Automation Tools

Extend Iverton AI's capabilities with powerful automation tools. Integrate with n8n for complex workflows, Slack for team notifications, and webhooks to connect with any external service.

Overview

Iverton AI's automation layer consists of:

Tool	Purpose	Use Case
n8n	Workflow automation	Complex multi-step processes, AI workflows, data transformations
Slack	Team notifications	Alerts, daily summaries, campaign updates
Webhooks	External integrations	Send data to any HTTP endpoint

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n8n Integration

n8n is a powerful workflow automation platform that powers many of Iverton AI's advanced features. Over 60 automated workflows handle everything from AI content generation to SEO analysis.

How n8n Works with Iverton AI

┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│  Iverton AI │────▶│   n8n       │────▶│  External   │
│   Backend   │◀────│  Workflows  │◀────│  Services   │
└─────────────┘     └─────────────┘     └─────────────┘
                          │
                          ▼
                    ┌─────────────┐
                    │  AI Models  │
                    │ (OpenAI,    │
                    │  Claude)    │
                    └─────────────┘

Iverton AI sends requests to n8n webhooks, n8n processes them (often with AI assistance), and returns results.

Pre-Built Workflows

Iverton AI includes these automated workflows:

Analytics & Insights

Workflow	What It Does
AI Business Recommendations	Analyzes data and suggests actions
Competitor Tech Stack Detection	Identifies competitors' technology
Competitor Monitoring	Tracks competitor activities
Market Trend Analysis	Identifies industry trends
Performance Analytics	Aggregates and analyzes metrics

Content Generation

Workflow	What It Does
Ad Copy Generator	Creates ad variations from briefs
AI Script Generator	Writes video/audio scripts
Blog Post Generator	Creates long-form content
Content Repurposer	Transforms content across formats
Landing Page Copy Generator	Writes conversion-focused copy

SEO

Workflow	What It Does
Keyword Research	Discovers keyword opportunities
SERP Ranking Check	Monitors search positions
Backlink Analysis	Analyzes link profiles
Content Gap Analysis	Finds missing content opportunities
SEO Audit	Comprehensive site analysis
Meta Tag Generator	Creates optimized meta descriptions
Content Optimizer	Improves existing content for SEO

Social Media

Workflow	What It Does
Hashtag Analysis	Researches effective hashtags
Social Post Scheduling	Manages content calendar
Social Alerts	Monitors mentions and engagement
Lead Capture	Processes social leads
Metrics Sync	Aggregates social analytics

Email Marketing

Workflow	What It Does
A/B Test Variant Generator	Creates email variations
Email Campaign Analysis	Analyzes performance
Email Marketing Automation	Triggers sequences

Using Workflows

Workflows are triggered automatically based on actions in Iverton AI:

1. Content Generation: Click "Generate with AI" → triggers content workflow
2. SEO Analysis: Run an audit → triggers SEO workflows
3. Analytics: View recommendations → triggers analysis workflow
4. Social Media: Schedule post → triggers scheduling workflow

Workflow Configuration

For self-hosted deployments, configure the n8n connection:

1. Deploy your n8n instance
2. Import the Iverton AI workflow templates
3. Configure environment variables:

# n8n Configuration
VITE_N8N_URL=https://your-n8n-instance.com
N8N_API_KEY=your-n8n-api-key
N8N_WEBHOOK_SECRET=your-webhook-secret
N8N_CALLBACK_SECRET=your-callback-secret

Creating Custom Workflows

You can create custom n8n workflows that integrate with Iverton AI:

1. Create a webhook trigger node in n8n
2. Process the incoming data
3. Return results in the expected format
4. Register the webhook URL in Iverton AI configuration

Example Webhook Response Format

{
  "success": true,
  "data": {
    "result": "Your processed result",
    "metadata": {}
  }
}

Workflow Settings

Setting	Default	Description
Timeout	30 seconds	Maximum wait time for workflow response
Retries	3	Number of retry attempts on failure
Retry delay	Exponential	Backoff between retries

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Slack Integration

Connect Slack to receive notifications, alerts, and updates from Iverton AI directly in your team channels.

