Interactive demo
Stop building the weekly report by hand
The same report done by hand, then automated: run the flow and estimate the time you could save.
- Power Automate
- n8n
- Excel
Example scenario
Hand summaries and updates to an AI workflow
An automated flow drafts the text, extracts key points from documents and updates the tracker. The team reviews and approves.
Read the diagram as text
- Trigger: a new document or note arrives.
- The text and useful fields are extracted with Python.
- AI processing in n8n: summary and key points. The flow then splits into two branches.
- In parallel: the AI prepares a draft message or summary (4a) and the Notion tracker is updated automatically (4b).
- Review: a person reads the draft before it is sent.
- Sending, in a shared format.
Example scenario. This project describes a typical engagement. It is not a real client’s story: it shows how I go about it and what you can expect.
The context
Summaries written by hand, information copied from tool to tool, formats that vary from person to person: these tasks take time without needing expertise.
How I go about it
-
Drafting flow
A flow that produces draft summaries and messages.
-
Extraction
Key points are pulled from documents into a shared format.
-
Update
The tracker updates without re-typing.
-
Review
A person always approves before anything is sent.
Before and after
Before
- Summaries written by hand
- Information copied between tools
- Inconsistent formats
After
- Drafts generated automatically, ready to review
- Notion tracker updated on its own
- A consistent format
What it changes
Recurring tasks done faster, and one shared format for the whole team.
What about your business?
You can use AI without exposing your data: anonymised data, providers that don’t train on it, or models hosted on your own infrastructure.
Need something similar? Write to me.
Tell me about your project