🔬 Enforce SMS and email opt-outs with Twilio and Google Sheets

⚡ 1 views · 🔬 Document Extraction & Analysis

Description

Quick overview

This workflow adds a reusable compliance layer for outbound SMS/email by checking a Google Sheets opt-out list, appending TCPA opt-out language, and writing an audit log, and it also receives inbound Twilio SMS STOP/UNSTOP messages to maintain the same opt-out list.

How it works

  1. Receives a compliance-check request from a parent n8n workflow via an Execute Sub-workflow trigger.
  2. Loads firm settings from n8n Variables, validates the required inputs (channel, recipient, message, template ID), and reads the Opt-Outs tab from Google Sheets.
  3. Checks whether the recipient phone number or email address is present in the opt-out list.
  4. If the recipient is opted out, logs the suppression to the Audit Log tab in Google Sheets and returns { approved: false, message_out: '' } to the caller.
  5. If the recipient is not opted out, appends the appropriate SMS or email opt-out disclaimer, logs the approved message to the Audit Log tab in Google Sheets, and returns { approved: true, message_out } to the caller.
  6. Separately, receives inbound SMS via a Twilio webhook, classifies the message as STOP/UNSTOP/other, and updates the Opt-Outs tab by adding the sender on STOP, removing the sender on UNSTOP, or doing nothing for unrelated replies.

Setup

  1. Create a Google Sheet with two tabs named exactly Opt-Outs (phone, email, opted_out_at, source) and Audit Log (logged_at, template_id, matter_id, recipient, channel, message_preview, status).
  2. Add Google Sheets OAuth2 credentials in n8n and ensure they have access to the compliance sheet.
  3. Set n8n Variables for OPS1_SHEET_ID (the spreadsheet ID) and FIRM_NAME (used in the email footer).
  4. In each outbound template workflow, add an Execute Sub-workflow step before sending and use the returned approved flag and message_out text.
  5. Activate this workflow and configure your Twilio phone number’s “When a message comes in” webhook URL to point to the workflow’s production webhook endpoint.

🔗 Nodes Used

Google Sheets, Webhook, Execute Workflow Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup