Client Onboarding Automation System

Built an AI-powered client onboarding workflow that streamlines the entire onboarding process from form submission to client communication. The system collects client information through forms, processes and validates data using an AI agent powered by GPT-4o, stores records in Google Sheets, and automates personalized email communications through Gmail. Custom JavaScript was used to handle data transformation, validation, and workflow logic, creating a seamless and efficient onboarding experience.

Tools: n8n, OpenAI GPT-4o, Google Sheets, Gmail, Forms, JavaScript

Skills: AI Automation, Workflow Automation, Client Onboarding, AI Agents, n8n, OpenAI Integration, Google Workspace Automation, API Integration, Process Automation, JavaScript Development

Slack Escalation Tracking Automation

Overview

Managing escalations across multiple Slack channels can quickly become difficult when updates are tracked manually. Important information can be missed, duplicate entries can occur, and stakeholders often lack visibility into the current status of escalations.

To solve this challenge, I built an automated Slack Escalation Tracking System using n8n that captures escalation updates in real time, extracts relevant information, processes message changes, and synchronizes the data into Google Sheets for centralized tracking and reporting.

The workflow automatically identifies escalation messages, extracts key details such as ticket references, owners, channels, and status updates, and maintains an up-to-date escalation database without manual intervention.

Key Features

• Real-time Slack message monitoring • Automated escalation detection and tracking • Message edit synchronization • Owner and channel information extraction • Duplicate prevention logic • Automated Google Sheets updates • Centralized escalation visibility • Real-time status tracking

Workflow Architecture

The automation listens to Slack channel events, filters escalation-related messages, extracts ticket information, enriches records with metadata, and updates a centralized tracking sheet. The workflow also handles message edits and status changes to ensure data consistency across the system.

Tech Stack

• n8n • Slack API • Google Sheets • JavaScript • Workflow Automation

Business Impact

• Processed 1000+ escalation updates per month • Reduced manual tracking effort by 95%+ • Eliminated duplicate entries and tracking errors • Improved visibility across teams • Enabled faster escalation management and reporting

What I Learned

This project strengthened my experience in event-driven automation, Slack integrations, workflow orchestration, data synchronization, and designing reliable business process automations using n8n.