Automate medical rep visit workflow with Google Sheets, Gmail & OpenAI summaries
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 13 nodes and runs on a schedule (every day at 09:00) (plus 2 other triggers). Along the way it connects Google Sheets, Gmail and OpenAI Chat Model.
How it runs
Trigger: On a schedule (every day at 09:00) (plus 2 other triggers).
- Fetch MR Sheet (Google Sheets): uses Google Sheets
- Fetch Pending Records (Google Sheets): uses Google Sheets
- Fetch Form Responses (Google Sheets): uses Google Sheets
- Send Plan Email to MR (Gmail): uses Gmail
- Send Reminder Email (Gmail): uses Gmail
- AI Agent: runs an AI agent, with model: OpenAI Chat Model
- Update row in sheet (Google Sheets): update
- Update row in sheet (Google Sheets): update
- Send Summary to Manager (Gmail): uses Gmail
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (5)
- Google Sheets
n8n-nodes-base.googleSheets - Gmail
n8n-nodes-base.gmail - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Schedule Trigger
n8n-nodes-base.scheduleTrigger
From the author
MR Daily Visit Assignment, Reminder & AI Summary Reporting (Google Sheets + Gmail + OpenAI) This workflow automates the entire daily reporting cycle for field representatives. It assigns daily visits from Google Sheets, emails each MR their task details,…