Automate loan document analysis with Mistral OCR and GPT for underwriting decisions
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 10 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Microsoft OneDrive and OpenAI Chat Model.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Search a folder (Microsoft OneDrive): search (folder)
- Get items in a folder (Microsoft OneDrive): work with folder
- Loop Over Items (Loop Over Items (Split in Batches)): loops over the items in batches
- Combine the Data (Code): runs custom JavaScript code
- Download a file (Microsoft OneDrive): download
- AI Agent: runs an AI agent, with model: OpenAI Chat Model
- Extract text (Mistral AI): uses Mistral AI
- Classify the File (Code): runs custom JavaScript code
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- Microsoft OneDrive
n8n-nodes-base.microsoftOneDrive - Mistral AI
n8n-nodes-base.mistralAi - Code
n8n-nodes-base.code - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Manual Trigger
n8n-nodes-base.manualTrigger - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches
From the author
LOB Underwriting with AI This template ingests borrower documents from OneDrive, extracts text with OCR, classifies each file (ID, paystub, bank statement, utilities, tax forms, etc.), aggregates everything per borrower, and asks an LLM to produce a clear…