The flow
Starts it 1Logic 6Service 8
The steps in the order they run, from what starts it.
- 1Daily 08:00 Chase TriggerSchedule triggerStarts it
- 2Workflow ConfigurationSetLogic
- 3List Blank Form TemplatesGoogle DriveService
- 4Fetch Requirement MatrixData TableService
- 5Fetch Onboarding RosterData TableService
- 6Loop People One by OneSplit In BatchesLogic
- 7Collect Overdue EscalationsCodeLogic
- 8List Person Intake FolderGoogle DriveService
- 9Post Overdue Escalation To SlackSlackService
- 10Compute Chase Tier And GapsCodeLogic
- 11Should Chase This PersonIfLogic
- 12Download Blank Form PDFGoogle DriveService
- 13Write Person Status BackData TableService
- 14Bundle Forms Into One EmailCodeLogic
- 15Send Chase EmailGmailService
How it's built
- Starts on
- A clock
- Steps
- 15, with 1 branch, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Drive, Slack, n8n data table
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Gmail, Google Drive and Slack accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 15 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.