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How we built two AI-driven workflows in n8n for Seed Real Estate — one centralising deal management from ClickUp to Slack with Airtable as system of record, another reconciling bank statements and InvoiceExpress invoices with AI-powered transaction categorisation.
The investment property market demands rapid analysis and responsiveness. The Seed Real Estate in-house team comprises a range of roles — from agents and back-office staff to marketing and finance. However, they were working in silos with no shared visibility of the status of each deal. Information was scattered, delays were common, and decisions were made in the dark.
The operation relied on email communication and department-specific checklists, with no centralised system. It was unclear what the current status of each project was, who was responsible for each task, or what the status of payments was. Information was scattered and the risk of operational failure was very high. Scaling up under this model became unfeasible.
The team needed both visibility (a single view of every deal in flight) and reconciliation (an automated way to keep finance synchronised with operations) — without each new deal multiplying the manual workload across departments.
Email communication and department-specific checklists meant nobody had a single view of where each deal stood, who owned what, or what the payment status was. Information lived in fragments across teams.
As deal volume grew, manual coordination between departments became increasingly fragile. Scaling the operation under that model was unfeasible — the model didn't break linearly, it broke exponentially.
n8n detects when a deal is created or edited in ClickUp and extracts relevant data. The data is automatically imported into Airtable as the central source of truth. A dedicated Slack channel is created with all necessary information, and the deal owners are immediately invited — collapsing what used to be three manual steps into one event.
Every 6 hours, n8n checks Google Drive for new bank statement files. Each transaction is extracted, deduplicated against Airtable, and categorised — by direct rules where a seller is known, by OpenAI where context is needed. New invoices from InvoiceExpress are recorded automatically. The team gets a continuously up-to-date financial view without anyone touching Excel.
Every new or edited deal in ClickUp flows automatically into Airtable as the single source of truth.
Each deal gets a dedicated Slack channel with deal context pre-loaded — ready for the team to act in.
Deal owners and relevant stakeholders are automatically invited to the new channel. No manual onboarding step.
n8n monitors a Google Drive folder for new bank statement .xlsx files and extracts every transaction with deduplication.
Transactions with a known seller are auto-categorised. Those without context are categorised by OpenAI — with the rationale logged.
Whenever a new invoice is generated in InvoiceExpress, n8n records all invoice details in Airtable — finance and operations stay in sync.
With deal data centralised and current, simulations run on real data — faster and more reliable than the previous patchwork of spreadsheets.
Manual effort and reliance on Excel were both reduced. Airtable is now the source of truth across deals and finance.
Greater financial clarity for decision-making — the team works from current data, not yesterday's spreadsheet snapshot.
Designed to scale and integrate new features as the operation grows. Each new workflow plugs into the existing n8n + Airtable + Slack pipeline.
Built on n8n for orchestration, Airtable as system of record, and OpenAI for transaction categorisation. ClickUp, Google Drive, Slack, and InvoiceExpress are connected as source/destination integrations — no replacement of existing tools.
We offer a no-obligation introductory and assessment session. We'll identify the problem, the conditions for success, and the right approach for your organisation.