n8n Workflow Template
Client Documents: Secure Intake
A client sends an ID or application form as a photo. ScanKit cleans it, the workflow stores the PDF in your own secure storage, records metadata, and notifies the responsible person.
Architecture
Phone photo
-> ScanKit hosted scanner
-> webhook
-> n8n
-> store PDF (your storage)
-> metadata row
-> notify (email/Slack)Payload example
Fictional example values.Same envelope as the other templates (file + metadata). Metadata fields (scanner_id, scanner_name, page_count, timestamp) map directly to your tracking row.
file: scan.pdf (the cleaned scan)
metadata: {
"scanner_id": 99,
"scanner_name": "Client Intake",
"page_count": 1,
"timestamp": "2026-09-04T14:00:00.000Z"
}In this flow the PDF is written only to your own storage: the storage step below creates the copy, and the metadata row tells your team where the file lives.
5-minute guide
- 1Create a scanner with a webhook pointing at your n8n endpoint.
- 2Webhook node receives the PDF; write it to your secure storage (S3, Drive, database) under a key derived from timestamp + scanner_name.
- 3Insert the metadata row (scanner_name, page_count, timestamp, storage key).
- 4Send the notification with a review link.
- 5Test end to end and confirm the file landed in your storage.
Use this template
Import the n8n workflow JSON, connect your hosted scanner webhook, and adapt the placeholder endpoints to your own services.
In n8n choose Workflows, Import from File, and select this JSON.