Automation library · Scheduling

Manage patient appointments and care follow-ups with OpenAI

Started by someone opening a chat with it, and works across Email and Twilio. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 18 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

Download free
18 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 10Logic 3Service 4

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

  1. 1OpenAI Model - IntakeLm Chat Open AiModel
  2. 2OpenAI Model - Care CoordinationLm Chat Open AiModel
  3. 3OpenAI Model - NotificationLm Chat Open AiModel
  4. 4Intake ParserOutput Parser StructuredModel
  5. 5Care Coordination ParserOutput Parser StructuredModel
  6. 6Notification ParserOutput Parser StructuredModel
  7. 7Conversation MemoryMemory Buffer WindowModel
  8. 8EHR System ToolHttp Request ToolService
  9. 9Scheduling System ToolHttp Request ToolService
  10. 10Intake AgentAgentModel
  11. 11Care Coordination Agent ToolAgent ToolModel
  12. 12Notification Agent ToolAgent ToolModel
  13. 13Patient InputChat triggerStarts it
  14. 14Prepare Final OutputSetLogic
  15. 15Workflow ConfigurationSetLogic
  16. 16Check Notification MethodIfLogic
  17. 17Send Email NotificationEmail SendService
  18. 18Send SMS NotificationTwilioService

How it's built

Starts on
Someone opening a chat with it
Steps
18, with 1 branch
Size
Medium: a working afternoon
Connects to
Email, Twilio
Model
OpenAI
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 Email and Twilio accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. 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. 18 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 18 steps before you point it at anything that matters.