Workflow Templates

This n8n workflow sends a real-time Slack notification when a user submits a contact form on your website. It also optionally sends a confirmation email via either Outlook or Gmail. You can embed the form directly into your website and route all submissions to your preferred Slack channel for quick follow-up. ✅ Key Features 🌐 Website Form Trigger**: A no-code form that can be embedded directly on your website. ⚡ Slack Integration**: Instantly posts lead details to a designated Slack channel. 📧 Email Follow-Up (Optional)**: Sends a thank-you email to the user via either Gmail or Microsoft Outlook. 🔗 Easy to Connect**: Requires minimal setup with OAuth for Slack and email APIs. 🧰 What You'll Need Slack Bot Token & Permissions** Gmail or Outlook account (optional)** n8n instance (cloud or self-hosted)** 🛠️ Step-by-Step Setup 1️⃣ Embed Contact Form on Website Node**: Form Submission on Website What it does**: Captures user inputs — Name, Email, and Phone. How to use**: Grab the public webhook URL from this node. Embed it as a form action on your website (HTML form or no-code builder). API**: None required. Webhook-based. 2️⃣ Send to Slack Node**: Slack What it does**: Posts a message to your Slack #leads channel with submission details. Message format**: You have a form submission with these details. Name: {{ Name }} Email: {{ Email }} Phone: {{ Phone }} API**: Slack Bot Token (OAuth2) 3️⃣ Optional: Send Confirmation Email Node**: Send Email - Gmail Sends email using Gmail API. Node**: Send Email - Outlook Sends email using Microsoft Outlook API. Message**: Hi {{ Name }}, Thank you for reaching out on our website. We'll be in touch soon! API**: Gmail or Microsoft Outlook OAuth2 👤 Created By Robert Breen Automation Consultant | AI Workflow Designer | n8n Expert 📧 rbreen@ynteractive.com 🌐 ynteractive.com 🔗 LinkedIn 🏷️ Tags slack lead alerts website form n8n email automation real-time notification lead generation form trigger webhook

AI-Enhanced Lead Qualification & HubSpot Synchronization (Jotform to HubSpot) 🧠✨ Stop wasting time on bad leads and manual research. This advanced n8n workflow automates your entire lead qualification and CRM entry process for HubSpot, ensuring you only sync high-quality, pre-researched contacts. When a prospect submits your form, this automation immediately: Verifies the lead's email using Verifalia to ensure deliverability. Performs an AI-powered website crawl to extract and structure key competitive information like the prospect's Company Name, Industry, Country, and a Website Summary. Uses Google Gemini to create an instant, personalized summary of the lead's potential, acting as your virtual sales assistant. Finally, it creates or updates the comprehensive, enhanced contact record in HubSpot CRM and sends a smart Gmail notification to your sales team with the AI summary for immediate, informed follow-up. How it Works This automation turns raw form submissions into fully enriched, sales-ready contacts in HubSpot: Lead Capture (Jotform): A prospect fills out your Jotform with their details, triggering the workflow instantly. Email Verification (Verifalia): The email address is sent to the Verifalia API. Only verified, deliverable emails are allowed to proceed, eliminating bad data from your HubSpot portal. Website Crawl & Data Extraction (HTTP Request & AI): The workflow accesses the prospect's website and uses an Information Extractor (powered by an underlying Language Model like Google Gemini or similar AI) to automatically pull essential business data like Industry and Company Name. AI Lead Scoring & Summarization (Google Gemini): All captured and enriched data is fed to the Google Gemini model. The AI acts as a smart assistant, analyzing the lead's profile to generate a short, prospective summary for your sales team. HubSpot Synchronization: The final, enriched contact data (including all AI-extracted fields) is used to either create a new contact or update an existing one in your HubSpot CRM. Intelligent Internal Notification (Gmail): Your sales team receives an immediate internal email. This alert contains the raw lead data plus the critical AI-generated summary, allowing them to prioritize and personalize their follow-up immediately. Requirements To set up this intelligent lead funnel, you'll need the following accounts and credentials configured in your n8n instance: Jotform Credentials:* An *API Key* for the *JotForm Trigger**. Sign up for Jotform here: https://www.jotform.com/?partner=zainurrehman Verifalia Credentials:* An *API Key* for the *Lead Verification** node. AI/Language Model Credentials:* Credentials for the *Information Extractor* and *Message a model** (e.g., Google Gemini/PaLM API Key) to perform website research and summarization. HubSpot Credentials:* An *OAuth2* or *API Key* credential for the *HubSpot** node to manage contacts. Gmail Credentials:* An *OAuth2* credential for the *Gmail** node to send internal notifications. Jotform:* An active form containing the necessary fields: *First Name, **Last Name, Email, Phone, Website, and Note.

