MVP Statement of Advice Generator

Заказчик: AI | Опубликовано: 29.11.2025

I need a technically strong operator (not a full-stack developer) to help me build an MVP “Statement of Advice Generator” for commercial insurance brokers. The system will take inputs from a form, uploaded PDFs, and an API, process them through an n8n workflow, and output a formatted Word document. This is a workflow and automation build, not custom software development. What the system needs to do (MVP) 1. Form + Data Intake Build a multi-step form (can be Typeform, Jotform, or simple web form) Capture client data Connect Typeform API to n8n so renewal data flows into the workflow 2. File Upload Handling Brokers upload: Prior insurance schedule (PDF) Policy wording (PDF) ISR schedule (PDF) Files go into n8n for OCR/parsing Extract text into structured fields 3. API Integration Connect to LMI RiskCoach API Pull risk profile data into the workflow Map the fields into the extraction layer 4. AI Extraction + Field Mapping Use OpenAI (or similar) inside n8n to: extract exposures extract sums insured extract endorsements identify coverage gaps pull ISR details Output a JSON object with the extracted fields 5. Validation Layer (Internal Only for MVP) A simple review step (can be: a temporary UI an n8n form a Retool screen ) User edits or confirms extracted fields Approved data fed back into workflow 6. Document Generation (Word only) Use a DOCX template Merge fields into sections (executive summary, risk overview, coverage recommendations, ISR summary, etc) Generate final Word document Provide download link + store in folder What skills I need Strong experience with n8n Ability to connect APIs (Typeform + 1 external API) Ability to structure and maintain workflows cleanly Familiar with AI-based extraction inside automations Comfortable with OCR tools and PDF parsing Experience generating Word documents from templates Strong English reading comprehension Able to follow detailed instructions No full-stack engineering required Deliverables Working n8n workflow with all components Integration with Typeform API Integration with LMI RiskCoach API Upload + OCR pipeline Extraction + mapping logic Simple validation interface Final Word document generator Clean documentation of workflow Notes This is an MVP and should be built lean. No custom front-end required beyond simple form screens. No database complexity. No UI design needed. Focus on automation, extraction, and document assembly. Please include in your reply: Examples of n8n workflows you have built Experience with API integrations Experience with OCR or PDF extraction Experience with AI or prompt-based extraction Availability + estimated timeline Your hourly or fixed-rate proposal