# Monitor Clio trust/IOLTA balances and send email alerts: n8n workflow

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

Source: https://millionrounds.com/workflow/monitor-clio-trust-iolta-balances-and-send-email-alerts (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Alerts and monitoring](https://millionrounds.com/workflows?category=Alerts+and+monitoring#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmonitor-clio-trust-iolta-balances-and-send-email-alerts)

**20 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Logic 13 Service 5

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

- 1 **When Daily at 7am** Schedule trigger *Starts it*
- 2 **When Weekly Monday at 8am** Schedule trigger *Starts it*
- 3 **Fetch Open Matters With Trust Balance** Http Request *Service*
- 4 **Fetch All Matters For Weekly Rollup** Http Request *Service*
- 5 **Split Matters Into Items** Code *Logic*
- 6 **Calculate Weekly Trust Health Summary** Code *Logic*
- 7 **Calculate Trust Balance Alert Tier** Code *Logic*
- 8 **Build Weekly Trust Health Email** Code *Logic*
- 9 **Filter Matters For Alerts** Code *Logic*
- 10 **Send Weekly Trust Health Email** Email Send *Service*
- 11 **Build Alert Email For Trust Balance** Code *Logic*
- 12 **If Trust Balance Is Negative** If *Logic*
- 13 **Run Compliance Workflow For Alert** Execute Workflow *Logic*
- 14 **Build Partner Escalation Email** Code *Logic*
- 15 **Skip Partner Escalation** No Op *Logic*
- 16 **If Alert Is Approved** If *Logic*
- 17 **Run Audit Workflow For Escalation** Execute Workflow *Logic*
- 18 **Send Trust Balance Alert Email** Email Send *Service*
- 19 **Skip Alert For Opted-Out Recipient** No Op *Logic*
- 20 **Send Partner Escalation Email** Email Send *Service*

## 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.

## 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%2Fmonitor-clio-trust-iolta-balances-and-send-email-alerts)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

Also alerts and monitoring, with the same services where possible, closest in size first.

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- [**Monitor NASA asteroid threats with OpenAI and Apify** 20 steps · calls a model · Apify, Discord](https://millionrounds.com/workflow/monitor-nasa-asteroid-threats-with-openai-and-apify)
- [**Monitor programme performance and governance with OpenAI** 20 steps · calls a model · Email, Slack](https://millionrounds.com/workflow/monitor-programme-performance-and-governance-with-openai)
- [**Automated QuickBooks sales anomaly detector** 21 steps · Email](https://millionrounds.com/workflow/automated-quickbooks-sales-anomaly-detector)
- [**Launch off-boarding access reviews with Probo and Slack** 21 steps · Email, Slack](https://millionrounds.com/workflow/launch-off-boarding-access-reviews-with-probo-and-slack)
- [**Monitor competitors & generate content ideas with Gemini** 19 steps · Email, Google Sheets](https://millionrounds.com/workflow/monitor-competitors-and-generate-content-ideas-with-gemini)