details here! workflow. Its executable nodes use airtable, gmail, html, httpRequest, informationExtractor, lmChatOpenAi, merge, removeDuplicates, scheduleTrigger, splitOut. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.
Setup
Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.
Entry points
Everyday @ 9am, Everyday @ 8.30am
Verification
Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.
Attribution
https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Splitout/0659_Splitout_Schedule_Create_Scheduled.json MIT; preserve source notices.