The flow
Starts it 2Logic 9Service 4
The steps in the order they run, from what starts it.
- 1Every Morning at 8am Check Dormant MattersSchedule triggerStarts it
- 2Every Morning at 8am Check Renewal DatesSchedule triggerStarts it
- 3Fetch Open Matters from Clio APIHttp RequestService
- 4Read Renewal Dates from SheetGoogle SheetsService
- 5Split Out Matter RecordsSplit OutLogic
- 6Check If Renewal Reminder NeededCodeLogic
- 7Check If Matter Is DormantCodeLogic
- 8Filter Renewals Needing ReminderFilterLogic
- 9Filter Matters Needing Dormancy AlertFilterLogic
- 10Build Renewal Reminder EmailCodeLogic
- 11Build Dormant Matter Alert EmailCodeLogic
- 12Log Renewal Reminder for Compliance AuditExecute WorkflowLogic
- 13Log Dormant Alert for Compliance AuditExecute WorkflowLogic
- 14Send Renewal Reminder EmailEmail SendService
- 15Send Dormant Matter Alert EmailEmail SendService
How it's built
- Starts on
- A clock
- Steps
- 15
- Size
- Medium: a working afternoon
- Connects to
- Email, Google Sheets
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Email and Google Sheets accounts. 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. 15 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 15 steps before you point it at anything that matters.