fastagentjtbd / expanded_jtbd.json
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{
"jobs_to_be_done": [
{
"name": "Process Vendor Invoice from Email",
"description": "An incoming vendor invoice triggers capturing invoice data and creating an AP record or ticket for payment.",
"business_function": "Finance",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Public n8n template: Invoice Processor & Validator with OCR and Google Sheets",
"notes": ""
},
{
"name": "Capture Expense Receipt via Email",
"description": "Employee forwards a receipt; automatically logs it as an expense entry in the expense system.",
"business_function": "Finance",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Public n8n template: Track Expenses with Telegram & Google Sheets using OCR.space",
"notes": ""
},
{
"name": "Generate Financial Report on Request",
"description": "Compile data and send a financial report (PDF/CSV) in response to an email request.",
"business_function": "Finance",
"intent_type": "GenerateReport",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"document_generation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Generic n8n nodes for spreadsheets, PDF generation; needs custom configuration",
"notes": ""
},
{
"name": "Email-Based Approval Workflow (Expense/PO)",
"description": "Send approval requests via email; replies update the finance system and notify stakeholders.",
"business_function": "Finance",
"intent_type": "RequestApproval",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"approval_routing",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Use Email nodes and approval subflow; no dedicated template",
"notes": ""
},
{
"name": "Record Customer PO from Email",
"description": "Create a sales order or invoice when a customer sends a purchase order via email.",
"business_function": "Sales/Finance",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Use parsing and record creation nodes; no known template",
"notes": ""
},
{
"name": "Add Job Applicant from Email",
"description": "Convert a candidate\u2019s email with resume into a new applicant record in the ATS.",
"business_function": "HR",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "n8n template for parsing resumes and creating ATS candidates",
"notes": ""
},
{
"name": "Auto-Respond to HR Inquiry",
"description": "Draft a response to common HR questions by querying the HRIS and KB.",
"business_function": "HR",
"intent_type": "DraftResponse",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Use AI Chat model; no dedicated template",
"notes": ""
},
{
"name": "Schedule Interview from Email",
"description": "Identify availability and schedule an interview based on email discussion.",
"business_function": "HR",
"intent_type": "ScheduleMeeting",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"scheduling",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Calendar scheduling templates exist",
"notes": ""
},
{
"name": "Generate Offer or Contract Document",
"description": "Generate an offer letter or contract from a template based on an email request.",
"business_function": "HR/Legal",
"intent_type": "GenerateDocument",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"document_generation",
"approval_routing",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Contract generation templates (DocuSign/Word); may require custom integration",
"notes": ""
},
{
"name": "Log Support Case from Legal Email",
"description": "Automatically create a case in the legal system when an issue or compliance request arrives via email.",
"business_function": "Legal",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Ticketing integration templates exist",
"notes": ""
},
{
"name": "Draft Contract from Email Request",
"description": "Create a draft contract (NDA/MSA) with standard clauses based on an email request.",
"business_function": "Legal",
"intent_type": "GenerateDocument",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"document_generation",
"approval_routing",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Contract generation templates exist",
"notes": ""
},
{
"name": "Auto-Answer Compliance Query",
"description": "Provide a drafted response to compliance or policy questions using the legal KB.",
"business_function": "Legal",
"intent_type": "DraftResponse",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires AI Chat model; no dedicated template",
"notes": ""
},
{
"name": "Create CRM Lead from Inquiry Email",
"description": "Create a new lead in the CRM when a sales inquiry or contact request email is received.",
"business_function": "Sales",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Mailparser to Salesforce lead templates exist",
"notes": ""
},
{
"name": "Draft Sales Reply with Context",
"description": "Generate a personalized sales reply using CRM and product data.",
"business_function": "Sales",
"intent_type": "DraftResponse",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Uses AI chat; no dedicated template",
"notes": ""
},
{
"name": "Auto-Schedule Demo or Meeting Request",
"description": "Schedule a meeting or demo with a prospect based on email communication.",
"business_function": "Sales",