📊 Description Streamline management decision-making by automatically evaluating high-priority tenders, generating AI-powered executive summaries, and routing them for approval inside Slack. 🤖📩 This workflow pulls pending tenders from Airtable, uses GPT-4o-mini to evaluate urgency, business opportunity, and risk, and generates a structured summary with a Go/No-Go recommendation. Tenders that qualify are pushed to Slack with interactive approval buttons, and the final decision instantly updates Airtable and triggers a confirmation email to your bid team. Perfect for fast-moving procurement, bidding, and sales teams that require structured, high-quality tender assessments. 📊⚡ 🔁 What This Template Does 1️⃣ Runs daily via Schedule Trigger to fetch high-priority pending tenders from Airtable. ⏰ 2️⃣ Sends each tender to the AI agent for evaluation (urgency, risk, opportunity). 🤖 3️⃣ Generates structured JSON output: — urgency — priorityScore — executive summary — Go/No-Go recommendation — reasoning 4️⃣ Formats AI output for Slack review and Airtable updates. 📝 5️⃣ Checks if tender qualifies as “High urgency + High score + Go.” 🚦 6️⃣ Sends interactive Slack message with Approve/Reject buttons. 💬 7️⃣ If approved → updates Airtable status to Approved and sends Gmail confirmation. 📧 8️⃣ If rejected or low-score → updates Airtable status accordingly. ✏️ 9️⃣ If no priority tenders exist → sends fallback Slack notification. 📭 ⭐ Key Benefits ✅ Eliminates manual tender review and scoring ✅ AI creates consistent, executive-ready summaries ✅ Fast approval flow inside Slack with built-in decision logging ✅ Clear Go/No-Go framework for quality tender selection ✅ Updates Airtable automatically with final decision ✅ Sends email confirmation for approved tenders — ensuring next steps start immediately 🧩 Features Daily Airtable lookup for high-priority tenders GPT-4o-mini AI scoring & structured evaluation Automatic Go/No-Go decision logic Slack interactive approval (Approve / Reject) Auto-update to Airtable (Status = Approved / Pending) Gmail confirmation email to the bid team JSON output parser for reliable AI formatting Tender link embedding for quick access 🔐 Requirements Airtable Personal Access Token OpenAI API key (GPT-4o-mini) Slack API credentials Gmail OAuth2 credentials Airtable table with tender fields (Priority, Status, Summary, Dates, etc.) 🎯 Target Audience Procurement teams evaluating multiple tenders Management teams needing fast approval workflows Business development & bidding teams Companies tracking tenders in Airtable Organizations adopting AI-assisted decision processes

📘 Description: This workflow automates sales contact follow-ups and engagement tracking by integrating HighLevel CRM, Gmail, Slack, and Google Sheets. It fetches all contacts from HighLevel, filters inactive contacts, sends personalized follow-up emails, checks for responses, and notifies the sales team accordingly. It eliminates manual follow-up tracking, ensures timely outreach, and provides real-time notifications — helping sales teams maintain engagement, respond promptly, and improve lead conversion. ⚙️ What This Workflow Does (Step-by-Step) 🟢 Manual Trigger – Starts the automation manually Action: Initiates the workflow for immediate follow-up execution or testing. 📦 Fetch Contacts from HighLevel CRM Action: Retrieves all contacts from HighLevel, including names, emails, and metadata for full visibility. 🔍 Validate Deal Fetch Success (IF Node) Action: Verifies that fetched contacts contain valid IDs. ✅ True Path: Continues to filter inactive contacts. ❌ False Path: Logs invalid or missing contacts to Google Sheets for auditing and troubleshooting. 🧹 Filter Contacts with No Response Action: Selects contacts who have not replied in the last 24 hours, ensuring follow-ups target only inactive leads. 📊 Get Most Recent Contact Action: Retrieves the latest contact based on last updated time and calculates hours since last interaction. 📧 Send Follow-Up Email to Contact Action: Sends a personalized email to the contact, asking for confirmation or questions and including dynamic details like name and last interaction time. ⏳ Wait for 24 Hours Before Next Action Action: Pauses the workflow for 24 hours to allow contacts sufficient time to respond. 📨 Retrieve Email Thread for Response Action: Fetches the most recent Gmail thread using the thread ID to check if the contact has replied. ✅ Check If Contact Responded with “Yes” (IF Node) Action: Evaluates if the response contains the word “yes”. ✅ True Path: Triggers Slack notification for positive response. ❌ False Path: Triggers Slack notification for no response. 💬 Notify Sales Team in Slack if Response Received Action: Sends a Slack message notifying the team of a positive reply, including contact details and response snippet. ⚠️ Notify Sales Team in Slack if No Response Action: Sends a Slack message notifying the team that the contact hasn’t replied, including contact info, follow-up timestamp, and waiting status. 🚨 Log Fetch or Validation Errors (Error Handling) Action: Records any fetch or validation errors in Google Sheets for easy review and troubleshooting. 🧩 Prerequisites HighLevel CRM API OAuth credentials Gmail OAuth2 credentials for sending and fetching emails Google Sheets document for error logging Slack API credentials for notifications 💡 Key Benefits ✅ Fully automated follow-up workflow for sales contacts ✅ Timely notifications for positive and inactive responses ✅ Personalized emails to contacts ✅ Transparent tracking and logging of errors ✅ Seamless integration across HighLevel, Gmail, Slack, and Google Sheets 👥 Perfect For Sales teams managing multiple leads Marketing teams ensuring lead engagement Startups scaling outreach efforts Organizations using HighLevel CRM + Gmail + Slack for sales follow-ups

This n8n workflow enables an AI-powered symptom checker where users input symptoms via a form or chat, analyzes them using an AI model, matches possible conditions, and suggests relevant doctors with contact details via WhatsApp or email, enhancing healthcare accessibility. Why Use It This workflow improves healthcare outreach by providing quick, AI-driven symptom analysis and doctor recommendations, reducing the burden on medical staff, empowering users with informed choices, and streamlining appointment scheduling. How to Import It Download the Workflow JSON: Obtain the workflow file from the n8n template or create it based on this document. Import into n8n: In your n8n instance, go to "Workflows," click the three dots, select "Import from File," and upload the JSON. Configure Credentials: Set up form/webhook, AI model, WhatsApp, email (e.g., SMTP), and optional doctor database API credentials in n8n. Run the Workflow: Test with a sample symptom input and verify responses. System Architecture Symptom Input Pipeline**: Form/Chat Trigger: Initiates the workflow when a user submits symptoms. Extract Symptom Data: Processes the input from the form or chat. AI Analysis Flow**: Send to AI Model: Analyzes symptoms using an AI model. Match Possible Conditions: Identifies potential health conditions. Doctor Suggestion Flow**: Retrieve Doctor Details: Fetches relevant doctor data from a Google Sheet or API. Prepare Suggestion Message: Formats the suggestion with doctor names and contacts. Send WhatsApp Suggestion: Delivers the suggestion via WhatsApp. Send Email Suggestion: Delivers the suggestion via email. Update Log: Logs the request and response in a Google Sheet. Google Sheet File Structure Columns**: timestamp: Date and time of the symptom submission. user_id: Unique identifier for the user (e.g., form ID or chat handle). symptoms: List of symptoms entered by the user. condition: AI-identified possible condition. doctor_name: Name of the suggested doctor. contact: Doctor’s contact (phone or email). sent_via: Channel used for delivery (e.g., WhatsApp, Email). Customization Ideas Add More Channels**: Integrate SMS or Slack for additional notifications. Enhance AI**: Train the AI model with more medical data for better accuracy. Include Appointment Booking**: Add a node to schedule appointments with suggested doctors. Multilingual Support**: Adapt responses for different languages. Severity