Automation library · Scheduling

Automated client journey appointment reminders & follow-ups

Started by a clock, and works across Google Sheets and Twilio. 10 steps, 1 branch, 1 loop or waits: a working afternoon to understand properly.

Medium

10 stepsMedium: a working afternoon
1Branch: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Logic 2Service 6

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

  1. 1Google Calendar TriggerGoogle Calendar triggerStarts it
  2. 2Re-engagement TriggerSchedule triggerStarts it
  3. 3Get Client Data from CRMGoogle SheetsService
  4. 4Find Clients Needing Re-engagementGoogle SheetsService
  5. 5If (New vs. Returning Customer)IfLogic
  6. 6Re-engagement OfferTwilioService
  7. 7New Customer Welcome & ReminderTwilioService
  8. 8Returning Customer ReminderTwilioService
  9. 9Wait (After Appointment)WaitLogic
  10. 10Send Survey/Review RequestTwilioService

How it's built

Starts on
A clock
Steps
10, with 1 branch, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Google Sheets, Twilio
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

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. 10 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 10 steps before you point it at anything that matters.