Manage legal client intake and consultations with Telegram, OpenAI and Google
Ready for 3.0What this workflow does
This AI workflow has 29 nodes and runs on Telegram events (message) (plus 3 other triggers). Along the way it connects Telegram, OpenAI, Google Sheets and Google Calendar and 1 more.
How it runs
Trigger: On Telegram events (message) (plus 3 other triggers).
- Extract Client Info (Edit Fields (Set)): sets 3 fields: chatId, clientName, messageText
- Get Pending Fee Cases (Google Sheets): uses Google Sheets
- Slack: uses Slack
- Get Cases Needing Follow-up (Google Sheets): uses Google Sheets
- AI – Classify Legal Case (OpenAI): uses OpenAI
- Has Pending Fees? (If): checks a condition and branches into true / false
- Has Follow-ups Due? (If): checks a condition and branches into true / false
- Parse Classification Result (Code): runs custom JavaScript code
- Slack: uses Slack
- Split Cases (Loop Over Items (Split in Batches)): loops over the items in batches
…plus 15 more steps. See the full node list below.
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 (13)
- Telegram Trigger
n8n-nodes-base.telegramTrigger - Edit Fields (Set)
n8n-nodes-base.set - OpenAI
@n8n/n8n-nodes-langchain.openAi - Code
n8n-nodes-base.code - Switch
n8n-nodes-base.switch - Telegram
n8n-nodes-base.telegram - Google Sheets
n8n-nodes-base.googleSheets - Google Calendar
n8n-nodes-base.googleCalendar - Schedule Trigger
n8n-nodes-base.scheduleTrigger - If
n8n-nodes-base.if - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Error Trigger
n8n-nodes-base.errorTrigger - Slack
n8n-nodes-base.slack
From the author
Quick overview This workflow handles legal client intake via Telegram, uses OpenAI (gpt-4o-mini) to classify the case and send a matching document checklist, logs cases in Google Sheets, schedules a consultation in Google Calendar, sends Telegram…