Automate Patient Journey with GPT-4, Twilio & Slack Notifications
Go to Workflow
Marth - Business Automation
Description
How It Works ⚙️
This workflow is a comprehensive, AI-powered system that acts as a virtual patient assistant for clinics. It automates the entire patient journey from appointment confirmation to post-procedure follow-up.
Appointment Trigger: The workflow starts when a new event is created in your Google Calendar for a patient appointment.
AI-Powered Education: The new appointment is sent to an OpenAI (GPT-4) node, which acts as a virtual clinic assistant. It instantly generates a personalized pre-procedure guide based on the appointment's details.
Automated Communication: The workflow then uses Twilio to send this AI-generated guide directly to the patient via SMS or WhatsApp, ensuring they are well-prepared for their appointment.
Post-Procedure Follow-up: After the appointment ends, a Wait node pauses the workflow for a set period. It then sends a personalized follow-up message—also generated by OpenAI—to the patient, encouraging them to provide feedback.
Staff Notification: A Slack notification is sent to the team once a follow-up message has been dispatched, keeping everyone informed and ready to act on incoming feedback.
How to Set Up 🛠️
Import the Workflow: Copy the provided workflow JSON and import it into your n8n instance.
Configure Credentials:
Google Calendar: Add your OAuth2 credential.
OpenAI: Add your API Key.
Twilio: Add your API credentials.
Slack: Add your Bot Token credential.
Customize Workflow Nodes:
Node 1 (Google Calendar Trigger): Select your clinic's booking calendar.
Node 2 & 5 (OpenAI): You can customize the prompts to better match your clinic's tone and specific procedures.
Node 3 & 6 (Twilio): Replace YOUR_TWILIO_NUMBER with your Twilio number and ensure you can extract the patient's phone number from your calendar events (e.g., from the event description).
Node 7 (Slack): Replace YOUR_SLACK_CHANNEL_ID with the ID of your team's feedback or operations channel.
Save & Activate: Once all settings and credentials are configured, save the workflow and click the "Inactive" toggle in the top-right corner to make it live.