/ In-house build / n8n workflow templates
Safock built three free n8n workflow templates for jobs small teams repeat every day: capturing website leads, chasing overdue invoices and sorting incoming email with AI. Each one imports as a single JSON file, carries its setup steps on the canvas, and runs on n8n Cloud or a self-hosted instance.
What it includes
01The challenge
Website enquiries get copied into a spreadsheet and forwarded by hand. Overdue invoices wait until someone remembers to chase them. Shared inboxes mix sales leads with support and billing, so the leads that matter sit unread.
Each of these is a short, well-defined process, which makes it a good first automation and a good place to show how we build workflows.
02The solution
Each template is a complete n8n workflow with a sticky note that lists the accounts to connect and the values to replace. They use standard nodes and the HTTP Request node, so they avoid paid-plan features and work on self-hosted n8n.
Website lead to Google Sheets and WhatsAppa webhook receives the form, cleans the fields, rejects invalid emails with a 422 response, appends the lead to a sheet and alerts the sales number through the WhatsApp Cloud API.
Overdue invoice remindersevery weekday at 9:00 it reads the invoice sheet, picks unpaid invoices past their due date that have not been chased in seven days, emails a polite reminder and writes the date back.
AI email triage with Claudeeach new email is classified as sales, support, billing or other with a one-line summary, and sales or urgent emails post to Slack.
03How it works
Templates often fail in the details, so we tested the logic with sample data before publishing. The invoice filter skips paid invoices, invoices that are not yet due, rows without an email address, unreadable dates, and anything reminded in the last seven days, so nobody is chased twice.
The email triage step reads the model's answer defensively. If the model returns malformed JSON or an unexpected category, the email falls back to other instead of breaking the workflow, and only the sender, subject and a short preview are sent to the model.
04How it works
The templates are starting points. For client work we add error alerts, retries, run logs and approval steps, replace spreadsheets with the client's CRM or ERP where that fits, and host n8n where the client's data rules require.
05The outcome
All three templates are free to download from safock.com and can be imported into n8n in a few minutes. They show the way we build workflows for clients: small, testable steps, clear setup, and safe behaviour when an input is wrong.
/ Services used
Self-hosted n8n on your cloud, with workflows, AI agents, monitoring and Zapier or Make migrations built and maintained by Safock.
Explore n8n automationWe map your approvals, invoicing, onboarding and reporting, then automate them with low-code tools or custom code you own.
Explore workflow automationFind the work worth automating, then build agents, workflows and integrations that do it inside your existing systems.
Explore ai automationWe connect payments, Google Workspace, Microsoft 365, ERPs and CRMs with APIs and webhooks that stay correct under real traffic.
Explore systems integration/ FAQ
Yes. You can import, change and run the templates in your own business at no cost. They run in your n8n instance with your own credentials, and no data is sent to Safock. If you want help adapting one, book a call and we will scope the changes.
Error alerts so failures reach a person, retries for temporary API errors, run logs, approval steps before risky actions, and connections to the client's real systems instead of spreadsheets. We also document each workflow and train the team that will own it.
/ Next step
Tell us what you are working on. You will speak with a founder, and you will leave the call with a clear next step, even if that step is not us.
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