Automation library · Chat assistants

Generate and review patient SOAP notes with OpenAI and Gmail

Started by someone submitting a form, and works across Gmail, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI. 14 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
14 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 1Logic 2Service 9

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

  1. 1Patient Symptom FormForm triggerStarts it
  2. 2Global Workflow Error TriggerError triggerStarts it
  3. 3Generate SOAP Note Draft (GPT-4o Mini)Open AiModel
  4. 4Slack: Alert Ops on Global ErrorSlackService
  5. 5Prepare Patient & Note DataSetLogic
  6. 6Slack: Alert Ops on GPT FailureSlackService
  7. 7Send SOAP Draft to Doctor for ApprovalGmailService
  8. 8Route: Approved or Edit Requested?IfLogic
  9. 9Save Approved Note to Google SheetsGoogle SheetsService
  10. 10Send Edit Request Back to DoctorGmailService
  11. 11Send Confirmation Email to PatientGmailService
  12. 12Telegram: Notify Doctor – Edit RequestedTelegramService
  13. 13Telegram: Notify Patient – Note ApprovedTelegramService
  14. 14Telegram: Notify Doctor – Note FiledTelegramService

How it's built

Starts on
Someone submitting a form
Steps
14, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Slack and Telegram accounts, and a key for OpenAI. 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?

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. 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.