60
A2A
Chase client documents with WhatsApp, Gmail, Google Sheets and GPT-4o-mini
n8n-workflow-20432.n8n.io
· n8n.io
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 activity, and serves a password-protected status board. How it works 1. Accepts a new document request either from a staff form submission or a POST webhook and normalizes the client details, due date, and required-document list. 2. Creates a dedicated client folder in Google Drive and appends a new tracking row in Google Sheets with the upload link and reminder schedule. 3. Sends the initial document request to the client via a WhatsApp Cloud API template message and a Gmail email containing the checklist and personal upload link, then logs the request in the Google Sheets activity log. 4. Receives client uploads through an n8n Form, looks up the matching request in Google Sheets, saves each uploaded file into the client’s Google
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Trust score
60/100
grade C · 2 of 9 criteria apply
Uptime
not graded
catalogue listing · no agent card to probe
Observed inflow · 30d
—
no payment wallet declared
Invocations · 7d
0
no calls observed
Listing drift · 7d
stable
1 snapshot tracked
Owner
unverified
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C
Conformance score: 60/100
Catalogue listing, not an A2A agent: a workflow template listed by n8n.io. Scored on the 2 criteria that apply (9 of 15 points, scaled to 100); the A2A card criteria do not apply.
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C
Conformance score: 60/100
Catalogue listing, not an A2A agent: a workflow template listed by n8n.io. Scored on the 2 criteria that apply (9 of 15 points, scaled to 100); the A2A card criteria do not apply.
n/a
Agent card
n/a
Not applicable: a workflow template listed by n8n.io. The host serves no A2A agent card at /.well-known/agent-card.json, so the card criteria are not scored.
n/a
Live endpoint
n/a
Not applicable: a workflow template you import, not a hosted endpoint.
n/a
Protocol version
n/a
Not applicable: no A2A agent card served.
n/a
JWS signature
n/a
Not applicable: no A2A agent card served.
n/a
Uptime track record
n/a
Not applicable: our probes looked for an A2A agent card, which this host does not serve. That says nothing about the API's availability, so it is not graded.
n/a
Skill declaration
n/a
Not applicable: no A2A agent card served.
partial
Verified Identity
5/10
Provider declared: n8n.io (https://n8n.io). Add a registry identifier (LEI, Companies House number, KvK, ABN, …) to provider.legalEntity for full verified-business credit.
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Claim your listing and add the DNS TXT record we generate. Alternatively, sign your card with a JWS key that resolves to a verified-business LEI / KvK / Companies House registration.
Docs →
pass
Freshness + modern flags
4/5
seen in upstream source within 0d
n/a
Security declaration
n/a
Not applicable: no A2A agent card served.
Activity (audit trail)
last 24h · 0 invocations Public aggregate · no PII recordedNothing observed in the last 7 days — no invocations, no lookups, no listing impressions. Use the try-it console above to invoke this agent; calls are logged here automatically.
Listing history
1 snapshot Every change to the catalogue entry| Captured | Hash | |
|---|---|---|
| 2026-10-10 07:39:49 current | c1cfd3cf39c3… |
view → |
Uptime
not graded
catalogue listing · no agent card to probe
Response
—
no direct probe retained
Skills
0
declared
Streaming
—
SSE-capable
Endpoints
| Agent card | https://n8n.io/workflows/20432 |
| Provider | https://n8n.io |
| Docs | https://n8n.io/workflows/20432 |
Discovered via
n8n_workflows
Health · last 0 probes
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Raw agent card JSON
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"url": "https://n8n.io/blog/your-business-doesnt-need-you-to-operate/",
"icon": " \ud83d\udda5\ufe0f",
"label": "Hey founders! Your business doesn't need you to operate"
},
{
"url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/",
"icon": "\ud83e\udde0",
"label": "Why this Product Manager loves workflow automation with n8n"
},
{
"url": "https://n8n.io/blog/aws-workflow-automation/",
"label": "7 no-code workflow automations for Amazon Web Services"
}
],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googledrive/"
}
],
"credentialDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/credentials/google/oauth-single-service/"
}
]
},
"categories": [
"Data & Storage"
],
"nodeVersion": "1.0",
"codexVersion": "1.0"
}
},
"group": "[\"input\"]",
"defaults": {
"name": "Google Drive"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "Google Drive",
"typeVersion": 3,
"nodeCategories": [
{
"id": 3,
"name": "Data & Storage"
}
]
},
{
"id": 356,
"icon": "file:gmail.svg",
"name": "n8n-nodes-base.gmail",
"codex": {
"data": {
"alias": [
"email",
"human",
"form",
"wait",
"hitl",
"approval"
],
"resources": {
"generic": [
{
"url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/",
"icon": "\ud83e\uddec",
"label": "Why business process automation with n8n can change your daily life"
},
{
"url": "https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/",
"icon": "\ud83c\udfab",
"label": "Supercharging your conference registration process with n8n"
},
{
"url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/",
"icon": "store",
"label": "6 e-commerce workflows to power up your Shopify s"
},
{
"url": "https://n8n.io/blog/how-to-get-started-with-crm-automation-and-no-code-workflow-ideas/",
"icon": "\ud83d\udc65",
"label": "How to get started with CRM automation (with 3 no-code workflow ideas"
},
{
"url": "https://n8n.io/blog/automate-google-apps-for-productivity/",
"icon": "\ud83d\udca1",
"label": "15 Google apps you can combine and automate to increase productivity"
},
{
"url": "https://n8n.io/blog/your-business-doesnt-need-you-to-operate/",
"icon": " \ud83d\udda5\ufe0f",
"label": "Hey founders! Your business doesn't need you to operate"
},
{
"url": "https://n8n.io/blog/using-automation-to-boost-productivity-in-the-workplace/",
"icon": "\ud83d\udcaa",
"label": "Using Automation to Boost Productivity in the Workplace"
}
],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.gmail/"
}
],
"credentialDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/credentials/google/oauth-single-service/"
}
]
},
"categories": [
"Communication",
"HITL"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"HITL": [
"Human in the Loop"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Gmail"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "Gmail",
"typeVersion": 2,
"nodeCategories": [
{
"id": 6,
"name": "Communication"
},
{
"id": 28,
"name": "HITL"
}
]
},
{
"id": 535,
"icon": "file:webhook.svg",
"name": "n8n-nodes-base.respondToWebhook",
"codex": {
"data": {
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.respondtowebhook/"
}
]
},
"categories": [
"Core Nodes",
"Utility"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Respond to Webhook"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "Respond to Webhook",
"typeVersion": 2,
"nodeCategories": [
{
"id": 7,
"name": "Utility"
},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 565,
"icon": "fa:sticky-note",
"name": "n8n-nodes-base.stickyNote",
"codex": {
"data": {
"alias": [
"Comments",
"Notes",
"Sticky"
],
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"input\"]",
"defaults": {
"name": "Sticky Note",
"color": "#FFD233"
},
"iconData": {
"icon": "sticky-note",
"type": "icon"
},
"displayName": "Sticky Note",
"typeVersion": 1,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 834,
"icon": "file:code.svg",
"name": "n8n-nodes-base.code",
"codex": {
"data": {
"alias": [
"cpde",
"Javascript",
"JS",
"Python",
"Script",
"Custom Code",
"Function"
],
"details": "The Code node allows you to execute JavaScript in your workflow.",
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.code/"
}
]
},
"categories": [
"Development",
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers",
"Data Transformation"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Code"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "Code",
"typeVersion": 2,
"nodeCategories": [
{
"id": 5,
"name": "Development"
},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 839,
"icon": "fa:clock",
"name": "n8n-nodes-base.scheduleTrigger",
"codex": {
"data": {
"alias": [
"Time",
"Scheduler",
"Polling",
"Cron",
"Interval"
],
"resources": {
"generic": [],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.scheduletrigger/"
}
]
},
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0"
}
},
"group": "[\"trigger\",\"schedule\"]",
"defaults": {
"name": "Schedule Trigger",
"color": "#31C49F"
},
"iconData": {
"icon": "clock",
"type": "icon"
},
"displayName": "Schedule Trigger",
"typeVersion": 1,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 1225,
"icon": "file:form.svg",
"name": "n8n-nodes-base.formTrigger",
"codex": {
"data": {
"alias": [
"table",
"submit",
"post"
],
"resources": {
"generic": [],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.formtrigger/"
}
]
},
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Other Trigger Nodes"
]
}
}
},
"group": "[\"trigger\"]",
"defaults": {
"name": "On form submission"
},
"iconData": {
"type": "file",
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},
"displayName": "n8n Form Trigger",
"typeVersion": 3,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 1250,
"icon": "file:openAi.svg",
"name": "@n8n/n8n-nodes-langchain.openAi",
"codex": {
"data": {
"alias": [
"LangChain",
"ChatGPT",
"Sora",
"DallE",
"whisper",
"audio",
"transcribe",
"tts",
"assistant"
],
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-langchain.openai/"
}
]
},
"categories": [
"AI",
"Langchain"
],
"subcategories": {
"AI": [
"Agents",
"Miscellaneous",
"Root Nodes"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "OpenAI"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "OpenAI",
"typeVersion": 2,
"nodeCategories": [
{
"id": 25,
"name": "AI"
},
{
"id": 26,
"name": "Langchain"
}
]
}
]
},
"detail": {
"description": "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 activity, and serves a password-protected status board. How it works 1. Accepts a new document request either from a staff form submission or a POST webhook and normalizes the client details, due date, and required-document list. 2. Creates a dedicated client folder in Google Drive and appends a new tracking row in Google Sheets with the upload link and reminder schedule. 3. Sends the initial document request to the client via a WhatsApp Cloud API template message and a Gmail email containing the checklist and personal upload link, then logs the request in the Google Sheets activity log. 4. Receives client uploads through an n8n Form, looks up the matching request in Google Sheets, saves each uploaded file into the client\u2019s Google Drive folder, and updates the received/pending checklist and status in the tracker. 5. Sends the client an upload receipt by WhatsApp and Gmail showing what is still missing, and emails the assigned CA when all required documents are received. 6. Runs every day at 10:00 (Mon\u2013Sat) to pull open requests from Google Sheets, email a team digest, generate reminder email copy with OpenAI, send WhatsApp and Gmail reminders, update reminder counters/dates, and escalate to the assigned CA by email when required. 7. Serves a live HTML status board via a webhook that reads request data from Google Sheets and returns 401 unless the correct board key is provided. Setup 1. Create a Google Sheet with two tabs named \u201cDocument Requests\u201d and \u201cActivity Log\u201d, and update the sheet ID and tab names in the three configuration steps used for intake, uploads, and the daily chaser. 2. Create a Google Drive root folder for client documents, connect Google Drive credentials, and set the root folder ID in the configuration steps. 3. Connect Gmail credentials for sending client emails, CA escalations, and the daily team digest, and set the team email address. 4. Add an OpenAI credential (model set to gpt-4o-mini) for drafting reminder emails. 5. Configure WhatsApp Cloud API header authentication, set your WhatsApp phone number ID and API version, and create/approve the message templates named documentrequest, documentreminder, and documentsreceived. 6. Set your public n8n base URL and change the boardkey value, then use the generated upload link and status board URL (with ?key=\u2026) in your internal process before activating the workflow."
}
}