用 n8n 自动分诊项目需求：Airtable 记录 + OpenAI 分类 + 审批路由

Webhook 或手动触发 → 校验需求简报 → OpenAI 分类与风险评分 → Airtable 存储 → 按分数路由审批或直接交接 → 可选 Slack 通知与 Gmail 周报

给谁

需要为项目需求建立自动化 intake、分类、评分和审批路由的团队或运营负责人

你会得到

需求到达后自动完成完整性校验、AI 分类、风险评分、Airtable 记录、审批路由与交付交接；高风险项进入人工审批，每周自动生成运营摘要

你需要

n8n · airtable · slack · gmail

步骤

1. 准备 Airtable 与凭证

   在 Airtable 中创建一个表，包含以下字段（Triage_Score 为数字型，其余为文本型）：Request_ID, Request_Title, Request_Type, Requester, Requester_Email, Objective, Deliverables, Due_Date, Created_At, Status, Triage_Route, Triage_Score, Triage_Summary, Risk_Level, Recommended_Owner, Next_Action, Approval_Status, Assigned_Owner, Approver_Name。在 n8n 的 Set Request Triage Config 节点中填入你的 Airtable base ID、table ID、通知邮箱、Slack 频道 ID、风险阈值（high_risk_threshold 默认 70，approval_required_threshold 默认 45）。在 n8n Credentials 中添加 Airtable Personal Access Token、OpenAI API Key；如需启用 Slack/Gmail，则分别添加对应凭证。

2. 接收并校验需求简报

   工作流通过 Webhook（POST /project-request-triage）或手动触发接收需求。Normalize Project Request 节点将输入字段统一标准化（支持 body 对象或直接字段）。Check Brief Completeness 节点检查必填项：requester_name、requester_email、request_title、objective、deliverables、due_date。若缺失，则返回 400 及澄清问题列表；若完整，则进入分类步骤。

   运行提示词 · 来源原文。Normalize Project Request 节点的 JS Code 字段

   复制提示词

   const input = $input.first()?.json || {};
   
   const request = input.body && typeof input.body === 'object'
     ? input.body
     : input;
   
   const clean = (v) => String(v ?? '').trim();
   
   return [{
     json: {
       request_id: clean(request.request_id) || `REQ-${Date.now()}`,
       requester_name: clean(request.requester_name),
       requester_email: clean(request.requester_email),
       request_title: clean(request.request_title),
       objective: clean(request.objective),
       deliverables: clean(request.deliverables),
       due_date: clean(request.due_date),
       budget_status: clean(request.budget_status),
       required_systems: clean(request.required_systems),
       approvals_required: clean(request.approvals_required),
       business_impact: clean(request.business_impact),
       urgency: clean(request.urgency),
       data_sensitivity: clean(request.data_sensitivity),
       request_type_hint: clean(request.request_type_hint),
       request_source: input.body ? 'webhook' : 'manual',
       received_at: new Date().toISOString()
     }
   }];

   运行提示词 · 来源原文。Check Brief Completeness 节点的 JS Code 字段

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   const j = $input.first().json || {};
   
   const required = [
     'requester_name',
     'requester_email',
     'request_title',
     'objective',
     'deliverables',
     'due_date'
   ];
   
   const missing = required.filter(k => !String(j[k] || '').trim());
   
   const questions = [];
   if (!j.objective) questions.push('What business outcome should this request achieve?');
   if (!j.deliverables) questions.push('What specific outputs or deliverables are required?');
   if (!j.due_date) questions.push('What is the required delivery date?');
   if (!j.required_systems) questions.push('Which systems, tools or data sources are involved?');
   if (!j.approvals_required) questions.push('Who needs to approve the work or final output?');
   if (!j.budget_status) questions.push('Is budget or commercial approval already confirmed?');
   
   return [{
     json: {
       ...j,
       brief_complete: missing.length === 0,
       missing_required_fields: missing,
       clarification_questions: questions
     }
   }];