Alerts**: Flag critical conditions for immediate medical attention. Requirements to Run This Workflow Google Sheets Account**: For logging symptom data and doctor details. AI Model**: Ollama or similar for symptom analysis (requires API access). Form/Chat Service**: Google Forms, WhatsApp webhook, or similar for user input. WhatsApp Business API**: For sending WhatsApp messages (requires token and phone number). Email Service**: Gmail, SMTP, or similar for email delivery. n8n Instance**: With Google Sheets, AI, WhatsApp, and email connectors configured. Internet Connection**: To access APIs and services. Want a tailored workflow for your business? Our experts can craft it quickly Contact our team

✅ What problem does this workflow solve? Garage and auto service businesses handle much more than just vehicle repairs — they manage service schedules, customer reminders, pickups, feedback, and repeat visits. When handled manually, this often leads to missed reminders, delayed pickups, unhappy customers, and lost repeat business. This workflow delivers a fully automated, end-to-end customer communication system for garages using n8n + Airtable + WhatsApp + Email, ensuring timely, professional, and consistent engagement at every stage of the service lifecycle. ⚙️ What does this workflow do? This automation suite consists of four interconnected workflows, each handling a critical touchpoint: WF-01: Scheduled Service Reminders Runs daily at 9 AM Identifies upcoming, due-today, or overdue services Sends branded reminders via WhatsApp + Email Automatically marks reminders as sent to avoid duplicates WF-02: Pickup Notification Triggers when service status changes to “Done” Instantly notifies customers that their vehicle is ready Sends confirmation via WhatsApp + Email Updates Airtable to track pickup notifications WF-03: Feedback Collection Triggers when service status becomes “Delivered” Sends a polite feedback request with a form link Uses WhatsApp + Email for higher response rates Ensures feedback requests are sent only once WF-04: Next Service Reminder Runs daily at 9 AM Tracks upcoming next-service dates Sends reminders for: Overdue services Services due today Upcoming services (next 7 days) Encourages repeat visits and long-term retention 🧠 How it Works – High-Level Flow 1. Central Data Source (Airtable) Airtable acts as the single source of truth for: Customer details Vehicle information Service status Service dates & next service dates Notification tracking flags 2. Smart Triggers & Scheduling Schedule Triggers** run daily reminders automatically Airtable Triggers** react instantly to status changes (Pending → Done → Delivered) 3. Personalized Message Generation Dynamic WhatsApp and Email messages are generated using customer, vehicle, and service data Messages are branded and context-aware (overdue, today, upcoming, completed, feedback) 4. Multi-Channel Notifications WhatsApp** messages are sent via Twilio Email** notifications are sent via Gmail Customers are reached on their preferred channels 5. Automatic Tracking & Deduplication Each step updates Airtable flags: Reminder sent Pickup notification sent Feedback sent Next service reminder sent Prevents duplicate messages and ensures clean automation 🔧 Integrations Used Airtable** – Customer, vehicle, and service management Twilio WhatsApp API** – Instant customer notifications Gmail** – Professional email communication n8n Schedule & Trigger Nodes** – Time-based and event-based automation 👤 Who is this for? Perfect for: 🚘 Auto garages & service centers 🛠 Multi-location workshop chains 🚗 Car detailing & maintenance businesses ⚙️ Agencies building automation solutions for automotive clients 🎯 Business Outcomes ✅ No missed service or follow-up reminders ✅ Faster pickups and smoother operations ✅ Automated feedback collection ✅ Higher repeat visits and customer retention ✅ Zero manual follow-ups for staff 🚀 Result This workflow transforms a garage into a fully automated, customer-centric service operation, ensuring every customer is informed, engaged, and encouraged to return — without adding operational overhead.

