Automation library · Scheduling

Manage legal client intake and consultations with Telegram

Started by an incoming Telegram message, and works across Google Calendar, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI. 29 steps, 3 branches, 2 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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29 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
2Loops or waits
4Services it connects to

The flow

Starts it 4Model 1Logic 11Service 13

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

  1. 1Client Message via TelegramTelegram triggerStarts it
  2. 2Daily Fee Reminder CheckSchedule triggerStarts it
  3. 3Follow-up Schedule CheckSchedule triggerStarts it
  4. 4On Workflow ErrorError triggerStarts it
  5. 5Extract Client InfoSetLogic
  6. 6Get Pending Fee CasesGoogle SheetsService
  7. 7Get Cases Needing Follow-upGoogle SheetsService
  8. 8Slack – Post Workflow Error AlertSlackService
  9. 9AI – Classify Legal CaseOpen AiModel
  10. 10Has Pending Fees?IfLogic
  11. 11Has Follow-ups Due?IfLogic
  12. 12Parse Classification ResultCodeLogic
  13. 13Slack – Post AI Classification ErrorSlackService
  14. 14Split CasesSplit In BatchesLogic
  15. 15Split Follow-up CasesSplit In BatchesLogic
  16. 16Route by Case TypeSwitchLogic
  17. 17Send Fee ReminderTelegramService
  18. 18Send Follow-up MessageTelegramService
  19. 19Property ChecklistSetLogic
  20. 20Family ChecklistSetLogic
  21. 21Criminal ChecklistSetLogic
  22. 22Fallback ChecklistSetLogic
  23. 23Update Fee StatusGoogle SheetsService
  24. 24Mark Follow-up SentGoogle SheetsService
  25. 25Send Document ChecklistTelegramService
  26. 26Log Case to SheetGoogle SheetsService
  27. 27Create Consultation EventGoogle CalendarService
  28. 28Notify LawyerTelegramService
  29. 29Send Booking ConfirmationTelegramService

How it's built

Starts on
An incoming Telegram message
Steps
29, with 3 branches, 2 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Google Calendar, Google Sheets, Slack, Telegram
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Calendar, 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 an incoming Telegram message.

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 29 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 29 steps before you point it at anything that matters.