Chase client documents with WhatsApp, Gmail, Google Sheets and GPT-4o-mini
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 42 nodes and runs when someone submits an n8n form (“New Client Document Request”) (plus 4 other triggers). Along the way it connects Google Drive, Google Sheets, Gmail and OpenAI.
How it runs
Trigger: When someone submits an n8n form (“New Client Document Request”) (plus 4 other triggers).
- Set Intake Config (Edit Fields (Set)): sets 21 fields: firm_name, firm_phone, team_email…
- Set Upload Config (Edit Fields (Set)): sets 21 fields: firm_name, firm_phone, team_email…
- Set Chaser Config (Edit Fields (Set)): sets 21 fields: firm_name, firm_phone, team_email…
- Set Board Config (Edit Fields (Set)): sets 21 fields: firm_name, firm_phone, team_email…
- Normalize Request Data (Code): runs custom JavaScript code
- Find Request in Tracker (Google Sheets): uses Google Sheets
- Get All Requests (Google Sheets): uses Google Sheets
- Get Board Data (Google Sheets): uses Google Sheets
- Create Client Drive Folder (Google Drive): work with folder
- Request Found? (If): checks a condition and branches into true / false
…plus 27 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.
Nodes used (12)
- HTTP Request
n8n-nodes-base.httpRequest - Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - Google Drive
n8n-nodes-base.googleDrive - Google Sheets
n8n-nodes-base.googleSheets - Gmail
n8n-nodes-base.gmail - n8n Form Trigger
n8n-nodes-base.formTrigger - Schedule Trigger
n8n-nodes-base.scheduleTrigger - OpenAI
@n8n/n8n-nodes-langchain.openAi - Respond to Webhook
n8n-nodes-base.respondToWebhook - If
n8n-nodes-base.if
From the author
Quick overview This workflow collects client document requests for a CA firm, creates a Google Drive folder and Google Sheets tracker entry, and sends upload links via WhatsApp Cloud API and Gmail, then chases pending items with OpenAI-written reminders, logs…