Templates / Automate monthly merchant risk reviews with Supabase, Perplexity and Claude

Automate monthly merchant risk reviews with Supabase, Perplexity and Claude

Unknown

by Ryan Nolan ✓ · 20 views · created 2026-01-05 · CRM, AI Summarization

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 55 nodes and runs manually, when you click “Execute workflow” (plus 2 other triggers). Along the way it connects Supabase, Anthropic Chat Model, Pinecone Vector Store and Embeddings OpenAI and 3 more. It also calls api.opensanctions.org and courtlistener.com over HTTP.

How it runs

Trigger: Manually, when you click “Execute workflow” (plus 2 other triggers).

  1. Risk Decisions Past Examples (Code): runs custom JavaScript code
  2. Initialize Run (Edit Fields (Set)): sets 3 fields: run_month, run_id, triggered_at
  3. Resolve Month (Edit Fields (Set)): sets 1 field: month
  4. Pinecone: Insert Prior Decisions (Pinecone Vector Store): stores documents in the Pinecone vector store, with embeddings: OpenAI Embeddings (text-embedding-3-small); document loader: Prior Decision Document Loader
  5. Supabase: get many
  6. Supabase: get many
  7. Supabase: get many
  8. Supabase: get many
  9. Supabase: get many
  10. Supabase: get many

…plus 31 more steps. See the full node list below.

Services it uses

SupabaseAnthropic Chat ModelPinecone Vector StoreEmbeddings OpenAIApify (community)Tavily (community)Firecrawl (community)

HTTP calls to: api.opensanctions.org, courtlistener.com

Uses Firecrawl. New users get 10% off with our link.

Before you upgrade to n8n 3.0

We can't fully verify this one: it relies on 3 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

  • Check that @apify/n8n-nodes-apify is verified or supports 3.0 (used in Apify: Google Reviews).
  • Check that @tavily/n8n-nodes-tavily is verified or supports 3.0 (used in Tavily: Adverse Media).
  • Check that @mendable/n8n-nodes-firecrawl is verified or supports 3.0 (used in Firecrawl: Scrape Merchant Site).

Nodes used (21)

From the author

Quick overview This consists 3 different workflows. Each one should be saved into individual workflows. The goal of these workflows is to automate a tedious process of creating a monthly merchant and industry review deck a task that might take a risk team 20+…

Excerpt from Ryan Nolan's description on n8n.io.

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

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