The flow
Starts it 2Model 2Logic 5Service 9
The steps in the order they run, from what starts it.
- 1Start Due Diligence ReviewForm triggerStarts it
- 2On Workflow ErrorError triggerStarts it
- 3Set Run MetadataCodeLogic
- 4Slack – Post Workflow Error AlertSlackService
- 5Get Data Room FilesGoogle DriveService
- 6Loop Through DocumentsSplit In BatchesLogic
- 7Get All FindingsGoogle SheetsService
- 8Download DocumentGoogle DriveService
- 9Aggregate FindingsCodeLogic
- 10Extract Document TextExtract From FileService
- 11Summary Compiler AgentOpen AiModel
- 12Due Diligence Analysis AgentOpen AiModel
- 13Format Report ContentCodeLogic
- 14Slack – Post Summary Agent ErrorSlackService
- 15Parse FindingCodeLogic
- 16Slack – Post Analysis Agent ErrorSlackService
- 17Email Report to Deal TeamGmailService
- 18Log Finding to SheetGoogle SheetsService
How it's built
- Starts on
- Someone submitting a form
- Steps
- 18, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Drive, Google Sheets, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail, Google Drive, Google Sheets and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on someone submitting a form.
Does it use AI?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 18 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 18 steps before you point it at anything that matters.