Customer-facing teams · Less searching. Clearer follow-up.
The useful question is simple: where does your team keep copying information, searching for answers or preparing the same response?
01 A new enquiry, ready for the sales team
- Input
A website form with a name, contact details and a product question.
- Flow
Capture the enquiry, check required fields, create a CRM record and prepare a reply draft. Route incomplete requests for review.
- Output
One organised lead record with an owner and a suggested next step.
- Review
A salesperson checks the details and approves the message before sending.
Less retyping between the enquiry form and the sales system.
APIs & webhooksMake or n8n
Customer-facing teams · Less searching. Clearer follow-up.
The useful question is simple: where does your team keep copying information, searching for answers or preparing the same response?
02 Company answers with a source to check
- Input
An employee question and an approved set of company policies or product guides.
- Flow
Find relevant document passages and draft an answer that links back to them. Flag missing or conflicting information.
- Output
A useful answer alongside the source passages used to prepare it.
- Review
The reader checks the source; a responsible person handles unclear cases.
A clearer route to information already held inside the business.
Vector databasesRAGDify
Finance & purchasing · Paperwork with a clearer next step.
AI can help prepare information for a decision. The person responsible still checks the evidence and makes the decision.
03 Invoice details, prepared for review
- Input
Sample supplier invoices and a list of fields the accounting team needs.
- Flow
Extract supplier, invoice number, date and totals into structured fields. Flag missing values and inconsistent totals.
- Output
A review table that keeps each extracted record linked to its source.
- Review
An accountant checks the figures before posting or approving payment.
Less manual copying and a visible list of records that need attention.
n8nDocument extractionOllama, where hardware fits
Finance & purchasing · Paperwork with a clearer next step.
AI can help prepare information for a decision. The person responsible still checks the evidence and makes the decision.
04 Supplier quotes, easier to compare
- Input
Quotes for the same purchase, with quantity, price and delivery terms.
- Flow
Extract comparable fields, keep units and currencies visible and highlight missing terms. Prepare a comparison for the buyer.
- Output
A side-by-side summary with references to the original quotations.
- Review
The buyer verifies the terms and chooses the supplier.
A consistent first review before the commercial discussion.
Document extractionMake or n8nRAG for source lookup
Support & operations · A request arrives. The right work follows.
Connected workflows make handovers easier to follow. Useful interfaces help colleagues provide the right information at the start.
05 Support tickets with useful context
- Input
An incoming IT support request and an approved troubleshooting library.
- Flow
Classify the request, find relevant guidance and draft a suggested response. Route uncertain cases to the right support queue.
- Output
A ticket summary, relevant help sources and a response ready to review.
- Review
A support specialist approves the response and any system action.
Less time gathering context before a specialist takes over.
n8nRAGMCP for scoped tool access
Support & operations · A request arrives. The right work follows.
Connected workflows make handovers easier to follow. Useful interfaces help colleagues provide the right information at the start.
06 An internal request with a usable front door
- Input
A colleague submits a structured request through a simple web form.
- Flow
Validate the fields, trigger the connected workflow and prepare a result for review. Show a clear confirmation to the requester.
- Output
A request record and a visible result the team can inspect.
- Review
A named owner reviews exceptions and approves important actions.
A repeatable handover with fewer missing details.
LovableAPIs & webhooksMake or n8nVercel