Workflow Automation Tips

Aug 29, 2025

Summary

  • The session was a comprehensive overview by Mike, targeting users new to automating workflows in N8N (Nadn), with 35 specific tips and a bonus tip focused on maximizing productivity, efficiency, and control.
  • Topics ranged from choosing cost-effective AI models, using OpenRouter, leveraging Telegram, mastering nodes (Switch, Set, Code, Filter), credential management, and spending limits to backup strategies and workflow organization.
  • Emphasis was placed on testing strategies, advanced AI techniques and integrations, workflow optimization, and practical tricks for managing and scaling automations.
  • The session was educational and aimed at improving both technical proficiency and operational confidence for users building AI-powered automations in N8N.

Action Items

  • None identified, as this was an informational session without specific delegated tasks.

Choosing AI Models and Routing

  • Cheaper, efficient AI models (e.g., Gemini 2.5 Flash, GPT5 Nano) are often sufficient and can unlock new possibilities at lower cost—experiment with them.
  • OpenRouter aggregates multiple AI models under one account, making it easier to test and select the best-fit model for each task.
  • Sequential automation (traditional) still offers better cost-control and customization than AI agents for many use-cases.

Integrations & Communication Tools

  • Telegram is recommended for managing and communicating with workflows due to its robust free API and N8N's integration capabilities.
  • "Human in the Loop" tools allow for approval stages using chat platforms (Telegram, WhatsApp, Gmail, Discord, etc.), maintaining both autonomy and output quality.

Workflow Optimization & Automation Techniques

  • Use "Switch" nodes over "If" nodes for more flexibility, clarity, and conditional branching options.
  • Node features: "Tidy up" can be used selectively to visually organize large workflows.
  • Data pinning enables faster and safer testing by avoiding repeated external requests and allows simulated test data entry.

Data Handling & Testing

  • Use keyboard shortcuts for faster workflow test execution (Cmd/Ctrl + Enter).
  • Adjust page size settings ("page size = 1 trick") for easier mapping of input/output in complex nodes.
  • Search and highlight fields in complex data items for efficiency.
  • Use "Set" or "Edit Fields" nodes to simplify data structures, and switch to "Code" node for handling multiple items or more complex transformations.
  • Dot notation (e.g., content.title) can be used in "Set" nodes for organized, grouped data fields.

Coding & Power User Features

  • Multicursor and multi-selection shortcuts in code nodes speed up editing.
  • Expressions in N8N support full JavaScript (in a simplified context) and enhance power/flexibility in automations.
  • Loading previous execution data is possible without rerunning workflows, aiding debugging and iteration.

AI Operation Strategies

  • AI pre-filtering (using cheap models first) can reduce load/cost on expensive models while maintaining output quality.
  • Avoid overusing AI agents—sequential automations are often more transparent and cost-effective.
  • AI can perform more than just text generation—consider leveraging capabilities like image, video, and document analysis.

Workflow Management & Best Practices

  • Always set spending limits with AI providers to avoid unexpected expenses.
  • Back up your workflows using built-in nodes and external storage (Google Drive, S3).
  • Centralize workflow configuration in a single "Config" (Set) node for easier management and testing.
  • Name nodes descriptively to improve readability and maintainability.
  • Use "Limit" nodes for efficient testing with minimal data, and simply remove them for full production runs.
  • Open subworkflows in new tabs using Cmd/Ctrl + double-click for efficient navigation.
  • Use the execution log pane for rapid debugging and data review.

External Service Integration & Security

  • HTTP node can integrate any third-party API; "Import curl" greatly simplifies setup from documentation.
  • Use N8N's credential management to securely handle authentication when custom-scripting integrations.

Data Management & Export

  • Copy JSON data easily from the schema view for external use or deeper AI prompt analysis.
  • Item linking is crucial for understanding data relationships as items propagate through a workflow.
  • For structured data storage, consider Airtable or self-hosted tools like Baserow, NoCodeDB, or CTable as alternatives to Google Sheets.

Decisions

  • Switch node preferred over If node — More flexible outputs, naming options, and settings make it more suitable for complex conditional logic.
  • Focus on sequential automation where applicable — For greater control over process and costs, favor sequential over agent-based automations unless autonomy is specifically required.

Open Questions / Follow-Ups

  • No open questions or pending follow-ups as this was a purely instructional session.