That thing you do every week by hand? Let’s make it happen while you’re not looking.

Overview

Install n8n, identify one repetitive task, build an automated workflow with AI processing, and test it with real data.

Draws from: Modules 07, 05 Time estimate: 2-3 hours Difficulty: Low-medium Prerequisites: A specific repetitive task you do weekly

Step-by-Step

Phase 1: Setup (15-30 min)

Cloud path: Sign up at n8n.io. You’re ready immediately.

Self-hosted path:

docker run -it --rm \
  --name n8n \
  -p 5678:5678 \
  -v n8n_data:/home/node/.n8n \
  docker.n8n.io/n8nio/n8n

Open http://localhost:5678.

Phase 2: Identify Your Workflow (15 min)

Pick one task from this list (or define your own):

TaskTriggerAI ProcessingOutput
Email digestSchedule (daily)Summarize + classify urgencyTelegram/Slack message
Content repurposingNew blog post (webhook)Generate social variantsBuffer/scheduling tool
Invoice processingNew email with attachmentExtract key dataSpreadsheet row
News monitoringRSS feedFilter + summarize relevant itemsEmail or Slack digest
Customer inquiry routingForm submissionClassify type + draft responseCRM + review queue

Phase 3: Build (60-90 min)

Using the email digest example:

  1. Trigger node: Schedule Trigger → set to your preferred time
  2. Data source node: Email (IMAP) → configure with your email credentials → fetch last 24h
  3. AI processing node: Anthropic (Claude) or OpenAI → configure with API key → write the prompt:
    Summarize these emails. For each:
    - Subject, Sender
    - Category: URGENT / NEEDS_RESPONSE / FYI
    - One sentence summary
    Group by category, URGENT first.
    
  4. Output node: Telegram/Slack/Email → configure destination → format the message
  5. Test: Run manually. Check the output. Refine the prompt if needed.

Phase 4: Refine and Activate (30-45 min)

  1. Run the workflow 3-5 times with real data
  2. Adjust the AI prompt based on results:
    • Is it classifying urgency correctly?
    • Are summaries useful or too generic?
    • Is the format readable?
  3. Add error handling (what happens if email fetch fails?)
  4. Activate the schedule

What Success Looks Like

Stretch Goals


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