Send daily case-priority email digests from Clio to firm attorneys

by Dele Tosh @ Protomated ✓ · 1 views · created 2026-08-24 · Personal Productivity

What this workflow does

This workflow has 18 nodes and runs on a schedule (cron 0 7 * * *). It uses only n8n's built-in nodes.

How it runs

Trigger: On a schedule (cron 0 7 * * *).

1. Fetch Open Tasks From Clio API (HTTP Request): calls an HTTP API (GET)
2. Fetch Upcoming Calendar Entries From Clio (HTTP Request): calls an HTTP API (GET)
3. Fetch Firm Users From Clio API (HTTP Request): calls an HTTP API (GET)
4. Split Task Records From Response (Split Out): splits a list into separate items
5. Split Calendar Entries From Response (Split Out): splits a list into separate items
6. Filter: keeps only the items that match a condition
7. Filter: keeps only the items that match a condition
8. Sort: sorts the items
9. Sort: sorts the items
10. Merge: merges the data from its input branches

…plus 6 more steps. See the full node list below.

Before you upgrade to n8n 3.0

Nodes used (11)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• HTTP Requestn8n-nodes-base.httpRequest
• Split Outn8n-nodes-base.splitOut
• Filtern8n-nodes-base.filter
• Sortn8n-nodes-base.sort
• Mergen8n-nodes-base.merge
• Coden8n-nodes-base.code
• Ifn8n-nodes-base.if
• No Operation, do nothingn8n-nodes-base.noOp
• Execute Sub-workflown8n-nodes-base.executeWorkflow
• Send Emailn8n-nodes-base.emailSend

From the author

Quick Overview This workflow runs daily at 7am to pull open tasks, upcoming calendar entries, and firm users from Clio, then groups items by attorney and emails each attorney a personalized priorities digest, while logging each send event via an internal…

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