Automated Loan Processing Workflow for Financial Services

• Automate customer inquiries regarding loan eligibility.
• Schedule appointments for loan consultations directly through Google Calendar.
• Send automated email notifications about loan approval status to applicants.
• Retrieve customer email addresses from Google Sheets based on specific criteria.

Webhook receives customer requests and triggers the workflow. AI chat model processes the inquiry and gathers necessary information. Validation tool checks loan eligibility based on applicant data. Calendar tool schedules appointments if needed. Email tool sends notifications regarding loan status to customers.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the webhook to receive requests from your application.
3. 3
   Set up OpenAI credentials for the chat model.
4. 4
   Connect Google Calendar and Gmail accounts for scheduling and notifications.
5. 5
   Test the workflow with sample data to ensure functionality.