Workflow Intelligence

This course teaches you how to build an automated Risk Impact Analysis workflow in n8n. By uploading a Microsoft Project XML baseline along with a Slack conversation describing a delay or issue, the workflow extracts task information, identifies the impacted activity, and evaluates the effect of the risk on project delivery. It then generates a clear, structured HTML risk report that appears directly in the form output. Project managers can instantly understand how real-world events influence planned work, helping them document delays, communicate impacts, and respond to risks without manual analysis.

This course teaches you how to build an automated Critical Path Method (CPM) schedule analysis workflow in n8n. By uploading a Microsoft Project XML file, the workflow extracts task data, performs CPM calculations, identifies the critical path, and generates a complete HTML status report that appears directly in the form output. Project managers can instantly understand schedule health, risks, and task dependencies without manual analysis.

To understand and implement Retrieval-Augmented Generation (RAG) as a key architectural pattern for LLMs to deliver evidence-based, trustworthy Q&A from vast medical literature.

Use Case

Building and querying an AI system that leverages a proprietary medical knowledge base to provide referenced and highly accurate answers to clinical and research inquiries.

Core Challenges

Information Overload: Healthcare SMEs struggle to manually review thousands of new papers to stay current.

Slow Decision Support: Traditional search methods are slow and do not provide concise, synthesized answers with source evidence.

Hallucination Risk: Typical / standard LLMs could respond with inaccurate or fabricated information.

Tools & Activities:

The course explores 

• • How to setup a RAG architecture to explore a medical paper and ground the respond within the information available in a given input (pdf research paper)
  • Prompt engineering.
  • Interacting with an LLM through the chat interface
  • Pinecone vector database configuration, chunking and storage, search and retrieval
  • n8n workflow automation

Outcome

Participants will gain the skills to deploy a trustworthy, evidence-based AI system that ensures high factual accuracy and provides instant, referenced answers to complex clinical or research questions.

Objective

Scenario

Tools & Activities:

Outcome

Build and deploy a Policy Chatbot that can instantly, and reliably answer complex employee questions by citing the exact sections of HR policy documents.

Who Should Attend

HR Specialist, Global HR Team

Use Case

An AI system uses (Retrieval-Augmented Generation) RAG to search a database of HR policies and generate a concise answer while simultaneously providing the source location (page/section/document name) of the policy.

Core Challenges

Tools & Activities:

The course explores 

• • How to setup a RAG architecture to explore an HR Policy document and ground the respond within the information available in a given input (HR Policy document)
  • • Document Ingestion and Chunking Strategy, Vector Database Setup and Indexing, Implementing the RAG Workflow
  • Prompt Engineering.
  • Interacting with an LLM through the chat interface
  • Pinecone vector database configuration, chunking and storage, search and retrieval
  • n8n workflow automation
  • Building a Chat interface

Outcome

Participants will gain the skills to deploy a Trustworthy, Authoritative HR Policy Chatbot, leading to significantly reduced HR workload, instant 24/7 availability, and improved compliance through standardized policy interpretation.

This course is a fast-paced, Practice Project designed specifically for non-technical functional leaders who need to drive efficiency and introduce intelligent automation into your operations.

The core goal is to empower participants to build AI Agents within the n8n low-code platform. You will learn to transform raw, unstructured data (e.g. datasets, reports, narratives, and emails) into structured, actionable intelligence using advanced AI and routing logic.

The learning is centered around the implementation of a Capstone Workflow that is provided fully configured in your lab environment. Across the modules, you will systematically explore the architecture of this working AI Agent, and understand its logic. 

Outcome from this Course

Upon completing this hands-on course, participants will be able to:

1. Build and Deploy Intelligent Workflows: Confidently design and implement functional, low-code automation workflows using n8n, integrating logic, data sources, and external APIs.

2. Master Prompt Engineering for Business: Craft precise System and User Prompts that force AI models to deliver structured, high-value outputs suitable for strategic decision-making.

3. Overcome the Coding Barrier (Vibe Coding): Utilize conversational AI tools to generate custom JavaScript for the Code Node, demonstrating that even custom scripting is accessible through low-code means.

4. Integrate External Systems: Understand how to utilize AI Models within the workflow using secure API credentials.

5. Drive Efficiency and Strategic Decisions: Immediately apply the Capstone workflow structure to map out and accelerate high-friction processes within their own functional area (examples:  Data Analysis, auto-triage support tickets, classify documents, or draft initial reports).

Slack is used for workplace communication and collaboration, functioning as an "operating system for work" by centralizing conversations, data, and tools into one platform. It is used to connect teams through channels, direct messages, and calls, and to increase efficiency through app integrations and automation.

In this tutorial, we will learn the following

1. Understand core concepts
2. Sign Up and Log In to Slack 
3. Generate the Signature Secret Key 
4. Generate the Bot User OAuth Token
5. Create Slack credentials in n8n

Pinecone is a managed vector database that enables efficient storage and retrieval of embeddings. It is commonly used in AI and automation workflows to handle vector-based data operations. 

In this tutorial, we will learn the following

1. Pinecone settings
   1. Sign Up and Log In to Pinecone 
   2. Generate the API Key 
   3. Connecting Pinecone with n8n
   4. Create a new Index (vector Database) in Pinecone
2. Using Pinecone in n8n

Generating PDF Output in n8n Workflows using PDFShift

In numerous n8n workflows, there is a requirement to generate a PDF file as a final output. This is essential for documents such as reports, executive summaries, or invoices created within the workflow automation.

To facilitate this capability, we can leverage a third-party service like PDFShift.

This course is designed to provide comprehensive, step-by-step guidance on integrating PDFShift with n8n.

Course Outline:

1. Creating a PDFShift Account

2. Generating a PDFShift API Key

3. Configuring the PDFShift API Key within n8n

4. Utilizing PDFShift in an n8n workflow to successfully generate PDF output.

To successfully set up a News API account, generate a secure API key, and correctly configure the n8n HTTP Request node to dynamically fetch structured, real-time news data based on specified parameters (keywords, date range).

Outcome for Learners

By completing this task, participants will have a fully operational n8n workflow node that automatically fetches and outputs structured, real-time news articles for a target topic, successfully solving the data ingestion problem at the start of a competitive intelligence pipeline.