Clio Daily Case Priority Digest Email Automation (n8n)

Send a daily Clio priorities digest to every attorney—automatically

Clio Daily Case Priority Digest Email Automation (n8n) runs every morning at 7am to pull open tasks and upcoming calendar entries from Clio, organizes them by attorney, and emails each attorney a personalized priorities digest (including both HTML and plain-text). Each send is also logged via a dedicated guardrail workflow.

What this workflow does

• Scheduled run: Triggers daily at 7am using a schedule trigger.
• Pull Clio data: Fetches pending tasks, upcoming calendar entries within a configurable follow-up window (FIRM_DIGEST_FOLLOWUP_DAYS), and the firm’s user directory from the Clio API.
• Filter & sort: Filters/sorts tasks by due date and filters/sorts calendar entries by start time.
• Merge and group: Combines tasks and calendar items, then groups them by attorney email into:
  • Overdue priorities
  • This-week follow-ups
  • Upcoming deadlines
• Email per attorney: If there are grouped items, it generates one styled HTML email per attorney and sends both HTML + plain-text versions.
• Logging/guardrails: Before sending completes, it logs each email send by calling a separate n8n workflow using GUARDRAIL_WORKFLOW_ID.
• SMTP delivery: Sends digests to attorneys via SMTP using your configured email credentials and FIRM_FROM_EMAIL.

Use cases

• Daily attorney scheduling: ensure no overdue tasks or near-term calendar items are missed.
• Operational visibility: centralize case priorities into a consistent, per-attorney digest.
• Compliance-ready automation: log every digest send through your internal guardrail workflow.

Technical details

• Integrations: Clio (OAuth2) + SMTP
• Key configuration: CLIO_BASE_URL, FIRM_DIGEST_FOLLOWUP_DAYS, FIRM_NAME, FIRM_FROM_EMAIL, GUARDRAIL_WORKFLOW_ID
• Nodes/logic used: if, code, no op, sort, merge, filter