Verify loan documents and score eligibility with Claude and Google Sheets
Needs changesNeeds 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 21 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Anthropic Chat Model. It also calls sheets.googleapis.com and api.sendgrid.com over HTTP.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Set - Prepare Application Context (Edit Fields (Set)): sets 18 fields: applicantName, applicantEmail, applicantPhone…
- AI - Verify & Extract Document Data (AI Agent): runs an AI agent, with model: Anthropic - Verification Model
- JS - Parse Document Verification Output (Code): runs custom JavaScript code
- If: checks a condition and branches into true / false
- JS - Calculate Financial Ratios & Risk Score (Code): runs custom JavaScript code
- Respond to Webhook: sends the response back to the webhook caller
- Wait: pauses before continuing
- AI - Generate Eligibility Assessment & Recommendation (AI Agent): runs an AI agent, with model: Anthropic - Eligibility Model
- JS - Parse Eligibility Output (Code): runs custom JavaScript code
- Wait: pauses before continuing
…plus 8 more steps. See the full node list below.
Services it uses
HTTP calls to: sheets.googleapis.com, api.sendgrid.com
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 AI - Verify & Extract Document Data (v1.6), AI - Generate Eligibility Assessment & Recommendation (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI - Verify & Extract Document Data (v1.6), AI - Generate Eligibility Assessment & Recommendation (v1.6) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (9)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Respond to Webhook
n8n-nodes-base.respondToWebhook - Wait
n8n-nodes-base.wait - HTTP Request
n8n-nodes-base.httpRequest
From the author
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…