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Use Case Showcase · For Tara Horn · Certified monday.com Expert

What we’ve shipped.

19 shipped systems · Monday · n8n · AI

Roll the Code · Partner showcase · April 2026

How to read this

Capability range, grouped by pattern.

19 systems, shipped. Grouped by capability pattern. Monday-deep work first — three cases that show how we extend, scale, and rescue Monday installations beyond what its native limits allow. Anonymised by industry pattern, not by client. We’re sharing this because the depth of your Monday certification work and the depth of our AI + n8n + Monday range overlap in ways that make a partnership conversation worth having.

4 categories · 19 cases · self-paced scroll

What’s inside

Four capability clusters.

Monday.com depth
3 Cases
Extending, scaling, and rescuing Monday installations beyond native limits.
Financial back-office automation
5 Cases
OCR, reconciliation, ledger automation, executive reporting.
AI-augmented operations
5 Cases
Recruitment, onboarding, customer support, operational intelligence, compliance.
Regulated systems & data integrity
6 Cases
GMP enforcement, audit trails, compliance documents, integration orchestration.
Category 01

Monday.com depth.

Three engagements where Monday’s native limits blocked the business — and how we extended around them.

3 Cases · Industries: Construction · Audio Tech · Machinery

Monday.com depth Construction Industry

Six years of project history. Lost in updates.

Challenge

An established construction firm runs its entire operation in Monday.com — six years of activity, hundreds of project items, thousands of update entries with mixed business and technical content. The team can no longer tell who owns what, what’s overdue, or what mattered last quarter. Salesforce and Sales Auto Pilot integrations exist but don’t help with the buried information.

Solution

Pulled six years of project data from Monday via n8n. Ran it through five parallel client-tuned AI nodes for extraction and structuring. Pushed the result back into Monday: actionable next-step items with owners and deadlines, plus a generated summary document on every project element to accelerate onboarding for new joiners.

Stack Monday n8n AI Extraction · 5 Parallel Nodes Salesforce Sales Auto Pilot
Outcome 6 Years Re-structured · Actions Re-inserted into Monday
Monday.com depth Audio Tech SME

Webshop on one side. Monday on the other. Manual in between.

Challenge

Audio tech company runs everything in Monday.com — but webshop activity (Unas.hu) was entered manually into Monday. Wholesale order grouping and verified dispatch happened entirely outside Monday because of platform limitations.

Solution

Built an n8n integration syncing Unas to Monday. Significant data cleansing required — Unas API delivers data in non-standard XML, requiring a bespoke parser. Added a custom admin board in Monday where the company head coordinates and dispatches orders with a few clicks, orchestrating the underlying n8n flows from a single Monday control board.

Stack Monday n8n Unas Webshop Custom XML Parser Admin UI on Monday
Monday.com depth Machinery · Woodworking Tools

Monday capped out. Field staff couldn’t find anything.

Challenge

Industrial woodworking tool manufacturer ran full project management in Monday but hit subscription limits — items spilled over, archives became unsearchable. Field sales and service staff couldn’t find customer info on site. Older staff struggled with mobile Monday admin, so daily admin lagged and miscommunication grew.

Solution

Built a parallel database in n8n Data Tables holding the full data model with cleaner business entity relationships than the native Monday structure. Monday showed leadership a simplified view. Sales and service staff queried info via a free-text chat interface from outside Monday, and could log their day’s activity in natural language — n8n AI agents inserted the right admin items into the right Monday tables and confirmed by email.

Stack Monday n8n Data Tables n8n AI Agents Chat Interface Email Confirmations
Category 02

Financial back-office automation.

Five engagements where finance teams lost hours daily to manual data shuffling — and got that time back.

5 Cases · Industries: Advertising · Hospitality · Holding · Manufacturing · Hospitality Group

Financial back-office automation Mid-market Advertising Agency

Vendor invoices in five formats and three languages. Every month.

