Automation library · Documents and files

Verify onboarding compliance documents with OpenAI

Started by a clock, and works across Google Drive, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI. 37 steps, 2 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
37 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 3Model 5Logic 12Service 17

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

  1. 1Daily Reminder Check (Trigger)Schedule triggerStarts it
  2. 2New Hire Added (Trigger)Google Sheets triggerStarts it
  3. 3On Workflow ErrorError triggerStarts it
  4. 4Get Pending RecordsGoogle SheetsService
  5. 5Normalize New Hire DataSetLogic
  6. 6Slack – Post Workflow Error AlertSlackService
  7. 7Filter Due For ReminderCodeLogic
  8. 8Get Compliance ChecklistGoogle SheetsService
  9. 9Escalation Threshold Reached?IfLogic
  10. 10Match Required DocsCodeLogic
  11. 11Telegram - Send ReminderTelegramService
  12. 12Download ID ProofGoogle DriveService
  13. 13Download Tax FormGoogle DriveService
  14. 14Download Signed PolicyGoogle DriveService
  15. 15Download NDAGoogle DriveService
  16. 16Google Sheets - Increment Reminder CountGoogle SheetsService
  17. 17Extract Text - ID ProofExtract From FileService
  18. 18Extract Text - Tax FormExtract From FileService
  19. 19Extract Text - Signed PolicyExtract From FileService
  20. 20Extract Text - NDAExtract From FileService
  21. 21AI Classify ID ProofOpen AiModel
  22. 22AI Classify Tax FormOpen AiModel
  23. 23AI Classify Signed PolicyOpen AiModel
  24. 24AI Classify NDAOpen AiModel
  25. 25Parse ID Proof ResultCodeLogic
  26. 26Parse Tax Form ResultCodeLogic
  27. 27Parse Signed Policy ResultCodeLogic
  28. 28Parse NDA ResultCodeLogic
  29. 29Merge Document ResultsMergeLogic
  30. 30Aggregate All Document ResultsCodeLogic
  31. 31AI Compliance Reasoning EngineOpen AiModel
  32. 32Parse Compliance ReportCodeLogic
  33. 33Gaps Found?IfLogic
  34. 34Telegram - Send HR AlertTelegramService
  35. 35Telegram - Send ConfirmationTelegramService
  36. 36Google Sheets - Mark PendingGoogle SheetsService
  37. 37Google Sheets - Mark CompliantGoogle SheetsService

How it's built

Starts on
A clock
Steps
37, with 2 branches
Size
Large: read it before trusting it with anything live
Connects to
Google Drive, Google Sheets, Slack, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Drive, Google Sheets, Slack and Telegram 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?

Take your time. At 37 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 37 steps before you point it at anything that matters.