Templates / Manage legal client intake and consultations with Telegram, OpenAI and Google

Manage legal client intake and consultations with Telegram, OpenAI and Google

Ready for 3.0

by Rahul Joshi ✓ · 59 views · created 2026-07-31 · Support Chatbot, AI Chatbot

Ready 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 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).

  1. Extract Client Info (Edit Fields (Set)): sets 3 fields: chatId, clientName, messageText
  2. Get Pending Fee Cases (Google Sheets): uses Google Sheets
  3. Slack: uses Slack
  4. Get Cases Needing Follow-up (Google Sheets): uses Google Sheets
  5. AI – Classify Legal Case (OpenAI): uses OpenAI
  6. Has Pending Fees? (If): checks a condition and branches into true / false
  7. Has Follow-ups Due? (If): checks a condition and branches into true / false
  8. Parse Classification Result (Code): runs custom JavaScript code
  9. Slack: uses Slack
  10. 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

TelegramOpenAIGoogle SheetsGoogle CalendarSlack

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)

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…

Excerpt from Rahul Joshi's description on n8n.io.

View the original on n8n.io → Check your own copy

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