{"product_id":"n8n-workflow-corporate-action-entitlement-notices-openai-gmail-sheets","title":"n8n Workflow: Corporate Action Entitlement Notices (OpenAI, Gmail, Sheets)","description":"\u003ch3\u003eAutomatically generate and send corporate action entitlement notices—end-to-end\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow ingests corporate action webhooks, pulls client holdings from your Google Sheets ledger, calculates deterministic entitlements for key event types, drafts professional client notifications with OpenAI, and emails them via Gmail—while writing immutable audit logs for every execution.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eSecure webhook intake:\u003c\/b\u003e Receives corporate action payloads through a \u003cb\u003eHeader Auth Webhook\u003c\/b\u003e using \u003cb\u003eX-Webhook-Secret\u003c\/b\u003e, enforcing supported event types: \u003cb\u003eDVCA\u003c\/b\u003e, \u003cb\u003eDVSE\u003c\/b\u003e, \u003cb\u003eSPLF\u003c\/b\u003e, \u003cb\u003eRHTS\u003c\/b\u003e, \u003cb\u003eTEND\u003c\/b\u003e, and \u003cb\u003eCHOS\u003c\/b\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eSchema validation \u0026amp; deadline rules:\u003c\/b\u003e Validates mandatory schema fields and enforces election deadline rules for voluntary events.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eLookup holdings in Google Sheets:\u003c\/b\u003e Retrieves record-date holdings from the \u003cb\u003ePositionBook\u003c\/b\u003e tab (e.g., \u003cb\u003eisin\u003c\/b\u003e, \u003cb\u003eaccountNumber\u003c\/b\u003e, \u003cb\u003eclientName\u003c\/b\u003e, \u003cb\u003epositionAsOfRecordDate\u003c\/b\u003e) and merges position data.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eEvent-specific entitlement math:\u003c\/b\u003e Computes entitlements using deterministic formulas, including half-up rounding for cash dividends, stock dividends with fractional cash, forward splits, rights, and choice events.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eVoluntary escalation tiers:\u003c\/b\u003e Calculates election cutoff deadlines across a 4-tier escalation model: \u003cb\u003eINFORMATIONAL\u003c\/b\u003e, \u003cb\u003eREMINDER\u003c\/b\u003e, \u003cb\u003eURGENT\u003c\/b\u003e, and \u003cb\u003eBREACH\u003c\/b\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eProfessional notification drafts with OpenAI:\u003c\/b\u003e Uses \u003cb\u003egpt-4o-mini\u003c\/b\u003e to format client notification drafts, while locking pre-calculated financial values.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eEmail delivery \u0026amp; auditability:\u003c\/b\u003e Sends emails via \u003cb\u003eGmail\u003c\/b\u003e and appends a complete \u003cb\u003e17-field\u003c\/b\u003e execution record to \u003cb\u003eAuditTrail\u003c\/b\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eOps teams automate entitlement notices for corporate actions without manual spreadsheets.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators process DVCA\/DVSE, splits (SPLF), rights (RHTS), tenders (TEND), and choices (CHOS) consistently.\u003c\/li\u003e\n  \u003cli\u003eCompliance-focused workflows require deterministic calculations and audit logs in Google Sheets.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003en8n nodes:\u003c\/b\u003e \u003cb\u003ewebhook\u003c\/b\u003e, \u003cb\u003ecode\u003c\/b\u003e, \u003cb\u003eswitch\u003c\/b\u003e, \u003cb\u003egoogle sheets\u003c\/b\u003e, \u003cb\u003egmail\u003c\/b\u003e, and \u003cb\u003eOpenAI (gpt-4o-mini)\u003c\/b\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eLLM tooling:\u003c\/b\u003e Uses \u003cb\u003en8nn8n-nodes-langchain\u003c\/b\u003e \/ LangChain LLM integration to generate notification drafts.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eRequired sheets:\u003c\/b\u003e \u003cb\u003ePositionBook\u003c\/b\u003e (ledger) and \u003cb\u003eAuditTrail\u003c\/b\u003e (17-field immutable log).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45865760358579,"sku":"N8N-18374","price":13.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/QQX5Tb4EkkZtCi8XjMq6__9xBF7rXd.png?v=1787044210","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-corporate-action-entitlement-notices-openai-gmail-sheets","provider":"N8N Commerce","version":"1.0","type":"link"}