Quick overview
This workflow audits your Gmail for account-related emails, uses an AI model via OpenRouter to extract service details and risk signals, and maintains a deduplicated account register in Google Sheets, with optional review alerts and a weekly digest sent by Gmail.
How it works
- Runs either manually, daily on a schedule, or weekly on a schedule to switch between discovery and digest modes.
- In discovery mode, searches Gmail with a configurable query for account signals and fetches the full content of each matching message.
- Cleans and filters messages, then sends each candidate email to an AI model through OpenRouter to extract structured account details (service, domain, category, evidence, billing and sensitivity signals, and confidence).
- Normalizes the AI output, computes an account key and risk score, and labels the assessed Gmail message to avoid processing it again.
- If the email is an account signal, upserts a single source-linked row per account into a Google Sheets “Account Register” while preserving any existing human-set fields like Status and Desired Action.
- Sends a Gmail review notice when a record is marked “Needs review” due to low confidence, missing service identification, or parsing issues.
- In digest mode, reads the Google Sheets register, prioritizes records that need a decision, and emails a weekly digest with evidence links and optional copy-ready data rights drafts.
Setup
- Add Gmail OAuth credentials (for reading messages, applying the processed label, and sending emails) and Google Sheets OAuth credentials (for reading and upserting the register).
- Create an HTTP Header Auth credential for OpenRouter (or your compatible AI gateway) and ensure the workflow’s AI endpoint and model name match your provider.
- Create a Google Sheet with a tab named “Account Register” and the exact headers expected by the workflow, then set the Sheet ID, tab name, and email recipients in “Set Template Fields.”
- Create the Gmail label specified in “processedGmailLabel” (default
n8n-account-audited) and adjust the Gmail discovery/test queries, confidence threshold, max results, and timezone to your needs before activating schedules.