Automation case study

BIF Payment Claims

A construction-coordination workflow that records payment claims, tracks agreed response dates, surfaces aging items, and prepares follow-up prompts for human review. Administrative support only — not legal advice.

Self-initiated portfolio build Construction coordination Human review stays in control

At a glance

Reads & records

Claimant, project, amount, claim date and agreed timing inputs are captured in the register.

Computes timing

The workflow calculates a tracking date from the configured contract or statutory timing input.

Reminds

T-7, T-3 and T-1 reminders surface approaching response dates, with a T-10 nudge where used.

Escalates

Aging, overdue and window-closed items are surfaced for builder review and action.

Client type: Residential builder, QLD — multiple payment claims moving across active projects.

The problem

Payment claims arrive while the builder is managing projects, trades, homeowners and site decisions. The claim may be recorded somewhere, but the response date, current status and next action can remain difficult to see across multiple jobs.

The coordination risk is not just forgetting a document. It is losing visibility of which claim is approaching a configured response date, which item is overdue, and who needs to review the next action.

How the system works

The documented build separates intake, register computation, cadence reminders, draft-and-approve follow-up, visible logging and exception handling. It supports administrative visibility; it does not decide legal rights or replace professional advice.

BIF Payment Claims workflow showing claim intake, register and timing computation, T-7 T-3 and T-1 reminders, draft follow-up review, register updates and error handling.

Explanatory workflow visual based on the documented portfolio build — not a live n8n canvas screenshot.

Inside the build

The build uses structured claim fields and configured timing inputs so the register can show status, dates, reminder points and follow-up context in one place.

BIF Payment Claims build logic showing claim register fields, timing inputs, reminder cadence, human review and audit trail.

Explanatory build-detail visual derived from the documented workflow logic.

Actual build evidence

This is an authentic n8n canvas screenshot from the BIF Payment Claims build. It provides build evidence; the System Workflow and Build Logic SVGs remain the clearer client-readable explanations.

Authentic n8n canvas screenshot of the BIF Payment Claims workflow, showing register computation, cadence scheduling, draft approval, digest and audit paths, holiday refresh, and error handling.

Actual n8n build screenshot supplied for this portfolio case study. Click the image for an in-page larger view.

Controls & exceptions

Timing inputs remain reviewable

The workflow tracks configured contract or statutory timing inputs; the responsible team must confirm which timing applies.

Follow-up is prepared for review

Prompts and draft approval paths support the next action without making a legal or commercial decision.

Aging and overdue items are surfaced

Reminder cadence and window-closed handling make approaching or overdue items visible for builder attention.

Failures are recorded

Error and delivery paths report failures and preserve an audit trail instead of silently dropping the item.

What stays human-controlled

Automation supports register visibility, timing reminders, logging and follow-up preparation. The builder and responsible advisers retain legal interpretation, construction and commercial judgement, response approval, negotiation, dispute decisions and authorised client-facing action.

Tools used

n8nGoogle SheetsGmailSlackMoonshot AI · Kimi K2.6
Portfolio disclosure: This is an independently developed portfolio build, not a paid-client case study. It shows how Anna designs reusable workflow systems around recurring construction coordination problems. Builder approvals, commercial decisions, contractual decisions and site actions remain with the builder and responsible project team.