📊 Description Automate employee leave tracking and communication with structured notifications and reminders 📅📣. This workflow checks a centralized Google Sheet daily to detect when leave periods start or end. When leave begins, it notifies your HR Slack channel and reminds the employee to update their availability. When leave ends, it sends a return notification and follow-up reminder. All actions are reflected back in Google Sheets to maintain a single source of truth. Ideal for growing teams that want a simple, reliable way to manage leave visibility without manual follow-ups or status tracking. What This Template Does 🌐 Runs automatically on a daily schedule 📄 Reads employee leave data from Google Sheets 🧮 Validates and evaluates leave start and end dates 🔀 Routes employees into activation or reset flows 📣 Sends Slack notifications to the HR or admin channel 📧 Sends reminder emails to employees at the right time 📊 Updates leave status in Google Sheets to prevent duplicates 🔁 Processes employees sequentially for reliable execution Key Benefits ✅ Eliminates manual leave tracking ✅ Improves visibility for HR and leadership ✅ Ensures employees receive timely reminders ✅ Prevents duplicate notifications using status flags ✅ Keeps Google Sheets updated as the single source of truth ✅ Scales easily as your team grows Features Daily scheduled leave check Google Sheets as centralized leave database Smart activation and reset logic Slack channel notifications Automated employee reminder emails Status tracking with idempotent processing Sequential execution to avoid API rate limits Configurable Slack channel settings Requirements Google Sheets OAuth2 credentials Slack OAuth2 credentials Gmail OAuth2 credentials Google Sheet with the following columns: Employee Email, Name, Start Date, End Date, Status, Last Updated Target Audience 🏢 HR and People Operations teams 🚀 Growing startups managing distributed teams 📊 Operations teams needing structured leave tracking 🤖 Automation builders creating internal workflow systems

This automated n8n workflow fetches stock data from the Twelve Data API after market close, predicts 5-day trends using AI analysis, updates Google Sheets with the results, and sends an email summary report. This process helps users stay informed about stock movements and make data-driven decisions efficiently. Good to Know AI prediction accuracy improves with more historical stock data. Market conditions and external factors can influence prediction outcomes. Google Sheets access must be authorized to ensure smooth data updates. Email notifications ensure timely delivery of summary reports. The system relies on the Twelve Data API as the primary data source. How It Works Daily Market Close Trigger** - Initiates the workflow daily at 9:00 PM (after market close), Monday to Friday. Read Stock Symbols** - Reads stock symbols from a Google Sheet to determine which stocks to analyze. Set Configuration Variables** - Configures API keys and other necessary variables manually. Fetch 5-Day Stock Data** - Retrieves 5-day stock data from the Twelve Data API. Analyze Stock Trends** - Uses AI to predict 5-day stock price movements based on the fetched data. Update Google Sheet** - Appends the analysis results to a Google Sheet for tracking. Format Email Report** - Creates a concise, human-friendly summary of the stock predictions. Send Email Report** - Delivers the summary report via email to designated recipients. Data Sources The workflow utilizes one Google Sheet: Stock Data Sheet** - Contains stock analysis data with columns: Date (date) Stock Symbol (text) Current Price (number) Predicted 5-Day Trend (text) Confidence Level (number) Notes (text) How to Use Import the workflow into n8n. Configure Google Sheets API access and authorize the application. Set up email credentials for report delivery. Create the required Google Sheet with the specified column structure. Configure the Twelve Data API key. Test with sample stock data to verify predictions and email delivery. Adjust analysis parameters based on your specific stock monitoring needs. Monitor and refine the system based on actual vs. predicted trends. Requirements Google Sheets API access. Email service credentials (Gmail, SMTP, etc.). Twelve Data API key. Initial stock data for analysis. Customizing This Workflow Modify the Stock Trend Predictor parameters to focus on specific stock sectors or adjust prediction horizons. Customize the email report format to match your preferences and integrate additional data sources like news feeds or financial indicators if needed.

