Automation library · Documents and files

Extract and triage PDF documents with Claude and Gmail

Started by someone submitting a form, and works across Airtable, Gmail and Slack. 20 steps, 2 branches: a working afternoon to understand properly.

Medium

20 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Logic 7Service 11

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

  1. 1Upload DocumentForm triggerStarts it
  2. 2Email Attachment TriggerGmail triggerStarts it
  3. 3Extract PDF Text (Form)Extract From FileService
  4. 4Get AttachmentGmailService
  5. 5Normalize Form InputSetLogic
  6. 6Extract PDF Text (Email)Extract From FileService
  7. 7Merge SourcesMergeLogic
  8. 8Normalize Email InputSetLogic
  9. 9AI Extract & ValidateHttp RequestService
  10. 10Parse AI ResponseCodeLogic
  11. 11Needs Review?IfLogic
  12. 12Notify for ReviewSlackService
  13. 13Log to Needs ReviewAirtableService
  14. 14Route by Document TypeSwitchLogic
  15. 15Store InvoiceAirtableService
  16. 16Store ResumeAirtableService
  17. 17Store ContractAirtableService
  18. 18Store ApplicationAirtableService
  19. 19Merge Stored ResultsMergeLogic
  20. 20Send Success NotificationSlackService

How it's built

Starts on
Someone submitting a form
Steps
20, with 2 branches
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail and Slack accounts. 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?

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. 20 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.

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 20 steps before you point it at anything that matters.