Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 24 nodes and runs when someone submits an n8n form (“Provide Your details”) (plus 1 other trigger). Along the way it connects Google Gemini, Gmail, Google Drive and Supabase and 1 more.
How it runs
Trigger: When someone submits an n8n form (“Provide Your details”) (plus 1 other trigger).
- Normalize lead name (Code): runs custom JavaScript code
- Validate Input (If): checks a condition and branches into true / false
- Check income threshold (If): checks a condition and branches into true / false
- Upload ID (Google Drive): uses Google Drive
- Send Validation Error (Telegram): uses Telegram
- Request Email Approval (Telegram): send and wait for a reply
- Upload Payslip (Google Drive): uses Google Drive
- Check approval response (If): checks a condition and branches into true / false
- Upload Bank Statement (Google Drive): uses Google Drive
- Generate Personalized Email (Google Gemini): uses Google Gemini
…plus 12 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Google Gemini
@n8n/n8n-nodes-langchain.googleGemini - Gmail
n8n-nodes-base.gmail - Code
n8n-nodes-base.code - Google Drive
n8n-nodes-base.googleDrive - Supabase
n8n-nodes-base.supabase - If
n8n-nodes-base.if - Telegram
n8n-nodes-base.telegram - n8n Form Trigger
n8n-nodes-base.formTrigger
From the author
This workflow serves as a complete "AI Receptionist" for mortgage brokers or high-ticket service providers. It automates the messy process of qualifying leads, getting internal approval, and collecting sensitive client documents securely. The workflow is…