Draft dental denial appeal packets from Gmail EOBs with OpenAI and Google Drive
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 22 nodes and runs on Gmail events. Along the way it connects Gmail, OpenAI Chat Model and Google Drive.
How it runs
Trigger: On Gmail events.
- Normalize Denial Payload (Edit Fields (Set)): sets 5 fields: patientName, payerName, claimNumber…
- Extract Denial Line Items (Information Extractor): extracts structured fields from text with AI, with model: Denial Extraction Model
- Split Out: splits a list into separate items
- Score Appeal Strategy & Deadline (Code): runs custom JavaScript code
- Check Line Item Appealable (If): checks a condition and branches into true / false
- Check Filing Deadline Urgency (If): checks a condition and branches into true / false
- Tag Non-Appealable Reason (Edit Fields (Set)): sets 2 fields: closeReason, status
- Flag Priority Review (Edit Fields (Set)): sets 2 fields: reviewQueue, status
- Tag Standard Queue (Edit Fields (Set)): sets 2 fields: reviewQueue, status
- Log Non-Appealable Denial (Data table): uses Data table
…plus 9 more steps. See the full node list below.
Services it uses
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 Draft Appeal Letter (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
- Also check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll).
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Draft Appeal Letter (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (14)
- Gmail Trigger
n8n-nodes-base.gmailTrigger - Edit Fields (Set)
n8n-nodes-base.set - Information Extractor
@n8n/n8n-nodes-langchain.informationExtractor - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Split Out
n8n-nodes-base.splitOut - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Data table
n8n-nodes-base.dataTable - Gmail
n8n-nodes-base.gmail - Merge
n8n-nodes-base.merge - AI Agent
@n8n/n8n-nodes-langchain.agent - Aggregate
n8n-nodes-base.aggregate - Google Drive
n8n-nodes-base.googleDrive - HTTP Request
n8n-nodes-base.httpRequest
From the author
Quick overview This workflow monitors a Gmail inbox for dental EOB/claim denial emails, uses OpenAI to extract denied procedure line items and draft appeal letters, then saves a combined appeal packet to Google Drive, logs outcomes in n8n Data Tables, updates…