Challenge

A mid-market advertising agency processes high volumes of vendor invoices monthly, arriving by email in varying formats and languages. Each one required manual entry into the bookkeeping software: invoice number, dates, amounts, VAT codes, vendor info — followed by attaching the PDF. Monotonous, time-intensive, error-prone — especially for cross-border and reverse-charge VAT cases.

Solution

Built an n8n-based pipeline using OCR plus AI extraction at 99% accuracy. Auto-files the PDF, pushes invoice header data into the ERP via API. The bookkeeper reviews, categorises, and finalises. The system never finalises automatically — that decision stays human.

Stack n8n OCR AI Extraction ERP API PDF Handling Email Trigger
Outcome 99% Extraction Accuracy · Human Stays in the Loop
Financial back-office automation Hotel Group · 5–6 Bank Sources

Five bank sources. Manual reconciliation. Daily.

Challenge

A corporate group running hotels in Budapest and across the country faced daily reconciliation pain. Cashier records had to be matched manually against statements from 5–6 banks and card processors — every transaction, every day. The reconciled data then had to be assembled by hand into an import file for the bookkeeping software.

Solution

Built an n8n-based system that takes over the full reconciliation. Reads the cashier record and all bank statements, matches transactions with intelligent pairing logic, and generates the import file directly. The bookkeeper just loads the finished file.

Stack n8n Intelligent Matching Multi-source Parsing Import File Generation
Financial back-office automation 31-Company Holding Group

Thirty-one companies. One monthly view. Four hours of work.

Challenge

A 31-company corporate group needed monthly visibility into the full portfolio’s financial position. Until now, the controlling team processed each company’s general ledger one by one, manually filtered relevant items against a defined chart of accounts, and assembled the executive report by hand. 4–6 hours every month, error-prone, often delivered late to decision-makers.

Solution

Built an n8n-based pipeline that processes all 31 ledgers automatically against the chart of accounts and produces a single consolidated, readable executive report. Refreshes monthly. Added an interactive dashboard visualising the most important financial indicators.

Stack n8n 31 Ledgers Chart of Accounts Automated Consolidation Interactive Dashboard
Outcome 4–6 Hours Monthly → Automated Pipeline
Financial back-office automation Manufacturing

Daily Excel reports. Manual every morning.

Challenge

Plant performance and daily traffic figures were assembled manually from Excel sheets every day. Staff spent significant time gathering, formatting, and laying out the reports. Leadership tried to read trends from raw tables — slow, hard to scan, error-prone.

Solution

Built an automated reporting system that pulls current data from existing sources at scheduled intervals, processes it, and produces visually formatted reports — no human assembly. Reports go out automatically, ready for leadership review.

Stack n8n Scheduled Pipeline Data Source Aggregation Auto-formatted Reports Automated Delivery
Financial back-office automation Hospitality Group · Multi-source Data

Multiple data sources. Days of compilation. Surface-level insight.

Challenge

Monthly executive reporting required days of manual work pulling data from multiple sources — financial statements, revenue figures, market data, customer feedback. The aggregation and analysis was repetitive and time-intensive. Worse, manual processing kept the analysis shallow.

Solution

Built an automated reporting system that collects data from all sources. AI analysis surfaces trends and patterns in customer feedback and market data, then everything is assembled into a formatted, executive-level monthly report.

Stack n8n Multi-source Collection AI Trend Analysis Automated Report Assembly
Category 03

AI-augmented operations.

Five engagements where AI handles repeatable cognitive work — and humans stay in the decision loop.

5 Cases · Domains: HR · Customer Support · Operational Intelligence · Compliance

AI-augmented operations HR · High-volume Recruitment

Hundreds of CVs per role. Days of screening.

Challenge

Certain roles attract high volumes of applications, and manual CV review can take days. HR spends most of their time on initial screening rather than interviews and selection. Strong candidates can slip through manual review, and scoring is subjective and hard to reproduce.

