n8n M&A Data Room Risk Review: Drive + OpenAI + Sheets

Instant M&A Data Room Risk Review with n8n + Google Drive, OpenAI, and Sheets

Turn an n8n form submission into an end-to-end M&A data room risk review: the workflow scans every file in your Google Drive data room, uses OpenAI (gpt-4o-mini) to generate per-document risk findings, logs results to Google Sheets, drafts an executive summary, and emails it via Gmail—with Slack alerts for errors.

What this workflow does

• Receives deal details via an n8n form trigger: deal name, Google Drive folder ID, and notification email address.
• Creates a unique run ID, lists files in the specified Drive folder, and loops through each document.
• Downloads each file, extracts the document text, then sends the text to OpenAI (gpt-4o-mini).
• Generates structured risk findings as JSON (risk level, flags, and a short summary), then parses the output.
• Appends findings to the “Due Diligence Findings” tab in Google Sheets for that run.
• Compiles an executive summary by fetching all findings for the run from Google Sheets and prompting OpenAI to draft the overview.
• Sends the summary by email: converts it to HTML and delivers it to the submitted address using Gmail.
• Notifies failures and analysis issues by posting error alerts to Slack.

Use cases

• Automate initial diligence screening for inbound M&A deals stored in Google Drive folders.
• Provide an executive-ready summary in minutes, backed by document-level findings.
• Maintain an auditable log of AI-generated risk notes in Google Sheets for each run ID.

Technical details

• Integrations / nodes: Code, Form Trigger, Google Drive, OpenAI (gpt-4o-mini), Google Sheets, Gmail, Slack, Sticky Note.
• Credentials needed: Google Drive OAuth2, Google Sheets OAuth2, OpenAI API, Gmail OAuth2, Slack OAuth2.
• Setup note: replace YOUR_GOOGLE_SHEET_ID in Google Sheets nodes and ensure the Due Diligence Findings tab has the expected columns.