Route Clio draft pre-bill review and escalation emails with SMTP

Quick Overview This workflow pulls draft pre-bills from Clio, sends monthly grouped review emails to responsible attorneys, and runs daily checks to nudge or escalate stale drafts via email while logging each internal notification to a separate audit workflow. How it works 1. Runs on a monthly schedule and fetches all draft pre-bills from the Clio bills API. 2. Groups the draft pre-bills by each matter’s responsible attorney and skips processing if no drafts are found. 3. Builds and sends one internal review email per attorney listing their draft pre-bills with a link to Clio, and logs the routing event by calling a separate guardrail/audit workflow. 4. Runs daily on a schedule and fetches the current list of draft pre-bills from Clio. 5. Calculates how long each pre-bill has been in draft and selects only those hitting reminder, urgent, or overdue thresholds. 6. Sends grouped reminder/urgent emails to attorneys for due items and sends grouped escalation emails to the managing partner for overdue items, logging each notification through the guardrail/audit workflow. Setup 1. Add a Clio OAuth2 credential, set the CLIOBASEURL variable, and ensure your Clio app has access to the bills endpoint. 2. Add an SMTP email credential and set the sender/recipient variables used in messages (at minimum FIRMFROMEMAIL and FIRMPARTNEREMAIL). 3. Set n8n Variables for firm context and thresholds as needed (for example FIRMNAME, FIRMCLIOBILLINGURL, FIRMPREBILLREMINDERDAYS, FIRMPREBILLURGENTDAYS, FIRMPREBILLESCALATEDAYS, and FIRMPREBILLESCALATEREPEATDAYS). 4. Configure and deploy the guardrail/audit sub-workflow referenced by GUARDRAILWORKFLOWID so logging calls succeed.