Recover unscheduled dental treatment with Google Sheets and Gmail
Ready for 3.0What this workflow does
This workflow has 13 nodes and runs on a schedule (cron 0 9 * * *) (plus 1 other trigger). Along the way it connects Google Sheets and Gmail.
How it runs
Trigger: On a schedule (cron 0 9 * * *) (plus 1 other trigger).
- 📋 Get Patients (Google Sheets): uses Google Sheets
- 📋 Get Treatment Plans (Weekly) (Google Sheets): uses Google Sheets
- 📋 Get Treatment Plans (Google Sheets): uses Google Sheets
- 🧮 Compute Weekly Summary (Code): runs custom JavaScript code
- 🧮 Decide Follow-Up Action (Code): runs custom JavaScript code
- 📧 Send Weekly Summary to Owner (Gmail): uses Gmail
- 🚦 Escalate? (If): checks a condition and branches into true / false
- 📧 Alert Front Desk (Personal Call Needed) (Gmail): uses Gmail
- 📧 Send Patient Reminder (Gmail): uses Gmail
- 💾 Update Row (Escalated) (Google Sheets): update
…plus 1 more step. 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 (5)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail
From the author
Quick Overview This workflow runs daily and weekly to manage unscheduled dental treatment plans by reading patient and procedure data from Google Sheets, sending follow-up emails through Gmail, escalating long-unresponsive cases to the front desk, and…