{"product_id":"whatsapp-gmail-doc-chaser-n8n-workflow-with-gpt-4o-mini","title":"WhatsApp \u0026 Gmail Doc Chaser n8n Workflow with GPT-4o-mini","description":"\u003ch3\u003eAutomate document chasing for your CA firm—WhatsApp + Gmail reminders included\u003c\/h3\u003e\n\u003cp\u003eThis \u003cstrong\u003eWhatsApp \u0026amp; Gmail Doc Chaser\u003c\/strong\u003e \u003cstrong\u003en8n workflow with GPT-4o-mini\u003c\/strong\u003e captures client document requests, creates Google Drive folders + Google Sheets trackers, sends upload links via \u003cstrong\u003eWhatsApp Cloud API\u003c\/strong\u003e and \u003cstrong\u003eGmail\u003c\/strong\u003e, and automatically chases pending uploads with AI-written reminders—while logging everything and updating a password-protected status board.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCaptures new requests\u003c\/strong\u003e from a staff form submission or a \u003cstrong\u003ePOST webhook\u003c\/strong\u003e, then normalizes client details, due date, and the required-document list.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOrganizes uploads\u003c\/strong\u003e by creating a dedicated \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e folder per client and adding a tracking row in \u003cstrong\u003eGoogle Sheets\u003c\/strong\u003e with the upload link and reminder schedule.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends the initial checklist\u003c\/strong\u003e to the client via a \u003cstrong\u003eWhatsApp Cloud API template message\u003c\/strong\u003e and a \u003cstrong\u003eGmail\u003c\/strong\u003e email containing the checklist and personal upload link, and logs the request in Google Sheets.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives uploads\u003c\/strong\u003e through an \u003cstrong\u003en8n Form\u003c\/strong\u003e, matches files to the request using Google Sheets, saves them into the client’s Drive folder, and updates received\/pending status.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eConfirms progress\u003c\/strong\u003e by sending upload receipts back to the client (WhatsApp + Gmail), showing what’s still missing.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEscalates when complete\u003c\/strong\u003e: when all documents are received, it emails the assigned CA.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDaily reminder run\u003c\/strong\u003e at \u003cstrong\u003e10:00 (Mon–Sat)\u003c\/strong\u003e to pull open items, send a team digest, generate reminder email copy with \u003cstrong\u003eGPT-4o-mini\u003c\/strong\u003e, dispatch WhatsApp + Gmail reminders, update reminder counters\/dates, and escalate to the assigned CA via email.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eCA firms collecting KYC and tax documents from clients without manual follow-ups.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators building a client onboarding pipeline that needs structured reminders.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers needing a ready-made \u003cstrong\u003eWhatsApp + Gmail\u003c\/strong\u003e document chase workflow for Google Drive\/Sheets tracking.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations \/ nodes:\u003c\/strong\u003e if, set, code, gmail, webhook, sticky note\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCore systems:\u003c\/strong\u003e Google Drive folders, Google Sheets tracker + activity log, WhatsApp Cloud API messaging\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAI component:\u003c\/strong\u003e GPT-4o-mini for reminder email copy\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eScheduler:\u003c\/strong\u003e runs daily at 10:00 (Mon–Sat)\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46196346749107,"sku":"N8N-20432","price":47.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/kHM0ASKVftd8uypUibEQi_xObBQt0J.png?v=1791623924","url":"https:\/\/buyflowscripts.com\/products\/whatsapp-gmail-doc-chaser-n8n-workflow-with-gpt-4o-mini","provider":"N8N Commerce","version":"1.0","type":"link"}