MVP Statement of Advice Generator
Budget: $1,500 – $3,000 AUD
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
Deadline:
3–4 weeks for a completed MVP, with staged milestones along the way. Ideal start date would either be mid December or early January.
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
Deadline:
3–4 weeks for a completed MVP, with staged milestones along the way. Ideal start date would either be mid December or early January.