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

中 复杂度⏰ 定时13 个节点🏷️ Project Management作者：WeblineIndia

概览

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

使用的节点

Google SheetsGmailAI AgentOpenAI Chat Model

工作流预览

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
⚡
S
Schedule To Assign Work
⚡
S
Schedule For Remind Pend…
⚡
S
Schedule for Summary Upd…
Update row in sheet1
13 nodes10 edges

工作原理

  1. 1

    触发器

    工作流由 定时 触发器启动，按预定计划运行。

  2. 2

    处理

    数据流经 13 个节点, connecting agent, gmail, googlesheets。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (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

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例，依次点击 工作流 → 新建 → 从文件导入。
  3. 3选择下载的 automate-medical-rep-visit-workflow-with-google-sheets-gmail-openai-summaries 文件并点击导入。
  4. 4为每个服务节点配置 凭证（API 密钥、OAuth 等）。
  5. 5点击 测试工作流 验证一切正常，然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴：

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

集成

agentgmailgooglesheetslmchatopenaischeduletrigger

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点13
复杂度medium
触发器scheduled
分类Project Management

创建者

WeblineIndia

WeblineIndia

@weblineindia

标签

agentgmailgooglesheetslmchatopenaischeduletrigger
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