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Library / Email Automation

Email Automation

Track USCIS case statuses and RFE deadlines with Google Sheets and email

On a schedule, it handles email using SMTP Email, Google Sheets.

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What it does

## Immigration Case Status Tracker ### How it works 1. The workflow runs daily to check immigration case statuses from a Google Sheet tracker. 2. It filters active cases and polls USCIS for their latest statuses. 3. Status changes trigger a compliance check before sending client email updates. 4. It computes and alerts approaching RFE (Request For Evidence) deadlines via email. 5. Finally, it updates the Google Sheet tracker rows based on status changes and notifications. ### Setup steps - [ ] Configure Google Sheets credentials with access to the case tracker sheet. - [ ] Set the USCIS case status API endpoint variable (USCIS_CASE_STATUS_ENDPOINT). - [ ] Set up email credentials to send client status update and RFE alert emails. - [ ] Ensure the compliance check sub-workflow is accessible and correctly configured. ### Customization Adjust email template codes to fit the required client communication styles. Modify filtering criteria in the 'Filter To Active Cases' node depending on case status definitions.

The steps

  1. Every Morning at 6am
  2. Read Case Tracker Sheet
  3. Filter Active Cases
  4. Post USCIS Case Status Request
  5. Parse USCIS Status HTML
  6. Calculate Status Change And RFE
  7. If Status Changed
  8. Build Client Status Update Email
  9. Execute Compliance Check Workflow
  10. If Status Update Approved
  11. Send Client Status Update Email
  12. Skip Email For Opt-Out Client
  13. Append Or Update Tracker Row
  14. Calculate Approaching RFE Deadlines

16 steps in total.

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