Solution

An AI-based recruiting assistant that processes applications automatically. Extracts relevant CV data, scores and ranks candidates against the position requirements, produces a summary report for HR. Human decision-making stays — AI handles only the pre-screen.

Stack AI CV Parsing Structured Scoring HR Summary Report
AI-augmented operations HR · Internal Knowledge Base

New joiners ask the same questions. Senior staff answer them.

Challenge

New hire onboarding is a recurring challenge as companies grow. Internal processes, systems, and policies live scattered — in documents, in emails, in the heads of experienced colleagues. New joiners’ questions consume existing team time, and the quality of onboarding depends on who happens to be available.

Solution

A knowledge-base AI assistant integrated into the company’s internal system as a chat surface. Trained on company documents and policies. New joiners can ask in natural language, get consistent, knowledge-base-grounded answers. Always current as the documents update.

Stack AI Document Ingestion Knowledge Base Chat Interface Natural Language Q&A
AI-augmented operations Customer Support · Website

Out-of-hours leads. Lost.

Challenge

Visitors to the company website got customer support responses only during business hours. Repetitive questions tied up support capacity. Response times ran from hours to days. Out-of-hours leads went unanswered — and easily lost.

Solution

An AI chatbot integrated into the company website, trained on services and product information. Answers visitor questions in natural language, hands off to a human when needed, captures lead data for sales.

Stack AI Website Integration Knowledge Base Human Handoff Lead Capture
AI-augmented operations Cross-functional · Unstructured Data

Leadership can’t read every status update daily.

Challenge

Leaders and decision-makers can’t read every project status update daily, but they need fast, contextual answers without manually browsing entries.

Solution

An embedded AI assistant processing real-time data: trigger recognition (e.g., emoji-based categorisation — 🔴 = critical, ✅ = done), natural language search, structured answer generation. The user asks, the AI answers from all available data — including non-English content.

Stack AI Real-time API Trigger Recognition LLM Contextual Generation Inline Chat Widget
AI-augmented operations Legal · Compliance · NIS2 Directive

Hundreds of legal questions. Thousands of pages of policy. Weeks of work.

Challenge

Hundreds of legal questions across multiple Google Sheets, thousands of pages of legal text across documents. Answers had to be matched precisely, in audit format. A full legal team’s worth of work.

Solution

An n8n-based pipeline reads questions from the sheets one by one, searches vectorised documents for answers, and inserts the result back into the original sheet next to the question with the source location.

Stack n8n Google Sheets Vectorised Document Search AI Answer Matching In-place Insertion
Outcome Weeks of Legal Work → 30 Minutes Runtime
Category 04

Regulated systems & data integrity.

Six engagements where regulation, audit, or data quality demand a system that doesn’t compromise.

6 Cases · Domains: GMP Manufacturing · Compliance · Data Integrity · Integration Orchestration

Regulated systems & data integrity Regulated Manufacturing · Cosmetics · Food · Pharma

Skip a step in regulated manufacturing. Get sued.

Challenge

In regulated industries — cosmetics, food, pharmaceuticals — skipping or reordering manufacturing steps creates product safety and legal risk. Human judgement is not a reliable gatekeeper.

Solution

Multi-step manufacturing workflow where every state transition (material issue → filling → labelling → packaging → QC) requires role-based approval. The system enforces order, blocks invalid transitions, validates business rules — for example, a 60-day maturation requirement: if someone tries to use an immature batch, hard block, no override.

Stack State Machine Role-based Approval Chain Rule Engine Auto Batch Numbering Human-in-the-loop Export Review
Regulated systems & data integrity Data Integrity · Cross-system

Database inconsistencies surface only when they cause damage.

Challenge

In complex systems, database inconsistencies — NULL fields, orphan records, constraint violations — accumulate quietly. They surface only when they cause business issues.

