# Send AI patient follow-ups and rebooking emails with Claude: n8n workflow

> Started by someone submitting a form, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/send-ai-patient-follow-ups-and-rebooking-emails-with-claude (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# 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.

Medium Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-ai-patient-follow-ups-and-rebooking-emails-with-claude)

**15 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 2 Logic 5 Service 7

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

- 1 **Patient Intake Form** Form trigger *Starts it*
- 2 **Claude Sonnet** Lm Chat Anthropic *Model*
- 3 **Configure Clinic Settings** Code *Logic*
- 4 **Analyse Patient Submission** Chain Llm *Model*
- 5 **Build Patient Prompt** Code *Logic*
- 6 **Parse Patient Plan** Code *Logic*
- 7 **Route by Action** Switch *Logic*
- 8 **Send Welcome Email** Gmail *Service*
- 9 **Send Rebook Email** Gmail *Service*
- 10 **Send Follow-Up Email** Gmail *Service*
- 11 **Log Welcome** Google Sheets *Service*
- 12 **Prepare Slack Message** Code *Logic*
- 13 **Log Follow-Up** Google Sheets *Service*
- 14 **Notify Clinic Manager** Slack *Service*
- 15 **Log Rebook** Google Sheets *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-ai-patient-follow-ups-and-rebooking-emails-with-claude)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

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Also scheduling, with the same services where possible, closest in size first.

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