3. OpenAI 分类与风险评分

   完整简报进入 OpenAI Classify Request 节点。System 提示词要求模型仅依据提供的证据进行分类，返回固定 JSON 格式（request_type、delivery_route、summary、risks、dependencies、decision_needed、recommended_owner_type、complexity）。Parse Classification Result 节点解析并清理模型输出。Calculate Risk and Urgency 节点基于 urgency、business_impact、data_sensitivity、budget_status、ai_risks 数量、complexity、approvals_required 等维度进行确定性评分（0-100），并按阈值划分为 High Risk Review、Approval Required、Standard Triage 三路。

   运行提示词 · 来源原文。OpenAI Classify Request 节点的 System 提示词字段

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   You are a project triage assistant. Classify the request using only the supplied evidence.
   
   Return valid JSON with:
   request_type: one of Automation, Content Production, Data/Reporting, Integration, AI/Agent, Consulting, Other
   delivery_route: short plain-English route
   summary: max 80 words
   risks: array of concise risks
   dependencies: array
   decision_needed: array
   recommended_owner_type: short role label
   complexity: Low, Medium or High
   
   Do not invent budget, deadlines, systems, approvals or owners.

   运行提示词 · 来源原文。OpenAI Classify Request 节点的 User 提示词字段（n8n 表达式，运行时替换变量）

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   =Request title: {{$json.request_title}}
   Objective: {{$json.objective}}
   Deliverables: {{$json.deliverables}}
   Due date: {{$json.due_date}}
   Budget status: {{$json.budget_status}}
   Systems: {{$json.required_systems}}
   Approvals: {{$json.approvals_required}}
   Business impact: {{$json.business_impact}}
   Urgency: {{$json.urgency}}
   Data sensitivity: {{$json.data_sensitivity}}
   Request type hint: {{$json.request_type_hint}}
   
   Return only valid JSON.

   运行提示词 · 来源原文。Parse Classification Result 节点的 JS Code 字段

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   const input = $input.first().json || {};
   const raw =
     input.output?.[0]?.content?.find(c => c.type === 'output_text')?.text ||
     input.output?.[0]?.content?.[0]?.text ||
     input.text ||
     '';
   
   if (!raw) throw new Error('No classification output returned.');
   
   const cleaned = String(raw).replace(/```json/gi,'').replace(/```/g,'').trim();
   let parsed;
   try { parsed = JSON.parse(cleaned); }
   catch { throw new Error('Classification output was not valid JSON.'); }
   
   const source = $('Check Brief Completeness').first().json;
   
   return [{
     json: {
       ...source,
       request_type: parsed.request_type || 'Other',
       delivery_route: parsed.delivery_route || '',
       triage_summary: parsed.summary || '',
       ai_risks: Array.isArray(parsed.risks) ? parsed.risks : [],
       dependencies: Array.isArray(parsed.dependencies) ? parsed.dependencies : [],
       decisions_needed: Array.isArray(parsed.decision_needed) ? parsed.decision_needed : [],
       recommended_owner_type: parsed.recommended_owner_type || 'Delivery Lead',
       complexity: parsed.complexity || 'Medium'
     }
   }];

   运行提示词 · 来源原文。Calculate Risk and Urgency 节点的 JS Code 字段

   复制提示词

   const j = $input.first().json || {};
   
   let score = 0;
   const reasons = [];
   
   const urgency = String(j.urgency || '').toLowerCase();
   if (urgency === 'high') { score += 20; reasons.push('High urgency'); }
   else if (urgency === 'medium') score += 10;
   
   const impact = String(j.business_impact || '').toLowerCase();
   if (impact === 'high') { score += 20; reasons.push('High business impact'); }
   else if (impact === 'medium') score += 10;
   