Prerequisites

• Slack workspace admin access (for app installation)
• Or: Incoming webhook URL (simpler setup)

Connection Method 1: Incoming Webhooks (Simple)

Best for basic notifications without interactive features.

Setup Steps

1. Go to Slack API Apps
2. Click Create New App → From scratch
3. Name it (e.g., "Iverton AI") and select your workspace
4. Go to Incoming Webhooks → Enable it
5. Click Add New Webhook to Workspace
6. Select the channel for notifications
7. Copy the webhook URL

Connect to Iverton AI

1. Go to Integrations → Slack
2. Select Webhook connection type
3. Paste the webhook URL
4. Click Test to send a test message
5. Click Save

Connection Method 2: Slack App (Advanced)

Enables interactive features, multiple channels, and bot customization.

Setup Steps

1. Go to Slack API Apps
2. Click Create New App → From scratch
3. Under OAuth & Permissions, add scopes:
   • chat:write (send messages)
   • channels:read (list channels)
   • incoming-webhook (webhooks)
4. Install the app to your workspace
5. Copy the Bot User OAuth Token

Connect to Iverton AI

1. Go to Integrations → Slack
2. Select Slack App connection type
3. Enter the Bot Token
4. Select default channel
5. Click Save

Notification Types

Configure which events trigger Slack notifications:

Category	Events
Campaigns	Campaign launched, Campaign completed, Performance milestones
Leads	New lead captured, Lead qualified, Deal closed
Social	High engagement post, Negative mention, Message received
System	Integration errors, Sync failures, Account warnings
Reports	Scheduled report ready, Weekly summary

Channel Configuration

Route different notifications to different channels:

Channel	Suggested Use
#marketing-alerts	Campaign performance, urgent issues
#sales-leads	New leads, deal updates
#social-mentions	Brand mentions, engagement alerts
#iverton-system	Technical notifications, errors

Configure in Settings → Notifications → Slack Channels.

Message Customization

Customize how notifications appear:

Setting	Options
Bot name	Custom name (default: "Iverton AI")
Bot icon	Custom emoji or image URL
Message format	Rich (with attachments) or Simple (text only)
Mention users	@here, @channel, or specific users

Example Notifications

Campaign Launch

🚀 Campaign Launched
Campaign "Summer Sale" is now live
• Channels: Email, Facebook, Instagram
• Audience: 5,432 contacts
• Scheduled posts: 12

New Lead

👤 New Lead Captured
John Smith (john@example.com)
• Source: LinkedIn Ad
• Score: 85/100
• Company: Acme Corp
View in Iverton AI →

Troubleshooting Slack

Messages not arriving

• Verify the webhook URL is correct
• Check the bot has been added to the channel
• Test with a simple message from integration settings

"channel_not_found" error

• The bot needs to be invited to private channels
• Type /invite @IvertonAI in the channel

Rate limits

• Slack limits: 1 message per second per channel
• If you hit limits, messages are queued

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Webhooks

Send data from Iverton AI to any external HTTP endpoint when specific events occur.

Creating a Webhook

1. Go to Settings → Webhooks
2. Click Add Webhook
3. Configure:
   • Name: Descriptive name
   • URL: Your endpoint URL
   • Events: Which events trigger the webhook
   • Headers: Custom headers (for authentication)
4. Click Save

Webhook Events

Event	Trigger	Payload
contact.created	New contact added	Contact details
contact.updated	Contact modified	Updated fields
deal.created	New deal created	Deal details
deal.updated	Deal stage changed	Updated deal
deal.closed	Deal won or lost	Final deal data
campaign.sent	Campaign launched	Campaign details
campaign.completed	Campaign ended	Performance summary
form.submitted	Form submission	Form data
email.bounced	Email bounced	Bounce details
email.unsubscribed	Contact unsubscribed	Contact info

Webhook Payload Format

All webhooks send JSON payloads:

{
  "event": "contact.created",
  "timestamp": "2024-01-15T10:30:00Z",
  "workspace_id": "ws_123",
  "data": {
    "id": "contact_456",
    "email": "john@example.com",
    "name": "John Smith",
    "created_at": "2024-01-15T10:30:00Z"
  }
}

Security

Signature Verification

All webhooks include a signature header for verification:

X-Iverton-Signature: sha256=abc123...

