Automation library · Scheduling

Automate service package recommendations with Google Workspace

Started by someone submitting a form, and works across Gmail, Google Calendar and Google Sheets. 9 steps, 1 branch: a working afternoon to understand properly.

Medium

9 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Logic 4Service 4

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

  1. 1Package Inquiry FormForm triggerStarts it
  2. 2Log Inquiry to PipelineGoogle SheetsService
  3. 3Route by BudgetSwitchLogic
  4. 4Set Basic Package DetailsSetLogic
  5. 5Set Standard Package DetailsSetLogic
  6. 6Set Premium Package DetailsSetLogic
  7. 7Send Package RecommendationGmailService
  8. 8Update Pipeline StatusGoogle SheetsService
  9. 9Schedule Follow-Up ReminderGoogle CalendarService

How it's built

Starts on
Someone submitting a form
Steps
9, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Calendar, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 9 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 9 steps before you point it at anything that matters.