My First n8n Project – Automating for an NDIS Provider

With big thanks to

's wonderful video tutorials and my assistant ChatGPT 5, over the past two weeks, I built my first automation system in n8n for an NDIS Provider client — and it’s already saving them hours each week.

The Problem

Their intake process was manual and messy: client info had to be retyped into the CRM, documents were hard to manage, and admins struggled to keep track.

The Workflow

Form → CRM: Client fills an intake form, info auto-added to CRM.
Slack Alerts: Extra details go straight to the admin team for quick review.
Docs → OneDrive: Uploaded files stored in the client’s own folder + added to a master CSV list.
Chatbot Bonus: Handles FAQs about services.

The Impact