MEATHEADS/MARKETING

All workflows

Document intake, conversion and delivery

20 workflows in this area, grouped into 19 builds. Each one is built and has run; none of them is running for a business yet. Pick the ones that match how your office works and see what it takes to deploy.

Built · proved in test

Reformat submitted documents to required template

Done by about 42,000 people across 3 job roles, several times a day.

When a document is submitted for formatting then Flag document for reformatting

Acts when the template match is False. Otherwise it logs that the document already matches the required template, and stops.

Reads
document id, submitted format, target template, submitted date, page count
Evidence
Proved in test: n8n execution 1359, 12 of 20 nodes ran in 448 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Notify Owner
  9. Pair Result
  10. Delivered?
  11. Wait Before Retry
  12. Retry (once)
  13. Pair Retry Result
  14. Retry Delivered?
  15. Record Seen
  16. Log: Done
  17. Log: Missing Fields
  18. Log: Duplicate
  19. Log: Not Applicable
  20. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1359
  • rule does not apply — execution 1360
  • missing field halts — execution 1361

Found by reading the published duties of Bioinformatics Technicians, Word Processors and Typists in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Send finalized permit or plan to recipient

Done by about 35,000 people across 1 job role, more than weekly.

When a permit, closure, or cleanup plan is finalized then Send finalized document to designated recipient

Acts when the is finalized is true. Otherwise it logs that the document has not been finalized yet, and stops.

Reads
document id, document type, recipient email, is finalized, finalized date
Evidence
Proved in test: n8n execution 1403, 12 of 20 nodes ran in 457 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Notify Owner
  9. Pair Result
  10. Delivered?
  11. Wait Before Retry
  12. Retry (once)
  13. Pair Retry Result
  14. Retry Delivered?
  15. Record Seen
  16. Log: Done
  17. Log: Missing Fields
  18. Log: Duplicate
  19. Log: Not Applicable
  20. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1403
  • rule does not apply — execution 1404
  • missing field halts — execution 1405

Found by reading the published duties of Environmental Science and Protection Technicians, Including Health in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Deliver finalized materials to the recipient list

Done by about 183,000 people across 1 job role, more than weekly.

When material is finalized for release then Deliver finalized material to recipients

Acts when the approved for release is true. Otherwise it logs that the material has not been approved for release, and stops.

Reads
material id, material name, finalized date, recipient count, approved for release
Evidence
Proved in test: n8n execution 1082, 12 of 20 nodes ran in 531 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Notify Owner
  9. Pair Result
  10. Delivered?
  11. Wait Before Retry
  12. Retry (once)
  13. Pair Retry Result
  14. Retry Delivered?
  15. Record Seen
  16. Log: Done
  17. Log: Missing Fields
  18. Log: Duplicate
  19. Log: Not Applicable
  20. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1082
  • rule does not apply — execution 1083
  • missing field halts — execution 1084

Found by reading the published duties of Patient Representatives in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Forward resolved complaints to the right office

Done by about 9,000 people across 1 job role, daily.

When complaint marked resolved with a determination then Forward complaint to department queue

Acts every time the trigger fires.

Reads
complaint id, determination, department queue, resolved at, status
Evidence
Proved in test: n8n execution 1186, 11 of 18 nodes ran in 451 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Notify Owner
  8. Pair Result
  9. Delivered?
  10. Wait Before Retry
  11. Retry (once)
  12. Pair Retry Result
  13. Retry Delivered?
  14. Record Seen
  15. Log: Done
  16. Log: Missing Fields
  17. Log: Duplicate
  18. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1186
  • missing field halts — execution 1187

Found by reading the published duties of Parking Enforcement Workers in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Convert files to the needed format

Done by about 1.5 million people across 5 job roles, several times a day.

When A file arrives in the source format then Log file saved in target format

Acts when the formats match is False. Otherwise it logs that the file is already in the target format, and stops.

Reads
file id, file name, source format, target format, received at
Evidence
Proved in test: n8n execution 1068, 10 of 13 nodes ran in 330 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1068
  • rule does not apply — execution 1069
  • missing field halts — execution 1070

Found by reading the published duties of Special Effects Artists and Animators, Audio and Video Technicians in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Enter client layout specifications into design file

Done by about 198,000 people across 1 job role, several times a day.

When a client or supervisor provides layout specifications then Log specification entry into design file

Acts when the revision diff is more than 0. Otherwise it logs that the design file is already at this revision or newer, and stops.

