Automation library · Documents and files

Verify loan documents and score eligibility with Claude

Started by another system calling it. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude. 21 steps, 2 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude

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21 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
2Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 4Model 4Logic 9Service 4

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

  1. 1Webhook - Receive Loan ApplicationWebhookStarts it
  2. 2Anthropic - Verification ModelLm Chat AnthropicModel
  3. 3Anthropic - Eligibility ModelLm Chat AnthropicModel
  4. 4Set - Prepare Application ContextSetLogic
  5. 5AI - Verify & Extract Document DataAgentModel
  6. 6AI - Generate Eligibility Assessment & RecommendationAgentModel
  7. 7JS - Parse Document Verification OutputCodeLogic
  8. 8JS - Parse Eligibility OutputCodeLogic
  9. 9IF - Documents SufficientIfLogic
  10. 10Wait For ResultWaitLogic
  11. 11JS - Calculate Financial Ratios & Risk ScoreCodeLogic
  12. 12Respond to Webhook - Documents InsufficientRespond To WebhookStarts it
  13. 13JS - Format Final Application RecordCodeLogic
  14. 14Wait - Before Eligibility AIWaitLogic
  15. 15Save Application to Google Sheets TrackerHttp RequestService
  16. 16IF - Auto-DecidableIfLogic
  17. 17Send Applicant Approval EmailHttp RequestService
  18. 18Send Internal Review Notification EmailHttp RequestService
  19. 19Send Applicant Status EmailHttp RequestService
  20. 20Respond to Webhook - Under Review or DeclinedRespond To WebhookStarts it
  21. 21Respond to Webhook - ApprovedRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
21, with 2 branches, 2 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Nothing by connector; it calls services over plain HTTP
Model
Claude

Questions

What does it need to run?

An n8n account, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 21 steps it is large: read it before trusting it with anything live.

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 21 steps before you point it at anything that matters.