# Chase client documents with WhatsApp, Gmail, Google Sheets and GPT-4o-mini

> 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

- **Domain**: `n8n-workflow-20432.n8n.io`
- **Provider**: n8n.io (https://n8n.io)
- **Kind**: workflow
- **Live-responds (last probe)**: None
- **Signed card**: False
- **Streaming**: False
- **Quality score**: 40%

## URLs
- Agent card: https://n8n.io/workflows/20432
- Page (HTML): https://agenstry.com/agents/n8n-workflow-20432.n8n.io
- Documentation: https://n8n.io/workflows/20432