Automation library · Data collection

Classify client intake forms with Gemini and Gmail

Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to Gemini. 22 steps, 3 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: Gemini

22 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 3Logic 6Service 12

The steps in the order they run, from what starts it.

  1. 1Intake Form SubmissionForm triggerStarts it
  2. 2Classification ModelLm Chat Google GeminiModel
  3. 3Category + Reasoning SchemaOutput Parser StructuredModel
  4. 4Classify: Client Intake DescriptionChain LlmModel
  5. 5Attach Classification to SubmissionSetLogic
  6. 6Handle: Classification FailureSetLogic
  7. 7Route: By Classification CategorySwitchLogic
  8. 8Sheets: Log SubmissionGoogle SheetsService
  9. 9Email: Internal, Simple AutomationGmailService
  10. 10Email: Internal, AI WorkflowGmailService
  11. 11Email: Internal, Custom IntegrationGmailService
  12. 12Email: Internal, Ambiguous/System ErrorGmailService
  13. 13Check: Has Partial Intent?IfLogic
  14. 14Email: Client, Simple AutomationGmailService
  15. 15Email: Client, AI WorkflowGmailService
  16. 16Email: Client, Custom IntegrationGmailService
  17. 17Merge: Rebuild After Notification, Ambiguous/System ErrorSetLogic
  18. 18Email: Internal, Invalid (Partial Intent)GmailService
  19. 19Check: Is System Error?IfLogic
  20. 20Email: Client, Invalid (Partial Intent)GmailService
  21. 21Email: Client, System ErrorGmailService
  22. 22Email: Client, AmbiguousGmailService

How it's built

Starts on
Someone submitting a form
Steps
22, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls Gemini. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

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.

Before you run it

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 22 steps before you point it at anything that matters.