The flow
Starts it 5Logic 5Service 10
The steps in the order they run, from what starts it.
- 1Loan Request WebhookWebhookStarts it
- 2Daily 8am CheckSchedule triggerStarts it
- 3Return WebhookWebhookStarts it
- 4Validate & Build Loan RecordCodeLogic
- 5Read Active LoansGoogle SheetsService
- 6Mark Loan ReturnedGoogle SheetsService
- 7Save Loan to SheetGoogle SheetsService
- 8Calculate Days & ClassifyCodeLogic
- 9Send Return ConfirmationGmailService
- 10Send Loan Confirmation EmailGmailService
- 11Any Reminders Needed?IfLogic
- 12Return Webhook ResponseRespond To WebhookStarts it
- 13Webhook ResponseRespond To WebhookStarts it
- 14Route by ActionSwitchLogic
- 15Email: 3-Day ReminderGmailService
- 16Email: Due TodayGmailService
- 17Email: OverdueGmailService
- 18Email: EscalationGmailService
- 19Prep Sheet UpdateCodeLogic
- 20Mark Reminder SentGoogle SheetsService
How it's built
- Starts on
- Another system calling it
- Steps
- 20, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets accounts. 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?
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.
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.