Automation library · Data collection

Send corporate action entitlement notices with OpenAI

Started by another system calling it, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 2Logic 10Service 3

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

  1. 1Webhook TriggerWebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Validation Code NodeCodeLogic
  4. 4Basic LLM ChainChain LlmModel
  5. 5Google Sheets LookupGoogle SheetsService
  6. 6Gmail / Slack Notification DispatchGmailService
  7. 7Merge Lookup with PayloadCodeLogic
  8. 8Prepare Audit ItemCodeLogic
  9. 9Switch eventTypeSwitchLogic
  10. 10Google Sheets Audit AppendGoogle SheetsService
  11. 11Formula - DVCACodeLogic
  12. 12Formula - DVSECodeLogic
  13. 13Formula - SPLFCodeLogic
  14. 14Formula - RHTSCodeLogic
  15. 15Formula - TEND/CHOSCodeLogic
  16. 16IF Deadline GateCodeLogic

How it's built

Starts on
Another system calling it
Steps
16, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for OpenAI. 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 OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 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 16 steps before you point it at anything that matters.