AI Automation & Technical Content Specialist

Goal

Inbound leads arrive from several places and need to be captured, qualified and routed without anyone re-typing them.

What it does

Receives the lead through a webhook, creates the CRM contact and deal, drafts a personalized opening email, then re-checks engagement after a set delay and branches between sales handoff and continued nurturing.

Reliability & controls

Required-field validation before CRM writes, duplicate contact checks, branch conditions on engagement, and lead score plus deal stage updates written back so the pipeline stays traceable.

n8n · Webhooks · HubSpot · AI drafting

Goal

Invoices arriving by email need to be read, checked and approved by a person before anything is recorded.

What it does

Monitors the inbox for invoices, extracts PDF data with AI, maps it to required fields, and routes an approval request to Slack for a human decision.

Reliability & controls

Field-level validation, duplicate invoice detection, an explicit human approval gate, logging of approved and rejected records, and archiving of the original file for audit.

n8n · Gmail · Document AI · Slack

Goal

Incoming support requests need consistent categorization and a defined path for anything the automation should not answer.

What it does

Normalizes each request, classifies it with an AI step against a fixed set of categories, answers low-complexity cases and assigns the rest to the right team channel.

Reliability & controls

Strict category schema, confidence-based fallback to human assignment, acknowledgment emails, and a recurring SLA check that flags and escalates breached tickets.

n8n · OpenAI · Slack · Email

Goal

A shared inbox mixes support, sales and internal mail, so messages need sorting before anyone reads them.

What it does

Classifies each new message into a defined category, extracts tasks, prepares calendar drafts for meeting requests and stages reply drafts.

Reliability & controls

Structured JSON output schema for the classifier, drafts rather than auto-sends for replies, and a scheduled summary of volume and topics for visibility.

n8n · Gmail · AI classifier · Calendar

Goal

Internal answers live across several document stores and are hard to retrieve consistently.

What it does

Syncs documents from SharePoint, Drive, Notion and Confluence into a vector store, then answers questions in chat with a retrieval-augmented AI agent.

Reliability & controls

Chunking and re-embedding on document change, retrieval grounded on indexed sources, and a recurring report of unanswered questions to drive documentation updates.

n8n · Pinecone · Embeddings · Slack

Goal

Contracts need a consistent first-pass read and an escalation path based on risk.

What it does

Accepts an uploaded contract via webhook, extracts the text, runs a structured review prompt and routes it to Procurement, Legal or a Director by risk level.

Reliability & controls

Risk-tier branching, human approval before completion, stored review metadata, and a scheduled check that surfaces expiring agreements.

n8n · Webhooks · Document AI · Email

Goal

Account setup and teardown involve many systems and are easy to do inconsistently.

What it does

Triggers on an employee status change, provisions accounts and groups, raises equipment requests, schedules orientation and sends the welcome message.

Reliability & controls

HR data validation before provisioning, parallel offboarding path that disables accounts and revokes permissions, and asset recovery plus data archiving steps.

n8n · Google Workspace · Microsoft 365 · Slack

Goal

Reorder decisions need a scheduled check instead of someone remembering to look.

What it does

Runs daily against current stock and historical sales, sizes a suggested purchase request with an AI forecast and sends it for approval.

Reliability & controls

Threshold rules before any alert fires, approval routing by request value, stored request records, and a scheduled purchasing summary.

n8n · Google Sheets · AI forecast · Email

Goal

Meeting outcomes need to reach task and CRM systems without manual note rewriting.

What it does

Picks up the recording when a meeting ends, transcribes it, summarizes it and creates action items in the task tool while updating the CRM record.

Reliability & controls

Transcript stored alongside the summary for verification, task creation only from extracted action items, and a follow-up notification so owners can correct anything wrong.

n8n · Speech-to-text · Asana · HubSpot

Goal

Closed-won deals need a repeatable handoff into delivery.

What it does

Fires on a closed-won deal, selects a project template by deal type, generates the task list and folder, assigns owners and schedules kickoff.

Reliability & controls

Required-field validation before creation, template selection rules per deal type, and CRM stage write-back so sales and delivery stay in sync.

n8n · CRM · Project templates · Calendar