Chase overdue client documents with Clio and SMTP email escalations

by Dele Tosh @ Protomated ✓ · 8 views · created 2026-08-26 · Document Extraction

What this workflow does

This workflow has 20 nodes and runs on a schedule (cron 0 8 * * *). It uses only n8n's built-in nodes.

How it runs

Trigger: On a schedule (cron 0 8 * * *).

1. Fetch Firm Users From Clio (HTTP Request): calls an HTTP API (GET)
2. Fetch Open Matters From Clio (HTTP Request): calls an HTTP API (GET)
3. Fetch Outstanding Document Tasks From Clio (HTTP Request): calls an HTTP API (GET)
4. Split Out: splits a list into separate items
5. Filter: keeps only the items that match a condition
6. Calculate Overdue Days And Tier (Code): runs custom JavaScript code
7. Filter: keeps only the items that match a condition
8. Check For Reminders Today (Code): runs custom JavaScript code
9. If: checks a condition and branches into true / false
10. Build Document Reminder Email Body (Code): runs custom JavaScript code

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

Before you upgrade to n8n 3.0

Nodes used (9)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• HTTP Requestn8n-nodes-base.httpRequest
• Split Outn8n-nodes-base.splitOut
• Filtern8n-nodes-base.filter
• 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 and uses the Clio API to find overdue “Document Request” tasks, then sends tiered reminder emails to clients via SMTP after passing them through a compliance approval sub-workflow, and escalates urgent items to internal…

View the original on n8n.io → Check your own copy