Automation library · AI assistants

Draft dental denial appeal packets from Gmail EOBs with OpenAI

Started by an arriving email, and works across Gmail, Google Drive and n8n data table. It hands the judgement calls to OpenAI. 22 steps, 2 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

22 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 4Logic 11Service 6

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

  1. 1Receive Payer Denial NoticeGmail triggerStarts it
  2. 2Denial Extraction ModelLm Chat Open AiModel
  3. 3Appeal Drafting ModelLm Chat Open AiModel
  4. 4Normalize Denial PayloadSetLogic
  5. 5Extract Denial Line ItemsInformation ExtractorModel
  6. 6Draft Appeal LetterAgentModel
  7. 7Split Out Denied CPT LinesSplit OutLogic
  8. 8Aggregate Appeal Packet LinesAggregateLogic
  9. 9Score Appeal Strategy & DeadlineCodeLogic
  10. 10Shape Appeal RecordSetLogic
  11. 11Check Line Item AppealableIfLogic
  12. 12Save Appeal Packet to DriveGoogle DriveService
  13. 13Check Filing Deadline UrgencyIfLogic
  14. 14Tag Non-Appealable ReasonSetLogic
  15. 15Log Appeal DecisionData TableService
  16. 16Flag Priority ReviewSetLogic
  17. 17Tag Standard QueueSetLogic
  18. 18Log Non-Appealable DenialData TableService
  19. 19Update Practice Management SystemHttp RequestService
  20. 20Merge Appealable Line DecisionsMergeLogic
  21. 21Notify Billing Manager - Non-AppealableGmailService
  22. 22Notify Front Desk of Drafted AppealGmailService

How it's built

Starts on
An arriving email
Steps
22, with 2 branches
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Drive, n8n data table
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an arriving email.

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?

Take your time. At 22 steps it is large: read it before trusting it with anything live.

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 22 steps before you point it at anything that matters.