Automation library · Integrations

Send staged client onboarding emails with Clio and SMTP

Started by a clock, and works across Email. 15 steps, 2 branches: a working afternoon to understand properly.

Medium

Download free
15 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 11Service 3

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

  1. 1Every Day at 9am TriggerSchedule triggerStarts it
  2. 2Fetch Firm Users from Clio APIHttp RequestService
  3. 3Fetch Open Matters from Clio APIHttp RequestService
  4. 4Split Out Matter RecordsSplit OutLogic
  5. 5Filter Matters with Email and DateFilterLogic
  6. 6Calculate Days Since Open DateCodeLogic
  7. 7Filter Matters Due for Stage TodayFilterLogic
  8. 8Check If Stages Are Due TodayCodeLogic
  9. 9If Onboarding Stage Is DueIfLogic
  10. 10Build Onboarding Stage Email ContentCodeLogic
  11. 11Skip No Stage Due TodayNo OpLogic
  12. 12Execute Compliance Check WorkflowExecute WorkflowLogic
  13. 13If Onboarding Email ApprovedIfLogic
  14. 14Send Onboarding Stage EmailEmail SendService
  15. 15Skip Client Opt-OutNo OpLogic

How it's built

Starts on
A clock
Steps
15, with 2 branches
Size
Medium: a working afternoon
Connects to
Email
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email account. 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.

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 15 steps before you point it at anything that matters.