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What N8N Automation is for

N8N Automation connects Knotie AI Pro with N8N so you can build workflows like:
  • Lead routing
  • Customer follow-ups
  • CRM updates
  • Automated support flows

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Where to find it

  1. Open Manage AI Agents.
  2. Click N8N Automation.

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Create an authentication token

Tokens let you give a customer-scoped connection to N8N.
  1. Open N8N Automation.
  2. Click Create Token.
  3. Choose the customer.
  4. Save.
Create New N8N Token

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Manage existing tokens

  1. From N8N Automation, click Manage Tokens.
  2. Review token scope, expiry, and usage limit.
N8N Token Manager

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Deploy Workflow Products

Knotie AI Pro provides pre-configured N8N workflow solutions that you can deploy as products for your customers.

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Browse Workflow Products

  1. Go to Manage AI Agents → N8N Automation.
  2. Click Browse Workflow Products.
  3. View the curated library of automation templates.
  4. Select a workflow product to deploy.

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Deploy a Workflow for a Customer

  1. Choose a workflow product from the library.
  2. Select the customer to deploy for.
  3. Configure any required settings.
  4. Click Deploy.
The workflow will be automatically configured with the customer’s tools and credentials. [Insert Screenshot: N8N Workflow Products Library]

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Install the Knotie node in N8N

The Knotie community node allows N8N workflows to interact with Knotie AI Pro tools.

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Installation

  1. Open your N8N instance.
  2. Go to Settings → Community Nodes.
  3. Search for n8n-nodes-knotie.
  4. Click Install.

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Configure Credentials

After installing the node:
  1. Create a new N8N workflow.
  2. Add the Knotie node.
  3. Click Create New Credentials.
  4. Enter your N8N token (from Knotie AI Pro).
  5. Save the credentials.

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Available Operations

The Knotie node supports:
  • Send SMS – Send SMS notifications
  • Send Email – Send email notifications
  • Make Call – Trigger outbound calls
  • Get Call Details – Retrieve call information
  • Update Customer – Modify customer data
  • Create Lead – Add new leads
[Insert Screenshot: Knotie N8N Node Configuration]

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N8N Instances Management

Manage N8N instances connected to your Knotie AI Pro account.

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Add an N8N Instance

  1. Go to Manage AI Agents → N8N Automation.
  2. Click Manage Instances.
  3. Click Add Instance.
  4. Enter:
    • Instance URL
    • Instance name
    • API credentials
  5. Save.

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Monitor Instance Status

View the status of connected N8N instances:
  • Active – Instance is running and connected
  • Inactive – Instance is not responding
  • Error – Connection or authentication issues
[Insert Screenshot: N8N Instances Management]

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Getting started checklist

  1. Install the Knotie node in your N8N instance.
  2. Create a token for a customer.
  3. Configure credentials in N8N.
  4. Run a test workflow.
  5. (Optional) Deploy pre-built workflow products.

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Best practices

  • Scope tokens appropriately – Only grant access to the tools needed for each workflow.
  • Set expiry dates – Use short-lived tokens for testing, longer for production.
  • Monitor usage – Check token usage limits to avoid hitting rate limits.
  • Use workflow products – Start with pre-built templates before creating custom workflows.

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Troubleshooting

  • Token authentication failed – Verify the token hasn’t expired and has the correct scope.
  • N8N node not found – Ensure the community node is installed in your N8N instance.
  • Workflow product deployment failed – Check customer has required integrations enabled.

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Screenshots

Screenshot2025 12 28at02 09 47 [Insert Screenshot: N8N Automation Dashboard]