Reads
project id, specification revision, current file revision, client name, layout specifications, submitted by
Evidence
Proved in test: n8n execution 1095, 10 of 13 nodes ran in 371 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1095
  • rule does not apply — execution 1096
  • missing field halts — execution 1097

Found by reading the published duties of Graphic Designers in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Retrieve requested property map from records

Done by about 49,000 people across 1 job role, several times a day.

When a property identifier is submitted to the records office then Notify requester map was retrieved

Acts when the map on file is False. Otherwise it logs that the map is already on file, and stops.

Reads
property id, requested by, record office, map on file, request date
Evidence
Proved in test: n8n execution 1371, 12 of 20 nodes ran in 429 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Notify Owner
  9. Pair Result
  10. Delivered?
  11. Wait Before Retry
  12. Retry (once)
  13. Pair Retry Result
  14. Retry Delivered?
  15. Record Seen
  16. Log: Done
  17. Log: Missing Fields
  18. Log: Duplicate
  19. Log: Not Applicable
  20. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1371
  • rule does not apply — execution 1372
  • missing field halts — execution 1373

Found by reading the published duties of Title Examiners, Abstractors, and Searchers in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Enter received document data into database

Done by about 3.9 million people across 24 job roles, several times a day.

When a source document or record is received then Enter document data into database

Acts when the data verified is true. Otherwise it logs that the document data has not been verified yet, and stops.

Reads
document id, document type, received date, data verified, page count
Evidence
Proved in test: n8n execution 1100, 10 of 13 nodes ran in 427 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1100
  • rule does not apply — execution 1101
  • missing field halts — execution 1102

Found by reading the published duties of Appraisers of Personal and Business Property, Bioinformatics Technicians in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Transcribe submitted recordings or documents

Done by about 3.9 million people across 3 job roles, several times a day.

When an audio recording or document is submitted for transcription then Log transcript produced from source

Acts when the already has transcript is False. Otherwise it logs that the source already has a transcript on file, and stops.

Reads
document id, source type, already has transcript, requested by, received at
Evidence
Proved in test: n8n execution 1429, 10 of 13 nodes ran in 325 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1429
  • rule does not apply — execution 1430
  • missing field halts — execution 1431

Found by reading the published duties of Executive Secretaries and Executive Administrative Assistants, Medical Secretaries and Administrative Assistants in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Load design file and run program commands

2 builds of this one. The same workflow, fitted to what each business calls it and the field it checks — listed in the teardown below.

Done by about 198,000 people across 2 job roles, several times a day.

When a design project file and command specifications are provided then Log file load and command run

Acts when the file validated is true. Otherwise it logs that the file has not yet passed validation, and stops.

Reads
project id, file name, command list, file validated, requested by
Evidence
Proved in test: n8n execution 1220, 10 of 13 nodes ran in 374 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1220
  • rule does not apply — execution 1221
  • missing field halts — execution 1222

The other builds:

  • Export print-ready files after design approval — reads file id, approval status, file format, page count, approved at · execution 1106, 346 ms

Found by reading the published duties of Electrical and Electronics Drafters in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Enter survey or deed data into GIS

Done by about 58,000 people across 1 job role, several times a day.

When field survey notes or deed data are received then Record survey or deed data in GIS

Acts when the has required coordinates is true. Otherwise it logs that the submission is missing required coordinate data, and stops.

Reads
record id, source type, received date, has required coordinates, submitted by
Evidence
Proved in test: n8n execution 1103, 10 of 13 nodes ran in 419 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1103
  • rule does not apply — execution 1104
  • missing field halts — execution 1105

Found by reading the published duties of Surveying and Mapping Technicians in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Fill out baggage claim forms for customers

Done by about 29,000 people across 1 job role, several times a day.

When customer reports lost or damaged baggage then Complete baggage claim form

Acts when the item value is more than 0. Otherwise it logs that no item value was reported for the claim, and stops.

Reads
claim id, customer name, issue type, item value, reported at
Evidence
Proved in test: n8n execution 1132, 10 of 13 nodes ran in 355 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1132
  • rule does not apply — execution 1133
  • missing field halts — execution 1134

Found by reading the published duties of Baggage Porters and Bellhops in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Compile submitted agenda items into packet

Done by about 180,000 people across 1 job role, daily.

When an agenda item and its supporting documents are submitted then Add item to the meeting agenda packet

Acts when the days until deadline is at least 0. Otherwise it logs that the submission deadline has already passed, and stops.

Reads
meeting id, item id, item title, submitted by, submission deadline, documents attached
Evidence
Proved in test: n8n execution 1056, 10 of 13 nodes ran in 349 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1056
  • rule does not apply — execution 1057
  • missing field halts — execution 1058

Found by reading the published duties of Court, Municipal, and License Clerks in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Compile the loan applicant’s financial statements

Done by about 274,000 people across 1 job role, daily.

