Back to Chase client documents with WhatsApp, Gmail, Google Sheets and GPT-4o-mini
Card snapshot
n8n-workflow-20432.n8n.io
·
2026-10-10 07:39:49 UTC
·
c1cfd3cf39c3ec030f58745b6f49a22e82b3bdb62b0b5d0e9ec76f0c6aa033bb
This is a frozen copy of the agent's agent-card.json as we observed it at the timestamp above. We capture a new snapshot every time the card's content hash changes. Useful for: forensic drift analysis, verifying downstream callers see the right version, reproducing routing decisions made historically.
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"workflow": {
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"name": "Chase client documents with WhatsApp, Gmail, Google Sheets and GPT-4o-mini",
"totalViews": 18,
"price": null,
"purchaseUrl": null,
"recentViews": 7,
"createdAt": "2026-10-05T09:06:07.132Z",
"user": {
"username": "rahul08",
"verified": true
},
"readyToDemo": null,
"nodes": [
{
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"codex": {
"data": {
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},
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},
{
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"label": "Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n"
},
{
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"icon": "\ud83c\udfab",
"label": "Supercharging your conference registration process with n8n"
},
{
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},
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},
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},
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},
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"label": "How Honest Burgers Use Automation to Save $100k per year"
},
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"icon": "\ud83d\udcbb",
"label": "How a digital strategist uses n8n for online marketing"
},
{
"url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/",
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"label": "Why this Product Manager loves workflow automation with n8n"
},
{
"url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/",
"icon": "\ud83d\ude4c",
"label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n "
},
{
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"label": "How a Membership Development Manager automates his work and investments"
},
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"label": "7 no-code workflow automations for Amazon Web Services"
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{
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}
]
},
{
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"icon": "file:httprequest.svg",
"name": "n8n-nodes-base.httpRequest",
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],
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},
{
"url": "https://n8n.io/blog/automatically-pulling-and-visualizing-data-with-n8n/",
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},
{
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},
{
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"label": "Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n"
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{
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"label": "Running n8n on ships: An interview with Maranics"
},
{
"url": "https://n8n.io/blog/what-are-apis-how-to-use-them-with-no-code/",
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},
{
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{
"url": "https://n8n.io/blog/world-poetry-day-workflow/",
"icon": "\ud83d\udcdc",
"label": "Celebrating World Poetry Day with a daily poem in Telegram"
},
{
"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"
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{
"url": "https://n8n.io/blog/automate-designs-with-bannerbear-and-n8n/",
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},
{
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"label": "Building an expense tracking app in 10 minutes"
},
{
"url": "https://n8n.io/blog/5-workflow-automations-for-mattermost-that-we-love-at-n8n/",
"icon": "\ud83e\udd16",
"label": "5 workflow automations for Mattermost that we love at n8n"
},
{
"url": "https://n8n.io/blog/how-to-use-the-http-request-node-the-swiss-army-knife-for-workflow-automation/",
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"label": "How to use the HTTP Request Node - The Swiss Army Knife for Workflow Automation"
},
{
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},
{
"url": "https://n8n.io/blog/how-a-membership-development-manager-automates-his-work-and-investments/",
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},
{
"url": "https://n8n.io/blog/a-low-code-bitcoin-ticker-built-with-questdb-and-n8n-io/",
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"label": "A low-code bitcoin ticker built with QuestDB and n8n.io"
},
{
"url": "https://n8n.io/blog/how-to-set-up-a-ci-cd-pipeline-with-no-code/",
"icon": "\ud83c\udfa1",
"label": "How to set up a no-code CI/CD pipeline with GitHub and TravisCI"
},
{
"url": "https://n8n.io/blog/automations-for-activists/",
"icon": "\u2728",
"label": "How Common Knowledge use workflow automation for activism"
},
{
"url": "https://n8n.io/blog/creating-scheduled-text-affirmations-with-n8n/",
"icon": "\ud83e\udd1f",
"label": "Creating scheduled text affirmations with n8n"
},
{
"url": "https://n8n.io/blog/how-goomer-automated-their-operations-with-over-200-n8n-workflows/",
"icon": "\ud83d\udef5",
"label": "How Goomer automated their operations with over 200 n8n workflows"
},
{
"url": "https://n8n.io/blog/aws-workflow-automation/",
"label": "7 no-code workflow automations for Amazon Web Services"
}
],
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{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.httprequest/"
}
]
},
"categories": [
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],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
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]
}
}
},
"group": "[\"output\"]",
"defaults": {
"name": "HTTP Request",
"color": "#0004F5"
},
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"nodeCategories": [
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},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 20,
"icon": "fa:map-signs",
"name": "n8n-nodes-base.if",
"codex": {
"data": {
"alias": [
"Router",
"Filter",
"Condition",
"Logic",
"Boolean",
"Branch"
],
"details": "The IF node can be used to implement binary conditional logic in your workflow. You can set up one-to-many conditions to evaluate each item of data being inputted into the node. That data will either evaluate to TRUE or FALSE and route out of the node accordingly.\n\nThis node has multiple types of conditions: Bool, String, Number, and Date & Time.",
"resources": {
"generic": [
{
"url": "https://n8n.io/blog/learn-to-automate-your-factorys-incident-reporting-a-step-by-step-guide/",
"icon": "\ud83c\udfed",
"label": "Learn to Automate Your Factory's Incident Reporting: A Step by Step Guide"
},
{
"url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/",
"icon": "\u2600\ufe0f",
"label": "2021: The Year to Automate the New You with n8n"
},
{
"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/create-a-toxic-language-detector-for-telegram/",
"icon": "\ud83e\udd2c",
"label": "Create a toxic language detector for Telegram in 4 step"
},
{
"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-build-a-low-code-self-hosted-url-shortener/",
"icon": "\ud83d\udd17",
"label": "How to build a low-code, self-hosted URL shortener in 3 steps"
},
{
"url": "https://n8n.io/blog/automate-your-data-processing-pipeline-in-9-steps-with-n8n/",
"icon": "\u2699\ufe0f",
"label": "Automate your data processing pipeline in 9 steps"
},
{
"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/5-tasks-you-can-automate-with-notion-api/",
"icon": "\u26a1\ufe0f",
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"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",
"fileBuffer": "data:image/svg+xml;base64,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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": {
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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."
}
}