Verify the signature using HMAC-SHA256:

const crypto = require('crypto');

function verifySignature(payload, signature, secret) {
  const expected = 'sha256=' +
    crypto.createHmac('sha256', secret)
      .update(JSON.stringify(payload))
      .digest('hex');
  return signature === expected;
}

Custom Headers

Add authentication headers to your webhook:

Header	Example Use
Authorization	Bearer token for your API
X-API-Key	API key authentication
Custom headers	Any additional headers your endpoint needs

Retry Policy

Failed webhooks are retried automatically:

Attempt	Delay
1st retry	1 minute
2nd retry	5 minutes
3rd retry	30 minutes
4th retry	2 hours
5th retry	24 hours

After 5 failed attempts, the webhook is marked as failed and you're notified.

Webhook Logs

View webhook delivery history:

1. Go to Settings → Webhooks
2. Click on a webhook
3. View Delivery History

Each log entry shows:

• Timestamp
• Event type
• Response status code
• Response time
• Payload (click to expand)

Testing Webhooks

1. Go to Settings → Webhooks
2. Click on your webhook
3. Click Send Test
4. Check your endpoint received the test payload

Use services like webhook.site for testing.

Common Integrations

Zapier

• Create a Zap with "Webhooks by Zapier" trigger
• Use "Catch Hook" and copy the URL
• Add the URL to Iverton AI webhooks

Make (Integromat)

• Create a scenario with "Webhooks" module
• Use "Custom webhook" trigger
• Add the URL to Iverton AI webhooks

Custom CRM

• Create an endpoint in your CRM that accepts POST requests
• Configure authentication headers
• Map incoming data to your CRM fields

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Disconnecting Automation Tools

Disconnecting Slack

1. Go to Integrations → Slack
2. Click Disconnect
3. Confirm the disconnection

To fully remove access:

1. Go to your Slack workspace settings
2. Navigate to Apps → Manage
3. Find "Iverton AI" and click Remove

After disconnecting, notifications will no longer be sent to Slack channels.

Removing Webhooks

To delete a webhook:

1. Go to Settings → Webhooks
2. Find the webhook to remove
3. Click the Delete button (trash icon)
4. Confirm deletion

note

Deleting a webhook immediately stops data from being sent to that endpoint. Any pending webhook deliveries will be cancelled.

n8n Configuration

For self-hosted deployments, n8n is typically managed separately. To disable n8n workflows:

1. Access your n8n instance
2. Deactivate specific workflows
3. Or remove the n8n URL from environment variables to disable all automation

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Environment Variables

For self-hosted deployments:

# n8n Configuration
VITE_N8N_URL=https://your-n8n-instance.com
N8N_API_KEY=your-api-key
N8N_WEBHOOK_SECRET=your-webhook-secret
N8N_CALLBACK_SECRET=your-callback-secret

# Slack Configuration
SLACK_WEBHOOK_URL=https://hooks.slack.com/services/xxx
SLACK_BOT_TOKEN=xoxb-xxx (optional, for app integration)
SLACK_CHANNEL=#default-channel
SLACK_ALERTS_CHANNEL=#alerts
SLACK_SYSTEM_CHANNEL=#system

# Webhook Security
WEBHOOK_SECRET=your-signing-secret

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API Endpoints Reference

# Slack
POST /api/integrations/slack/automation    - Send Slack message

# Webhooks
GET  /api/webhooks                         - List webhooks
POST /api/webhooks                         - Create webhook
PUT  /api/webhooks/:id                     - Update webhook
DELETE /api/webhooks/:id                   - Delete webhook
POST /api/webhooks/:id/test                - Test webhook

# Workflow Status
POST /api/workflow-status/trigger/:id      - Trigger workflow manually
GET  /api/workflow-status/execution/:id    - Get execution status
GET  /api/workflow-status/workflows        - List all workflows

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Continue to Settings Guide