   const sensitivity = String(j.data_sensitivity || '').toLowerCase();
   if (sensitivity.includes('sensitive') || sensitivity.includes('confidential')) {
     score += 20; reasons.push('Sensitive data involved');
   } else if (sensitivity.includes('internal')) {
     score += 5;
   }
   
   if (String(j.budget_status || '').toLowerCase().includes('unknown')) {
     score += 10; reasons.push('Budget not confirmed');
   }
   
   if ((j.ai_risks || []).length >= 3) {
     score += 10; reasons.push('Multiple delivery risks identified');
   }
   
   const complexity = String(j.complexity || '').toLowerCase();
   if (complexity === 'high') { score += 15; reasons.push('High complexity'); }
   else if (complexity === 'medium') score += 5;
   
   if (String(j.approvals_required || '').trim()) {
     score += 5;
   }
   
   score = Math.min(score, 100);
   
   const cfg = $('Set Request Triage Config').first().json || {};
   const high = Number(cfg.high_risk_threshold || 70);
   const approval = Number(cfg.approval_required_threshold || 45);
   
   let route;
   if (score >= high) route = 'High Risk Review';
   else if (score >= approval) route = 'Approval Required';
   else route = 'Standard Triage';
   
   return [{
     json: {
       ...j,
       triage_score: score,
       triage_risk_level: score >= high ? 'High' : score >= approval ? 'Medium' : 'Low',
       triage_route: route,
       score_reasons: reasons
     }
   }];

4. 存储记录并按分数路由

   If Needs Approval 节点按 triage_score >= approval_required_threshold（默认 45）分支。若需审批，Store Triage Record in Airtable 创建记录，状态设为 Approval Required / Pending；Prepare Approval Request Data 组装审批消息，可选 Post Approval to Slack（默认禁用）；若来自 Webhook，返回 202 Pending 响应。若无需审批，Store Standard Triage Record in Airtable 创建记录，状态为 In Triaging，直接进入 Assign Triage Owner。

   运行提示词 · 来源原文。Prepare Approval Request Data 节点的 JS Code 字段

   复制提示词

   let ctx = {};
   try { ctx = $('Calculate Risk and Urgency').item.json || {}; } catch {}
   const rec = $input.item.json || {};
   const f = rec.fields || {};
   if (!ctx.request_id) {
     // Fallback: rebuild context from the Airtable record that was just created.
     ctx = { request_id: f.Request_ID, request_title: f.Request_Title, request_type: f.Request_Type,
       requester_name: f.Requester, requester_email: f.Requester_Email, objective: f.Objective,
       deliverables: f.Deliverables, due_date: f.Due_Date, triage_route: f.Triage_Route,
       triage_score: f.Triage_Score, triage_summary: f.Triage_Summary, triage_risk_level: f.Risk_Level,
       recommended_owner_type: f.Recommended_Owner };
   }
   const j = ctx;
   return { json: {
     ...j,
     airtable_record_id: rec.id || '',
     triage_status: 'Approval Required',
     approval_status: 'Pending',
     next_action: 'Await human approval',
     approval_reason: `Triage score ${j.triage_score}/100 (${j.triage_risk_level}). Route: ${j.triage_route}.`,
     approval_message:
       `Approval required for ${j.request_title}\n\n` +
       `Request ID: ${j.request_id}\n` +
       `Summary: ${j.triage_summary}\n` +
       `Risk: ${j.triage_risk_level} (${j.triage_score}/100)\n` +
       `Due: ${j.due_date}\n` +
       `Budget: ${j.budget_status}\n` +
       `Recommended owner: ${j.recommended_owner_type}\n\n` +
       `POST the decision to /webhook/project-request-approval with request_id, decision and approver_name.`
   }};

5. 交付交接与状态回写

   Assign Triage Owner 将 recommended_owner_type 设为 assigned_owner，状态更新为 Assigned / In Progress。Prepare Handoff 构建结构化交接对象（含 request_id、title、objective、deliverables、due_date、request_type、delivery_route、owner、dependencies、decisions_needed、risks、next_action）。Patch Airtable Status 通过 HTTP PATCH 更新 Airtable 记录的 Status、Assigned_Owner、Next_Action、Approval_Status。若请求来自 Webhook，Send Triage Outcome 返回 JSON 响应；手动执行则进入 noOp 结束。

