Automation library · Alerts and monitoring

Monitor Clio trust/IOLTA balances and send email alerts

Started by a clock, and works across Email. 20 steps, 2 branches: a working afternoon to understand properly.

Medium

Download free
20 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Logic 13Service 5

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

  1. 1When Daily at 7amSchedule triggerStarts it
  2. 2When Weekly Monday at 8amSchedule triggerStarts it
  3. 3Fetch Open Matters With Trust BalanceHttp RequestService
  4. 4Fetch All Matters For Weekly RollupHttp RequestService
  5. 5Split Matters Into ItemsCodeLogic
  6. 6Calculate Weekly Trust Health SummaryCodeLogic
  7. 7Calculate Trust Balance Alert TierCodeLogic
  8. 8Build Weekly Trust Health EmailCodeLogic
  9. 9Filter Matters For AlertsCodeLogic
  10. 10Send Weekly Trust Health EmailEmail SendService
  11. 11Build Alert Email For Trust BalanceCodeLogic
  12. 12If Trust Balance Is NegativeIfLogic
  13. 13Run Compliance Workflow For AlertExecute WorkflowLogic
  14. 14Build Partner Escalation EmailCodeLogic
  15. 15Skip Partner EscalationNo OpLogic
  16. 16If Alert Is ApprovedIfLogic
  17. 17Run Audit Workflow For EscalationExecute WorkflowLogic
  18. 18Send Trust Balance Alert EmailEmail SendService
  19. 19Skip Alert For Opted-Out RecipientNo OpLogic
  20. 20Send Partner Escalation EmailEmail SendService

How it's built

Starts on
A clock
Steps
20, with 2 branches
Size
Medium: a working afternoon
Connects to
Email
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

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.