Automation library · Data collection

Triage title closing exceptions with Google Sheets and Gmail

Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 17 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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17 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 2Logic 9Service 5

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

  1. 1Daily Closing Exception SweepSchedule triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Fetch Open Title ExceptionsGoogle SheetsService
  4. 4Analyze Correspondence UrgencySentiment AnalysisModel
  5. 5Normalize Exception RecordSetLogic
  6. 6Compute Clearance Risk ScoreCodeLogic
  7. 7Verify Lien Payoff AmountExecute WorkflowLogic
  8. 8Lien Payoff Verified?IfLogic
  9. 9Shape Exception Clearance RecordSetLogic
  10. 10Shape Payoff Discrepancy RecordSetLogic
  11. 11Route Clearance DecisionSwitchLogic
  12. 12Escalate to Closing Attorney - Payoff MismatchGmailService
  13. 13Notify Escrow Officer - Ready to CloseGmailService
  14. 14Escalate to Closing Attorney - High Risk ExceptionGmailService
  15. 15Log Routine - No Action NeededSetLogic
  16. 16Combine Routing OutcomesMergeLogic
  17. 17Push Status Update to Title Production SystemHttp RequestService

How it's built

Starts on
A clock
Steps
17, with 2 branches
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 a clock.

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. 17 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 17 steps before you point it at anything that matters.