Quick overview This workflow monitors a Google Drive folder for new loan application PDFs, extracts text, and uses OpenAI (GPT-4o-mini) to structure applicant data, score risk, generate a lending summary, and produce an underwriting recommendation, then emails the final report via Gmail and posts Slack alerts on failures. How it works Triggers when a new PDF is created in a specified Google Drive folder. Downloads the PDF from Google Drive and extracts its text content. Uses OpenAI (GPT-4o-mini) to extract key applicant and loan fields into a validated JSON structure. Uses OpenAI (GPT-4o-mini) to calculate a risk score, risk level, approval confidence, and key findings in JSON. Uses OpenAI (GPT-4o-mini) to write a plain-text lending summary and then generate a final underwriting decision (approve/conditional approval/further review/decline) with reasoning and conditions. Assembles a single report from the extracted data, risk analysis, summary, and decision, and sends it to the loan officer via Gmail. If extraction or risk scoring fails, sends a Slack alert and retries by re-downloading the application PDF.
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Google Drive
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See all AI Automation→WSend weekly blended ad performance reports with Meta Ads, Google Ads, GA4 and OpenAI
Quick overview This workflow runs every Monday at 8am, pulls last-7-days performance data from the Meta Ads API, Google Ads API, and Google Analytics 4, calculates blended KPIs, uses OpenAI to generate a client-friendly insight summary, and delivers an HTML report by Gmail while posting status update to Slack. How it works Runs every Monday at 8am on a schedule trigger. Fetches the last 7 days of spend and engagement metrics from the Meta Ads Insights endpoint. Fetches the last 7 days of campaign cost, clicks, and conversions from the Google Ads API using a streamed search query. Fetches the last 7 days of conversions and revenue by default channel group from the Google Analytics 4 Data API. Combines the three datasets and calculates blended totals for spend, conversions, revenue, and ROAS. Sends the blended metrics to OpenAI to generate a 3–4 sentence plain-language weekly performance summary. Builds a simple HTML report and sends it to the client via Gmail while posting a short “report sent” summary to a Slack channel. If the workflow execution fails, posts the error message to an ops Slack channel. Setup Add credentials and replace the placeholders for your Meta Ads token and ad
AI: Summarize podcast episode and enhance using Wikipedia
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Recommend supplier consolidation with Google Sheets, Groq, Slack and Gmail
Quick overview This workflow runs weekly to read supplier spend data from Google Sheets, detect overlapping suppliers across departments, estimate potential consolidation savings, and use Groq-hosted LLM analysis to assess risk and produce recommendations that are sent to Slack and emailed via Gmail. How it works Runs every week on a scheduled trigger. Reads supplier records from a Google Sheets spreadsheet and keeps key fields like supplier name, department, spend, risk rating, and stakeholder email. Groups and normalizes supplier names to find suppliers used by multiple departments and calculates estimated savings and an opportunity level. Sends each consolidation opportunity to a Groq chat model to evaluate risk versus savings and return a JSON decision and recommendation. Parses the AI JSON output, merges it with the calculated savings data, and formats a final recommendation record. Posts the recommendation to a Slack channel and emails a formatted report to the supplier stakeholder email address. Setup Connect your Google Sheets OAuth account and update the spreadsheet ID and sheet/tab to match your supplier records. Add a Groq API credential for the chat model used to evalua