4d • Question ❓
My first client - I am confused..what are the next steps??
Hi everyone 👋
I’m currently building my first real client automation using n8n and I’d love to get some feedback from people who already run similar setups in production 😊
Current setup:
- self-hosted n8n on VPS
- local HTML file as a simple dashboard/form
- HTML triggers n8n webhooks
- additional n8n Forms for mobile usage
- goal: keep everything extremely simple for the client
The client wants:
- add new customers easily
- customer get forms (which need to be filled out by him)
- “gap filler” feature for free appointment slots
- usage on PC + smartphone
- as little technical complexity as possible
My open questions:
1️⃣ Local HTML file vs small web app? Right now I’m leaning towards simply copying the HTML file locally onto the studio laptop (via USB) instead of hosting it online.
Why?
- simple
- no publicly accessible frontend
- less hosting/security overhead
How would you solve this?
2️⃣ Security If the local HTML file sends data to my n8n server through HTTPS webhooks: Would you consider that secure enough for a small business use case like this?
3️⃣ Mobile solution For mobile usage I’m planning to simply use n8n Forms and save them as home screen icons.
Example:
- “Add new customer”
- “Send gap filler”
Is anyone here using something similar in production?
4️⃣ SMS / Whatsapp for existing customers (because they are already in an excel sheet with name and tel number - unfortunately no email adress)
Does anyone have experience with:
- affordable SMS providers in EU?
- whether WhatsApp would make more sense?
5️⃣ General question: How would you design this whole system to be as maintenance-free and foolproof as possible for small local businesses?
Any input is highly appreciated 🙌
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My first client - I am confused..what are the next steps??
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