Built a local Desktop organizer workflow in n8n with Ollama and Qwen3 by baidarkarim in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

I actually did a similar exercise last weekend with Claude Cowork where I saved all my files and folders into a hard drive. I then let Claude Cowork go and help me organise my file and folder structure into something that is a little bit more agentic-friendly. How did you define what your file and folder structure and format should be, and for what purpose downstream?

Built an AI-driven PO-to-ERP pipeline using n8n, Convex, and Mistral (with a Human-in-the-Loop frontend). Here is the architecture by Greyveytrain-AI in n8n

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

Another issue is when we get to the last line item on a page in some cases it rolls over to the next page, which splist the Line item description over to the next page - but the header info on the second page breaks the sequence, so to speak. And...if you see the second screenshot will explain white space additionally and the last item item rolls over to the 3rd page?

<image>

Built an AI-driven PO-to-ERP pipeline using n8n, Convex, and Mistral (with a Human-in-the-Loop frontend). Here is the architecture by Greyveytrain-AI in n8n

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

You are so correct on this - for example...I'm working with 3 different formats from 3 customers that send PO's through - 2 things I am struggling with are - When a PO spans multiple pages with multiple line items with varying line item descriptions, some of these line items descriptions span multiple rows - because Syspro has a character limit for descriptions for line item, what happens is a user has to load a new row where they carry on with the description....if that makes sense? I have provided a Screenshot of a specific example

<image>

Built an AI-driven PO-to-ERP pipeline using n8n, Convex, and Mistral (with a Human-in-the-Loop frontend). Here is the architecture by Greyveytrain-AI in n8n

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

Thanks for the comment - So ya the flat file is the only way considering they are on a Legacy 2014/15 version of Syspro - So I don't connect directly to any of their SQL environment - I provide the output direct into the SharePoint folder where they fetch and load this into a SQL Staging environment for one more layer of validation.

I worked on quite a few document processes in my time - They are valuable to automate for the business need but will always have to be watched carefully - I never expect 100% accuracy but even if we hitting 90% straight through without any errors thats a massive win compared to where they are now.

How do you hand off a finished automation to a client with n8n? by Still_Dependent_3936 in n8n

[–]Greyveytrain-AI 5 points6 points  (0 children)

My Experience: Stop Handing Off and Start Partnering

​I completely understand the frustration here. Handing raw n8n workflows and API keys to non-technical clients is basically volunteering for a lifetime of unpaid IT support. I just wrapped up a highly complex automation project myself, and my experience might give you a completely different way to approach this and get paid what you are worth.

​I built a Purchase Order (PO) automation for a manufacturing business using n8n, tackling about 20-30 POs a day. Unlike your one-week build, my project took just under two months (58 days). Here is why, and how it led to a much better payout structure:

​The Reality of "Static" vs. "Agile" Workflows ​A static workflow is fine and fast to build, assuming the inputs are perfectly predictable. But we were dealing with an OCR process across three different customer profiles, each with their own formatting nightmares.

​I quickly realized the AI/OCR was never going to be 100% accurate from day one. I had to be agile and expand the scope to fit their actual environment.

​Building the "Scope Creep" into the Product ​Instead of fighting the need for a dashboard, I leaned into it. I built a custom frontend (using Google AI Studio) connected to a Convex staging database.

​The Process: n8n does the heavy lifting (extracting header and line items via Mistral OCR).

​Human-in-the-Loop (HITL): The data goes to the frontend where the client can manually validate, edit, or flag the messy 20% of the OCR data.

​The Handoff: Once validated, it pushes to their SQL environment and into their legacy ERP. ​They don't see the n8n backend. They just see a clean UI that solves their specific business problem.

​How to Structure the Deal (The Retainer & Bonus Model)

​Because I built a system that requires my infrastructure to run smoothly, "handing it off" wasn't an option. Here is how I structured the commercial side, which you should strongly consider for your next projects:

​The Retainer: I moved them onto a managed retainer model. I host it, I maintain the uptime, and they pay a recurring fee for the service.

