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Library / Calendar & Scheduling

Calendar & Scheduling

Qualify Appointment Requests with an n8n Form and OpenAI

When a booking form is submitted, OpenAI checks if the request qualifies, then Gmail sends a receipt and Google Calendar books the approved appointment.

What it does

## Try it out! ### This n8n template is a simple appointment scheduling workflow using n8n forms with AI thrown in the mix for good measure. It also uses n8n's wait for approval feature which allows the ability to confirm appointment requests and create events in Google Calendar. ### How it works * We start with a form trigger which asks for the purpose of the appointment. * Instantly, we can qualify this by using a text classifier node which uses AI's contextual understanding to ensure the appointment is worthwhile. If not, an alternative is suggested instead. * Multi-page forms are then used to set the terms of the appointment and ask the user for a desired date and time. * An acknowledgement is sent to the user while an approval by email process is triggered in the background. * In a subworkflow, we use Gmail with the wait for approval operation to send an approval form to the admin user who can either confirm or decline the appointment request. * When approved, a Google Calendar event is created. When declined, the user is notified via email that the appointment request was declined. ### Need Help? Join the Discord or ask in the Forum! Happy Hacking!

The steps

  1. n8n Form Trigger
  2. Form End
  3. Enter Date & Time
  4. Get Form Values
  5. Terms & Conditions
  6. OpenAI Chat Model
  7. Has Accepted?
  8. Send Receipt
  9. Wait for Approval
  10. Has Approval?
  11. OpenAI Chat Model1
  12. Create Appointment
  13. Send Rejection
  14. Decline

19 steps in total.

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