{"product_id":"clio-daily-case-priority-digest-email-automation-n8n","title":"Clio Daily Case Priority Digest Email Automation (n8n)","description":"\u003ch3\u003eSend a daily Clio priorities digest to every attorney—automatically\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eClio Daily Case Priority Digest Email Automation (n8n)\u003c\/strong\u003e runs every morning at \u003cstrong\u003e7am\u003c\/strong\u003e to pull open tasks and upcoming calendar entries from \u003cstrong\u003eClio\u003c\/strong\u003e, organizes them by attorney, and emails each attorney a personalized priorities digest (including both \u003cem\u003eHTML\u003c\/em\u003e and \u003cem\u003eplain-text\u003c\/em\u003e). Each send is also logged via a dedicated guardrail workflow.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eScheduled run:\u003c\/strong\u003e Triggers daily at \u003cstrong\u003e7am\u003c\/strong\u003e using a schedule trigger.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePull Clio data:\u003c\/strong\u003e Fetches pending tasks, upcoming calendar entries within a configurable follow-up window (\u003cstrong\u003eFIRM_DIGEST_FOLLOWUP_DAYS\u003c\/strong\u003e), and the firm’s user directory from the \u003cstrong\u003eClio API\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFilter \u0026amp; sort:\u003c\/strong\u003e Filters\/sorts tasks by \u003cstrong\u003edue date\u003c\/strong\u003e and filters\/sorts calendar entries by \u003cstrong\u003estart time\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMerge and group:\u003c\/strong\u003e Combines tasks and calendar items, then groups them by attorney email into:\n    \u003cul\u003e\n      \u003cli\u003e\u003cstrong\u003eOverdue priorities\u003c\/strong\u003e\u003c\/li\u003e\n      \u003cli\u003e\u003cstrong\u003eThis-week follow-ups\u003c\/strong\u003e\u003c\/li\u003e\n      \u003cli\u003e\u003cstrong\u003eUpcoming deadlines\u003c\/strong\u003e\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail per attorney:\u003c\/strong\u003e If there are grouped items, it generates one styled HTML email per attorney and sends both HTML + plain-text versions.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogging\/guardrails:\u003c\/strong\u003e Before sending completes, it logs each email send by calling a separate \u003cstrong\u003en8n workflow\u003c\/strong\u003e using \u003cstrong\u003eGUARDRAIL_WORKFLOW_ID\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSMTP delivery:\u003c\/strong\u003e Sends digests to attorneys via \u003cstrong\u003eSMTP\u003c\/strong\u003e using your configured email credentials and \u003cstrong\u003eFIRM_FROM_EMAIL\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eDaily attorney scheduling: ensure no overdue tasks or near-term calendar items are missed.\u003c\/li\u003e\n  \u003cli\u003eOperational visibility: centralize case priorities into a consistent, per-attorney digest.\u003c\/li\u003e\n  \u003cli\u003eCompliance-ready automation: log every digest send through your internal guardrail workflow.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations:\u003c\/strong\u003e \u003cstrong\u003eClio (OAuth2)\u003c\/strong\u003e + \u003cstrong\u003eSMTP\u003c\/strong\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eKey configuration:\u003c\/strong\u003e \u003ccode\u003eCLIO_BASE_URL\u003c\/code\u003e, \u003ccode\u003eFIRM_DIGEST_FOLLOWUP_DAYS\u003c\/code\u003e, \u003ccode\u003eFIRM_NAME\u003c\/code\u003e, \u003ccode\u003eFIRM_FROM_EMAIL\u003c\/code\u003e, \u003ccode\u003eGUARDRAIL_WORKFLOW_ID\u003c\/code\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNodes\/logic used:\u003c\/strong\u003e if, code, no op, sort, merge, filter\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45895374962867,"sku":"N8N-18647","price":20.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/N9QIBa4GQQZ4cZKUdgQgg_xHLfn2bT.png?v=1787649246","url":"https:\/\/buyflowscripts.com\/products\/clio-daily-case-priority-digest-email-automation-n8n","provider":"N8N Commerce","version":"1.0","type":"link"}