How It Works ⚙️
How It Works ⚙️ This workflow is a comprehensive, AI-powered system that acts as a virtual patient assistant for clinics. It automates the entire patient journey from appointment confirmation to post-procedure follow-up. Appointment Trigger: The workflow starts when a new event is created in your Google Calendar for a patient appointment. AI-Powered Education: The new appointment is sent to an OpenAI (GPT-4) node, which acts as a virtual clinic assistant. It instantly generates a personalized pre-procedure guide based on the appointment's details. Automated Communication: The workflow then uses Twilio to send this AI-generated guide directly to the patient via SMS or WhatsApp, ensuring they are well-prepared for their appointment. Post-Procedure Follow-up: After the appointment ends, a Wait node pauses the workflow for a set period. It then sends a personalized follow-up message—also generated by OpenAI—to the patient, encouraging them to provide feedback. Staff Notification: A Slack notification is sent to the team once a follow-up message has been dispatched, keeping everyone informed and ready to act on incoming feedback. How to Set Up 🛠️ Import the Workflow: Copy the provided workflow JSON and import it into your n8n instance. Configure Credentials: Google Calendar: Add your OAuth2 credential. OpenAI: Add your API Key. Twilio: Add your API credentials. Slack: Add your Bot Token credential. Customize Workflow Nodes: Node 1 (Google Calendar Trigger): Select your clinic's booking calendar. Node 2 & 5 (OpenAI): You can customize the prompts to better match your clinic's tone and specific procedures. Node 3 & 6 (Twilio): Replace YOUR_TWILIO_NUMBER with your Twilio number and ensure you can extract the patient's phone number from your calendar events (e.g., from the event description). Node 7 (Slack): Replace YOUR_SLACK_CHANNEL_ID with the ID of your team's feedback or operations channel. Save & Activate: Once all settings and credentials are configured, save the workflow and click the "Inactive" toggle in the top-right corner to make it live. An n8n automation workflow template by Marth - Business Automation.
Marth - Business Automation
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