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N8N Agents

  • Posted:
  • Proposals: 6
  • Remote
  • #4514812
  • Awarded
MUSTAPHA L.Parveen A.Arslan Z.SrashtaSoftVCONN P. + 1 other have already sent a proposal.
  • 0

Description

Experience Level: Intermediate
I run an accounting practice and looking at developing agents to help with 3 areas. I'm not alien to how agent works and initially looking at setting this up as there are base templates I can use to start as a base before customising but I thought I see if someone can do it so I focus on other things.

1. Email - handling my outlook inbox. Categorising, draft responses and email sent to me summarisin things to focus on, outstanding etc

2. Bookkeeping - Xero/Quickbooks - pulliing unreconciled transactions, categorising based on blueprint, attempting other transactions and sending those to team via email with questions. Once confirmed and approved, post to Xero/Quickbooks via API intergrations.

3. Lead Gen - scaping ICP, qualifying them, identify angle of approach to win business. Run periodically and send to me via email or any other recommended medium. I want to start using Hubspot so could be there.

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Clarification Board Ask a Question

  • VCONN P.

    Hi,

    Could you please clarify the following:

    1. For the bookkeeping workflow, do you want both Xero and QuickBooks supported from the first version, or should one be implemented first?

    2. Do you already have the transaction categorisation blueprint/rules documented, including which situations must always be escalated for human review?

    3. For lead generation, do you already have a defined ICP and preferred data sources, or should those be proposed as part of the workflow?

    Looking forward to your reply!

  • SrashtaSoft

    Do you want all three systems built in parallel, or shipped one at a time (email → lead-gen → bookkeeping), and is there a budget range you're working with across them?
    For bookkeeping — is the categorisation "blueprint" already documented, and roughly how many unreconciled transactions a month are we talking about?
    For bookkeeping approvals — who signs off before something posts to Xero/QuickBooks: just you, or specific team members too?
    For lead-gen — do you already have an ICP defined, and is HubSpot live yet or should this start on email/Sheets and move over later?