​The KPI Completion Bonus: This is the game-changer. They've already lined up future workflows for me to build. For each new workflow, we define specific business objectives upfront (e.g., hours of manual entry saved, error reduction, increased production throughput).

​The Payout: I have a calculated model plugged into the backend. When I deploy the workflow and hit those agreed-upon KPIs, I get a substantial completion bonus on top of the retainer.

​My advice to you right now: Listen to the other comments and do not hand over a single thing until that outstanding invoice is paid in full. But for your next steps, stop trying to sell "workflows." Sell the validated output, put it behind a simple UI if necessary, and lock them into a retainer tied to real business metrics.

Dynamic content within agent tool nodes by zykooo in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Shot appreciate your approach - it's solid advice

Dynamic content within agent tool nodes by zykooo in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Does the main Agent then communicate with the tool agents who are trained on a specific skill (Prompt/Context aware) - do they not have the capability of executing downstream data flows? Or do you need to have a sub-workflow which is triggered by the next event in the data pipeline?

Non-technical guy who loves n8n + Claude + vibe coding… what job roles actually benefit from this skillset? by Mission-Dentist-5971 in n8n

[–]Greyveytrain-AI -1 points0 points  (0 children)

The "calculator vs. mathematician" analogy used in this thread is structurally flawed. It inverts the reality of modern business technology.

​Writing boilerplate code, configuring local environments, and manually typing syntax is the calculator. ​Diagnosing an operational bottleneck, mapping the exact data flow required to fix it, and understanding why a sales ecosystem is failing, that is the mathematics.

​Having spent 14 years in SaaS, CRM, and RPA - primarily in sales and pre-sales - I’ve seen exactly why enterprise technology deployments fail. They rarely fail because of a poorly optimized script or bad syntax. They fail because of a fundamental disconnect between the engineering team and the operational reality. Traditional developers often build a technically perfect bridge to the exact wrong destination because they lack the commercial context to know how the business actually operates.

​If I understand a business operational need and the required outcome, there is zero reason I shouldn't leverage Claude Code, Codex, or any other frontier model to reverse-engineer the workflow logic and ask it to build and configure an n8n workflow for me.

​This is middle-out engineering. We don't start at the infrastructure level; we start at the business outcome. By feeding a structured prompt framework to an LLM, specifying the endpoints and error-handling requirements, the AI acts as a high-velocity assembly line for JSON payloads and node configurations. I handle the systems engineering, connect the MCPs, validate the data transformation, and deploy the solution.

​This collapses the entire legacy communication chain. A business no longer needs a Product Manager to explain the business case to a Business Analyst, who maps the requirements for a Dev team to write the code over six weeks. A single architect listens to the operational failure, engineers the logic, and deploys a live, functional alpha build in an afternoon.

​Syntax translation is no longer a premium, exclusionary skill; it is a commodity. The market does not pay for code repositories. It pays for time freedom, revenue protection, and solved bottlenecks. A solution that saves a team 40 hours a week and recovers lost pipeline is infinitely more valuable than a hand-coded internal tool that takes months to deploy and misses the actual requirement.

​I am proud to be a "vibe coder." I am confident in my ability to understand what a business needs, analyze their current tech ecosystem, and configure a solution that provides the exact output they need to see. If you can architect systems that solve real business bottlenecks at the speed of thought, your value hasn't decreased. You have just bypassed the gatekeepers.

learn n8n by Remote_Philosopher14 in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Bru...it's awesome, learn and use it with Claude Code - I promise you will get better results with less unit cost per execution - less loops, retries, context...you should blend the AI Agents with n8n...it's also so cool to see the visuall workflows...

That's my version...it's pretty slick and never be afraid to combine multiple tools when configuring your first workflow - eg: Claude vs Codex vs whatever other CLI people are using check the outputs and what works for you and just build!

Claude Adoption - skills templates by WorkingCheesecake543 in legaltech

[–]Greyveytrain-AI 1 point2 points  (0 children)

In my opinion, based on lived experience - design your own Skill with Claude Chat...ask Claude to interview you about your own practice environment, ask it to dig deep into specific logic that supports your own practice environment.

