Price: From $20/mo
Setup: Needs setup
Time saved: Maker hasn't shared this

Who it's for

Accounting and bookkeeping firms whose clients ignore emails asking for documents.

What it does

Sends upload links by WhatsApp and email
Saves uploaded files to each client's Google Drive folder
Sends daily reminders about missing documents

Proof

Maker's claimShared by Rahul Joshi on the n8n template library

The template maker says it sends daily WhatsApp and email reminders and emails the assigned CA when all documents arrive.

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Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I run an accounting firm. Client [CLIENT NAME] still needs to send these documents for [TAX YEAR OR JOB]: [LIST DOCUMENTS STILL NEEDED]. They already sent: [LIST DOCUMENTS RECEIVED]. Please write: 1) A short WhatsApp message (under 300 characters) asking for the missing items, with our upload link [LINK]. 2) A longer email with the same request and a checklist of what is still missing. 3) A friendly follow-up for 3 days later and a firmer one for 7 days later. Keep the tone warm and simple. I will send these myself.

How to set it up

Import the free template into n8n.
Make a Google Sheet with Document Requests and Activity Log tabs, plus a Drive folder.
Connect WhatsApp, Gmail, Google Drive, Google Sheets and OpenAI.
Get your WhatsApp message templates approved before turning it on.
Add each client's needed documents and test with one client first.