Automation library · Scheduling

Generate legal ops briefings with Claude and Clio

Started by another system calling it, and works across Gmail, Google Calendar, Google Drive, Google Sheets and one other. It puts Claude behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 50 steps, 3 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: ClaudeRetrieval

Download free
50 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
1Loop or waits
5Services it connects to

The flow

Starts it 8Model 4Logic 16Service 22

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

  1. 1Schedule: Daily Operations SyncSchedule triggerStarts it
  2. 2Manual TriggerManual triggerStarts it
  3. 3Claude AI ModelLm Chat AnthropicModel
  4. 4Structured Output Parser: AI ReportsOutput Parser StructuredModel
  5. 5Window Buffer MemoryMemory Buffer WindowModel
  6. 6Slack ToolSlack ToolService
  7. 7Gmail ToolGmail ToolService
  8. 8Google Calendar ToolGoogle Calendar ToolService
  9. 9Google Drive ToolGoogle Drive ToolService
  10. 10Filter: Remove Privileged DataFilterLogic
  11. 11Slack Trigger: Team CommandsSlack triggerStarts it
  12. 12Gmail Trigger: Intake RequestsGmail triggerStarts it
  13. 13Calendar Trigger: Deadline AlertsGoogle Calendar triggerStarts it
  14. 14Webhook: Clio EventsWebhookStarts it
  15. 15Webhook: Plaid Transaction AlertsWebhookStarts it
  16. 16Error Trigger: Workflow FailuresError triggerStarts it
  17. 17⚙️ Workflow ConfigurationSetLogic
  18. 18AI Agent: Operational BriefingsAgentModel
  19. 19Set: Format Trust AlertSetLogic
  20. 20Gmail: Send Intake ConfirmationGmailService
  21. 21Parse Slack CommandCodeLogic
  22. 22Code: Privilege Detection & SanitizationCodeLogic
  23. 23Google Calendar: Create Deadline EventGoogle CalendarService
  24. 24Switch: Route by Matter TypeSwitchLogic
  25. 25Split Out: Trust TransactionsSplit OutLogic
  26. 26Slack: Error AlertsSlackService
  27. 27Clio: Fetch Matter DataHttp RequestService
  28. 28Plaid: Fetch Trust Account TransactionsHttp RequestService
  29. 29Plaid: Fetch Operating Account BalanceHttp RequestService
  30. 30AppFolio: Fetch Property DataHttp RequestService
  31. 31Switch: Route by Urgency LevelSwitchLogic
  32. 32Google Drive: Store Operational DocumentsGoogle DriveService
  33. 33Slack: Trust Account AlertsSlackService
  34. 34If: Check Data ClassificationIfLogic
  35. 35Slack: Matter Status UpdatesSlackService
  36. 36Clio: Update Matter StatusHttp RequestService
  37. 37Aggregate: Compliance SummaryAggregateLogic
  38. 38Google Sheets: Compliance EventsGoogle SheetsService
  39. 39Wait: Rate Limit ControlWaitLogic
  40. 40Combine Platform DataCodeLogic
  41. 41Google Sheets: Financial ReconciliationGoogle SheetsService
  42. 42Slack: Compliance NotificationsSlackService
  43. 43Google Sheets: Audit TrailGoogle SheetsService
  44. 44Stop: Privileged Data DetectedStop And ErrorLogic
  45. 45Set: Sanitize for AI ProcessingSetLogic
  46. 46Clio: Fetch Billing DataHttp RequestService
  47. 47Set: Prepare Dashboard DataSetLogic
  48. 48Set: Format Billing NotificationSetLogic
  49. 49Google Sheets: Matter DashboardGoogle SheetsService
  50. 50Slack: Billing NotificationsSlackService

How it's built

Starts on
Another system calling it
Steps
50, with 3 branches, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Calendar, Google Drive, Google Sheets, Slack
Model
Claude
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls Claude. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 50 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 50 steps before you point it at anything that matters.