# Generate legal ops briefings with Claude and Clio: n8n workflow

> Started by another system calling it, and works across Gmail, Google Calendar, Google Drive, Google Sheets and one other.

Source: https://millionrounds.com/workflow/generate-legal-ops-briefings-with-claude-and-clio (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# 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.

Large Calls a model: Claude Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-legal-ops-briefings-with-claude-and-clio)

**50 steps** Large: read it before trusting it with anything live

**3** Branches: places the flow splits

**1** Loop or waits

**5** Services it connects to

## The flow

Starts it 8 Model 4 Logic 16 Service 22

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

- 1 **Schedule: Daily Operations Sync** Schedule trigger *Starts it*
- 2 **Manual Trigger** Manual trigger *Starts it*
- 3 **Claude AI Model** Lm Chat Anthropic *Model*
- 4 **Structured Output Parser: AI Reports** Output Parser Structured *Model*
- 5 **Window Buffer Memory** Memory Buffer Window *Model*
- 6 **Slack Tool** Slack Tool *Service*
- 7 **Gmail Tool** Gmail Tool *Service*
- 8 **Google Calendar Tool** Google Calendar Tool *Service*
- 9 **Google Drive Tool** Google Drive Tool *Service*
- 10 **Filter: Remove Privileged Data** Filter *Logic*
- 11 **Slack Trigger: Team Commands** Slack trigger *Starts it*
- 12 **Gmail Trigger: Intake Requests** Gmail trigger *Starts it*
- 13 **Calendar Trigger: Deadline Alerts** Google Calendar trigger *Starts it*
- 14 **Webhook: Clio Events** Webhook *Starts it*
- 15 **Webhook: Plaid Transaction Alerts** Webhook *Starts it*
- 16 **Error Trigger: Workflow Failures** Error trigger *Starts it*
- 17 **⚙️ Workflow Configuration** Set *Logic*
- 18 **AI Agent: Operational Briefings** Agent *Model*
- 19 **Set: Format Trust Alert** Set *Logic*
- 20 **Gmail: Send Intake Confirmation** Gmail *Service*
- 21 **Parse Slack Command** Code *Logic*
- 22 **Code: Privilege Detection & Sanitization** Code *Logic*
- 23 **Google Calendar: Create Deadline Event** Google Calendar *Service*
- 24 **Switch: Route by Matter Type** Switch *Logic*
- 25 **Split Out: Trust Transactions** Split Out *Logic*
- 26 **Slack: Error Alerts** Slack *Service*
- 27 **Clio: Fetch Matter Data** Http Request *Service*
- 28 **Plaid: Fetch Trust Account Transactions** Http Request *Service*
- 29 **Plaid: Fetch Operating Account Balance** Http Request *Service*
- 30 **AppFolio: Fetch Property Data** Http Request *Service*
- 31 **Switch: Route by Urgency Level** Switch *Logic*
- 32 **Google Drive: Store Operational Documents** Google Drive *Service*
- 33 **Slack: Trust Account Alerts** Slack *Service*
- 34 **If: Check Data Classification** If *Logic*
- 35 **Slack: Matter Status Updates** Slack *Service*
- 36 **Clio: Update Matter Status** Http Request *Service*
- 37 **Aggregate: Compliance Summary** Aggregate *Logic*
- 38 **Google Sheets: Compliance Events** Google Sheets *Service*
- 39 **Wait: Rate Limit Control** Wait *Logic*
- 40 **Combine Platform Data** Code *Logic*
- 41 **Google Sheets: Financial Reconciliation** Google Sheets *Service*
- 42 **Slack: Compliance Notifications** Slack *Service*
- 43 **Google Sheets: Audit Trail** Google Sheets *Service*
- 44 **Stop: Privileged Data Detected** Stop And Error *Logic*
- 45 **Set: Sanitize for AI Processing** Set *Logic*
- 46 **Clio: Fetch Billing Data** Http Request *Service*
- 47 **Set: Prepare Dashboard Data** Set *Logic*
- 48 **Set: Format Billing Notification** Set *Logic*
- 49 **Google Sheets: Matter Dashboard** Google Sheets *Service*
- 50 **Slack: Billing Notifications** Slack *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-legal-ops-briefings-with-claude-and-clio)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

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