# Create an educational checklist from an approved source

Turn an approved playbook, guide, or excerpt into a checklist with an action, verification step, and source quote for each item. Use the Google Doc as an editable lead magnet or training resource.

**Category** Marketing · Content Creation  
**Tools** n8n, OpenAI, Google Docs, n8n Data Tables  
**Trigger** Authenticated POST from an internal content queue or form  
**Proposed catalog URL** https://uptune.io/templates/source-based-checklist  
**Package** [Workflow JSON](source-based-checklist.n8n.json) · [Test payloads](test-payloads.json) · [Validation report](validation-report.txt)

Import the workflow in n8n and run **Run with sample data**. The workflow imports inactive with **dryRun** enabled. The sample stays inside n8n and uses fictional data.

## How it works

1. Accept a title, intended audience, goal, and an approved source excerpt with its URL.
2. Generate four to eight actionable checks. Verify each evidence quote appears in the source text.
3. Save the checklist to Google Docs with the source link and draft text for editorial review.

## How to use

1. Create a Data Table for this workflow with text columns **event_key**, **status**, **detail**, and **result_id**. Enter the ID, OpenAI model, and brand voice in **Setup**.
2. Set up an OpenAI bearer **Header Auth** credential, Google Docs OAuth2 on both Google Docs HTTP nodes, and a separate private inbound **Header Auth** credential.
3. POST **requestId**, **title**, **audience**, **goal**, **sourceApproved** set to true, **sourceTitle**, **sourceUrl**, and **sourceText**. Paste the relevant passage as text when starting from a PDF. The response acknowledges receipt. Look up the Google document ID in the Data Table's **result_id** field.
4. In staging, disable dry run and confirm the document includes the checklist and source. Review each item, then format the Google Doc and export it to PDF if the team needs a downloadable handout.

## Test and operate

- The sample creates five items with action, verification, and evidence.
- Unapproved input, duplicate actions, or invented quotes stop before a document is created.
- A repeated request ID preserves the existing draft in normal serial delivery. Reconcile **doc_pending** against Google Drive before retrying.

[n8n source by InfraNodus](https://n8n.io/workflows/5720-generate-content-ideas-from-pdfs-with-infranodus-graphrag-and-ai-gap-analysis/)