   运行提示词 · 来源原文。Assign Triage Owner 节点的 JS Code 字段

   复制提示词

   let ctx = {};
   try { ctx = $('Calculate Risk and Urgency').item.json || {}; } catch {}
   const rec = $input.item.json || {};
   const f = rec.fields || {};
   if (!ctx.request_id) {
     // Fallback: rebuild context from the Airtable record that was just created.
     ctx = { request_id: f.Request_ID, request_title: f.Request_Title, request_type: f.Request_Type,
       requester_name: f.Requester, requester_email: f.Requester_Email, objective: f.Objective,
       deliverables: f.Deliverables, due_date: f.Due_Date, triage_route: f.Triage_Route,
       triage_score: f.Triage_Score, triage_summary: f.Triage_Summary, triage_risk_level: f.Risk_Level,
       recommended_owner_type: f.Recommended_Owner };
   }
   
   return { json: {
     ...ctx,
     airtable_record_id: rec.id || '',
     assigned_owner: ctx.recommended_owner_type || 'Delivery Lead',
     triage_status: 'Assigned / In Progress',
     next_action: 'Schedule delivery kick-off and confirm scope, dependencies and milestones'
   }};

   运行提示词 · 来源原文。Prepare Handoff 节点的 JS Code 字段

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   const j = $input.item.json || {};
   return {
     json: {
       ...j,
       handoff_summary: {
         request_id: j.request_id,
         title: j.request_title,
         objective: j.objective,
         deliverables: j.deliverables,
         due_date: j.due_date,
         request_type: j.request_type,
         delivery_route: j.delivery_route,
         owner: j.assigned_owner,
         dependencies: j.dependencies || [],
         decisions_needed: j.decisions_needed || [],
         risks: j.ai_risks || [],
         next_action: j.next_action
       }
     }
   };

6. 人工审批决策

   独立审批 Webhook（POST /project-request-approval）接收 request_id、decision（APPROVED/REJECTED/CHANGES_REQUESTED）、approver_name。Normalise Approval Decision 校验输入后，Find Pending Airtable Request 按 Request_ID 查询记录，Prepare Approval Update 根据决策更新状态：APPROVED → Assigned / In Progress 并分配负责人；REJECTED → Closed / Declined；CHANGES_REQUESTED → Approval Required 并提示需修改。Patch Airtable Approval Result 写入更新，Send Approval Outcome 返回结果。

   运行提示词 · 来源原文。Normalise Approval Decision 节点的 JS Code 字段

   复制提示词

   const input = $input.first()?.json || {};
   const body = input.body && typeof input.body === 'object' ? input.body : input;
   const request_id = String(body.request_id || '').trim();
   const decision = String(body.decision || '').trim().toUpperCase();
   const approver_name = String(body.approver_name || '').trim();
   
   if (!request_id) throw new Error('request_id is required.');
   if (!['APPROVED','REJECTED','CHANGES_REQUESTED'].includes(decision)) {
     throw new Error('decision must be APPROVED, REJECTED or CHANGES_REQUESTED.');
   }
   
   return [{ json: {
     request_id,
     approval_decision: decision,
     approver_name,
     approval_received_at: new Date().toISOString()
   }}];

