# Send PDF document summaries with CoreNexis OCR and OpenAI: n8n workflow

> Started by someone submitting a form, and works across Gmail. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/send-pdf-document-summaries-with-corenexis-ocr-and-openai (Millionrounds; every figure on the page links to its filing or article)

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

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-pdf-document-summaries-with-corenexis-ocr-and-openai)

**19 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**2** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 4 Logic 10 Service 4

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

- 1 **1. Form, PDF Upload** Form trigger *Starts it*
- 2 **OpenAI, GPT-4.1-mini Model** Lm Chat Open Ai *Model*
- 3 **OpenAI, GPT-4o-mini Model** Lm Chat Open Ai *Model*
- 4 **2. Code, Prepare PDF Data** Code *Logic*
- 5 **13. AI Agent, Generate Document Summary** Agent *Model*
- 6 **15. AI Agent, Generate HTML Email** Agent *Model*
- 7 **3. HTTP, CoreNexis OCR Submit** Http Request *Service*
- 8 **14. Code, Extract Summary** Code *Logic*
- 9 **16. Code, Extract HTML** Code *Logic*
- 10 **4. Code, Get Job ID** Code *Logic*
- 11 **17. Gmail, Send Summary Email** Gmail *Service*
- 12 **5. Wait, 4 Seconds** Wait *Logic*
- 13 **6. HTTP, Poll OCR Status** Http Request *Service*
- 14 **7. Code, Merge Status** Code *Logic*
- 15 **8. IF, Still Processing?** If *Logic*
- 16 **9. Wait, 1 Minute Retry** Wait *Logic*
- 17 **10. IF, OCR Completed?** If *Logic*
- 18 **11. HTTP, Download Extracted Text** Http Request *Service*
- 19 **12. Code, Prep Text for Agent** Code *Logic*

## 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.

## 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%2Fsend-pdf-document-summaries-with-corenexis-ocr-and-openai)
- **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.

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

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

- [**AI-powered automatic analysis of YouTube product reviews** 19 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-powered-automatic-analysis-of-youtube-product-reviews)
- [**AI-powered technical analyst with Perplexity R1** 19 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-powered-technical-analyst-with-perplexity-r1)
- [**Automate actuarial premium adjustments and claims reporting** 19 steps · calls a model · Gmail, Slack](https://millionrounds.com/workflow/automate-actuarial-premium-adjustments-and-claims-reporting)
- [**Automate vendor analysis & contract management with OpenAI** 19 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/automate-vendor-analysis-and-contract-management-with-openai)
- [**Generate personalized promotion emails with Gmail** 19 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-personalized-promotion-emails-with-gmail)
- [**Summarize Gmail emails with Gemini** 19 steps · calls a model · Gmail](https://millionrounds.com/workflow/summarize-gmail-emails-with-gemini)