Generate legal ops briefings with Claude, Clio, Plaid, AppFolio & Google
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 50 nodes and runs on a schedule (every day) (plus 7 other triggers). Along the way it connects Anthropic Chat Model, Slack, Gmail and Google Calendar and 2 more.
How it runs
Trigger: On a schedule (every day) (plus 7 other triggers).
- ⚙️ Workflow Configuration (Edit Fields (Set)): sets or maps fields
- Switch: routes items into branches
- Google Calendar: uses Google Calendar
- Split Out: splits a list into separate items
- Code: runs custom JavaScript code
- Slack: uses Slack
- Parse Slack Command (Code): runs custom JavaScript code
- Clio: Fetch Matter Data (HTTP Request): calls an HTTP API
- Plaid: Fetch Trust Account Transactions (HTTP Request): calls an HTTP API
- Plaid: Fetch Operating Account Balance (HTTP Request): calls an HTTP API
…plus 25 more steps. See the full node list below.
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.
- Still check Slack Trigger requires a signing secret on the Slack API credential (Slack Trigger: Team Commands).
- Still check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll) (Gmail Trigger: Intake Requests).
Nodes used (30)
- Edit Fields (Set)
n8n-nodes-base.set - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Manual Trigger
n8n-nodes-base.manualTrigger - HTTP Request
n8n-nodes-base.httpRequest - Wait
n8n-nodes-base.wait - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Stop and Error
n8n-nodes-base.stopAndError - AI Agent
@n8n/n8n-nodes-langchain.agent - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Slack Tool
n8n-nodes-base.slackTool - Gmail Tool
n8n-nodes-base.gmailTool - Google Calendar Tool
n8n-nodes-base.googleCalendarTool - Google Drive Tool
n8n-nodes-base.googleDriveTool - Switch
n8n-nodes-base.switch - Filter
n8n-nodes-base.filter - Google Sheets
n8n-nodes-base.googleSheets - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - Google Calendar
n8n-nodes-base.googleCalendar - Google Drive
n8n-nodes-base.googleDrive - Aggregate
n8n-nodes-base.aggregate - Split Out
n8n-nodes-base.splitOut - Slack Trigger
n8n-nodes-base.slackTrigger - Gmail Trigger
n8n-nodes-base.gmailTrigger - Google Calendar Trigger
n8n-nodes-base.googleCalendarTrigger - Webhook
n8n-nodes-base.webhook - Error Trigger
n8n-nodes-base.errorTrigger
From the author
Quick overview This workflow runs on a daily schedule (or manually) to pull matter, billing, and financial/property data from Clio, Plaid, and AppFolio, sanitize it for attorney-client privilege and PII, generate operational briefings with Anthropic Claude,…