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 clinical 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 (eg, 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.