   运行提示词 · 来源原文。Prepare Approval Update 节点的 JS Code 字段

   复制提示词

   const lookup = $input.first()?.json || {};
   const decision = $('Normalise Approval Decision').first().json || {};
   const record = Array.isArray(lookup.records) ? lookup.records[0] : null;
   if (!record?.id) throw new Error('No Airtable triage record found for request_id.');
   
   const existing = record.fields || {};
   const approved = decision.approval_decision === 'APPROVED';
   const rejected = decision.approval_decision === 'REJECTED';
   
   let status = 'Approval Required';
   let nextAction = 'Reviewer requested changes before approval';
   if (approved) {
     status = 'Assigned / In Progress';
     nextAction = 'Schedule delivery kick-off and confirm scope, dependencies and milestones';
   } else if (rejected) {
     status = 'Closed / Declined';
     nextAction = 'Review rejection reason before resubmitting';
   }
   
   return [{ json: {
     ...existing,
     airtable_record_id: record.id,
     request_id: decision.request_id,
     approval_decision: decision.approval_decision,
     approver_name: decision.approver_name,
     approval_received_at: decision.approval_received_at,
     triage_status: status,
     next_action: nextAction,
     assigned_owner: approved ? (existing.Assigned_Owner || existing.Recommended_Owner || 'Delivery Lead') : ''
   }}];

7. 每周运营摘要

   Weekly Triage Summary Trigger 按设定时间（默认周五 15:00）触发。Set Weekly Reporting Config 配置 base/table ID 与通知邮箱。Fetch Open Triage Requests 通过 HTTP 查询 Airtable 中 Status ≠ Closed / Declined 的记录。Compile Weekly Summary 统计总数、各状态数量、blocked 数、无负责人数，并生成 Markdown 摘要。可选 Email Weekly Summary 通过 Gmail 发送（默认禁用）。该通道与需求 intake 完全隔离。

   运行提示词 · 来源原文。Compile Weekly Summary 节点的 JS Code 字段

   复制提示词

   const data = $input.first().json || {};
   const records = Array.isArray(data.records) ? data.records : [];
   
   const rows = records.map(r => ({ id: r.id, ...(r.fields || {}) }));
   
   const counts = rows.reduce((acc, r) => {
     const status = String(r.Status || 'Unknown');
     acc[status] = (acc[status] || 0) + 1;
     return acc;
   }, {});
   
   const blocked = rows.filter(r =>
     /information required|on hold|approval/i.test(String(r.Status || ''))
   );
   
   const noOwner = rows.filter(r => !String(r.Assigned_Owner || '').trim());
   
   return [{
     json: {
       total_open: rows.length,
       status_counts: counts,
       blocked_count: blocked.length,
       unassigned_count: noOwner.length,
       blocked_requests: blocked.slice(0, 10),
       unassigned_requests: noOwner.slice(0, 10),
       generated_at: new Date().toISOString(),
       markdown_summary: [
         '# Weekly Project Triage Summary',
         '',
         `Open requests: ${rows.length}`,
         `Blocked / awaiting action: ${blocked.length}`,
         `Unassigned: ${noOwner.length}`,
         '',
         '## Status counts',
         ...Object.entries(counts).map(([k,v]) => `- ${k}: ${v}`),
         '',
         '## Blocked / awaiting action',
         ...(blocked.length ? blocked.slice(0,10).map(r => `- ${r.Request_ID || ''} — ${r.Request_Title || 'Untitled'} — ${r.Status || ''}`) : ['- None'])
       ].join('\n')
     }
   }];

你是一个 n8n 工作流搭建助手。用户希望复现「项目需求自动分诊」模板。请按以下顺序协助：
1) 确认用户已准备 Airtable 表（18 个字段，Triage_Score 为数字）并获取 base/table ID；
2) 确认已配置 Airtable Personal Access Token、OpenAI API Key，以及可选的 Slack/Gmail 凭证；
3) 指导用户在 Set Request Triage Config / Set Weekly Reporting Config / Set Approval Config 中填入实际值；
4) 建议先用 Manual Execution Trigger + Set Example Request Data 测试完整流程（intake、clarification、approval、handoff、weekly），再切换到 Webhook 生产 URL；
5) 提醒：Slack 与 Gmail 节点默认禁用，需手动启用；手动执行不会进入 Respond to Webhook 节点。