# Generate and review patient SOAP notes with OpenAI and Gmail: n8n workflow

> Started by someone submitting a form, and works across Gmail, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/generate-and-review-patient-soap-notes-with-openai-and-gmail (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Chat assistants](https://millionrounds.com/workflows?category=Chat+assistants#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-and-review-patient-soap-notes-with-openai-and-gmail)

**14 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 2 Model 1 Logic 2 Service 9

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

- 1 **Patient Symptom Form** Form trigger *Starts it*
- 2 **Global Workflow Error Trigger** Error trigger *Starts it*
- 3 **Generate SOAP Note Draft (GPT-4o Mini)** Open Ai *Model*
- 4 **Slack: Alert Ops on Global Error** Slack *Service*
- 5 **Prepare Patient & Note Data** Set *Logic*
- 6 **Slack: Alert Ops on GPT Failure** Slack *Service*
- 7 **Send SOAP Draft to Doctor for Approval** Gmail *Service*
- 8 **Route: Approved or Edit Requested?** If *Logic*
- 9 **Save Approved Note to Google Sheets** Google Sheets *Service*
- 10 **Send Edit Request Back to Doctor** Gmail *Service*
- 11 **Send Confirmation Email to Patient** Gmail *Service*
- 12 **Telegram: Notify Doctor – Edit Requested** Telegram *Service*
- 13 **Telegram: Notify Patient – Note Approved** Telegram *Service*
- 14 **Telegram: Notify Doctor – Note Filed** Telegram *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-and-review-patient-soap-notes-with-openai-and-gmail)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library)

## Workflows like it

Also chat assistants, with the same services where possible, closest in size first.

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- [**Automate rental agreements with Google Sheets and Gemini** 14 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/automate-rental-agreements-with-google-sheets-and-gemini)