Solution

Scheduled health check runs twice daily, 8+ consistency checks. Automated HTML email alerts on failure. Separate daily 6am system health check, weekday 7am QC summary covering open approvals, expired processes, QC status.

Stack Cron-based Edge Functions 8+ Consistency Checks HTML Email Alerts Configuration Drift Detection Auto-remediation Suggestions
Regulated systems & data integrity GMP Manufacturing Environment

Every material movement, tracked. Manual entry doesn’t scale.

Challenge

In manufacturing environments, every material movement must be tracked under GMP — but manual entries are error-prone, slow, and don’t scale. One manufacturing step can trigger multiple warehouse movements.

Solution

Event-driven system where one production action automatically triggers all related warehouse movements (e.g., material issue W01→W04, scrap W04→W09, finished product W06→W07). Generic audit trigger on 51 tables — every INSERT/UPDATE/DELETE auto-logged: who, what, when, old value, new value.

Stack Database Triggers 51 Tables Generic Audit Logging In-app Error Reporting 138+ Row Level Security Policies
Regulated systems & data integrity Regulated Industries · Real Estate · Construction · Finance

Document format and completeness — strictly required, manually error-prone.

Challenge

In regulated industries — real estate, construction, finance — document format, content, and completeness must meet strict requirements. Manual document generation creates errors and inconsistency.

Solution

A structured-input-schema-driven system that validates required fields, generates content with AI, applies logical completeness checks, and exports to Word and PDF — enforcing a unified format organisation-wide.

Stack Structured Schema Required Field Validation AI Content Generation Logical Validation Word/PDF Export Pipeline
Regulated systems & data integrity Cross-industry · Data Ingestion

Mixed-format inputs. No system that takes them all.

Challenge

Companies often receive non-uniform data — PDFs, Excel files, free text, scraped URLs. Manual processing is slow, error-prone, and doesn’t scale.

Solution

Automated pipeline accepts raw sources, normalises fields to a configurable schema, AI-enriches (description generation, categorisation, missing field filling), exports to system-compatible format. UI side for mapping configuration and preview.

Stack Multi-format Parsing Configurable Schema Mapping AI Enrichment CSV/JSON Export UI Preview
Regulated systems & data integrity Cross-system · Multi-workspace

Multiple workspaces. Multiple accounts. No unified view.

Challenge

Companies often run multiple workspaces, accounts, or external systems in parallel. Data is scattered, manual switching is constant, and there’s no unified view.

Solution

Recurring pattern: a single user connects multiple external accounts/systems. The system stores credentials per source, the backend uses the correct token per API call. Data appears grouped by source on a unified surface.

Stack Parallel OAuth Sessions Per-source Token Routing Composite Unique Keys Source-based Data Grouping Disconnected Source Handling
The common pattern

Senior-led, AI-accelerated, human-approved.

  • 01 Human in every loop. AI does the work; humans approve the merges.
  • 02 n8n as the backbone. Connecting tools, scheduling, routing — invisible plumbing.
  • 03 Spec-aligned delivery. Brief → PRD → Audit → Build → Deliver. Every gate, an explicit approval.
  • 04 Senior architect sign-off. No AI-generated work reaches production unreviewed.
What we build with

The stack.

Monday.com
n8n
Anthropic Claude API
OpenAI
Supabase
Resend
Google Workspace
Slack
Where next

Let’s explore partnership.

If anything in this showcase opens a conversation worth having, the simplest next step is a 30-minute call with Antal Károlyi — Business Development at Roll the Code.

Book a Discovery Call rollthecode.com/contact
Response within 24h · No obligation · NDA on request
Board of Directors
Antal Károlyi, PhD Business Development & Investor Relations First stop for partnership conversations
Réka Víg AI Product Strategy & UX Design Greenfield MVPs · Validation sprints
Zoltán Héczei AI Workflow Automation & Partnerships Monday · n8n · CRM scope