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Workflows you can import today.

Five n8n templates for the jobs that eat most small teams' week. Each one uses Claude where reading or writing is needed, and plain code wherever a number has to be right. Download a file, import it into n8n, connect your accounts.

Lead intake

Score and route new leads. Every web, ad or Typeform lead is cleaned, scored by Claude and added to the CRM. Hot leads reach the sales channel in under a minute.

  1. Trigger: form or webhookNew form submission
  2. Tidy the dataClean up the lead
  3. ClaudeScore the lead with Claude
  4. CodeRead the score
  5. DecisionHot lead?Yes: Alert sales in Slack. No: Add to HubSpot.
  6. SlackAlert sales in Slack
  7. HubSpotAdd to HubSpot

You'll need n8n, Anthropic API key, Slack, HubSpot (or swap for your CRM).

Inbox triage

Sort, label and route the shared inbox. Each email in the shared inbox is classified, labelled and, if it's urgent, flagged to the team. Nobody spends the morning sorting.

  1. Trigger: new emailNew email in shared inbox
  2. ClaudeClassify with Claude
  3. CodeRead the category
  4. GmailLabel it in Gmail
  5. DecisionUrgent?Yes: Ping the team. No: Done.
  6. SlackPing the team
  7. StopDone

You'll need n8n, Anthropic API key, Gmail or Google Workspace, Slack.

CRM hygiene

Flag deals that have gone quiet. Every weekday morning, open deals with no contact in two weeks are posted to sales, biggest first, so nothing goes cold by accident.

  1. Trigger: on a scheduleEvery weekday at 8:00
  2. HubSpotGet open deals
  3. CodeFind deals with no contact in 14 days
  4. DecisionAny to chase?Yes: Post the digest. No: Nothing to chase.
  5. SlackPost the digest
  6. StopNothing to chase

You'll need n8n, HubSpot, Slack.

Invoice processing

Read, check and book supplier invoices. Supplier invoices are read by Claude, checked by code (do the totals add up? is anything missing?) and booked as drafts. Anything doubtful goes to a person.

  1. Trigger: new emailInvoice arrives by email
  2. Read the fileRead the PDF
  3. ClaudeExtract fields with Claude
  4. CodeRead the fields
  5. CodeCheck the maths
  6. DecisionSafe to book?Yes: Create bill in accounting. No: Send to review queue.
  7. API callCreate bill in accounting
  8. SlackSend to review queue

You'll need n8n, Anthropic API key, Gmail, Xero (or your accounting tool), Slack.

Weekly report

The numbers, written up for Monday. Every Monday at 7:30 the week's won deals and payments are added up and written into a three-sentence update in the owner's inbox.

  1. Trigger: on a scheduleMondays at 7:30
  2. HubSpotDeals won last week
  3. API callPayments last week
  4. CombineWait for both
  5. CodeAdd up the week
  6. ClaudeWrite the summary with Claude
  7. GmailEmail the owner

You'll need n8n, Anthropic API key, HubSpot, Stripe, Gmail.

How to use them

  1. Download and import

    In n8n, open a new workflow, choose Import from File and pick the download.

  2. Connect your accounts

    Each step that talks to a service shows a credential to fill in. The Claude steps use an HTTP header credential with your Anthropic API key as x-api-key.

  3. Test on real examples

    Run it on last week's real leads, emails or invoices before switching it on. Messy examples are the point.

Want this running on your tools?

I'll build and test the workflow on your real data, with alerts when anything fails. Fixed price, agreed first.