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Upload expanded_jtbd.json
Browse files- expanded_jtbd.json +975 -0
expanded_jtbd.json
ADDED
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|
| 1 |
+
{
|
| 2 |
+
"jobs_to_be_done": [
|
| 3 |
+
{
|
| 4 |
+
"name": "Process Vendor Invoice from Email",
|
| 5 |
+
"description": "An incoming vendor invoice triggers capturing invoice data and creating an AP record or ticket for payment.",
|
| 6 |
+
"business_function": "Finance",
|
| 7 |
+
"intent_type": "CreateRecord",
|
| 8 |
+
"trigger_sources": [
|
| 9 |
+
"Email"
|
| 10 |
+
],
|
| 11 |
+
"subflows": [
|
| 12 |
+
"email_intake",
|
| 13 |
+
"classification",
|
| 14 |
+
"record_creation",
|
| 15 |
+
"audit_logging"
|
| 16 |
+
],
|
| 17 |
+
"existing_workflow": true,
|
| 18 |
+
"workflow_reference": "Public n8n template: Invoice Processor & Validator with OCR and Google Sheets",
|
| 19 |
+
"notes": ""
|
| 20 |
+
},
|
| 21 |
+
{
|
| 22 |
+
"name": "Capture Expense Receipt via Email",
|
| 23 |
+
"description": "Employee forwards a receipt; automatically logs it as an expense entry in the expense system.",
|
| 24 |
+
"business_function": "Finance",
|
| 25 |
+
"intent_type": "CreateRecord",
|
| 26 |
+
"trigger_sources": [
|
| 27 |
+
"Email"
|
| 28 |
+
],
|
| 29 |
+
"subflows": [
|
| 30 |
+
"email_intake",
|
| 31 |
+
"classification",
|
| 32 |
+
"record_creation",
|
| 33 |
+
"audit_logging"
|
| 34 |
+
],
|
| 35 |
+
"existing_workflow": true,
|
| 36 |
+
"workflow_reference": "Public n8n template: Track Expenses with Telegram & Google Sheets using OCR.space",
|
| 37 |
+
"notes": ""
|
| 38 |
+
},
|
| 39 |
+
{
|
| 40 |
+
"name": "Generate Financial Report on Request",
|
| 41 |
+
"description": "Compile data and send a financial report (PDF/CSV) in response to an email request.",
|
| 42 |
+
"business_function": "Finance",
|
| 43 |
+
"intent_type": "GenerateReport",
|
| 44 |
+
"trigger_sources": [
|
| 45 |
+
"Email"
|
| 46 |
+
],
|
| 47 |
+
"subflows": [
|
| 48 |
+
"email_intake",
|
| 49 |
+
"classification",
|
| 50 |
+
"record_creation",
|
| 51 |
+
"document_generation",
|
| 52 |
+
"notification",
|
| 53 |
+
"audit_logging"
|
| 54 |
+
],
|
| 55 |
+
"existing_workflow": true,
|
| 56 |
+
"workflow_reference": "Generic n8n nodes for spreadsheets, PDF generation; needs custom configuration",
|
| 57 |
+
"notes": ""
|
| 58 |
+
},
|
| 59 |
+
{
|
| 60 |
+
"name": "Email-Based Approval Workflow (Expense/PO)",
|
| 61 |
+
"description": "Send approval requests via email; replies update the finance system and notify stakeholders.",
|
| 62 |
+
"business_function": "Finance",
|
| 63 |
+
"intent_type": "RequestApproval",
|
| 64 |
+
"trigger_sources": [
|
| 65 |
+
"Email"
|
| 66 |
+
],
|
| 67 |
+
"subflows": [
|
| 68 |
+
"email_intake",
|
| 69 |
+
"classification",
|
| 70 |
+
"approval_routing",
|
| 71 |
+
"audit_logging"
|
| 72 |
+
],
|
| 73 |
+
"existing_workflow": false,
|
| 74 |
+
"workflow_reference": "Use Email nodes and approval subflow; no dedicated template",
|
| 75 |
+
"notes": ""
|
| 76 |
+
},
|
| 77 |
+
{
|
| 78 |
+
"name": "Record Customer PO from Email",
|
| 79 |
+
"description": "Create a sales order or invoice when a customer sends a purchase order via email.",
|
| 80 |
+
"business_function": "Sales/Finance",
|
| 81 |
+
"intent_type": "CreateRecord",
|
| 82 |
+
"trigger_sources": [
|
| 83 |
+
"Email"
|
| 84 |
+
],
|
| 85 |
+
"subflows": [
|
| 86 |
+
"email_intake",
|
| 87 |
+
"classification",
|
| 88 |
+
"record_creation",
|
| 89 |
+
"audit_logging"
|
| 90 |
+
],
|
| 91 |
+
"existing_workflow": false,
|
| 92 |
+
"workflow_reference": "Use parsing and record creation nodes; no known template",
|
| 93 |
+
"notes": ""
|
| 94 |
+
},
|
| 95 |
+
{
|
| 96 |
+
"name": "Add Job Applicant from Email",
|
| 97 |
+
"description": "Convert a candidate\u2019s email with resume into a new applicant record in the ATS.",
|
| 98 |
+
"business_function": "HR",
|
| 99 |
+
"intent_type": "CreateRecord",
|
| 100 |
+
"trigger_sources": [
|
| 101 |
+
"Email"
|
| 102 |
+
],
|
| 103 |
+
"subflows": [
|
| 104 |
+
"email_intake",
|
| 105 |
+
"classification",
|
| 106 |
+
"record_creation",
|
| 107 |
+
"audit_logging"
|
| 108 |
+
],
|
| 109 |
+
"existing_workflow": true,
|
| 110 |
+
"workflow_reference": "n8n template for parsing resumes and creating ATS candidates",
|
| 111 |
+
"notes": ""
|
| 112 |
+
},
|
| 113 |
+
{
|
| 114 |
+
"name": "Auto-Respond to HR Inquiry",
|
| 115 |
+
"description": "Draft a response to common HR questions by querying the HRIS and KB.",
|
| 116 |
+
"business_function": "HR",
|
| 117 |
+
