Automation library · Research and reporting

Automate medical rep visit workflow with Google Sheets

Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 13 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 3Model 2Service 8

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2Schedule To Assign WorkSchedule triggerStarts it
  3. 3Schedule For Remind Pending workSchedule triggerStarts it
  4. 4Schedule for Summary UpdateSchedule triggerStarts it
  5. 5AI AgentAgentModel
  6. 6Fetch MR SheetGoogle SheetsService
  7. 7Fetch Pending RecordsGoogle SheetsService
  8. 8Fetch Form ResponsesGoogle SheetsService
  9. 9Send Summary to ManagerGmailService
  10. 10Send Plan Email to MRGmailService
  11. 11Send Reminder EmailGmailService
  12. 12Update row in sheetGoogle SheetsService
  13. 13Update row in sheet1Google SheetsService

How it's built

Starts on
A clock
Steps
13
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 13 steps before you point it at anything that matters.