AI-Powered Incident Report Generator with Severity Alerts & PDF Delivery Description Automate incident reporting from detection to delivery with AI-driven analysis and professional documentation. This workflow transforms raw incident details into a clear, structured incident report, performs AI-based root cause and impact analysis, triggers real-time alerts for high-severity issues, and delivers a polished PDF report to your operations team — all with minimal manual effort. What This Workflow Does Turns incident reporting into a fast, reliable, and repeatable process: 🚨 Receive Incident Details – Accepts incident data via webhook (ID, severity, systems affected, description). 🧠 AI Analysis – Uses AI to generate root cause analysis, impact assessment, and recommended actions. ⚠️ Severity Check – Automatically detects high-severity incidents. 💬 Slack Alerts – Sends instant alerts for critical incidents to the ops channel. 📄 Professional Report Generation – Formats incident details into a clean, readable report. 📑 PDF Creation – Converts the report into a downloadable PDF. 📧 Email Delivery – Sends the report to the operations team. ☁️ Secure Storage – Saves a copy to Google Drive for records and compliance. Key Features 🤖 AI-Generated Analysis – Automated root cause, impact, and action recommendations ⚡ Real-Time Severity Alerts – Immediate Slack notifications for high-risk incidents 📄 Professional PDF Reports – Clean, structured, and ready for audits 📧 Automated Delivery – Email reports without manual follow-ups ☁️ Centralized Storage – Securely archive reports in Google Drive Perfect For 🏢 IT & Operations Teams 🔐 Security & Compliance Teams 🧑‍💼 Internal Ops & Risk Management 🏭 Enterprises handling system or process incidents 📊 Teams needing audit-ready incident documentation What You’ll Need Required Integrations 🤖 OpenAI – Incident analysis and recommendations 📄 HTMLCSS to PDF – Convert reports into PDFs 📧 Gmail – Send incident reports 💬 Slack – Severity-based alerts Optional ☁️ Google Drive – Store incident reports securely Quick Start 1️⃣ Import the workflow into n8n 2️⃣ Connect OpenAI, Slack, Gmail, and HTMLCSS to PDF credentials 3️⃣ Update Slack channel and email recipients 4️⃣ Trigger the webhook with incident data 5️⃣ Activate the workflow Expected Results ⚡ Faster incident response 🤖 Consistent AI-driven analysis 📉 Reduced manual reporting work 📄 Audit-ready incident documentation 🚨 Immediate visibility into critical incidents

Solar Energy Production Monitoring Alert Workflow This workflow automatically monitors solar energy production every 2 hours by fetching data from the Energidataservice API. If the energy output falls below a predefined threshold, it instantly notifies users via email. Otherwise, it logs the data into a Google Sheet and posts a daily summary to Slack. Who’s It For Renewable energy teams monitoring solar output. Facility managers and power plant supervisors. ESG compliance officers tracking sustainability metrics. Developers or analysts automating solar energy reporting. How It Works Trigger: The workflow starts every 2 hours using a Schedule Trigger. Data Fetch: An HTTP Request node fetches solar energy production data from the Energidataservice API. Processing: A Code node filters out entries with production below the minimum threshold. Decision Making: An If node checks whether any low-production entries are present. Alerts: If