Customer Visit Notification
Customer Visit Notification This workflow monitors Google Calendar for events indicating that a customer will visit the company today or the next day, retrieves the required details, and sends reminder notifications to the relevant stakeholders. It also posts a company-wide announcement to ensure proper preparation and a professional reception for the customer. 📌Who is this for? Reception / Administration team Sales / Account owners in charge of customers Management / Related team leaders Security / IT / Logistics (for meeting room, equipment, and check-in preparation) 📌The problem Customer visit information is usually shared manually and can be easily missed. Related staff are not informed in time to prepare. This causes last-minute preparation for reception, meeting rooms, documents, and support. It affects the customer experience and the company’s professional image. 📌How it works When a customer meeting is scheduled, the system records the information (time, customer name, company, person in charge). The system automatically sends notifications to related groups based on timeline: Notify the whole office 1 hour before the visit. Notify related members 24 hours in advance. Notifications can be sent via Email / Slack / Internal chat. 📌Quick setup Required information: N8n Version 2.4.6 Google Calendar OAuth2 API: Client ID, Client Secret Google Sheets OAuth2 API: Client ID, Client Secret Slack App: Bot User OAuth Token Google Sheets will be used to log all notified events. 📌Results Everyone is aware of the customer visit schedule. Teams can proactively prepare meeting rooms, documents, and manpower. Reduce mistakes and missed communication. Improve customer experience and company professionalism. 📌Take it further Customer check-in using QR code / Visitor form Send reminders to prepare documents Store visit history Monthly/quarterly reports for number of customer visits 📌Need help customizing? Contact me for consulting and support: Linkedin / Website. An n8n automation workflow template by BHSoft.
BHSoft
web
free
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