n8n Workflow: Triage Project Requests with Airtable + OpenAI
n8n Workflow: Triage Project Requests with Airtable + OpenAI
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n8n Workflow: Triage Project Requests with Airtable + OpenAI
Regular price
£29.99
Regular price
£29.99
Sale price
Unit price
/
per
Triage incoming project requests automatically—using Airtable + OpenAI—with optional Slack approval and weekly email summaries
This n8n workflow receives project requests via a webhook, validates the minimum brief, uses OpenAI to generate a triage summary and classification, scores risk/urgency, and stores the results in Airtable. If items are high-risk, it can route them to Slack for approval and update the Airtable record with the decision and next steps.
What this workflow does
- Accepts requests via POST webhook (or uses a manual test payload) and normalizes incoming fields.
- Validates required brief details; if missing, returns a 400 response with which fields are absent and clarification questions.
- Calls OpenAI to produce a triage summary and classification, extracting risks, dependencies, decisions, and a recommended owner type.
- Applies deterministic scoring to compute risk and urgency and determine the triage route.
- Creates a new Airtable triage record containing the request details, summary, score, and routing information.
- Routes approvals when needed: if the score exceeds the approval threshold, it prepares an approval message (optionally posts to Slack), records the approval outcome, and assigns or marks as declined.
- Finalizes the structured delivery handoff, updates Airtable with owner/status/next action, and responds to the webhook caller with the triage result.
- Weekly schedule support: loads open triage records, builds an operational summary, and can send an optional weekly summary email.
Use cases
- Centralize project intake from a form into a consistent triage pipeline.
- Standardize how SaaS teams evaluate risks and urgency before assigning owners.
- Require Slack-based approval for high-risk work while keeping Airtable as the source of truth.
Technical details
- Webhook, if, set, code, no op for validation, routing, and data shaping.
- OpenAI for triage summary, classification, and extracted fields (risks/dependencies/decisions/owner type).
- Airtable for storing triage records and updating status/next actions.
- Slack for optional approval routing.
- Gmail for the optional weekly summary email.
