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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

n8n Workflow: Triage Project Requests with Airtable + OpenAI

Regular price £29.99
Regular price £29.99 Sale price
SAVE Sold out

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.
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