Automation library · Scheduling

Schedule and track discovery calls with Google Forms

Started by a change in a Google Sheet, and works across Gmail, Google Calendar and Google Sheets. 20 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

Medium

Download free
20 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Logic 8Service 11

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

  1. 1New Form Submission (Google Sheets)Google Sheets triggerStarts it
  2. 2Workflow SettingsSetLogic
  3. 3Prepare Client RecordSetLogic
  4. 4Get Calendar AvailabilityGoogle CalendarService
  5. 5Suggest Discovery Call SlotCodeLogic
  6. 6Create Discovery Call HoldGoogle CalendarService
  7. 7Build Client SessionSetLogic
  8. 8Log Invite In SheetGoogle SheetsService
  9. 9Send Booking InvitationGmailService
  10. 10Wait Before Checking BookingWaitLogic
  11. 11Get Calendar Event StatusGoogle CalendarService
  12. 12Has Client Booked?IfLogic
  13. 13Log Booking ConfirmedGoogle SheetsService
  14. 14Increment Reminder CounterSetLogic
  15. 15Send Confirmation EmailGmailService
  16. 16Reminder Limit Reached?IfLogic
  17. 17Log No ResponseGoogle SheetsService
  18. 18Send Reminder EmailGmailService
  19. 19Alert Host InternallyGmailService
  20. 20Log Reminder SentGoogle SheetsService

How it's built

Starts on
A change in a Google Sheet
Steps
20, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Calendar, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar and Google Sheets accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a change in a Google Sheet.

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. 20 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 20 steps before you point it at anything that matters.