"intent_type": "DraftResponse",
|
| 118 |
+
"trigger_sources": [
|
| 119 |
+
"Email"
|
| 120 |
+
],
|
| 121 |
+
"subflows": [
|
| 122 |
+
"email_intake",
|
| 123 |
+
"classification",
|
| 124 |
+
"notification",
|
| 125 |
+
"audit_logging"
|
| 126 |
+
],
|
| 127 |
+
"existing_workflow": false,
|
| 128 |
+
"workflow_reference": "Use AI Chat model; no dedicated template",
|
| 129 |
+
"notes": ""
|
| 130 |
+
},
|
| 131 |
+
{
|
| 132 |
+
"name": "Schedule Interview from Email",
|
| 133 |
+
"description": "Identify availability and schedule an interview based on email discussion.",
|
| 134 |
+
"business_function": "HR",
|
| 135 |
+
"intent_type": "ScheduleMeeting",
|
| 136 |
+
"trigger_sources": [
|
| 137 |
+
"Email"
|
| 138 |
+
],
|
| 139 |
+
"subflows": [
|
| 140 |
+
"email_intake",
|
| 141 |
+
"classification",
|
| 142 |
+
"scheduling",
|
| 143 |
+
"audit_logging"
|
| 144 |
+
],
|
| 145 |
+
"existing_workflow": true,
|
| 146 |
+
"workflow_reference": "Calendar scheduling templates exist",
|
| 147 |
+
"notes": ""
|
| 148 |
+
},
|
| 149 |
+
{
|
| 150 |
+
"name": "Generate Offer or Contract Document",
|
| 151 |
+
"description": "Generate an offer letter or contract from a template based on an email request.",
|
| 152 |
+
"business_function": "HR/Legal",
|
| 153 |
+
"intent_type": "GenerateDocument",
|
| 154 |
+
"trigger_sources": [
|
| 155 |
+
"Email"
|
| 156 |
+
],
|
| 157 |
+
"subflows": [
|
| 158 |
+
"email_intake",
|
| 159 |
+
"classification",
|
| 160 |
+
"document_generation",
|
| 161 |
+
"approval_routing",
|
| 162 |
+
"audit_logging"
|
| 163 |
+
],
|
| 164 |
+
"existing_workflow": true,
|
| 165 |
+
"workflow_reference": "Contract generation templates (DocuSign/Word); may require custom integration",
|
| 166 |
+
"notes": ""
|
| 167 |
+
},
|
| 168 |
+
{
|
| 169 |
+
"name": "Log Support Case from Legal Email",
|
| 170 |
+
"description": "Automatically create a case in the legal system when an issue or compliance request arrives via email.",
|
| 171 |
+
"business_function": "Legal",
|
| 172 |
+
"intent_type": "CreateTicket",
|
| 173 |
+
"trigger_sources": [
|
| 174 |
+
"Email"
|
| 175 |
+
],
|
| 176 |
+
"subflows": [
|
| 177 |
+
"email_intake",
|
| 178 |
+
"classification",
|
| 179 |
+
"record_creation",
|
| 180 |
+
"notification",
|
| 181 |
+
"audit_logging"
|
| 182 |
+
],
|
| 183 |
+
"existing_workflow": true,
|
| 184 |
+
"workflow_reference": "Ticketing integration templates exist",
|
| 185 |
+
"notes": ""
|
| 186 |
+
},
|
| 187 |
+
{
|
| 188 |
+
"name": "Draft Contract from Email Request",
|
| 189 |
+
"description": "Create a draft contract (NDA/MSA) with standard clauses based on an email request.",
|
| 190 |
+
"business_function": "Legal",
|
| 191 |
+
"intent_type": "GenerateDocument",
|
| 192 |
+
"trigger_sources": [
|
| 193 |
+
"Email"
|
| 194 |
+
],
|
| 195 |
+
"subflows": [
|
| 196 |
+
"email_intake",
|
| 197 |
+
"classification",
|
| 198 |
+
"document_generation",
|
| 199 |
+
"approval_routing",
|
| 200 |
+
"audit_logging"
|
| 201 |
+
],
|
| 202 |
+
"existing_workflow": true,
|
| 203 |
+
"workflow_reference": "Contract generation templates exist",
|
| 204 |
+
"notes": ""
|
| 205 |
+
},
|
| 206 |
+
{
|
| 207 |
+
"name": "Auto-Answer Compliance Query",
|
| 208 |
+
"description": "Provide a drafted response to compliance or policy questions using the legal KB.",
|
| 209 |
+
"business_function": "Legal",
|
| 210 |
+
"intent_type": "DraftResponse",
|
| 211 |
+
"trigger_sources": [
|
| 212 |
+
"Email"
|
| 213 |
+
],
|
| 214 |
+
"subflows": [
|
| 215 |
+
"email_intake",
|
| 216 |
+
"classification",
|
| 217 |
+
"notification",
|
| 218 |
+
"audit_logging"
|
| 219 |
+
],
|
| 220 |
+
"existing_workflow": false,
|
| 221 |
+
"workflow_reference": "Requires AI Chat model; no dedicated template",
|
| 222 |
+
"notes": ""
|
| 223 |
+
},
|
| 224 |
+
{
|
| 225 |
+
"name": "Create CRM Lead from Inquiry Email",
|
| 226 |
+
"description": "Create a new lead in the CRM when a sales inquiry or contact request email is received.",
|
| 227 |
+
"business_function": "Sales",
|
| 228 |
+
"intent_type": "CreateRecord",
|
| 229 |
+
"trigger_sources": [
|
| 230 |
+
"Email",
|
| 231 |
+
"Slack",
|
| 232 |
+
"Discord",
|
| 233 |
+
"Teams"
|
| 234 |
+
],
|
| 235 |
+
"subflows": [
|
| 236 |
+
"email_intake",
|
| 237 |
+
"classification",
|
| 238 |
+
"record_creation",
|
| 239 |
+
"audit_logging"
|
| 240 |
+
],
|
| 241 |
+
"existing_workflow": true,
|
| 242 |
+
"workflow_reference": "Mailparser to Salesforce lead templates exist",
|
| 243 |
+
"notes": ""
|
| 244 |
+
},
|
| 245 |
+
{
|
| 246 |
+
"name": "Draft Sales Reply with Context",
