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This workflow serves as a complete "AI Receptionist" for mortgage brokers or high-ticket service providers. It automates the messy process of qualifying leads, getting internal approval, and collecting sensitive client documents securely.
The workflow is fully annotated with Sticky Notes to help you understand every step of the logic.
Key Features
- Smart Qualification: automatically filters leads based on income thresholds (e.g., >$80k) before they reach your inbox.
- Human-in-the-Loop: Uses Telegram buttons to ask the broker for "Approve/Decline" confirmation before generating client emails.
- Generative AI: Uses Google Gemini (2.5-flash-lite) to write personalized, warm welcome emails based on the lead's specific loan type.
- Google Workspace Automation: Automatically creates a unique Google Drive folder for the client and drafts the email in Gmail (with the upload link pre-inserted).
- Document Collection Portal: Includes a validation loop that checks if the client uploaded all required files (ID, Payslip, Bank Statements) and notifies the broker of success or failure.
- Database Logging: Keeps a "Source of Truth" log in Supabase for every lead action.
Prerequisites
To use this template, you will need credentials for:
- Google Cloud Console: Enable APIs for Drive, Gmail, and Gemini (PaLM).
- Telegram: A Bot Token and Chat ID for notifications.
- Supabase: A project URL and API Key (Database schema provided in the Sticky Notes).
How to Configure
- Credentials: Set up your Google, Telegram, and Supabase credentials in n8n.
- Supabase Table: Create a table named
leads_consolidated(schema details are in the workflow notes). - Triggers: Ensure your n8n instance is publicly accessible so the Webhook and Form triggers function correctly.
- Telegram ID: Update the
Chat IDfields in the Telegram nodes to your own ID.
This template is designed to be modular—you can easily swap Supabase for Airtable or Gemini for OpenAI if preferred.