Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase

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1. Workflow Overview

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 collec...

Best for

Lead Generation automation workflows
AI Chatbot automation workflows
advanced n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.googlegemini, n8n-nodes-base.gmail, n8n-nodes-base.code, n8n-nodes-base.googledrive, n8n-nodes-base.supabase, n8n-nodes-base.if, n8n-nodes-base.telegram, n8n-nodes-base.formtrigger

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Shashwat Singh.

Original n8n.io source

1.1 Workflow description

Title: Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase
Workflow name: Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase

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 fully annotated with Sticky Notes to help you understand every step of the logic.

Key Features

Smart Qualification: automatically filters leads based on income thresholds (e.g., >$80k) before they reach your inbox.
Human-in-the-Loop: Uses Telegram buttons to ask the broker for "Approve/Decline" confirmation before generating client emails.
Generative AI: Uses Google Gemini (2.5-flash-lite) to write personalized, warm welcome emails based on the lead's specific loan type.
Google Workspace Automation: Automatically creates a unique Google Drive folder for the client and drafts the email in Gmail (with the upload link pre-inserted).
Document Collection Portal: Includes a validation loop that checks if the client uploaded all required files (ID, Payslip, Bank Statements) and notifies the broker of success or failure.
Database Logging: Keeps a "Source of Truth" log in Supabase for every lead action.

Prerequisites

To use this template, you will need credentials for:

Google Cloud Console: Enable APIs for Drive, Gmail, and Gemini (PaLM).
Telegram: A Bot Token and Chat ID for notifications.
Supabase: A project URL and API Key (Database schema provided in the Sticky Notes).

How to Configure

Credentials: Set up your Google, Telegram, and Supabase credentials in n8n.
Supabase Table: Create a table named leads_consolidated (schema details are in the workflow notes).
Triggers: Ensure your n8n instance is publicly accessible so the Webhook and Form triggers function correctly.
Telegram ID: Update the Chat ID fields in the Telegram nodes to your own ID.

This template is designed to be modular—you can easily swap Supabase for Airtable or Gemini for OpenAI if preferred.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Generate Personalized Email

Type / Role: @n8n/n8n-nodes-langchain.googleGemini - googleGemini
Config choices: Version 1.1

Block 2 - Create Gmail Draft

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.2

Block 3 - Aggregate Log Data

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 4 - Create Drive Folder

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 5 - Share Drive Folder

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 6 - Store in Database

Type / Role: n8n-nodes-base.supabase - supabase
Config choices: Version 1

Block 7 - Validate Input

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 8 - Send Success Notification

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 9 - Send Partial Failure Notification

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 10 - Send Validation Error

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 11 - Upload ID1

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 12 - Upload Payslip1

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 13 - Upload Bank Statement1

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 3

Block 14 - Send Email Created Confirmation

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 15 - Request Email Approval1

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 16 - On form submission

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.5

Block 17 - Check income threshold

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.3

Block 18 - Check approval response

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.3

Block 19 - Check all uploads successful

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.3

Block 20 - Normalize lead name

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 21 - Evaluate upload results

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 22 - Log declined lead

Type / Role: n8n-nodes-base.supabase - supabase
Config choices: Version 1

Block 23 - Update upload error log

Type / Role: n8n-nodes-base.supabase - supabase
Config choices: Version 1

Block 24 - Upload portal trigger

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.5

Showing the first 24 of 31 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase
Complexity	advanced
Nodes	31
Categories	Lead Generation, AI Chatbot
Author	Shashwat Singh
Published	13 Feb 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/13387/13387.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Lead Generation workflows AI Chatbot workflows

Frequently asked questions

What does Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation, AI Chatbot use case.

Shashwat Singh

4 workflows

Nodes

@n8n/n8n-nodes-langchain.googlegemini n8n-nodes-base.gmail n8n-nodes-base.code n8n-nodes-base.googledrive n8n-nodes-base.supabase n8n-nodes-base.if n8n-nodes-base.telegram n8n-nodes-base.formtrigger

Complexity

advanced

Published 13 Feb 2026

Likes 0

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Install path: /data/workflows/13387/13387.json

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Qualify mortgage leads and collect documents with Gemini, Gmail, Drive, Telegram, and Supabase

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Key Features

Prerequisites

How to Configure

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Generate Personalized Email

Block 2 - Create Gmail Draft

Block 3 - Aggregate Log Data

Block 4 - Create Drive Folder

Block 5 - Share Drive Folder

Block 6 - Store in Database

Block 7 - Validate Input

Block 8 - Send Success Notification

Block 9 - Send Partial Failure Notification

Block 10 - Send Validation Error

Block 11 - Upload ID1

Block 12 - Upload Payslip1

Block 13 - Upload Bank Statement1

Block 14 - Send Email Created Confirmation

Block 15 - Request Email Approval1

Block 16 - On form submission

Block 17 - Check income threshold

Block 18 - Check approval response

Block 19 - Check all uploads successful

Block 20 - Normalize lead name

Block 21 - Evaluate upload results

Block 22 - Log declined lead

Block 23 - Update upload error log

Block 24 - Upload portal trigger

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions