Templates / Triage law firm intake emails with Gmail, Slack, Google Sheets, and Claude

Triage law firm intake emails with Gmail, Slack, Google Sheets, and Claude

Ready for 3.0

by Amplence ✓ · 35 views · created 2026-10-01 · Ticket Management, AI Summarization

Ready 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 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).

  1. Firm settings (Edit Fields (Set)): sets 7 fields: firmName, jurisdiction, intakeSheetId…
  2. Sample enquiry (Edit Fields (Set)): sets 5 fields: isTest, fromName, fromEmail…
  3. Normalise enquiry (Code): runs custom JavaScript code
  4. Extract parties and dates (Information Extractor): extracts structured fields from text with AI, with model: Claude (extraction)
  5. Read conflict register (Google Sheets): uses Google Sheets
  6. Conflict check (code) (Code): runs custom JavaScript code
  7. Conflict found? (If): checks a condition and branches into true / false
  8. Conflict hold (Code): runs custom JavaScript code
  9. Limitation check (code) (Code): runs custom JavaScript code
  10. Alert: conflict hold (Slack): uses Slack

…plus 9 more steps. See the full node list below.

Services it uses

GmailInformation ExtractorAnthropic Chat ModelGoogle SheetsAI AgentStructured Output ParserSlack

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)

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…

Excerpt from Amplence's description on n8n.io.

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

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