"intent_type": "ScheduleMeeting",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"scheduling",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Calendar scheduling templates exist",
"notes": ""
},
{
"name": "Generate Quote or Proposal from RFP",
"description": "Produce a draft proposal or quote document in response to a request for proposal.",
"business_function": "Sales",
"intent_type": "GenerateDocument",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"document_generation",
"approval_routing",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "CPQ/Proposal generation templates exist",
"notes": ""
},
{
"name": "Log Sales Order from Email PO",
"description": "Capture a sales order from a customer\u2019s emailed purchase order.",
"business_function": "Sales/Ops",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires custom integration",
"notes": ""
},
{
"name": "Trigger Reorder from Inventory Alert",
"description": "Create a replenishment order when a low-stock alert is received via email.",
"business_function": "Operations",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Needs custom inventory integration",
"notes": ""
},
{
"name": "Log Delivery Failure & Notify",
"description": "Create a ticket and notify the operations team when a shipment exception or delay email arrives.",
"business_function": "Operations",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires custom shipping integration",
"notes": ""
},
{
"name": "Maintenance Request via Email",
"description": "Generate a maintenance work order and optionally schedule a technician when a facility issue is reported by email.",
"business_function": "Operations",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires work-order integration",
"notes": ""
},
{
"name": "Incident Alert to Ticket (Operations)",
"description": "Convert a system or logistics alert email into an incident ticket for the ops team.",
"business_function": "Operations",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Incident management templates exist",
"notes": ""
},
{
"name": "Convert Bug Report Email to Issue",
"description": "Create a bug ticket in the engineering tracker based on a user\u2019s bug report email.",
"business_function": "Engineering",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Email to Jira issue templates exist",
"notes": ""
},
{
"name": "Auto-Capture Feature Request",
"description": "Log a product feature request or idea into the product backlog from an email.",
"business_function": "Product",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires custom product backlog integration",
"notes": ""
},
{
"name": "System Alert \u2192 DevOps Incident",
"description": "Generate an incident in the engineering/IT incident management system from a monitoring alert email.",
"business_function": "Engineering/IT",
"intent_type": "EscalateIssue",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Incident templates exist",
"notes": ""
},
{
"name": "IT Helpdesk Ticket from Email",
"description": "Create an IT support ticket from an employee\u2019s helpdesk email request.",
"business_function": "IT",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Email to ticket templates exist",
"notes": ""
},
{
"name": "Automated On-Call Alert from Monitoring Email",
"description": "Notify on-call personnel and create an incident when a monitoring system sends a critical alert email.",
"business_function": "IT/Ops",
"intent_type": "Notify",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "On-call alert templates exist",
"notes": ""
},
{
"name": "Security Alert Case Creation",
"description": "Create a security incident record when an email indicates a potential security issue or phishing attempt.",
"business_function": "Security",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires security platform integration",
"notes": ""
},
{
"name": "Access Request via Email",
"description": "Convert an email requesting system access into a tracked IAM request and approval workflow.",
"business_function": "IT",
"intent_type": "RequestApproval",
"trigger_sources": [
"Email"
],
"subflows": [
"email_intake",
"classification",
"approval_routing",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires IAM integration",
"notes": ""
},
{
"name": "Convert Customer Email to Support Ticket",
"description": "Transform a customer\u2019s support email into a case or ticket in the support system.",
"business_function": "Customer Support",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Support ticket templates exist",
"notes": ""
},
{
"name": "Intelligent Support Email Reply",
"description": "Draft a context-aware response to a customer inquiry using a knowledge base.",
"business_function": "Customer Support",
"intent_type": "DraftResponse",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires AI Chat integration",
"notes": ""
},
{
"name": "Escalate or Urgent Case Alert",
"description": "Elevate high-priority customer issues by tagging them and notifying the right team when an email indicates urgency.",
"business_function": "Customer Support",
"intent_type": "EscalateIssue",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Needs custom escalation logic",
"notes": ""
},
{
