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Bionic Adviser · September 28 · 37 min

Episode 3 - N8N with Phil Teale

N8N is the best-kept secret in financial planning tech, and I say that as someone who can no longer run Arboretum without it. Phil Teale of Teale Pen & Pixel builds n8n workflows for advice firms every day, and joins me to explain what it actually is: a visual canvas where you wire your systems together, with none of Zapier's per-step pricing — about £20 a month on their cloud, or £8 self-hosted. We get into meeting note takers, suitability report generators, Phil's chatbot that queries the FCA Handbook, why owning your automations matters, as well as the downside: a real learning curve, and workflows that break.

0:00-37:50
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N8N is the best-kept secret in financial planning tech, and I say that as someone who can no longer run Arboretum without it. 

Phil Teale of Teale Pen & Pixel builds n8n workflows for advice firms every day, and joins me to explain what it actually is: a visual canvas where you wire your systems together, with none of Zapier's per-step pricing — about £20 a month on their cloud, or £8 self-hosted. 

We get into meeting note takers, suitability report generators, Phil's chatbot that queries the FCA Handbook, why owning your automations matters, as well as the downside: a real learning curve, and workflows that break.

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