ProductivityIntermediate✓ Test-run on a live n8n instance

DocChase: Client Document Collection Chaser

DocChase: Client Document Collection Chaser ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Stop chasing clients manually — automate document collection with a self-running loop that onboards clients, logs required files in Google Sheets, and sends weekly reminder emails until everything is received.

Onboard new clients via webhook — automatically creates a per-document tracking row in Google Sheets for every required file
Send a personalized welcome email listing every document the client needs to provide the moment they are added
Run a weekly scheduled scan that identifies every pending document across all active clients in the tracking sheet
Send targeted reminder emails to each client listing only their own specific outstanding documents
Receive a Telegram digest each week showing exactly who is missing what — with client names and document lists at a glance
Configure required document types, email copy, and timing in a single Config node — no code changes needed

Google SheetsGmail / SMTPTelegram

n8n.io / workflow / client-document-chaser

One-time

$15

~5 hrs / week

time back

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsGmail / SMTPTelegram

Already purchased?

Download DocChase: Client Document Collection Chaser

Paste the license key from your receipt. It must match this template.

How it works

Workflow summary

2 coordinated workflows handle different parts of the automation.

DocChase — Weekly Document Chase

Required

1Runs every week on a schedule to check for outstanding client documents
2Reads the Google Sheets tracking table to find all documents still marked as pending
3Groups missing documents by client and builds a tailored reminder for each one
4Sends a reminder email to every client listing only their specific outstanding documents
5Sends the owner a Telegram digest showing who was chased and what they are missing
6Notifies the owner when all clients are up to date with no action needed

DocChase — Client Onboarding

Optional

1Receives a webhook call when a new client is added from a form, CRM, or manual trigger
2Expands the required documents list into individual tracking rows — one row per document
3Logs each required document as a pending row in the Google Sheets tracking table
4Sends the new client a welcome email listing every document they need to provide

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, Gmail / SMTP, Telegram. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Productivity templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up DocChase: Client Document Collection Chaser?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.