When loan application is received then Compile applicant financial statements

Acts when the documents received is true. Otherwise it logs that the required documents have not been submitted yet, and stops.

Reads
application id, applicant name, loan amount, documents received, received date
Evidence
Proved in test: n8n execution 1059, 10 of 13 nodes ran in 367 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1059
  • rule does not apply — execution 1060
  • missing field halts — execution 1061

Found by reading the published duties of Loan Officers in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Load submitted files into the print queue

Done by about 144,000 people across 1 job role, several times a day.

When a file is selected for printing then Log file loaded into print queue

Acts when the file ready is true. Otherwise it logs that the file transfer has not finished yet, and stops.

Reads
file id, file ready, source type, file size mb, submitted by
Evidence
Proved in test: n8n execution 1223, 10 of 13 nodes ran in 362 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1223
  • rule does not apply — execution 1224
  • missing field halts — execution 1225

Found by reading the published duties of Printing Press Operators in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Route incoming mail to correct recipient

Done by about 2.6 million people across 6 job roles, several times a day.

When a mail item arrives with a destination address then Log mail item routed to recipient

Acts when the recipient code is filled in. Otherwise it logs that the item has no recipient code to route by, and stops.

Reads
mail item id, recipient code, sender name, received at, item type
Evidence
Proved in test: n8n execution 1377, 10 of 13 nodes ran in 419 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1377
  • rule does not apply — execution 1378
  • missing field halts — execution 1379

Found by reading the published duties of Billing and Posting Clerks, Correspondence Clerks in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Convert submitted dictation into typed document

Done by about 815,000 people across 8 job roles, several times a day.

When a document draft or dictation recording is submitted then Notify typist that dictation is ready to type

Acts when the recording complete is true. Otherwise it logs that the recording is not yet complete, and stops.

Reads
dictation id, author name, audio length minutes, recording complete, submitted at
Evidence
Proved in test: n8n execution 1074, 12 of 20 nodes ran in 525 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Notify Owner
  9. Pair Result
  10. Delivered?
  11. Wait Before Retry
  12. Retry (once)
  13. Pair Retry Result
  14. Retry Delivered?
  15. Record Seen
  16. Log: Done
  17. Log: Missing Fields
  18. Log: Duplicate
  19. Log: Not Applicable
  20. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1074
  • rule does not apply — execution 1075
  • missing field halts — execution 1076

Found by reading the published duties of Switchboard Operators, Including Answering Service, Tellers in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Convert GIS files to the needed format

Done by about 435,000 people across 1 job role, daily.

When a data file needs to be in a different format then Log GIS file converted to target format

Acts when the format match is False. Otherwise it logs that the file is already in the required format, and stops.

Reads
file id, current format, target format, file size mb
Evidence
Proved in test: n8n execution 1071, 10 of 13 nodes ran in 311 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Store Record
  9. Record Seen
  10. Log: Done
  11. Log: Missing Fields
  12. Log: Duplicate
  13. Log: Not Applicable

Checked in test:

  • acts on it — execution 1071
  • rule does not apply — execution 1072
  • missing field halts — execution 1073

Found by reading the published duties of Geographic Information Systems Technologists and Technicians in the U.S. Department of Labor’s O*NET database.

Built · proved in test

Deliver finalized documents to recipients

Done by about 333,000 people across 2 job roles, daily.

On a schedule Every Friday morning on the regular delivery schedule then Deliver finalized document to designated recipients

Acts when the is finalized is true. Otherwise it logs that the document has not been finalized yet, and stops.

Reads
document id, document type, recipient email, is finalized, scheduled date
Evidence
Proved in test: n8n execution 1079, 12 of 20 nodes ran in 434 ms.
What it does, step by step
  1. Trigger
  2. Normalize
  3. Required Fields?
  4. Load Recent
  5. Dedupe Gate
  6. First Time?
  7. Applies?
  8. Notify Owner
  9. Pair Result
  10. Delivered?
  11. Wait Before Retry
  12. Retry (once)
  13. Pair Retry Result
  14. Retry Delivered?
  15. Record Seen
  16. Log: Done
  17. Log: Missing Fields
  18. Log: Duplicate
  19. Log: Not Applicable
  20. Log: Delivery Failed

Checked in test:

  • acts on it — execution 1079
  • rule does not apply — execution 1080
  • missing field halts — execution 1081

Found by reading the published duties of Payroll and Timekeeping Clerks, Court, Municipal, and License Clerks in the U.S. Department of Labor’s O*NET database.

See what fits your business