Automate Medical Rep Visit Workflow with Google Sheets, Gmail & OpenAI Summaries — n8n Workflow

Medium complexity⏰ Scheduled13 nodes🏷️ Project Managementby WeblineIndia

Overview

MR Daily Visit Assignment, Reminder & AI Summary Reporting (Google Sheets + Gmail + OpenAI)

This workflow automates the entire daily reporting cycle for field representatives. It assigns daily visits from Google Sheets, emails each MR their task details, sends reminders to those who haven't submitted updates and uses an AI agent to convert form responses into structured summaries. Finally, it sends a clear end-of-day report to the manager, reducing manual coordination and ensuring consistent re

Nodes used

Google SheetsGmailAI AgentOpenAI Chat Model

Workflow Preview

How it works
This workflow helps teams automate the daily routine of
Daily Work Assignment
Every morning, a scheduled trigger starts the workflow
Reminder Flow
Each evening, a scheduled trigger starts the reminder w
Reporting and Summary
At the end of the day, a scheduled trigger starts the s
model
Fetch MR Sheet
Send Plan Email to MR
Fetch Pending Records
Send Reminder Email
Fetch Form Responses
Send Summary to Manager
AI Agent
OpenAI Chat Model
Update row in sheet
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S
Schedule To Assign Work
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S
Schedule For Remind Pend…
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S
Schedule for Summary Upd…
Update row in sheet1
13 nodes10 edges

How it Works

  1. 1

    Trigger

    The workflow starts with a scheduled trigger, running on a defined schedule.

  2. 2

    Process

    Data flows through 13 nodes, connecting agent, gmail, googlesheets.

  3. 3

    Output

    The workflow completes its automation and delivers the result to the configured destination.

Node Details (13)

GO

Google Sheets

googleSheets

#1
GM

Gmail

gmail

#2
AI

AI Agent

n8n-nodes-langchain.agent

#3
OP

OpenAI Chat Model

n8n-nodes-langchain.lmChatOpenAi

#4

How to Import This Workflow

  1. 1Click Download JSON button on the right to save the workflow file.
  2. 2Open your n8n instance. Go to Workflows → New → Import from file.
  3. 3Select the downloaded automate-medical-rep-visit-workflow-with-google-sheets-gmail-openai-summaries file and click Import.
  4. 4Set up credentials for each service node (API keys, OAuth, etc.).
  5. 5Click Test Workflow to verify everything works, then activate it.

Or paste directly in n8n → Import from JSON:

{ "name": "Automate Medical Rep Visit Workflow with Google Sheets, Gmail & OpenAI Summaries", "nodes": [...], ...}

Integrations

agentgmailgooglesheetslmchatopenaischeduletrigger

Get This Workflow

Download and import in one click

Download JSONView on n8n.io
Nodes13
Complexitymedium
Triggerscheduled
CategoryProject Management

Created by

WeblineIndia

WeblineIndia

@weblineindia

Tags

agentgmailgooglesheetslmchatopenaischeduletrigger
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