The flow
Starts it 2Logic 3Service 8
The steps in the order they run, from what starts it.
- 1⏰ Daily Follow-Up CheckSchedule triggerStarts it
- 2⏰ Weekly Summary TriggerSchedule triggerStarts it
- 3📋 Get PatientsGoogle SheetsService
- 4📋 Get Treatment Plans (Weekly)Google SheetsService
- 5📋 Get Treatment PlansGoogle SheetsService
- 6🧮 Compute Weekly SummaryCodeLogic
- 7🧮 Decide Follow-Up ActionCodeLogic
- 8📧 Send Weekly Summary to OwnerGmailService
- 9🚦 Escalate?IfLogic
- 10📧 Alert Front Desk (Personal Call Needed)GmailService
- 11📧 Send Patient ReminderGmailService
- 12💾 Update Row (Escalated)Google SheetsService
- 13💾 Update Row (Stage + Contact Date)Google SheetsService
How it's built
- Starts on
- A clock
- Steps
- 13, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Sheets accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 13 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.
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 13 steps before you point it at anything that matters.