Understand the situation
We agree the objective, stakeholders, and requirements, then propose a scope and estimated effort.
Process automation
Less manual work between your systems.
Copying data, reconciling records, and chasing missing details takes time and creates opportunities for error. We connect your applications with n8n and add AI where it helps. Your existing process is the starting point.
- Information arrivesFrom files, emails, or existing systems.
- A workflow prepares the dataApply rules and add AI where useful.
- Your team approvesResolve exceptions and pass on results.
An example of a workflow with human approval.
Four ways to get started
These scenarios illustrate possible applications. We assess their value using your volumes, handling times, and systems. They are examples rather than client references.
Prepare supplier data for your shop and ERP
The situation: Suppliers send product information in different spreadsheets and documents. Your team maps fields, fills in missing details, and prepares the data for your shop or ERP.
Possible workflow: n8n receives the files and maps information using agreed rules. Checks flag missing required fields and conflicting values. AI can extract information from documents and draft text based on supported product facts. Unclear cases and drafts go for approval before data is transferred through an available interface.
Objective & measurement: Reduce manual preparation. In the pilot, we compare processing time, correction effort, and the proportion of records requiring additional review.
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Receive filesCollect spreadsheets and documents.
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Prepare the dataMap fields and add AI where useful.
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Review & transferSend approved data to your shop and ERP.
Illustrative objective Less manual data preparation.
Check orders & prepare follow-up questions
The situation: Orders arrive through your shop and by email. Your team checks customer and product details across applications and follows up on missing information manually.
Possible workflow: n8n brings together available order data and checks required fields and record matches using fixed rules. For emails, AI can prepare the details for validation. Discrepancies are routed to the responsible person, with draft follow-up questions ready for approval.
Objective & measurement: Reduce time spent searching and copying. We measure time to a checked order, missing information, and the corrections required.
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Capture the orderCollect details from your shop or email.
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Check the detailsValidate fields, customers, and products.
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Resolve exceptionsPrepare and approve follow-up questions.
Illustrative objective Less searching and missing information.
Prepare quotes & reports
The situation: Information from your CRM, business systems, and spreadsheets is collected manually for quotes or reports.
Possible workflow: n8n gathers approved data and populates agreed templates. AI can draft explanatory text. Prices and calculations come from defined sources and rules. Your team reviews the document before sending it.
Objective & measurement: Reduce assembly work and produce more complete drafts. We compare time to approval and the amount of editing required.
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Bring data togetherUse approved source systems.
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Prepare a draftPopulate a template and add text.
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Review & sendCheck figures and approve sending.
Illustrative objective Less work before approval.
Keep customer records aligned
The situation: Accounting, CRM, and other applications hold different details for the same customer. Changes are entered repeatedly.
Possible workflow: We define which system is authoritative for each type of data. n8n transfers changes through available interfaces and applies fixed matching rules. Conflicts and potential duplicates are flagged for review.
Objective & measurement: Reduce duplicate maintenance and make record changes traceable. We assess discrepancies, manual interventions, and the effort needed to maintain the data.
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Define the source of truthAgree on the source for each field.
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Synchronise changesTransfer data through interfaces.
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Review conflictsResolve uncertain record matches.
Illustrative objective Less duplicate data maintenance.
What AI contributes to the process
A language model can extract details from text, classify enquiries, summarise cases, or prepare drafts. Rules check required fields; prices, calculations, and permissions come from authoritative systems. Unclear cases go to your team for review.
Incoming documents are treated as data. Instructions inside them must not override approvals or access rules. We test the required checks using typical cases and exceptions.
Operations that fit your requirements
n8n can run on your own infrastructure or as SaaS. Model access is optional and selected separately. We agree data flows, access, licensing scope, updates, backups, and responsibilities. Self-hosting alone does not mean a workflow uses no external services.
How we work together
Start with a pilot
A focused pilot tests whether the solution helps in practice. We review results and exceptions together.
Roll out and build skills
Documentation, training, and clear responsibilities support rollout. Ongoing support is agreed around your needs.