"name": "Generate and Send Report to Customer",
"description": "Create and email a requested report or document (e.g., account statement) to the customer.",
"business_function": "Customer Support",
"intent_type": "GenerateReport",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"document_generation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Generic n8n templates exist",
"notes": ""
},
{
"name": "Log Product Feedback from Email",
"description": "Record feedback or feature ideas from an email into the product feedback system.",
"business_function": "Product",
"intent_type": "CreateTicket",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires product feedback tool integration",
"notes": ""
},
{
"name": "Schedule Customer or Press Demo via Email",
"description": "Arrange a demo or briefing when requested by a customer or press contact via email.",
"business_function": "Product/Marketing",
"intent_type": "ScheduleMeeting",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"scheduling",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Calendar scheduling templates exist",
"notes": ""
},
{
"name": "Distribute Release Notes by Email",
"description": "Compile and send product release notes to stakeholders or customers upon email command or schedule.",
"business_function": "Product",
"intent_type": "Notify",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"email_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Email and CMS posting templates exist",
"notes": ""
},
{
"name": "Create Social Media Post",
"description": "Generate and schedule a social media post (text/image/video) across multiple channels.",
"business_function": "Marketing",
"intent_type": "GenerateContent",
"trigger_sources": [
"Slack",
"Discord",
"Teams",
"Email",
"User Input"
],
"subflows": [
"message_intake",
"classification",
"social_post_generation",
"social_post_scheduling",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "n8n Social Posting templates exist for Twitter and LinkedIn; new templates required for multi-channel post with AI generation",
"notes": "Uses nodes for Twitter, LinkedIn, Facebook, Slack. AI-generated content and images may require additional integration."
},
{
"name": "Respond to Social Comments",
"description": "Analyze and respond to comments or direct messages on social media with AI-generated replies and appropriate escalation.",
"business_function": "Marketing",
"intent_type": "DraftResponse",
"trigger_sources": [
"Social",
"Slack",
"Discord",
"Teams"
],
"subflows": [
"message_intake",
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "n8n has nodes for Twitter, Facebook, LinkedIn. A new workflow would be required to monitor comments and draft responses via GPT.",
"notes": "Requires sentiment analysis, context lookup and human-in-the-loop for sensitive responses."
},
{
"name": "Craft Marketing Campaign",
"description": "Design and launch a multi-channel marketing campaign including email, social posts and targeted ads.",
"business_function": "Marketing",
"intent_type": "GenerateCampaign",
"trigger_sources": [
"Email",
"Slack",
"Discord",
"Teams",
"Project Management"
],
"subflows": [
"message_intake",
"classification",
"content_creation",
"document_generation",
"social_post_scheduling",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "No single n8n template; would need to orchestrate email marketing tools, social platforms and analytics.",
"notes": "May integrate with HubSpot, Mailchimp, or custom CRM."
},
{
"name": "Generate Product Content",
"description": "Produce product descriptions, blog posts or landing page copy using AI and publish to the website.",
"business_function": "Marketing/Product",
"intent_type": "GenerateContent",
"trigger_sources": [
"Email",
"Slack",
"Web form"
],
"subflows": [
"message_intake",
"classification",
"content_creation",
"record_creation",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Content creation nodes not built-in; would require integration with LLM endpoints and CMS (e.g., WordPress).",
"notes": "Aligns with content strategy guidelines. Human review before publishing recommended."
},
{
"name": "Create Product Images or Videos",
"description": "Use generative AI to produce product images or short videos for marketing.",
"business_function": "Marketing/Product",
"intent_type": "GenerateMedia",
"trigger_sources": [
"Slack",
"Discord",
"Email"
],
"subflows": [
"message_intake",
"classification",
"social_post_generation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires integration with image and video generation APIs; no n8n template exists.",
"notes": "Consider brand guidelines and quality control."
},
{
"name": "Post Content to Blog or Website",
"description": "Publish articles or updates to the company blog or website via CMS API.",
"business_function": "Marketing",
"intent_type": "CreateRecord",
"trigger_sources": [
"Email",
"Slack",
"Project Management"
],
"subflows": [
"message_intake",
"classification",
"record_creation",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "n8n has WordPress and Ghost CMS nodes for posting content; similar nodes may exist for other CMS.",
"notes": "Ensure categories/tags are set and SEO guidelines followed."
