See llms.txt for all machine-readable content.

Back to Templates

Assess visa eligibility and send PDF checklists with Claude and SendGrid

Created by

Created by: Oneclick AI Squad || oneclick-ai
Oneclick AI Squad

Last update

Last update 18 hours ago

Categories

Share

Quick overview

This workflow receives visa eligibility requests via webhook, uses Anthropic Claude to extract passport details and assess visa requirements, generates a purpose-specific document checklist, converts it to a PDF via PDFShift, logs each request to Google Sheets, and emails the PDF to the applicant using SendGrid.

How it works

  1. Receives a webhook POST with applicant details, travel plan, and raw passport OCR text.
  2. Uses Anthropic Claude to extract and validate passport data (name, nationality, passport number, expiry) and scores whether the passport text is readable.
  3. If passport data is insufficient, immediately returns a webhook response asking the applicant to resubmit a clearer passport scan.
  4. If passport data is sufficient, waits briefly and uses Anthropic Claude again to determine whether a visa is required, the visa category, a recommended visa type, processing time, risks, and confidence.
  5. Builds a document checklist from a standard base list plus purpose-specific items and any AI-flagged eligibility risks, then renders it into HTML.
  6. Sends the HTML to PDFShift to generate a PDF, formats a summary row, and appends the application record to a Google Sheets tab.
  7. Emails the applicant the assessment with the checklist PDF attached via SendGrid and returns the full assessment as JSON in the webhook response.

Setup

  1. Add an Anthropic API credential (Claude Sonnet) and connect it to both AI steps for passport extraction and visa rules assessment.
  2. Configure an HTML-to-PDF provider by setting the PDFShift (or equivalent) API URL and replacing YOUR_PDF_API_KEY in the PDF generation request.
  3. Configure SendGrid by replacing YOUR_SENDGRID_API_KEY and updating the sender email/name and any email content as needed.
  4. Set up Google Sheets OAuth2 access and replace YOUR_SHEET_ID, then create a VisaApplications sheet/tab with columns matching the appended summary row.
  5. Copy the webhook URL for visa-eligibility-inbound and send test POST requests that include applicantName, applicantEmail, destinationCountry, travelPurpose, intendedArrivalDate, intendedStayDays, and passportOcrText.