Ops Audit Report

Ops executive manually pulls shipment data from three carrier portals each morning, copies into an Excel sheet, and emails the summary to the operations manager. Takes approximately 1.5 hours per day.

n8n workflow polls carrier APIs at 07:30 SGT each day. Consolidates data into a structured Airtable view and sends a formatted Slack summary to the ops channel automatically.

Finance team receives PDF invoices by email. Each invoice is manually cross-referenced against purchase orders in the accounting system (Xero). Discrepancies are flagged by email. Average 3 hours per week across 2 staff.

n8n extracts invoice data (vendor, amount, PO reference) via document AI. Matches against open POs in Xero automatically. Matched invoices are queued for one-click approval in Slack. Mismatches escalate to finance manager with context.

When a new B2B client signs up, a staff member manually sends a welcome email, creates a folder in Google Drive, adds the client to Airtable CRM, and creates tasks in Asana. Process is inconsistent across team members and takes 45–60 minutes per client.

Trigger from signed contract (DocuSign webhook) launches an n8n workflow: sends templated welcome email, creates Drive folder with standard structure, adds record to Airtable, and creates an Asana project from template. Full onboarding setup in under 2 minutes.