Hi @Ignatius,
Your requirement is quite straightforward and aligns well with the type of workflow automation projects we regularly deliver.
From my understanding, the work involves building four automated reporting workflows on top of your existing infrastructure:
• Weekly paired-record statement workflow with automated email distribution to two parties and a copied stakeholder.
• Weekly grouped-recipient statement workflow with automated distribution to external recipients and copied stakeholders.
• Month-end summary versions of both workflows.
Our team has extensive experience working with n8n, PostgreSQL, JavaScript Code nodes, scheduled automations, data transformation logic, and email-based reporting systems.
Relevant experience includes:
• Building scheduled n8n workflows that query PostgreSQL databases, aggregate records, apply custom business rules, and generate automated reports.
• Developing JavaScript-based processing logic within n8n Code nodes for grouping, filtering, summarization, and custom formatting.
• Implementing automated email delivery workflows with dynamic recipients, CC logic, templated content, and conditional routing.
• Creating recurring operational and financial reporting systems with weekly and month-end summary generation.
Since your data ingestion workflow, PostgreSQL database, self-hosted n8n instance, and Azure Communication Services integration are already in place, the implementation should be efficient and focused primarily on query design, grouping logic, email formatting, and workflow orchestration.
You can learn more about our capabilities at www.leotechnosoft.net
If you’d like to discuss the requirements further or share sample database structures and email formats, feel free to reach me directly at smith.j@leotechnosoft.net.
I’d be happy to review the details and provide a fixed-price estimate.
Regards