low-production is detected, an email is sent via the Gmail node. Logging: If all entries are valid, they are logged into a Google Sheet. Slack Summary: A Slack node posts the summary sheet data for end-of-day visibility. How to Set Up Schedule Trigger: Configure to run every 2 hours. HTTP Request Node: Method: GET URL: https://api.energidataservice.dk/dataset/YourDatasetHere Add necessary headers and params as required by the API. Code Node: Define logic to filter entries where solar_energy_production < required_threshold. If Node: Use items.length > 0 to check for low-production entries. Gmail Node: Auth with Gmail credentials. Customize recipient and message template. Google Sheets Node: Connect to a spreadsheet. Map appropriate columns. Slack Node: Use Slack OAuth2 credentials. Specify channel and message content. Requirements n8n Cloud or Self-hosted instance. Access to Energidataservice API. Gmail account (with n8n OAuth2 integration). Google Sheets account & sheet ID. Slack workspace and app with appropriate permissions. How to Customize Change Frequency:** Adjust the Schedule Trigger interval (e.g., every hour or 4x per day). Threshold Tuning:** Modify the value in the Code node to change the minimum acceptable solar production. Alert Routing:** Update Gmail recipients or replace Gmail with Microsoft Outlook/SendGrid. Sheet Format:** Add or remove columns in the Google Sheet based on extra metrics (e.g., wind or nuclear data). Slack Posting:** Customize Slack messages using Markdown for improved readability. Add‑ons Telegram Node:** Send alerts to a Telegram group instead of email. Discord Webhook:** Push updates to a Discord channel. n8n Webhook Trigger:** Extend it to receive external production update notifications. Integromat/Make or Zapier:** For multi-platform integration with CRMs or ticketing tools. Use Case Examples Utility Companies:** Automatically detect and act on solar underperformance to maintain grid stability. Solar Farm Operators:** Log clean production data for auditing and compliance reports. Sustainability Teams:** Track daily performance and anomalies without manual checks. Home Solar System Owners:** Get notified if solar generation drops below expected. Common Troubleshooting | Issue | Possible Cause | Solution | | -------------------------------------- | -------------------------------------- | ------------------------------------------------------------------- | | HTTP Request fails | API key missing or URL is incorrect | Check API endpoint, parameters, and authentication headers | | Gmail not sending alerts | Missing or invalid Gmail credentials | Re-authenticate Gmail OAuth2 in n8n credentials | | No data getting logged in Google Sheet | Incorrect mapping or sheet permissions | Ensure the sheet exists, columns match, and credentials are correct | | Slack node fails | Invalid token or missing channel ID | Reconnect Slack credentials and check permissions | | Code node returns empty | Filter logic may be too strict | Validate data format and relax the threshold condition | Need Help? Need help setting this up or customizing it for your own solar or energy monitoring use case? ✅ Set it up on your n8n Cloud or self-hosted instance ✅ Customize it for your own API or data source ✅ Modify alerts to suit your internal tools (Teams, Discord, SMS, etc.) 👉 Just reach out to our n8n automation team at WeblineIndia, we'll be happy to help.

