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Verify loan documents and score eligibility with Claude and Google Sheets

by Oneclick AI Squadadapted from n8n official workflow galleryUpdated Aug 2026
RequiresAAI AgentAnthropic Chat ModelCCodeHTTP RequestHTTP Request
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WeWebhook - Receive Loan ApplicationWebhook - Recei…SeSet - Prepare Application ContextSet - Prepare A…AgAI - Verify & Extract Document DataAI - Verify & E…Anthropic - Verification ModelAnthropic - Ver…CoJS - Parse Document Verification OutputJS - Parse Docu…IfIF - Documents SufficientIF - Documents …RTRespond to Webhook - Documents InsufficientRespond to Webh…CoJS - Calculate Financial Ratios & Risk ScoreJS - Calculate …WaWait - Before Eligibility AIWait - Before E…AgAI - Generate Eligibility Assessment & RecommendationAI - Generate E…Anthropic - Eligibility ModelAnthropic - Eli…CoJS - Parse Eligibility OutputJS - Parse Elig…CoJS - Format Final Application RecordJS - Format Fin…HRSave Application to Google Sheets TrackerSave Applicatio…IfIF - Auto-DecidableIF - Auto-Decid…HRSend Applicant Approval EmailSend Applicant …RTRespond to Webhook - ApprovedRespond to Webh…HRSend Internal Review Notification EmailSend Internal R…HRSend Applicant Status EmailSend Applicant …RTRespond to Webhook - Under Review or DeclinedRespond to Webh…WaWait For Result1234567891011121314151617181920
1/5
STEPS · 20
Starts on an incoming request

Quick overview This workflow receives loan applications via webhook, uses Anthropic Claude to verify document text and generate an underwriting recommendation, calculates an explainable risk score in code, logs each application to Google Sheets, and sends decision emails through SendGrid before returning a JSON response. How it works Receives a loan application via a POST webhook, including applicant details and extracted text from ID, income proof, and bank statement documents. Uses Anthropic Claude to extract key fields from the documents and cross-checks them against the applicant’s declared name, employer, and income to produce a verification score and inconsistency list. Stops early and returns a “Documents Insufficient” webhook response when the verification score is below the threshold. Calculates verified income, estimated monthly installment, debt-to-income and loan-to-income ratios, and a weighted 0–100 risk score and tier from credit score, ratios, employment tenure, bank health, and document consistency.

Tags

n8nreference-onlyagentlm-chat-anthropic
Connects
AAI AgentAnthropic Chat ModelCCodeWHTTP Request
CategoryAI Automation
Triggermanual
Complexityadvanced
Nodes21
AddedJul 14, 2026

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