# Verify onboarding compliance documents with OpenAI: n8n workflow

> Started by a clock, and works across Google Drive, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/verify-onboarding-compliance-documents-with-openai (Millionrounds; every figure on the page links to its filing or article)

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

# 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.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fverify-onboarding-compliance-documents-with-openai)

**37 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 3 Model 5 Logic 12 Service 17

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

- 1 **Daily Reminder Check (Trigger)** Schedule trigger *Starts it*
- 2 **New Hire Added (Trigger)** Google Sheets trigger *Starts it*
- 3 **On Workflow Error** Error trigger *Starts it*
- 4 **Get Pending Records** Google Sheets *Service*
- 5 **Normalize New Hire Data** Set *Logic*
- 6 **Slack – Post Workflow Error Alert** Slack *Service*
- 7 **Filter Due For Reminder** Code *Logic*
- 8 **Get Compliance Checklist** Google Sheets *Service*
- 9 **Escalation Threshold Reached?** If *Logic*
- 10 **Match Required Docs** Code *Logic*
- 11 **Telegram - Send Reminder** Telegram *Service*
- 12 **Download ID Proof** Google Drive *Service*
- 13 **Download Tax Form** Google Drive *Service*
- 14 **Download Signed Policy** Google Drive *Service*
- 15 **Download NDA** Google Drive *Service*
- 16 **Google Sheets - Increment Reminder Count** Google Sheets *Service*
- 17 **Extract Text - ID Proof** Extract From File *Service*
- 18 **Extract Text - Tax Form** Extract From File *Service*
- 19 **Extract Text - Signed Policy** Extract From File *Service*
- 20 **Extract Text - NDA** Extract From File *Service*
- 21 **AI Classify ID Proof** Open Ai *Model*
- 22 **AI Classify Tax Form** Open Ai *Model*
- 23 **AI Classify Signed Policy** Open Ai *Model*
- 24 **AI Classify NDA** Open Ai *Model*
- 25 **Parse ID Proof Result** Code *Logic*
- 26 **Parse Tax Form Result** Code *Logic*
- 27 **Parse Signed Policy Result** Code *Logic*
- 28 **Parse NDA Result** Code *Logic*
- 29 **Merge Document Results** Merge *Logic*
- 30 **Aggregate All Document Results** Code *Logic*
- 31 **AI Compliance Reasoning Engine** Open Ai *Model*
- 32 **Parse Compliance Report** Code *Logic*
- 33 **Gaps Found?** If *Logic*
- 34 **Telegram - Send HR Alert** Telegram *Service*
- 35 **Telegram - Send Confirmation** Telegram *Service*
- 36 **Google Sheets - Mark Pending** Google Sheets *Service*
- 37 **Google Sheets - Mark Compliant** Google Sheets *Service*

## 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.

## 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%2Fverify-onboarding-compliance-documents-with-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.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library)

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Also documents and files, with the same services where possible, closest in size first.

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