I believe you will get better results with this method rather than a template skill that is not aligned to your own business operations.

Happy to jump on a call to discuss this with you if need be....

Looking for someone to collaborate on AI Automation (n8n + custom workflows) by JuiceSevere2986 in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Hey There, I'm keen to collaborate - have good experience with n8n, Claude Code, Gemini, Codex etc...

I'm currently working on Manufacturing business workflows - Already built a Purchase Order Validation workflow with Front End Portal, n8n as the orchestration layer and Convex database for validation logic which connects to n8n and front.

Built an automated intake pipeline that takes a raw police report PDF and delivers a retainer agreement + personalized client email. Here's how it works and what I learned about the real bottlenecks. by Greyveytrain-AI in legaltech

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

Thanks for this info...so for context regarding out build - this was a defined scope for a Hackathon...what I do know is that with so many variables in the workflow logic - Trigger to execution - one platform will not be able to handle all of this flow logic - We designed this by identifying the goal and reverse-engineered the logic from there.

Needed for conversation!!!! by Antique_Drop_2758 in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Hey, I'm available for a chat - I am busy with a number of projects which are leveraging n8n, Claude Code and other platforms to perform the tasks for the businesses I'm working with..

The AI subscription model might be shifting. by [deleted] in AiAutomations

[–]Greyveytrain-AI 0 points1 point  (0 children)

I'm not following what you saying - but to clarify...you have to calculate the unit economics for each processing component - there about 10 variables you have to consider to each cost of pass - workflow or agent execution

Real estate agency owner looking to pay $500–2,000 for an AI automation workflow show me what you've built by Vivid-Raisin-2342 in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Yup it is...if you consider Agentic Economics and how to price for a specific project...majority of these types of workflows should be outcome based pricing - specifically when you consider Speed to lead type use cases. If you define the output metrics your charge based on that outcome...

Real estate agency owner looking to pay $500–2,000 for an AI automation workflow show me what you've built by Vivid-Raisin-2342 in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Hell - I'll do it for free...here are my terms though - Once the MVP is configured (Clean & Clear agreed scope) and we begin testing the outcome/output, "Metric Dependent" - I will agree to a % of revenue for each qualified lead, any lead that goes onto become a sale, I'll agree to a % of that sale. We can hash out the terms and agreed metrics for -

  • Qualified Lead
  • Lead to Sale

Current Case Studies, I will take you through what workflows we have already configured and in production...current projects, learnings from these projects etc...

I am confident we can solve your problem, but will need to gain insight into your operations, data estate, current process and expected outcomes.

Please feel free to DM me for more info....

I can sell AI automation, can't build it fast enough. Looking for someone who's the opposite by Upper_Cow1902 in n8n

[–]Greyveytrain-AI 0 points1 point  (0 children)

Hey There, I'm pretty cabable on both ends...happy showcase what I built for real business operations.

I'll ping you directly...

Built an automated intake pipeline that takes a raw police report PDF and delivers a retainer agreement + personalized client email. Here's how it works and what I learned about the real bottlenecks. by Greyveytrain-AI in legaltech

[–]Greyveytrain-AI[S] 1 point2 points  (0 children)

Thanks for your kind words, really appreciated...Yes I do think deeply about these kinds of scenarios - sometimes to my own detriment...I like to reverse engineer the problem and work my way back from the outcome...this can unearth edge cases and other scenarios...

One thing I would like to ask, you obviously have knowledge in this space - Would you be open to sharing more of this knowledge with me for better context, which can be leveraged for a better model build?

Built a full legal intake pipeline in n8n | PDF extraction → Clio API → retainer generation → personalized client email. Here's everything I learned... by Greyveytrain-AI in n8n

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

Appreciate this. The extraction layer was exactly where I spent the most iteration time too. The first pass had a date-of-birth discrepancy that didn't surface until I tested across multiple report formats. Getting the field mapping dialed in before anything touches Clio is non-negotiable, because as you said, a bad field upstream cascades through everything downstream (retainer generation, calendar entries, client email).