},
{
"name": "Engage with Customers Post-Sale",
"description": "Send follow-up communications (thank you emails, surveys, recommendations) after a purchase.",
"business_function": "Marketing/Customer Success",
"intent_type": "Notify",
"trigger_sources": [
"CRM",
"Email",
"Slack"
],
"subflows": [
"message_intake",
"classification",
"notification",
"record_creation",
"feedback_collection",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "n8n has email and CRM nodes; typical templates exist for automated follow-ups.",
"notes": "Personalization and timing are critical; ensure compliance with GDPR/CCPA."
},
{
"name": "Monitor Social Brand Mentions",
"description": "Monitor social media for mentions of the brand, categorize sentiment and trigger responses or alerts.",
"business_function": "Marketing/PR",
"intent_type": "Monitor",
"trigger_sources": [
"Social Media"
],
"subflows": [
"classification",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires integration with social listening APIs or third-party services; no generic template.",
"notes": "Use LLM-based sentiment analysis; consider alert thresholds."
},
{
"name": "Schedule Social Posts",
"description": "Plan and schedule multiple social media posts in advance across different platforms.",
"business_function": "Marketing",
"intent_type": "ScheduleContent",
"trigger_sources": [
"Marketing Calendar",
"Slack",
"Email"
],
"subflows": [
"social_post_scheduling",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Templates exist for scheduling posts (using Cron and social nodes).",
"notes": "Requires mapping posts to timeslots and channels; may integrate with marketing calendar."
},
{
"name": "Build Ad Campaign Audience",
"description": "Create an audience segment and upload to advertising platforms for targeted campaigns.",
"business_function": "Marketing",
"intent_type": "CreateAudience",
"trigger_sources": [
"CRM",
"Email",
"Slack"
],
"subflows": [
"classification",
"record_creation",
"notification",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires integration with Facebook Ads/Google Ads API; custom workflow.",
"notes": "Follow privacy regulations and ensure opt-in; connect to CRM to fetch contacts."
},
{
"name": "Generate Marketing Campaign Performance Report",
"description": "Collect campaign metrics across channels and compile a performance report.",
"business_function": "Marketing",
"intent_type": "GenerateReport",
"trigger_sources": [
"Email",
"Slack",
"Automated schedule"
],
"subflows": [
"record_creation",
"document_generation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "n8n has analytics nodes and can fetch metrics via API; examples exist for generating reports.",
"notes": "Use spreadsheets or dashboards to present metrics (impressions, clicks, conversions, ROI)."
},
{
"name": "Manage Customer Reviews and Ratings",
"description": "Monitor incoming reviews, categorize sentiment and respond or route feedback to the right team.",
"business_function": "Marketing/Customer Success",
"intent_type": "RespondReview",
"trigger_sources": [
"Email",
"Review Platforms",
"Social"
],
"subflows": [
"classification",
"notification",
"record_creation",
"audit_logging"
],
"existing_workflow": false,
"workflow_reference": "Requires integration with review platforms (Google, Trustpilot); custom workflow.",
"notes": "Reviews with high negativity may trigger an escalation."
},
{
"name": "Automate Webinar or Event Registration",
"description": "Handle sign-ups for webinars or events, send reminders and follow-up content.",
"business_function": "Marketing",
"intent_type": "RegisterEvent",
"trigger_sources": [
"Email",
"Forms",
"Slack"
],
"subflows": [
"record_creation",
"notification",
"scheduling",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "n8n templates exist for Eventbrite/Zoom sign-ups and reminders.",
"notes": "Include calendar invites and post-event surveys."
},
{
"name": "Generate Release Notes",
"description": "Create and distribute release notes summarizing product updates or fixes.",
"business_function": "Product/Marketing",
"intent_type": "GenerateDocument",
"trigger_sources": [
"Version Control",
"Email",
"Slack"
],
"subflows": [
"classification",
"document_generation",
"notification",
"audit_logging"
],
"existing_workflow": true,
"workflow_reference": "Can be built using n8n's GitHub node to fetch commits and generate notes; typical template exists.",
"notes": "Requires summarization of commits and mapping to user-facing descriptions."
}
]
}