📊 Description Automate your clinic’s patient intake and scheduling with an intelligent AI Healthcare Appointment Booking Agent built in n8n. 🏥 This workflow receives patient form submissions, analyzes symptoms using AI triage, determines urgency levels, and automatically assigns the most suitable doctor based on specialty. The agent stores structured patient records in Google Sheets and sends automated appointment schedule emails to doctors. 📧 It also follows up with patients after visits by sending personalized feedback requests, creating a complete AI-driven patient management workflow. This automation acts as a virtual clinic coordinator, streamlining healthcare operations while improving response time and patient experience. 🤖 What This Template Does 🔔 Capture Patient Leads – A webhook receives patient intake form data including name, age, gender, and symptoms. 🤖 Run AI Medical Triage – An AI agent evaluates symptoms to determine urgency level and recommended medical department. 📝 Store Patient Intake Data – Structured triage results are automatically saved to a Google Sheets patient database. 🧠 Assign the Best Doctor – A second AI agent reads the doctor list and selects the most appropriate specialist. 📅 Create Appointment Records – The assigned doctor and appointment details are written to the scheduling sheet. 📧 Notify Doctors Automatically – Doctors receive an HTML email with their daily appointment schedule. ⏰ Monitor Completed Visits – A scheduled workflow checks completed consultations. 💬 Request Patient Feedback – Patients automatically receive a feedback form email after their visit. Key Benefits ✅ Automates the entire patient intake to appointment workflow ✅ Uses AI agents to perform smart symptom triage and doctor assignment ✅ Eliminates manual scheduling and patient routing ✅ Keeps patient and doctor records organized in Google Sheets ✅ Automatically sends doctor schedule notifications and patient feedback emails ✅ Improves clinic efficiency and response time Features AI-powered patient triage agent for symptom evaluation AI doctor assignment agent using specialty matching Webhook-based patient intake form integration Google Sheets database for patient records and appointments Automated HTML doctor schedule email generation Scheduled follow-up system for patient feedback Custom JavaScript normalization nodes for structured AI outputs Requirements Azure OpenAI API credentials Google Sheets OAuth2 connection Gmail OAuth2 credentials for email notifications A Google Spreadsheet with the following tabs: Patient forms Doctor details Scheduled appointments Target Audience 🏥 Healthcare clinics and medical practices 🧑‍⚕️ Hospitals managing patient intake and appointment routing 🤖 Healthcare automation builders using n8n + AI agents 🛠️ Healthtech teams building AI-assisted scheduling systems

💬 AI Gmail Support Automation with Google Gemini, OpenAI & Pinecone 🚀 How it Works This workflow turns your Gmail inbox into an AI-powered customer support assistant using Google Gemini, OpenAI embeddings, and Pinecone vector search. It automatically classifies incoming emails, retrieves context-based answers from your knowledge base, and replies instantly saving your support team valuable time. 🔁 Workflow Overview Gmail Trigger** → Detects new incoming customer emails. Intent Classifier** → Identifies if the email is a support query or something else. Vector Store (Pinecone)** → Retrieves the most relevant information. Email Support Agent (Gemini)** → Generates a clear, human-like response. Gmail Node** → Sends the AI-generated reply automatically. Slack Notification** → Updates your team about the response. Label Query** → Adds Gmail labels for tracking and organization. This automation provides 24/7 AI-based email support, faster customer responses, and zero manual data lookup — ideal for busy teams handling repetitive queries. 👥 Who It’s For SaaS companies** managing frequent customer support requests Startups and agencies** looking to automate inbox replies Customer success teams** aiming to improve response time Freelancers or small businesses** who want smart, auto-handled Gmail support ⚙️ Set Up Steps Estimated setup time: 10–15 minutes Connect your Gmail and Slack accounts to n8n. Add your API keys: Google Gemini API key OpenAI API key Link your Pinecone Vector Database (or create a new one). Customize the system message in the “Email Support Agent” node to match your tone or brand style. Send test emails to ensure the automation responds correctly and labels messages as intended. Check Slack notifications to confirm your team gets updates on replies. 💡 Detailed setup notes are included in the sticky notes inside the workflow. 🧩 Integrations Used Gmail API Google Gemini LLM OpenAI Embeddings Pinecone Vector Database Slack API 💡 Key Benefits Provides instant AI-based email replies 24/7 Reduces manual workload for support teams Maintains consistent and accurate tone using your knowledge base Keeps your inbox organized with automatic labels and team alerts Ideal for scaling customer support without hiring more agents