Automation library · Scheduling

Send AI patient follow-ups and rebooking emails with Claude

Started by someone submitting a form, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Claude. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Claude

15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 5Service 7

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

  1. 1Patient Intake FormForm triggerStarts it
  2. 2Claude SonnetLm Chat AnthropicModel
  3. 3Configure Clinic SettingsCodeLogic
  4. 4Analyse Patient SubmissionChain LlmModel
  5. 5Build Patient PromptCodeLogic
  6. 6Parse Patient PlanCodeLogic
  7. 7Route by ActionSwitchLogic
  8. 8Send Welcome EmailGmailService
  9. 9Send Rebook EmailGmailService
  10. 10Send Follow-Up EmailGmailService
  11. 11Log WelcomeGoogle SheetsService
  12. 12Prepare Slack MessageCodeLogic
  13. 13Log Follow-UpGoogle SheetsService
  14. 14Notify Clinic ManagerSlackService
  15. 15Log RebookGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts, and a key for Claude. 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 Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 15 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 15 steps before you point it at anything that matters.