Automated Project Triage Assistant for Large-Format Signage
AI-powered project triage workflow that watches Google Sheets quote submissions, normalizes fields, validates description length, classifies and summarizes each project with OpenAI, parses structured JSON, routes high-complexity projects to Trello and Slack, logs standard projects to a Quick-Quote queue, flags manual-review cases in Slack, sends Gmail confirmations to all submitters, and catches failures with a Slack error report.
n8n · workflow canvasproduction build
Context
Apex Large-Format Signage needed a structured way to triage incoming quote requests, separate high-complexity work from standard requests, and surface manual-review cases quickly without losing customer confirmation or operational visibility.
Approach
Built a two-part n8n workflow system with a Google Sheets intake trigger and a system error trigger. The main flow normalizes the submission, checks whether the description is long enough, sends valid records to an OpenAI agent for classification and summarization, parses the JSON output, routes the project by category, creates Trello and Slack actions for high-complexity work, logs standard projects to a Quick-Quote queue, flags manual-review cases in Slack, and sends Gmail confirmations to every submitter; a separate error workflow posts Slack error reports for failures.
Architecture
Workflow 1
New Quote Submission (Google Sheets)
Set: Normalize Submission Fields
If: Description Long Enough?
AI: Classify & Summarize (OpenAI)
Code: Parse & Validate AI JSON
Switch: Route by Project Category
High Complexity: Trello: Create High-Complexity Card + Slack: Alert Senior Lead
