Templates / Manage clinical trial e-consent and compliance with Claude AI and Google Sheets

Manage clinical trial e-consent and compliance with Claude AI and Google Sheets

Needs changes

by Oneclick AI Squad ✓ · 87 views · created 2025-11-04 · Document Extraction, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 19 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets and Anthropic Chat Model. It also calls na3.docusign.net over HTTP.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

  1. Validate and Timestamp Consent (Code): runs custom JavaScript code
  2. Fetch All Active Consent Records (Google Sheets): uses Google Sheets
  3. Verify E-Signature via DocuSign (HTTP Request): calls na3.docusign.net
  4. Check for Duplicate Consent Record (Google Sheets): uses Google Sheets
  5. Analyse Expiring and Missing Consents (Code): runs custom JavaScript code
  6. Flag Duplicate or Proceed (If): checks a condition and branches into true / false
  7. Send Daily Compliance Report to PI (Send Email): sends an email over SMTP
  8. Claude AI GCP Compliance Review (AI Agent): runs an AI agent, with model: Claude AI Model
  9. Log Sweep Results to Audit Sheet (Google Sheets): append
  10. Parse Compliance Review (Code): runs custom JavaScript code

…plus 6 more steps. See the full node list below.

Services it uses

Google SheetsAnthropic Chat Model

HTTP calls to: na3.docusign.net

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in Claude AI GCP Compliance Review (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).

Removed in 3.0Replace with
AI Agent v1 (old agent modes)
Claude AI GCP Compliance Review (v1.6)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (11)

From the author

This workflow automates end-to-end e-consent management for clinical trials. It captures, validates, timestamps, and stores consent submissions with a full regulatory-compliant audit trail, notifies investigators and participants, and runs daily compliance…

Excerpt from Oneclick AI Squad's description on n8n.io.

View the original on n8n.io → Check your own copy

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