|
| 247 |
+
"description": "Generate a personalized sales reply using CRM and product data.",
|
| 248 |
+
"business_function": "Sales",
|
| 249 |
+
"intent_type": "DraftResponse",
|
| 250 |
+
"trigger_sources": [
|
| 251 |
+
"Email",
|
| 252 |
+
"Slack",
|
| 253 |
+
"Discord",
|
| 254 |
+
"Teams"
|
| 255 |
+
],
|
| 256 |
+
"subflows": [
|
| 257 |
+
"email_intake",
|
| 258 |
+
"classification",
|
| 259 |
+
"notification",
|
| 260 |
+
"audit_logging"
|
| 261 |
+
],
|
| 262 |
+
"existing_workflow": false,
|
| 263 |
+
"workflow_reference": "Uses AI chat; no dedicated template",
|
| 264 |
+
"notes": ""
|
| 265 |
+
},
|
| 266 |
+
{
|
| 267 |
+
"name": "Auto-Schedule Demo or Meeting Request",
|
| 268 |
+
"description": "Schedule a meeting or demo with a prospect based on email communication.",
|
| 269 |
+
"business_function": "Sales",
|
| 270 |
+
"intent_type": "ScheduleMeeting",
|
| 271 |
+
"trigger_sources": [
|
| 272 |
+
"Email",
|
| 273 |
+
"Slack",
|
| 274 |
+
"Discord",
|
| 275 |
+
"Teams"
|
| 276 |
+
],
|
| 277 |
+
"subflows": [
|
| 278 |
+
"email_intake",
|
| 279 |
+
"classification",
|
| 280 |
+
"scheduling",
|
| 281 |
+
"audit_logging"
|
| 282 |
+
],
|
| 283 |
+
"existing_workflow": true,
|
| 284 |
+
"workflow_reference": "Calendar scheduling templates exist",
|
| 285 |
+
"notes": ""
|
| 286 |
+
},
|
| 287 |
+
{
|
| 288 |
+
"name": "Generate Quote or Proposal from RFP",
|
| 289 |
+
"description": "Produce a draft proposal or quote document in response to a request for proposal.",
|
| 290 |
+
"business_function": "Sales",
|
| 291 |
+
"intent_type": "GenerateDocument",
|
| 292 |
+
"trigger_sources": [
|
| 293 |
+
"Email",
|
| 294 |
+
"Slack",
|
| 295 |
+
"Discord",
|
| 296 |
+
"Teams"
|
| 297 |
+
],
|
| 298 |
+
"subflows": [
|
| 299 |
+
"email_intake",
|
| 300 |
+
"classification",
|
| 301 |
+
"document_generation",
|
| 302 |
+
"approval_routing",
|
| 303 |
+
"audit_logging"
|
| 304 |
+
],
|
| 305 |
+
"existing_workflow": true,
|
| 306 |
+
"workflow_reference": "CPQ/Proposal generation templates exist",
|
| 307 |
+
"notes": ""
|
| 308 |
+
},
|
| 309 |
+
{
|
| 310 |
+
"name": "Log Sales Order from Email PO",
|
| 311 |
+
"description": "Capture a sales order from a customer\u2019s emailed purchase order.",
|
| 312 |
+
"business_function": "Sales/Ops",
|
| 313 |
+
"intent_type": "CreateRecord",
|
| 314 |
+
"trigger_sources": [
|
| 315 |
+
"Email"
|
| 316 |
+
],
|
| 317 |
+
"subflows": [
|
| 318 |
+
"email_intake",
|
| 319 |
+
"classification",
|
| 320 |
+
"record_creation",
|
| 321 |
+
"audit_logging"
|
| 322 |
+
],
|
| 323 |
+
"existing_workflow": false,
|
| 324 |
+
"workflow_reference": "Requires custom integration",
|
| 325 |
+
"notes": ""
|
| 326 |
+
},
|
| 327 |
+
{
|
| 328 |
+
"name": "Trigger Reorder from Inventory Alert",
|
| 329 |
+
"description": "Create a replenishment order when a low-stock alert is received via email.",
|
| 330 |
+
"business_function": "Operations",
|
| 331 |
+
"intent_type": "CreateRecord",
|
| 332 |
+
"trigger_sources": [
|
| 333 |
+
"Email"
|
| 334 |
+
],
|
| 335 |
+
"subflows": [
|
| 336 |
+
"email_intake",
|
| 337 |
+
"classification",
|
| 338 |
+
"record_creation",
|
| 339 |
+
"audit_logging"
|
| 340 |
+
],
|
| 341 |
+
"existing_workflow": false,
|
| 342 |
+
"workflow_reference": "Needs custom inventory integration",
|
| 343 |
+
"notes": ""
|
| 344 |
+
},
|
| 345 |
+
{
|
| 346 |
+
"name": "Log Delivery Failure & Notify",
|
| 347 |
+
"description": "Create a ticket and notify the operations team when a shipment exception or delay email arrives.",
|
| 348 |
+
"business_function": "Operations",
|
| 349 |
+
"intent_type": "CreateTicket",
|
| 350 |
+
"trigger_sources": [
|
| 351 |
+
"Email"
|
| 352 |
+
],
|
| 353 |
+
"subflows": [
|
| 354 |
+
"email_intake",
|
| 355 |
+
"classification",
|
| 356 |
+
"record_creation",
|
| 357 |
+
"notification",
|
| 358 |
+
"audit_logging"
|
| 359 |
+
],
|
| 360 |
+
"existing_workflow": false,
|
| 361 |
+
"workflow_reference": "Requires custom shipping integration",
|
| 362 |
+
"notes": ""
|
| 363 |
+
},
|
| 364 |
+
{
|
| 365 |
+
"name": "Maintenance Request via Email",
|
| 366 |
+
"description": "Generate a maintenance work order and optionally schedule a technician when a facility issue is reported by email.",
|
| 367 |
+
"business_function": "Operations",
|
| 368 |
+
"intent_type": "CreateTicket",
|
| 369 |
+
"trigger_sources": [
|
| 370 |
+
"Email"
|
| 371 |
+
],
|
| 372 |
+
"subflows": [
|
| 373 |
+
"email_intake",
|
| 374 |
+
"classification",
|
| 375 |
+
"record_creation",
|
| 376 |
+
"notification",
|
| 377 |
+
"audit_logging"
|
| 378 |
+
],
|
| 379 |
+
"existing_workflow": false,
|
| 380 |
+
"workflow_reference": "Requires work-order integration",
|
| 381 |
+
"notes": ""
|
| 382 |
+
},
|
| 383 |
+
{
|
| 384 |
+
"name": "Incident Alert to Ticket (Operations)",
|
| 385 |
+
"description": "Convert a system or logistics alert email into an incident ticket for the ops team.",
|
| 386 |
+
"business_function": "Operations",
|
| 387 |
+
"intent_type": "CreateTicket",
|
| 388 |
+
"trigger_sources": [
|
| 389 |
+
"Email"
|
| 390 |
+
],
|
| 391 |
+
"subflows": [
|
| 392 |
+
"email_intake",
|
| 393 |
+
"classification",
|
| 394 |
+
"record_creation",
|
| 395 |
+
"notification",
|
| 396 |
+
"audit_logging"
|
| 397 |
+
],
|
| 398 |
+
"existing_workflow": true,
|
| 399 |
+
"workflow_reference": "Incident management templates exist",
|
| 400 |
+
"notes": ""
|
| 401 |
+
},
|
| 402 |
+
{
|
| 403 |
+
"name": "Convert Bug Report Email to Issue",
|
| 404 |
+
"description": "Create a bug ticket in the engineering tracker based on a user\u2019s bug report email.",
|
| 405 |
+
"business_function": "Engineering",
|
| 406 |
+
"intent_type": "CreateTicket",
|
| 407 |
+
"trigger_sources": [
|
| 408 |
+
"Email"
|
| 409 |
+
],
|
| 410 |
+
"subflows": [
|
| 411 |
+
"email_intake",
|
| 412 |
+
"classification",
|
| 413 |
+
"record_creation",
|
| 414 |
+
"notification",
|
| 415 |
+
"audit_logging"
|
| 416 |
+
],
|
| 417 |
+
"existing_workflow": true,
|
| 418 |
+
"workflow_reference": "Email to Jira issue templates exist",
|
| 419 |
+
"notes": ""
|
| 420 |
+
},
|
| 421 |
+
{
|
| 422 |
+
"name": "Auto-Capture Feature Request",
|
| 423 |
+
"description": "Log a product feature request or idea into the product backlog from an email.",
|
| 424 |
+
"business_function": "Product",
|
| 425 |
+
"intent_type": "CreateTicket",
|
| 426 |
+
"trigger_sources": [
|
| 427 |
+
"Email",
|
| 428 |
+
"Slack",
|
| 429 |
+
"Discord",
|
| 430 |
+
"Teams"
|
| 431 |
+
],
|
| 432 |
+
"subflows": [
|
| 433 |
+
"email_intake",
|
| 434 |
+
"classification",
|
| 435 |
+
"record_creation",
|
| 436 |
+
"notification",
|
| 437 |
+
"audit_logging"
|
| 438 |
+
],
|
| 439 |
+
"existing_workflow": false,
|
| 440 |
+
"workflow_reference": "Requires custom product backlog integration",
|
| 441 |
+
"notes": ""
|
| 442 |
+
},
|
| 443 |
+
{
|
| 444 |
+
"name": "System Alert \u2192 DevOps Incident",
|
| 445 |
+
"description": "Generate an incident in the engineering/IT incident management system from a monitoring alert email.",
|
| 446 |
+
"business_function": "Engineering/IT",
|
| 447 |
+
"intent_type": "EscalateIssue",
|
| 448 |
+
"trigger_sources": [
|
| 449 |
+
"Email"
|
| 450 |
+
],
|
| 451 |
+
"subflows": [
|
| 452 |
+
"email_intake",
|
| 453 |
+
"classification",
|
| 454 |
+
"notification",
|
| 455 |
+
"audit_logging"
|
| 456 |
+
],
|
| 457 |
+
"existing_workflow": true,
|
| 458 |
+
"workflow_reference": "Incident templates exist",
|
| 459 |
+
"notes": ""
|
| 460 |
+
},
|
| 461 |
+
{
|
| 462 |
+
"name": "IT Helpdesk Ticket from Email",
|
| 463 |
+
"description": "Create an IT support ticket from an employee\u2019s helpdesk email request.",
|
| 464 |
+
"business_function": "IT",
|
| 465 |
+
"intent_type": "CreateTicket",
|
| 466 |
+
"trigger_sources": [
|
| 467 |
+
"Email"
|
| 468 |
+
],
|
| 469 |
+
"subflows": [
|
| 470 |
+
"email_intake",
|
| 471 |
+
"classification",
|
| 472 |
+
"record_creation",
|
| 473 |
+
"notification",
|
| 474 |
+
"audit_logging"
|
| 475 |
+
],
|
| 476 |
+
"existing_workflow": true,
|
| 477 |
+
"workflow_reference": "Email to ticket templates exist",
|
| 478 |
+
"notes": ""
|
| 479 |
+
},
|
| 480 |
+
{
|
| 481 |
+
"name": "Automated On-Call Alert from Monitoring Email",
|
| 482 |
+
"description": "Notify on-call personnel and create an incident when a monitoring system sends a critical alert email.",
|
| 483 |
+
"business_function": "IT/Ops",
|
| 484 |
+
"intent_type": "Notify",
|
| 485 |
+
"trigger_sources": [
|
| 486 |
+
"Email"
|
| 487 |
+
],
|
| 488 |
+
"subflows": [
|
| 489 |
+
"email_intake",
|
| 490 |
+
"classification",
|
| 491 |
+
"notification",
|
| 492 |
+
"audit_logging"
|
| 493 |
+
],
|
| 494 |
+
"existing_workflow": true,
|
| 495 |
+
"workflow_reference": "On-call alert templates exist",
|
| 496 |
+
"notes": ""
|
| 497 |
+
},
|
| 498 |
+
{
|
| 499 |
+
"name": "Security Alert Case Creation",
|
| 500 |
+
"description": "Create a security incident record when an email indicates a potential security issue or phishing attempt.",
|
| 501 |
+
"business_function": "Security",
|
| 502 |
+
"intent_type": "CreateTicket",
|
| 503 |
+
"trigger_sources": [
|
| 504 |
+
"Email"
|
| 505 |
+
],
|
| 506 |
+
"subflows": [
|
| 507 |
+
"email_intake",
|
| 508 |
+
"classification",
|
| 509 |
+
"record_creation",
|
| 510 |
+
"notification",
|
| 511 |
+
"audit_logging"
|
| 512 |
+
],
|
| 513 |
+
"existing_workflow": false,
|
| 514 |
+
"workflow_reference": "Requires security platform integration",
|
| 515 |
+
"notes": ""
|
| 516 |
+
},
|
| 517 |
+
{
|
| 518 |
+
"name": "Access Request via Email",
|
| 519 |
+
"description": "Convert an email requesting system access into a tracked IAM request and approval workflow.",
|
| 520 |
+
"business_function": "IT",
|
| 521 |
+
"intent_type": "RequestApproval",
|
| 522 |
+
"trigger_sources": [
|
| 523 |
+
"Email"
|
| 524 |
+
],
|
| 525 |
+
"subflows": [
|
| 526 |
+
"email_intake",
|
| 527 |
+
"classification",
|
| 528 |
+
"approval_routing",
|
| 529 |
+
"audit_logging"
|
| 530 |
+
],
|
| 531 |
+
"existing_workflow": false,
|
| 532 |
+
"workflow_reference": "Requires IAM integration",
|
| 533 |
+
"notes": ""
|
| 534 |
+
},
|
| 535 |
+
{
|
| 536 |
+
"name": "Convert Customer Email to Support Ticket",
|
| 537 |
+
"description": "Transform a customer\u2019s support email into a case or ticket in the support system.",
|
| 538 |
+
"business_function": "Customer Support",
|
| 539 |
+
"intent_type": "CreateTicket",
|
| 540 |
+
"trigger_sources": [
|
| 541 |
+
"Email",
|
| 542 |
+
"Slack",
|
| 543 |
+
"Discord",
|
| 544 |
+
"Teams"
|
| 545 |
+
],
|
| 546 |
+
"subflows": [
|
| 547 |
+
"email_intake",
|
| 548 |
+
"classification",
|
| 549 |
+
"record_creation",
|
| 550 |
+
"notification",
|
| 551 |
+
"audit_logging"
|
| 552 |
+
],
|
| 553 |
+
"existing_workflow": true,
|
| 554 |
+
"workflow_reference": "Support ticket templates exist",
|
| 555 |
+
"notes": ""
|
| 556 |
+
},
|
| 557 |
+
{
|
| 558 |
+
"name": "Intelligent Support Email Reply",
|
| 559 |
+
"description": "Draft a context-aware response to a customer inquiry using a knowledge base.",
|
| 560 |
+
"business_function": "Customer Support",
|
| 561 |
+
"intent_type": "DraftResponse",
|
| 562 |
+
"trigger_sources": [
|
| 563 |
+
"Email",
|
| 564 |
+
"Slack",
|
| 565 |
+
"Discord",
|
| 566 |
+
"Teams"
|
| 567 |
+
],
|
| 568 |
+
"subflows": [
|
| 569 |
+
"email_intake",
|
| 570 |
+
"classification",
|
| 571 |
+
"notification",
|
| 572 |
+
"audit_logging"
|
| 573 |
+
],
|
| 574 |
+
"existing_workflow": false,
|
| 575 |
+
"workflow_reference": "Requires AI Chat integration",
|
| 576 |
+
"notes": ""
|
| 577 |
+
},
|
| 578 |
+
{
|
| 579 |
+
"name": "Escalate or Urgent Case Alert",
|
| 580 |
+
"description": "Elevate high-priority customer issues by tagging them and notifying the right team when an email indicates urgency.",
|
| 581 |
+
"business_function": "Customer Support",
|
| 582 |
+
"intent_type": "EscalateIssue",
|
| 583 |
+
"trigger_sources": [
|
| 584 |
+
"Email",
|
| 585 |
+
"Slack",
|
| 586 |
+
"Discord",
|
| 587 |
+
"Teams"
|
| 588 |
+
],
|
| 589 |
+
"subflows": [
|
| 590 |
+
"email_intake",
|
| 591 |
+
"classification",
|
| 592 |
+
"notification",
|
| 593 |
+
"audit_logging"
|
| 594 |
+
],
|
| 595 |
+
"existing_workflow": false,
|
| 596 |
+
"workflow_reference": "Needs custom escalation logic",
|
| 597 |
+
"notes": ""
|
| 598 |
+
},
|
| 599 |
+
{
|
| 600 |
+
"name": "Generate and Send Report to Customer",
|
| 601 |
+
"description": "Create and email a requested report or document (e.g., account statement) to the customer.",
|
| 602 |
+
"business_function": "Customer Support",
|
| 603 |
+
"intent_type": "GenerateReport",
|
| 604 |
+
"trigger_sources": [
|
| 605 |
+
"Email",
|
| 606 |
+
"Slack",
|
| 607 |
+
"Discord",
|
| 608 |
+
"Teams"
|
| 609 |
+
],
|
| 610 |
+
"subflows": [
|
| 611 |
+
"email_intake",
|
| 612 |
+
"classification",
|
| 613 |
+
"record_creation",
|
| 614 |
+
"document_generation",
|
| 615 |
+
"notification",
|
| 616 |
+
"audit_logging"
|
| 617 |
+
],
|
| 618 |
+
"existing_workflow": true,
|
| 619 |
+
"workflow_reference": "Generic n8n templates exist",
|
| 620 |
+
"notes": ""
|
| 621 |
+
},
|
| 622 |
+
{
|
| 623 |
+
"name": "Log Product Feedback from Email",
|
| 624 |
+
"description": "Record feedback or feature ideas from an email into the product feedback system.",
|
| 625 |
+
"business_function": "Product",
|
| 626 |
+
"intent_type": "CreateTicket",
|
| 627 |
+
"trigger_sources": [
|
| 628 |
+
"Email",
|
| 629 |
+
"Slack",
|
| 630 |
+
"Discord",
|
| 631 |
+
"Teams"
|
| 632 |
+
],
|
| 633 |
+
"subflows": [
|
| 634 |
+
"email_intake",
|
| 635 |
+
"classification",
|
| 636 |
+
"record_creation",
|
| 637 |
+
"notification",
|
| 638 |
+
"audit_logging"
|
| 639 |
+
],
|
| 640 |
+
"existing_workflow": false,
|
| 641 |
+
"workflow_reference": "Requires product feedback tool integration",
|
| 642 |
+
"notes": ""
|
| 643 |
+
},
|
| 644 |
+
{
|
| 645 |
+
"name": "Schedule Customer or Press Demo via Email",
|
| 646 |
+
"description": "Arrange a demo or briefing when requested by a customer or press contact via email.",
|
| 647 |
+
"business_function": "Product/Marketing",
|
| 648 |
+
"intent_type": "ScheduleMeeting",
|
| 649 |
+
"trigger_sources": [
|
| 650 |
+
"Email",
|
| 651 |
+
"Slack",
|
| 652 |
+
"Discord",
|
| 653 |
+
"Teams"
|
| 654 |
+
],
|
| 655 |
+
"subflows": [
|
| 656 |
+
"email_intake",
|
| 657 |
+
"classification",
|
| 658 |
+
"scheduling",
|
| 659 |
+
"audit_logging"
|
| 660 |
+
],
|
| 661 |
+
"existing_workflow": true,
|
| 662 |
+
"workflow_reference": "Calendar scheduling templates exist",
|
| 663 |
+
"notes": ""
|
| 664 |
+
},
|
| 665 |
+
{
|
| 666 |
+
"name": "Distribute Release Notes by Email",
|
| 667 |
+
"description": "Compile and send product release notes to stakeholders or customers upon email command or schedule.",
|
| 668 |
+
"business_function": "Product",
|
| 669 |
+
"intent_type": "Notify",
|
| 670 |
+
"trigger_sources": [
|
| 671 |
+
"Email",
|
| 672 |
+
"Slack",
|
| 673 |
+
"Discord",
|
| 674 |
+
"Teams"
|
| 675 |
+
],
|
| 676 |
+
"subflows": [
|
| 677 |
+
"email_intake",
|
| 678 |
+
"classification",
|
| 679 |
+
"notification",
|
| 680 |
+
"audit_logging"
|
| 681 |
+
],
|
| 682 |
+
"existing_workflow": true,
|
| 683 |
+
"workflow_reference": "Email and CMS posting templates exist",
|
| 684 |
+
"notes": ""
|
| 685 |
+
},
|
| 686 |
+
{
|
| 687 |
+
"name": "Create Social Media Post",
|
| 688 |
+
"description": "Generate and schedule a social media post (text/image/video) across multiple channels.",
|
| 689 |
+
"business_function": "Marketing",
|
| 690 |
+
"intent_type": "GenerateContent",
|
| 691 |
+
"trigger_sources": [
|
| 692 |
+
"Slack",
|
| 693 |
+
"Discord",
|
| 694 |
+
"Teams",
|
| 695 |
+
"Email",
|
| 696 |
+
"User Input"
|
| 697 |
+
],
|
| 698 |
+
"subflows": [
|
| 699 |
+
"message_intake",
|
| 700 |
+
"classification",
|
| 701 |
+
"social_post_generation",
|
| 702 |
+
"social_post_scheduling",
|
| 703 |
+
"audit_logging"
|
| 704 |
+
],
|
| 705 |
+
"existing_workflow": true,
|
| 706 |
+
"workflow_reference": "n8n Social Posting templates exist for Twitter and LinkedIn; new templates required for multi-channel post with AI generation",
|
| 707 |
+
"notes": "Uses nodes for Twitter, LinkedIn, Facebook, Slack. AI-generated content and images may require additional integration."
|
| 708 |
+
},
|
| 709 |
+
{
|
| 710 |
+
"name": "Respond to Social Comments",
|
| 711 |
+
"description": "Analyze and respond to comments or direct messages on social media with AI-generated replies and appropriate escalation.",
|
| 712 |
+
"business_function": "Marketing",
|
| 713 |
+
"intent_type": "DraftResponse",
|
| 714 |
+
"trigger_sources": [
|
| 715 |
+
"Social",
|
| 716 |
+
"Slack",
|
| 717 |
+
"Discord",
|
| 718 |
+
"Teams"
|
| 719 |
+
],
|
| 720 |
+
"subflows": [
|
| 721 |
+
"message_intake",
|
| 722 |
+
"classification",
|
| 723 |
+
"notification",
|
| 724 |
+
"audit_logging"
|
| 725 |
+
],
|
| 726 |
+
"existing_workflow": false,
|
| 727 |
+
"workflow_reference": "n8n has nodes for Twitter, Facebook, LinkedIn. A new workflow would be required to monitor comments and draft responses via GPT.",
|
| 728 |
+
"notes": "Requires sentiment analysis, context lookup and human-in-the-loop for sensitive responses."
|
| 729 |
+
},
|
| 730 |
+
{
|
| 731 |
+
"name": "Craft Marketing Campaign",
|
| 732 |
+
"description": "Design and launch a multi-channel marketing campaign including email, social posts and targeted ads.",
|
| 733 |
+
"business_function": "Marketing",
|
| 734 |
+
"intent_type": "GenerateCampaign",
|
| 735 |
+
"trigger_sources": [
|
| 736 |
+
"Email",
|
| 737 |
+
"Slack",
|
| 738 |
+
"Discord",
|
| 739 |
+
"Teams",
|
| 740 |
+
"Project Management"
|
| 741 |
+
],
|
| 742 |
+
"subflows": [
|
| 743 |
+
"message_intake",
|
| 744 |
+
"classification",
|
| 745 |
+
"content_creation",
|
| 746 |
+
"document_generation",
|
| 747 |
+
"social_post_scheduling",
|
| 748 |
+
"notification",
|
| 749 |
+
"audit_logging"
|
| 750 |
+
],
|
| 751 |
+
"existing_workflow": false,
|
| 752 |
+
"workflow_reference": "No single n8n template; would need to orchestrate email marketing tools, social platforms and analytics.",
|
| 753 |
+
"notes": "May integrate with HubSpot, Mailchimp, or custom CRM."
|
| 754 |
+
},
|
| 755 |
+
{
|
| 756 |
+
"name": "Generate Product Content",
|
| 757 |
+
"description": "Produce product descriptions, blog posts or landing page copy using AI and publish to the website.",
|
| 758 |
+
"business_function": "Marketing/Product",
|
| 759 |
+
"intent_type": "GenerateContent",
|
| 760 |
+
"trigger_sources": [
|
| 761 |
+
"Email",
|
| 762 |
+
"Slack",
|
| 763 |
+
"Web form"
|
| 764 |
+
],
|
| 765 |
+
"subflows": [
|
| 766 |
+
"message_intake",
|
| 767 |
+
"classification",
|
| 768 |
+
"content_creation",
|
| 769 |
+
"record_creation",
|
| 770 |
+
"audit_logging"
|
| 771 |
+
],
|
| 772 |
+
"existing_workflow": false,
|
| 773 |
+
"workflow_reference": "Content creation nodes not built-in; would require integration with LLM endpoints and CMS (e.g., WordPress).",
|
| 774 |
+
"notes": "Aligns with content strategy guidelines. Human review before publishing recommended."
|
| 775 |
+
},
|
| 776 |
+
{
|
| 777 |
+
"name": "Create Product Images or Videos",
|
| 778 |
+
"description": "Use generative AI to produce product images or short videos for marketing.",
|
| 779 |
+
"business_function": "Marketing/Product",
|
| 780 |
+
"intent_type": "GenerateMedia",
|
| 781 |
+
"trigger_sources": [
|
| 782 |
+
"Slack",
|
| 783 |
+
"Discord",
|
| 784 |
+
"Email"
|
| 785 |
+
],
|
| 786 |
+
"subflows": [
|
| 787 |
+
"message_intake",
|
| 788 |
+
"classification",
|
| 789 |
+
"social_post_generation",
|
| 790 |
+
"notification",
|
| 791 |
+
"audit_logging"
|
| 792 |
+
],
|
| 793 |
+
"existing_workflow": false,
|
| 794 |
+
"workflow_reference": "Requires integration with image and video generation APIs; no n8n template exists.",
|
| 795 |
+
"notes": "Consider brand guidelines and quality control."
|
| 796 |
+
},
|
| 797 |
+
{
|
| 798 |
+
"name": "Post Content to Blog or Website",
|
| 799 |
+
"description": "Publish articles or updates to the company blog or website via CMS API.",
|
| 800 |
+
"business_function": "Marketing",
|
| 801 |
+
"intent_type": "CreateRecord",
|
| 802 |
+
"trigger_sources": [
|
| 803 |
+
"Email",
|
| 804 |
+
"Slack",
|
| 805 |
+
"Project Management"
|
| 806 |
+
],
|
| 807 |
+
"subflows": [
|
| 808 |
+
"message_intake",
|
| 809 |
+
"classification",
|
| 810 |
+
"record_creation",
|
| 811 |
+
"audit_logging"
|
| 812 |
+
],
|
| 813 |
+
"existing_workflow": true,
|
| 814 |
+
"workflow_reference": "n8n has WordPress and Ghost CMS nodes for posting content; similar nodes may exist for other CMS.",
|
| 815 |
+
"notes": "Ensure categories/tags are set and SEO guidelines followed."
|
| 816 |
+
},
|
| 817 |
+
{
|
| 818 |
+
"name": "Engage with Customers Post-Sale",
|
| 819 |
+
"description": "Send follow-up communications (thank you emails, surveys, recommendations) after a purchase.",
|
| 820 |
+
"business_function": "Marketing/Customer Success",
|
| 821 |
+
"intent_type": "Notify",
|
| 822 |
+
"trigger_sources": [
|
| 823 |
+
"CRM",
|
| 824 |
+
"Email",
|
| 825 |
+
"Slack"
|
| 826 |
+
],
|
| 827 |
+
"subflows": [
|
| 828 |
+
"message_intake",
|
| 829 |
+
"classification",
|
| 830 |
+
"notification",
|
| 831 |
+
"record_creation",
|
| 832 |
+
"feedback_collection",
|
| 833 |
+
"audit_logging"
|
| 834 |
+
],
|
| 835 |
+
"existing_workflow": true,
|
| 836 |
+
"workflow_reference": "n8n has email and CRM nodes; typical templates exist for automated follow-ups.",
|
| 837 |
+
"notes": "Personalization and timing are critical; ensure compliance with GDPR/CCPA."
|
| 838 |
+
},
|
| 839 |
+
{
|
| 840 |
+
"name": "Monitor Social Brand Mentions",
|
| 841 |
+
"description": "Monitor social media for mentions of the brand, categorize sentiment and trigger responses or alerts.",
|
| 842 |
+
"business_function": "Marketing/PR",
|
| 843 |
+
"intent_type": "Monitor",
|
| 844 |
+
"trigger_sources": [
|
| 845 |
+
"Social Media"
|
| 846 |
+
],
|
| 847 |
+
"subflows": [
|
| 848 |
+
"classification",
|
| 849 |
+
"notification",
|
| 850 |
+
"audit_logging"
|
| 851 |
+
],
|
| 852 |
+
"existing_workflow": false,
|
| 853 |
+
"workflow_reference": "Requires integration with social listening APIs or third-party services; no generic template.",
|
| 854 |
+
"notes": "Use LLM-based sentiment analysis; consider alert thresholds."
|
| 855 |
+
},
|
| 856 |
+
{
|
| 857 |
+
"name": "Schedule Social Posts",
|
| 858 |
+
"description": "Plan and schedule multiple social media posts in advance across different platforms.",
|
| 859 |
+
"business_function": "Marketing",
|
| 860 |
+
"intent_type": "ScheduleContent",
|
| 861 |
+
"trigger_sources": [
|
| 862 |
+
"Marketing Calendar",
|
| 863 |
+
"Slack",
|
| 864 |
+
"Email"
|
| 865 |
+
],
|
| 866 |
+
"subflows": [
|
| 867 |
+
"social_post_scheduling",
|
| 868 |
+
"audit_logging"
|
| 869 |
+
],
|
| 870 |
+
"existing_workflow": true,
|
| 871 |
+
"workflow_reference": "Templates exist for scheduling posts (using Cron and social nodes).",
|
| 872 |
+
"notes": "Requires mapping posts to timeslots and channels; may integrate with marketing calendar."
|
| 873 |
+
},
|
| 874 |
+
{
|
| 875 |
+
"name": "Build Ad Campaign Audience",
|
| 876 |
+
"description": "Create an audience segment and upload to advertising platforms for targeted campaigns.",
|
| 877 |
+
"business_function": "Marketing",
|
| 878 |
+
"intent_type": "CreateAudience",
|
| 879 |
+
"trigger_sources": [
|
| 880 |
+
"CRM",
|
| 881 |
+
"Email",
|
| 882 |
+
"Slack"
|
| 883 |
+
],
|
| 884 |
+
"subflows": [
|
| 885 |
+
"classification",
|
| 886 |
+
"record_creation",
|
| 887 |
+
"notification",
|
| 888 |
+
"audit_logging"
|
| 889 |
+
],
|
| 890 |
+
"existing_workflow": false,
|
| 891 |
+
"workflow_reference": "Requires integration with Facebook Ads/Google Ads API; custom workflow.",
|
| 892 |
+
"notes": "Follow privacy regulations and ensure opt-in; connect to CRM to fetch contacts."
|
| 893 |
+
},
|
| 894 |
+
{
|
| 895 |
+
"name": "Generate Marketing Campaign Performance Report",
|
| 896 |
+
"description": "Collect campaign metrics across channels and compile a performance report.",
|
| 897 |
+
"business_function": "Marketing",
|
| 898 |
+
"intent_type": "GenerateReport",
|
| 899 |
+
"trigger_sources": [
|
| 900 |
+
"Email",
|
| 901 |
+
"Slack",
|
| 902 |
+
"Automated schedule"
|
| 903 |
+
],
|
| 904 |
+
"subflows": [
|
| 905 |
+
"record_creation",
|
| 906 |
+
"document_generation",
|
| 907 |
+
"notification",
|
| 908 |
+
"audit_logging"
|
| 909 |
+
],
|
| 910 |
+
"existing_workflow": true,
|
| 911 |
+
"workflow_reference": "n8n has analytics nodes and can fetch metrics via API; examples exist for generating reports.",
|
| 912 |
+
"notes": "Use spreadsheets or dashboards to present metrics (impressions, clicks, conversions, ROI)."
|
| 913 |
+
},
|
| 914 |
+
{
|
| 915 |
+
"name": "Manage Customer Reviews and Ratings",
|
| 916 |
+
"description": "Monitor incoming reviews, categorize sentiment and respond or route feedback to the right team.",
|
| 917 |
+
"business_function": "Marketing/Customer Success",
|
| 918 |
+
"intent_type": "RespondReview",
|
| 919 |
+
"trigger_sources": [
|
| 920 |
+
"Email",
|
| 921 |
+
"Review Platforms",
|
| 922 |
+
"Social"
|
| 923 |
+
],
|
| 924 |
+
"subflows": [
|
| 925 |
+
"classification",
|
| 926 |
+
"notification",
|
| 927 |
+
"record_creation",
|
| 928 |
+
"audit_logging"
|
| 929 |
+
],
|
| 930 |
+
"existing_workflow": false,
|
| 931 |
+
"workflow_reference": "Requires integration with review platforms (Google, Trustpilot); custom workflow.",
|
| 932 |
+
"notes": "Reviews with high negativity may trigger an escalation."
|
| 933 |
+
},
|
| 934 |
+
{
|
| 935 |
+
"name": "Automate Webinar or Event Registration",
|
| 936 |
+
"description": "Handle sign-ups for webinars or events, send reminders and follow-up content.",
|
| 937 |
+
"business_function": "Marketing",
|
| 938 |
+
"intent_type": "RegisterEvent",
|
| 939 |
+
"trigger_sources": [
|
| 940 |
+
"Email",
|
| 941 |
+
"Forms",
|
| 942 |
+
"Slack"
|
| 943 |
+
],
|
| 944 |
+
"subflows": [
|
| 945 |
+
"record_creation",
|
| 946 |
+
"notification",
|
| 947 |
+
"scheduling",
|
| 948 |
+
"audit_logging"
|
| 949 |
+
],
|
| 950 |
+
"existing_workflow": true,
|
| 951 |
+
"workflow_reference": "n8n templates exist for Eventbrite/Zoom sign-ups and reminders.",
|
| 952 |
+
"notes": "Include calendar invites and post-event surveys."
|
| 953 |
+
},
|
| 954 |
+
{
|
| 955 |
+
"name": "Generate Release Notes",
|
| 956 |
+
"description": "Create and distribute release notes summarizing product updates or fixes.",
|
| 957 |
+
"business_function": "Product/Marketing",
|
| 958 |
+
"intent_type": "GenerateDocument",
|
| 959 |
+
"trigger_sources": [
|
| 960 |
+
"Version Control",
|
| 961 |
+
"Email",
|
| 962 |
+
"Slack"
|
| 963 |
+
],
|
| 964 |
+
"subflows": [
|
| 965 |
+
"classification",
|
| 966 |
+
"document_generation",
|
| 967 |
+
"notification",
|
| 968 |
+
"audit_logging"
|
| 969 |
+
],
|
| 970 |
+
"existing_workflow": true,
|
| 971 |
+
"workflow_reference": "Can be built using n8n's GitHub node to fetch commits and generate notes; typical template exists.",
|
| 972 |
+
"notes": "Requires summarization of commits and mapping to user-facing descriptions."
|
| 973 |
+
}
|
| 974 |
+
]
|
| 975 |
+
}
|