n8n Workflow: Triage Title Closing Exceptions w/ Gmail & Sheets

Automatically triage title closing exceptions and route the right action—daily

This production-ready n8n workflow sweeps open title closing exceptions every morning, analyzes lender correspondence urgency with AI, verifies lien payoff amounts, and automatically emails the correct party (escrow officer or closing attorney) while updating your title system.

What this workflow does

• Runs on a schedule: executes daily at 7:00 AM.
• Reads exception data from Google Sheets: pulls open exception rows and normalizes key fields such as exception type, days to closing, payoff details, and recipient emails.
• AI urgency classification: sends the correspondence text to OpenAI via LangChain sentiment analysis to classify urgency sentiment.
• Risk scoring and tiering: calculates a 0–100 risk score and assigns a risk tier (clear, routine, escalate) using exception severity, sentiment, and time pressure.
• Payoff verification via sub-workflow: calls a separate “Lien Payoff Verification” workflow to validate the claimed payoff amount against a payoff statement.
• Automated routing:
  • If there’s a payoff mismatch, it emails the closing attorney.
  • Otherwise, it routes based on risk tier: clear → email escrow officer, escalate → email closing attorney, routine → log a no-action outcome.
• Updates your title production system: merges outcomes and POSTs a status payload to your system over HTTP.

Use cases

• Daily management of open title exceptions with consistent triage and response timing.
• Automatic escalation when payoff amounts don’t match—reducing closing-day surprises.
• Routing tasks to escrow officers vs. closing attorneys based on AI-identified urgency and closing timeline.

Technical details

• Schedule: daily at 7:00 AM
• Integrations: Google Sheets, Gmail, OpenAI (via LangChain sentiment analysis)
• n8n workflow logic: if, set, code, gmail, merge, switch
• HTTP: POSTs results to a title system endpoint

Setup requirements

• Configure Google Sheets OAuth2 and select the spreadsheet/sheet to read.
• Add an OpenAI API credential.