Transforms Slack client requests into structured project charters, milestones, tasks, estimates, dependencies, risks, and acceptance criteria. Manager-approved plans are provisioned in Monday.com, logged in Supabase, and distributed through Slack and Gmail—reducing planning effort and standardizing project setup.
Client Request Intake Workflow
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Multiple workflows · Use arrows to navigate
Project Overview
This project coordinates the client request-to-project process across five connected workflows. Requests are captured from Slack, validated, checked for duplicates, and converted into structured project charters and task plans. A manager reviews the plan before approved projects, milestones, tasks, and subtasks are created in Monday.com. Supabase maintains request, approval, project, and activity records, while Slack and Gmail provide status updates.
Problem
Client requests often arrive through chat and require manual interpretation, scoping, task breakdown, approval, project setup, and follow-up. When these steps are handled across separate tools, planning takes longer, project structures become inconsistent, approval decisions are difficult to track, and duplicate project setup can occur.
Solution
The workflow standardizes request intake, project planning, approval, project creation, and notification. n8n validates the request, uses OpenAI to structure the project charter and work plan, requires manager approval, creates the approved project structure in Monday.com, prevents duplicate creation, and records key actions in Supabase.
Outcome
Five connected workflows
End-to-End Coordination
Request intake, project planning, manager approval, Monday.com setup, and notifications operate as one connected process.
Manager approval required
Controlled Project Setup
No project is created until the generated plan has been reviewed and approved by a project manager.
Duplicate checks + records
Traceable Operations
Request, approval, project, notification, and error activity is recorded while duplicate project creation is prevented.
Documentation
Selected implementation screenshots created with test data. No real client or sensitive information is included.
Client Project Approval Email
Manager Approval Record
Monday.com Project Request
Project Notification
Supabase Project Data
Next Project
n8n
OpenAI
Slack
Monday.com
Supabase
Gmail