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AI Workflow Template

1. Purpose

A short and clear explanation (2–3 sentences) describing why this workflow exists and what problem it solves.

Example:

This workflow validates incoming customer data, processes it using our AI engine, and stores the results. It ensures accuracy and automates manual review steps.

2. Trigger

Describe how the workflow starts.

Type: Cron / Webhook / Manual / System Event

Details:

If Cron → schedule time

If Webhook → URL endpoint

If Manual → where/how the user triggers it

Example:

Trigger Type: Webhook

Trigger URL: /webhook/generate-report

3. Step-by-Step Process

Explain each step in a simple, non-technical way, so anyone can follow the logic.

Step 1: Node Name

What happens here

What input it uses

Why this step is needed

Step 2: Node Name

What happens here

What input it uses

What output it produces

Why this step is needed

Step 3: Node Name

(Repeat for every step in the workflow)

Make sure each step is:

  • Clear
  • Short
  • Action-focused
  • In plain English

4. Workflow Logic Summary

A quick overview of what the workflow does from start to finish.

Example:

  1. Receives data from a webhook
  2. Validates the fields
  3. Sends content to the AI model
  4. Stores processed output
  5. Notifies the user

This helps new team members understand the workflow quickly.

5. Diagram / Screenshot

Add an exported screenshot from n8n if needed.

6. Dependencies

List all systems/services/APIs this workflow depends on.

Backend / API Dependencies

Service Name

External Services

ScrapingBee

  • Purpose: Website scraping
  • API Key: Stored in n8n credentials
  • Config: Standard HTML scraping

Provide source platforms for transparency and easy access.

n8n Instance

URL: https://n8n.fleetstudio.com

Email: technology@fleetstudio.com

Password:

GitHub Repository (If Applicable)

Repo: https://github.com/TeamFleetStudio/repo-name