{"product_id":"n8n-workflow-missing-client-docs-requests-via-gmail-sheets","title":"n8n Workflow: Missing Client Docs Requests via Gmail \u0026 Sheets","description":"\u003ch3\u003eMissing client document requests—automated via Gmail \u0026amp; Sheets\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow checks your client document tracker, detects what’s still missing, and automatically emails clients (requests and reminders) using SMTP\/Gmail—plus it generates an internal status summary for your office.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cp\u003eDesigned to run every weekday at 9:00 (or be started manually for testing), it works end-to-end from your document list to email follow-ups:\u003c\/p\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eLoads client records\u003c\/b\u003e that include: \u003ci\u003eclient\u003c\/i\u003e, \u003ci\u003eemail\u003c\/i\u003e, \u003ci\u003erequested\u003c\/i\u003e, \u003ci\u003ereceived\u003c\/i\u003e, \u003ci\u003ereminders\u003c\/i\u003e, \u003ci\u003elastReminder\u003c\/i\u003e (and an optional \u003ci\u003eid\u003c\/i\u003e).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eCalculates missing documents per client\u003c\/b\u003e, then decides what to do based on reminder timing and limits:\n    \u003cul\u003e\n      \u003cli\u003eSend an email request\/reminder when due\u003c\/li\u003e\n      \u003cli\u003eWait until the next reminder date when not yet due\u003c\/li\u003e\n      \u003cli\u003eMark items as complete when documents are received\u003c\/li\u003e\n      \u003cli\u003eFlag clients for a \u003cb\u003ephone call\u003c\/b\u003e after the maximum reminders\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eSends plain-text emails via SMTP\u003c\/b\u003e to each client who is due to be contacted, including \u003cb\u003eonly the missing documents\u003c\/b\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eCreates a single office status summary\u003c\/b\u003e showing: how many emails were sent, who needs a call, how many are waiting, and which clients are complete.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eLegal, compliance, or onboarding teams tracking document packages in \u003cb\u003eGoogle Sheets\u003c\/b\u003e or \u003cb\u003eExcel\u003c\/b\u003e.\u003c\/li\u003e\n  \u003cli\u003eAgencies that need consistent “request → reminder → escalation” emails without manual chasing.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators who want a lightweight workflow to keep client files moving on schedule.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cb\u003eSchedule\u003c\/b\u003e: weekday run at 9:00 or manual start.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eNodes used\u003c\/b\u003e: if, set, code, no op, gmail, switch.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eData source\u003c\/b\u003e: replace the sample client list with your Sheets\/Excel\/Airtable\/CRM integration that outputs the required fields.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eEmail\u003c\/b\u003e: configure an SMTP credential (or swap in Gmail\/Outlook), set the real sender address, and enable the email node.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cb\u003eRules\u003c\/b\u003e: update message wording, reminder spacing, and maximum reminders in the workflow’s planning constants and office summary logic.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46326538305715,"sku":"N8N-21638","price":75.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/hD4lwxCGUx9x-CfD4W9By_I5zltA9J.png?v=1793352152","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-missing-client-docs-requests-via-gmail-sheets","provider":"N8N Commerce","version":"1.0","type":"link"}