Who is this workflow for? Streamline your appointment scheduling process by automatically qualifying incoming requests using AI and n8n forms. This workflow ensures that only valuable and relevant appointments are scheduled, saving your team time and enhancing efficiency..

What does this workflow do?

  • Form Submission: The workflow begins with a form trigger where users input the purpose of their appointment request.
  • AI Qualification: A text classifier node utilizes AI to analyze the request’s context, determining whether it merits scheduling. If the request is unsuitable, the workflow suggests an alternative action.
  • Multi-Page Form: For qualified requests, a multi-page form collects additional details, including desired date and time for the appointment.
  • User Acknowledgment: An acknowledgment email is automatically sent to the user, confirming receipt of their request.
  • Approval Process: In the background, an approval process is initiated via email. An approval form is sent to the designated admin user using Gmail, allowing them to confirm or decline the appointment.
  • Calendar Integration:
  • Approved Requests: If the admin approves the request, a corresponding event is created in Google Calendar.
  • Declined Requests: If declined, the user receives an email notification informing them of the decision.

🤖 Why Use This Automation Workflow?

  • Efficient Qualification: Leverage AI to assess the suitability of each appointment request instantly.
  • Automated Responses: Automatically suggest alternatives if a request doesn’t meet the criteria, improving user experience.
  • Seamless Integration: Connects effortlessly with Gmail and Google Calendar to manage approvals and calendar events.
  • Customizable: Easily adjust the AI classifier and approval processes to fit your organization’s specific needs.

👨‍💻 Who is This Workflow For?

This workflow is ideal for businesses and organizations that handle a high volume of appointment requests and seek to optimize their scheduling process. It is particularly beneficial for teams that require a reliable method to filter and approve appointments without manual intervention.

🎯 Use Cases

  1. Consulting Services: Automatically qualify client consultation requests to ensure they fit your service offerings before scheduling.
  2. Healthcare Appointments: Screen patient appointment requests to prioritize urgent cases and streamline scheduling.
  3. Sales Meetings: Evaluate potential sales leads based on predefined criteria before setting up meetings with your sales team.

TL;DR

This n8n workflow automates the qualification and scheduling of appointment requests using AI, enhancing efficiency and ensuring that only valuable appointments are booked. By integrating seamlessly with Gmail and Google Calendar, it provides a robust solution for managing appointments with minimal manual effort.

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