Triage law firm intake emails with Gmail, Slack, Google Sheets, and Claude
Ready for 3.0What this workflow does
This AI workflow has 25 nodes and runs on Gmail events (plus 1 other trigger). Along the way it connects Gmail, Information Extractor, Anthropic Chat Model and Google Sheets and 3 more.
How it runs
Trigger: On Gmail events (plus 1 other trigger).
- Firm settings (Edit Fields (Set)): sets 7 fields: firmName, jurisdiction, intakeSheetId…
- Sample enquiry (Edit Fields (Set)): sets 5 fields: isTest, fromName, fromEmail…
- Normalise enquiry (Code): runs custom JavaScript code
- Extract parties and dates (Information Extractor): extracts structured fields from text with AI, with model: Claude (extraction)
- Read conflict register (Google Sheets): uses Google Sheets
- Conflict check (code) (Code): runs custom JavaScript code
- Conflict found? (If): checks a condition and branches into true / false
- Conflict hold (Code): runs custom JavaScript code
- Limitation check (code) (Code): runs custom JavaScript code
- Alert: conflict hold (Slack): uses Slack
…plus 9 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 Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll) (New intake email).
Nodes used (13)
- Gmail Trigger
n8n-nodes-base.gmailTrigger - Manual Trigger
n8n-nodes-base.manualTrigger - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - Information Extractor
@n8n/n8n-nodes-langchain.informationExtractor - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail
From the author
Quick overview This workflow monitors a Gmail intake label, uses Anthropic Claude and a Google Sheets checklist to generate an internal triage brief, runs deterministic conflict and limitation screening in code, posts outcomes to Slack, replies with a fixed…