{"product_id":"n8n-workflow-draft-roof-supplement-letters-from-gmail-pdfs","title":"n8n Workflow: Draft Roof Supplement Letters from Gmail PDFs","description":"\u003ch3\u003eAutomatically draft roof supplement letters from Gmail estimate PDFs—then create a Google Doc + Gmail draft for the adjuster\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow reads roof estimate PDFs you receive in Gmail (or upload via the n8n form), extracts claim and roof details with OpenAI, checks them against your scope rules in Google Sheets, and automatically generates the missing roof supplement letter in a Google Docs document—plus a ready-to-review Gmail draft to the adjuster. It also maintains a claims log and runs a morning chase for unanswered supplements.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eTriggers\u003c\/b\u003e when an estimate PDF arrives in Gmail, when you upload a PDF via the n8n form, or on a daily schedule to review unresponded supplements.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eFilters incoming emails\u003c\/b\u003e to continue only when a PDF is attached and the email content matches your configured estimate keywords.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eExtracts and structures data\u003c\/b\u003e by reading the PDF text and sending it to \u003cb\u003eOpenAI\u003c\/b\u003e to capture roof facts, measurements, totals, and all priced line items.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eValidates against “Scope rules”\u003c\/b\u003e stored in \u003cb\u003eGoogle Sheets\u003c\/b\u003e, comparing estimate line items to identify missing items and under-applied waste rules.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eDrafts the supplement\u003c\/b\u003e when gaps are found: OpenAI generates supplement wording, the workflow formats the letter, saves it to \u003cb\u003eGoogle Docs\u003c\/b\u003e, and creates a \u003cb\u003eGmail draft\u003c\/b\u003e addressed to the adjuster.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eLogs and summarizes\u003c\/b\u003e by appending a record to the “Claims” sheet and emailing you a summary with missing items and links to the Google Doc and Gmail draft (or confirming the estimate looks complete).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eMorning chase\u003c\/b\u003e: scans the “Claims” sheet for supplements without responses after your chase window, emails you a chase list, and marks rows as chased.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eReduce manual work: turn adjuster estimate PDFs into supplement letters without retyping roof facts and line items.\u003c\/li\u003e\n  \u003cli\u003eCatch overlooked scope gaps: automatically flag missing items and waste rule under-application.\u003c\/li\u003e\n  \u003cli\u003eMaintain follow-ups: run daily checks and generate a morning chase list for unresponded supplements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eIntegrations\/Credentials:\u003c\/b\u003e Gmail, OpenAI, Google Sheets, Google Docs.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eCore logic:\u003c\/b\u003e nodes including \u003cb\u003eif\u003c\/b\u003e, \u003cb\u003eset\u003c\/b\u003e, \u003cb\u003ecode\u003c\/b\u003e, \u003cb\u003egmail\u003c\/b\u003e, \u003cb\u003eswitch\u003c\/b\u003e, and \u003cb\u003esplit out\u003c\/b\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eSetup:\u003c\/b\u003e connect credentials for Gmail, OpenAI, Google Sheets, and Google Docs, then configure estimate keywords and your “Scope rules.”\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46217920217267,"sku":"N8N-20826","price":5.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/kS247uRSKPUrOU-isDCc__r5BzmRpC.png?v=1791883125","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-draft-roof-supplement-letters-from-gmail-pdfs","provider":"N8N Commerce","version":"1.0","type":"link"}