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Nov 17 • General Discussion 💬
Combined Three Popular n8n Templates Into One Document Intelligence System 🔥
Had three separate workflows: document classifier, data extractor, CRM poster. Running separately. Manual handoffs. Combined into single intelligent system. Processes 80 documents monthly automatically.
THE ORIGINAL SETUP:
WORKFLOW 1: Document Classifier Template (community template) - Receives document, classifies type, routes to folder
WORKFLOW 2: Data Extraction Template (custom build) - Reads folder, extracts data, saves database
WORKFLOW 3: CRM Agent Template (community template) - Queries database, posts CRM, notifies team
Problem: Three workflows. Manual triggers. Documents stuck waiting. Manual monitoring needed.
THE INTEGRATED SYSTEM:
SINGLE WORKFLOW:
Document arrives → Classify → Extract → Post to CRM → Notify. All automatic. Zero manual steps.
THE INTEGRATION PATTERN:
STAGE 1 - CLASSIFICATION (Template 1):
Email trigger → document processing parse → AI classifier → Route by type (invoice, contract, form)
STAGE 2 - EXTRACTION (Template 2):
Receives classified doc → document processing extract structured data → Validate → Store
Different schemas per type: Invoice (vendor, amount, date), Contract (parties, dates, obligations), Form (applicant info, responses)
STAGE 3 - CRM POSTING (Template 3):
Receives extracted data → CRM agent processes → Match existing records → Create or update → Notify
INTEGRATION GLUE:
Shared JSON schema across stages. Classification output feeds extraction. Extraction output feeds CRM agent.
Unified error handling: Any failure → Route to review queue with context.
Single monitoring: One dashboard showing queue depth, classification rate, extraction confidence, CRM status.
BEFORE vs AFTER:
BEFORE: Three workflows, manual coordination, documents waiting, 8 minutes per document, regular delays
AFTER: One workflow, fully automated, zero waiting, 30 seconds per document, real-time processing
THE NUMBERS:
- Templates integrated: 3
- Integration time: 4 hours one-time
- Documents monthly: 80
- Time saved: 8 hours monthly
- Error rate: Down 75%
Document Processing Integration:
Common parsing layer for all types. Consistent data structure. Single document handling point. Unified metadata.
CONFIGURATION:
Shared JSON schemas defined once. Error handlers reference same queue. Monitoring to single Slack channel.
THE LESSON:
Popular templates solve pieces. Integrating them solves complete workflows. Unified system beats separate tools.
TEMPLATE:
Integrated document intelligence system with all three base templates, integration architecture, shared schemas, error patterns.
Which templates are you running separately that should be integrated?
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Combined Three Popular n8n Templates Into One Document Intelligence System 🔥
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