Generate and review patient SOAP notes with GPT-4o Mini, Gmail, and Google Sheets

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1. Workflow Overview

Quick overview This workflow collects patient symptoms via an n8n Form, uses OpenAI (GPT 4o Mini) to draft a SOAP note, and sends it to a doctor for email approval in Gmail. Approved notes are save...

Best for

Document Extraction automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.formtrigger, @n8n/n8n-nodes-langchain.openai, n8n-nodes-base.set, n8n-nodes-base.gmail, n8n-nodes-base.if, n8n-nodes-base.googlesheets, n8n-nodes-base.telegram

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Generate and review patient SOAP notes with GPT-4o Mini, Gmail, and Google Sheets
Workflow name: Generate and review patient SOAP notes with GPT-4o Mini, Gmail, and Google Sheets

Quick overview

This workflow collects patient symptoms via an n8n Form, uses OpenAI (GPT-4o Mini) to draft a SOAP note, and sends it to a doctor for email approval in Gmail. Approved notes are saved to Google Sheets and notifications go out via Gmail and Telegram, with Slack alerts on errors.

How it works

Receives a patient submission from an n8n Form with demographic details, symptoms, and contact info.
Sends the intake details to OpenAI (GPT-4o Mini) to generate a structured SOAP note draft and alerts a Slack channel if the AI generation fails.
Packages the patient details and SOAP draft (including a review token) and emails the draft to the assigned doctor via Gmail using a send-and-wait approval action.
Routes the workflow based on the doctor’s email decision (approve vs. request edit).
If approved, appends the patient data and SOAP note to Google Sheets, emails a confirmation to the patient via Gmail, and sends Telegram notifications to both the patient and doctor.
If an edit is requested, emails the original draft back to the doctor via Gmail and sends a Telegram message confirming the edit request.
If any other node fails, triggers a global error handler that posts execution details to Slack.

Setup

Add credentials for OpenAI API, Gmail OAuth2, Google Sheets OAuth2, Telegram Bot, and Slack OAuth2.
Share the n8n Form URL from the trigger with patients and ensure the form fields match your intake requirements.
Update the assigned doctor email address and doctor Telegram chat ID used for routing notifications.
Select or create the target Google Sheets spreadsheet and worksheet, and ensure the columns used in the append step exist.
Choose the Slack channel for error alerts and confirm it is accessible to your Slack OAuth connection.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Overview

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Section: Intake & AI

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Section: Doctor Review

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Section: Approval & Notifications

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Section: Edit Request Path

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Section: Error Handling

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Credentials & Security

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - Patient Symptom Form

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.2

Block 9 - Generate SOAP Note Draft (GPT-4o Mini)

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 1.4

Block 10 - Prepare Patient & Note Data

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 11 - Send SOAP Draft to Doctor for Approval

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 12 - Route: Approved or Edit Requested?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 13 - Save Approved Note to Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

Block 14 - Send Confirmation Email to Patient

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 15 - Telegram: Notify Patient – Note Approved

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 16 - Telegram: Notify Doctor – Note Filed

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 17 - Send Edit Request Back to Doctor

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 18 - Telegram: Notify Doctor – Edit Requested

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 19 - Global Workflow Error Trigger

Type / Role: n8n-nodes-base.errorTrigger - errorTrigger
Config choices: Version 1

Block 20 - Slack: Alert Ops on Global Error

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.3

Block 21 - Slack: Alert Ops on GPT Failure

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.3

3. Summary Table

Workflow	Generate and review patient SOAP notes with GPT-4o Mini, Gmail, and Google Sheets
Complexity	advanced
Nodes	21
Categories	Document Extraction, AI Summarization
Author	Rahul Joshi
Published	17 Jun 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/16457/16457.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows AI Summarization workflows

Frequently asked questions

What does Generate and review patient SOAP notes with GPT-4o Mini, Gmail, and Google Sheets do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction, AI Summarization use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.formtrigger @n8n/n8n-nodes-langchain.openai n8n-nodes-base.set n8n-nodes-base.gmail n8n-nodes-base.if n8n-nodes-base.googlesheets n8n-nodes-base.telegram

Complexity

advanced

Published 17 Jun 2026

Likes 0

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Install path: /data/workflows/16457/16457.json

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Generate and review patient SOAP notes with GPT-4o Mini, Gmail, and Google Sheets

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Quick overview

How it works

Setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Overview

Block 2 - Section: Intake & AI

Block 3 - Section: Doctor Review

Block 4 - Section: Approval & Notifications

Block 5 - Section: Edit Request Path

Block 6 - Section: Error Handling

Block 7 - Credentials & Security

Block 8 - Patient Symptom Form

Block 9 - Generate SOAP Note Draft (GPT-4o Mini)

Block 10 - Prepare Patient & Note Data

Block 11 - Send SOAP Draft to Doctor for Approval

Block 12 - Route: Approved or Edit Requested?

Block 13 - Save Approved Note to Google Sheets

Block 14 - Send Confirmation Email to Patient

Block 15 - Telegram: Notify Patient – Note Approved

Block 16 - Telegram: Notify Doctor – Note Filed

Block 17 - Send Edit Request Back to Doctor

Block 18 - Telegram: Notify Doctor – Edit Requested

Block 19 - Global Workflow Error Trigger

Block 20 - Slack: Alert Ops on Global Error

Block 21 - Slack: Alert Ops on GPT Failure

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions