n8n SME Enquiry Review Packet Workflow (Manual Trigger + Code)

Turn raw enquiries into a human-ready review packet—without sending messages or changing CRM status

This n8n SME Enquiry Review Packet Workflow converts an incoming enquiry into a structured review packet. It flags missing information and consent issues, suggests a time-sensitive review priority, and provides a clear stop point for human confirmation—ideal for safe operations and consent-compliant follow-up.

What this workflow does

• Manual start for safe testing using the built-in Manual Trigger.
• Generates a synthetic enquiry record (basic contact details, message content, and consentToContact) to demonstrate the expected output.
• Normalises and validates enquiry fields, checking required data and consent. Invalid or missing values are flagged for review.
• Scans the message for simple time-sensitive terms to suggest a review priority, and explains the reason for that suggestion.
• Outputs a human-review packet containing a checklist and a stop point so a person can confirm priority, decide the response approach, and record the decision.

Use cases

• Reviewing enquiries from a form or email intake before any outreach is sent.
• Handling incomplete submissions (missing email/phone/message) with clear exception flags for a human to resolve.
• Prioritising urgent enquiries (e.g., time-based wording in the message) while keeping the final decision with staff.
• Ensuring consent requirements are met before any downstream sending or CRM actions are added.

Technical details

• Nodes used: Manual Trigger, Code, Sticky Note.
• No credentials or external services required.
• Setup steps: Import and run as-is to inspect the output packet; then replace the synthetic enquiry step with an approved live trigger (e.g., your form submission/email intake) after testing.
• Field mapping expected: enquiryId, receivedAt, source, name, email, phone, message, consentToContact.

Built for n8n automation engineers and SaaS operators who want a consent-aware enquiry review workflow that stops before messaging or CRM status updates.