Automation library · Research and reporting

Send PDF document summaries with CoreNexis OCR and OpenAI

Started by someone submitting a form, and works across Gmail. It hands the judgement calls to OpenAI. 19 steps, 2 branches, 2 loops or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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19 stepsMedium: a working afternoon
2Branches: places the flow splits
2Loops or waits
1Service it connects to

The flow

Starts it 1Model 4Logic 10Service 4

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

  1. 11. Form, PDF UploadForm triggerStarts it
  2. 2OpenAI, GPT-4.1-mini ModelLm Chat Open AiModel
  3. 3OpenAI, GPT-4o-mini ModelLm Chat Open AiModel
  4. 42. Code, Prepare PDF DataCodeLogic
  5. 513. AI Agent, Generate Document SummaryAgentModel
  6. 615. AI Agent, Generate HTML EmailAgentModel
  7. 73. HTTP, CoreNexis OCR SubmitHttp RequestService
  8. 814. Code, Extract SummaryCodeLogic
  9. 916. Code, Extract HTMLCodeLogic
  10. 104. Code, Get Job IDCodeLogic
  11. 1117. Gmail, Send Summary EmailGmailService
  12. 125. Wait, 4 SecondsWaitLogic
  13. 136. HTTP, Poll OCR StatusHttp RequestService
  14. 147. Code, Merge StatusCodeLogic
  15. 158. IF, Still Processing?IfLogic
  16. 169. Wait, 1 Minute RetryWaitLogic
  17. 1710. IF, OCR Completed?IfLogic
  18. 1811. HTTP, Download Extracted TextHttp RequestService
  19. 1912. Code, Prep Text for AgentCodeLogic

How it's built

Starts on
Someone submitting a form
Steps
19, with 2 branches, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, 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. 19 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 19 steps before you point it at anything that matters.