Match users with financial aid programs using GPT 5-Nano with automatic letters & emails
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 17 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI Chat Model and Slack.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Extract User Profile (Edit Fields (Set)): sets 9 fields: income, employment_status, household_size…
- Financial Programs Database (Edit Fields (Set)): sets 1 field: programs_data
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; output parser: JSON Output Parser
- Parse AI Response (Code): runs custom JavaScript code
- AI Agent: runs an AI agent, with model: OpenAI Letter Generator
- Extract Letter (Edit Fields (Set)): sets 1 field: assistance_letter
- AI Agent: runs an AI agent, with model: OpenAI Email Generator; output parser: JSON Email Parser
- Parse Email Data (Code): runs custom JavaScript code
- Prepare Slack Summary (Edit Fields (Set)): sets 1 field: summary
- Send Slack Notification (Slack): uses Slack
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent - Program Matcher (v1.7), AI Agent - Letter Writer (v1.7), AI Agent - Email Drafter (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Agent - Program Matcher (v1.7), AI Agent - Letter Writer (v1.7), AI Agent - Email Drafter (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (8)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Code
n8n-nodes-base.code - Slack
n8n-nodes-base.slack - Respond to Webhook
n8n-nodes-base.respondToWebhook
From the author
How It Works The webhook receives incoming profiles and extracts relevant demographic, financial, and credential data. The workflow then queries the programs database to identify suitable options, while the AI generates personalized recommendations based on…