n8n AI-Driven Workflow Setup

I want to set up the first in a series of n8n automations for my business. This opening milestone is strictly about connecting a handful of SaaS apps and moving data between them—no manual intervention, no data loss.

The long-term roadmap already includes sending automated alerts or emails and adding AI steps that will summarise documents, classify or tag incoming requests, and even draft customer replies, so build the workflow with easy extensibility in mind.

Deliverable
• An importable n8n workflow file with clearly named nodes, inline comments, and basic error handling.

Acceptance criteria
• Data flows end-to-end without duplication or omission.
• The workflow triggers both on schedule and via webhook.
• Errors generate logs or notifications.
• A short README lists any environment variables, credentials, or setup notes.

You will have access to my self-hosted n8n instance, API keys, and sample payloads. Familiarity with webhooks, REST/GraphQL, JSON, and OpenAI (or similar LLM endpoints) will be important. A clean, expandable solution here will lead to follow-on work as we add messaging and AI processing layers.