Automation library · Lead generation

Automated law firm lead management & scheduling with Jotform

Started by an incoming WhatsApp message, and works across Google Calendar, Google Sheets and WhatsApp. It puts Gemini behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: GeminiRetrieval

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

The flow

Starts it 2Model 5Logic 1Service 6

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

  1. 1JotForm TriggerJot Form triggerStarts it
  2. 2Google Gemini Chat ModelLm Chat Google GeminiModel
  3. 3WhatsApp TriggerWhats App triggerStarts it
  4. 4GET MANY EVENTS OF DAY THE USER ASKEDGoogle Calendar ToolService
  5. 5Create an eventGoogle Calendar ToolService
  6. 6Google Gemini Chat Model1Lm Chat Google GeminiModel
  7. 7Postgres Chat MemoryMemory Postgres ChatModel
  8. 8Know about the user enquiryGoogle Sheets ToolService
  9. 9Append or update row in sheetGoogle SheetsService
  10. 10AI AgentAgentModel
  11. 11IfIfLogic
  12. 12AI Agent1AgentModel
  13. 13Send messageWhats AppService
  14. 14Send message1Whats AppService

How it's built

Starts on
An incoming WhatsApp message
Steps
14, with 1 branch
Size
Medium: a working afternoon
Connects to
Google Calendar, Google Sheets, WhatsApp
Model
Gemini
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls Gemini. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.