Workflow automation is one of the fastest ways to get value from AI and modern tooling. In this tutorial, we will walk through building a complete automation using n8n, the open-source workflow automation platform.
We will build a workflow that monitors a shared inbox for incoming client requests, extracts key information using an LLM, creates a structured record in your project management tool, and sends a confirmation email. This entire pipeline runs without human intervention.
First, let us set up n8n. You can run it locally using Docker or use the cloud-hosted version. For this tutorial, we recommend Docker as it gives you full control over your data and integrations.
Next, we will configure the email trigger node. n8n supports IMAP, Gmail, and Outlook triggers out of the box. Connect your inbox and set up a filter for the types of emails you want to process.
The real power comes when we add the AI node. Using the OpenAI or Claude integration, we will parse the email body and extract structured fields like client name, request type, urgency level, and a brief summary. This turns unstructured emails into actionable data.
Finally, we connect the output to your project management tool (Notion, Asana, or Monday.com) and set up the confirmation email. Test the workflow end to end, and you have your first production automation.
