Correspondence, submittals and drawing revisions
Identify project, document type, revision, attachments, owner and deadline without replacing the CDE.
FOR DOCUMENT-HEAVY OPERATIONSTurn the manual gap
Turn the manual gap
between inbox and register
into a testable workflow.
From inbox to a review-ready record.
Test one high-volume case type with anonymised data. Measure routing, missing evidence, deadlines and cited guidance before connecting any live system.
One workflow. Four acceptance measures.
Success is not a feature count. We agree the operating outcome first, then decide whether the evidence supports a wider rollout.
01Routing accuracy
02Missing evidence
03Handling time
04Human approval
01Test email→
02Field extraction→
03SOP citation→
04Human approval
WHAT I WORK ON
Improve one real handoff — not another replacement platform.
Start with the repeated work between email, attachments and approved procedures, then output a reviewable record for your existing register or system.
Maintenance, compliance and resident requests
Turn property, urgency, missing evidence and ownership into a review-ready case.
SOPs, audit evidence and document versions
Answers cite approved documents. When evidence is insufficient, the system says so.
SIMULATED BUSINESS / VERIFIED EXECUTION
Document control for Northstar Engineering Advisory.
The company, volume and organisation are fictional. The n8n executions, extracted fields, RAG citations and review routing below come from the working local demo.
Simulated business
Public-works design, drawing submittals and contract-document control
Simulated baseline
Shared mailbox, Excel register and project folders
Simulated volume
50–120 messages per week across document control, PMs and contract administration
Operating gaps to remove
- Project numbers, revisions and dates are re-keyed
- Missing evidence is found too late
- Owners struggle to locate current SOP guidance
- Review decisions lack a consistent audit trail
Verified demo evidence
5n8n cases executed
5 / 5acceptance cases passed
5versioned SOP files
0external actions performed
Workflow delivered01 02 03 04
n8n intake orchestration
Accept test email and attachment metadata and retain an execution record.
Extraction and risk checks
Extract case, type, project, deadline and attachments; route incomplete, sensitive or low-confidence cases to people.
Citable local RAG
Search five versioned SOPs and show file, version, section, text and relevance. Stop when evidence is insufficient.
Approval and register
Modify, approve or reject before writing SQLite and CSV records. No external action is allowed before approval.
Client handover
- Importable, execution-tested n8n workflow
- Local RAG with replaceable SOPs and re-indexing
- Test-email interface and human-review queue
- SQLite audit trail, CSV export and acceptance report
Portfolio boundary: this is a de-identified simulated business case, not a client engagement. Live Gmail/Outlook, CDE, SharePoint, CRM and ERP systems are not connected.
SMALLER START / VERIFIED DELIVERY
Make CRM data import-ready and reviewable.
A smaller, fixed-scope starting point. Resolve column differences, duplicates and invalid values across two CSV or Excel files before considering scheduled imports, n8n or RAG.
14source rows
10consolidated master rows
4duplicate rows consolidated
6rows retained for review
Field mapping
Retain source context while standardising names, companies, email, phone and dates.
Duplicates and conflicts
Merge on stable identifiers and never overwrite an ambiguous value silently.
Human review queue
Missing, invalid and conflicting values retain their reason and source file.
Re-runnable handover
Deliver clean CSV, an Excel report, a change log and the Python workflow.
Fixed-scope data-quality packageFrom US$350
Up to two CSV or Excel files and 5,000 rows: consolidation, deduplication, common-field standardisation, review queue, clean master and change log.
Ask about data cleanupThis execution-tested case uses fictional data and contains no customer records. A live CRM or ERP import is outside this starting scope.
WORKING DEMO
Email workflow + RAG with changeable test cases.
This is not a page with hard-coded outcomes. The local demo processes a test email, attachments, SOP retrieval, citations and human-review routing.
MAILROOM / CASE-2026-014REVIEW REQUIRED
- Input
- Test sender, subject, message body and attachments
- Processing
- Field extraction, case classification, missing and sensitive-content checks
- Evidence
- SOP file, version, section, retrieved text and relevance
- Control
- Low-confidence, incomplete and sensitive cases require human review
HOW WE START
Buy evidence before committing to a rollout.
Before approval: zero outbound messages, zero deletion, zero production-system changes.
Understand the operation
Confirm case types, current register, decision rules, exceptions and actions that must remain manual.
Run an anonymised pilot
Use 3–20 de-identified examples in a fixed scope. No production account or live data is needed.
Integrate only after acceptance
Use accuracy, missing-evidence detection, corrections and handling time to decide what happens next.
NEXT STEP
Bring one repeatedly manual workflow.
Your first email only needs the company, workflow, current tools and approximate weekly volume. Please do not attach confidential or customer data.
Send an enquirytimmyworkflow@gmail.com