Templates / Chase missing client documents from Google Sheets with OpenAI and Gmail

Chase missing client documents from Google Sheets with OpenAI and Gmail

Ready for 3.0

by NewBrainsAI · 1 views · created 2026-10-04 · Document Extraction, 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 8 nodes and runs on a schedule (cron 0 8 * * 1-5). Along the way it connects Google Sheets, OpenAI and Gmail.

How it runs

Trigger: On a schedule (cron 0 8 * * 1-5).

  1. Settings (Edit Fields (Set)): sets 6 fields: sheetId, firmName, replyTo…
  2. Get open requests (Google Sheets): uses Google Sheets
  3. Work out the next step (Edit Fields (Set)): sets 3 fields: remindersSent, daysSinceLast, step
  4. Is a message due? (If): checks a condition and branches into true / false
  5. Write the email (OpenAI): uses OpenAI
  6. Send the email (Gmail): uses Gmail
  7. Record the reminder (Google Sheets): update

Services it uses

Google SheetsOpenAIGmail

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.

Nodes used (6)

From the author

Quick Overview This workflow runs every weekday morning to read open document requests from Google Sheets, uses OpenAI to draft reminder emails in your firm’s tone, sends them via Gmail, and updates the sheet with the last-sent date and reminder count. How it…

Excerpt from NewBrainsAI's description on n8n.io.

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

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