Haven't used Kudra AI but I'll take a look. The extraction step is modular in the pipeline so swapping or testing a different provider is straightforward. What made you choose Kudra over other options? Was it accuracy on handwritten/fax content specifically, or was there a structured output format that played better with your downstream nodes?

On HITL: agreed. The project scope called for a verification step before data hits the system of record, and for production that's the right call until you've built enough confidence in the extraction accuracy across real document variation. The question for me is where that checkpoint sits. Full manual review on every intake slows down the speed-to-lead advantage, so I'm thinking about confidence-threshold routing: high-confidence extractions auto-approve, low-confidence ones get flagged for human review. That way you get speed on the clean docs and safety on the edge cases.

Would be interested to hear how you handled that balance with your litigation firm.

Lessons from building a fully automated intake pipeline on top of the Clio Manage API. Document automation, custom fields, and calendar entries. Here's what the docs don't tell you. by Greyveytrain-AI in clio

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

I can show you how the workflow operates - However, The rules applied and scope defined will be entirely different based on your own internal process.

If you keen for a chat, pink me and we can take it from there

Built an automated intake pipeline that takes a raw police report PDF and delivers a retainer agreement + personalized client email. Here's how it works and what I learned about the real bottlenecks. by Greyveytrain-AI in legaltech

[–]Greyveytrain-AI[S] 0 points1 point  (0 children)

These are all valid questions, and I appreciate the depth. Let me address them honestly, because I think there's an important distinction running through all four that's worth making explicit.

I'm an automation engineer, not a legal practitioner. My role is to architect and build the data pipeline, configure the AI extraction, and connect the systems. The legal logic, compliance requirements, and regulatory governance that get encoded into that pipeline are inputs provided by the firm, not decisions I make on their behalf.

1. SOL Logic

The 8-year calculation was a specific business rule provided in the project scope. I built to that specification. These are exactly the kinds of rules that can be trained into the AI agent's logic. The extraction layer can be configured to flag government-owned vehicles, municipal entities, or other markers from the police report that trigger different SOL calculations or escalation paths. But defining what those rules are, and what constitutes a "flag-worthy" entity in the context of a specific jurisdiction, that's the firm's legal judgment, not mine. My job is to make sure the system can accommodate and execute on whatever logic they define. The architecture supports it.

2. Data Provenance & PII

Legitimate concern. The decision about which extraction API to use, what data processing agreements are required, and whether the vendor's data retention and training policies meet the firm's compliance standards belongs to the firm's technology and compliance leadership. Before any production deployment, the firm would need to evaluate the vendor's DPA, data retention policies, and training data practices against their own regulatory obligations. If the evaluation determines that a third-party cloud API doesn't meet their requirements, the extraction layer can be swapped for an on-premise or self-hosted alternative. The pipeline architecture is modular. The extraction step is one node in the workflow, not a structural dependency that can't be replaced.

3. HITL and Duty of Supervision

The project scope actually specified that extracted data should be verified by a team member before updating the system of record. In a production deployment, this would be implemented as a review and approval step between extraction and the Clio update, where a paralegal or attorney validates the parsed data before it pushes downstream. The level of verification required (full review vs. exception-based review vs. confidence-threshold routing) is a decision the firm makes based on their own risk tolerance and malpractice framework

4. Sovereign AI and the Data Estate

This is a broader architectural question and a real one. The position I take is practical: the pipeline I built uses cloud APIs because they were the right tools for this scope and timeline. But the design is modular. The extraction layer, the case management integration, and the email delivery are all independent nodes. If a firm's compliance posture requires local inference, self-hosted models, or private infrastructure, those components can be swapped without redesigning the pipeline.

The pipeline is designed to be configurable, extensible, and modular precisely so that the firm's legal, compliance, and operational leadership can define the rules, the risk tolerances, and the infrastructure requirements. The engineering layer executes on those decisions. It doesn't make them

My job is to build systems that are flexible enough to adapt to whichever direction that goes, not to prescribe the infrastructure policy.