Skip to main content

Send customer visit notifications from Google Calendar to Slack and Sheets

Workflow preview

Send customer visit notifications from Google Calendar to Slack and Sheets preview
Open on n8n.io

Overview

Customer Visit Notification

This workflow monitors Google Calendar for events indicating that a customer will visit the company today or the next day, retrieves the required details, and sends reminder notifications to the relevant stakeholders. It also posts a company-wide announcement to ensure proper preparation and a professional reception for the customer.

πŸ“ŒWho is this for?

  • Reception / Administration team
  • Sales / Account owners in charge of customers
  • Management / Related team leaders
  • Security / IT / Logistics (for meeting room, equipment, and check-in preparation)

πŸ“ŒThe problem

  • Customer visit information is usually shared manually and can be easily missed.
  • Related staff are not informed in time to prepare.
  • This causes last-minute preparation for reception, meeting rooms, documents, and support.
  • It affects the customer experience and the company’s professional image.

πŸ“ŒHow it works

  • When a customer meeting is scheduled, the system records the information (time, customer name, company, person in charge).
  • The system automatically sends notifications to related groups based on timeline:
  • Notify the whole office 1 hour before the visit.
  • Notify related members 24 hours in advance.
  • Notifications can be sent via Email / Slack / Internal chat.

πŸ“ŒQuick setup

Required information:

  • N8n Version 2.4.6
  • Google Calendar OAuth2 API: Client ID, Client Secret
  • Google Sheets OAuth2 API: Client ID, Client Secret
  • Slack App: Bot User OAuth Token

Google Sheets will be used to log all notified events.

πŸ“ŒResults

  • Everyone is aware of the customer visit schedule.
  • Teams can proactively prepare meeting rooms, documents, and manpower.
  • Reduce mistakes and missed communication.
  • Improve customer experience and company professionalism.

πŸ“ŒTake it further

  • Customer check-in using QR code / Visitor form
  • Send reminders to prepare documents
  • Store visit history
  • Monthly/quarterly reports for number of customer visits

πŸ“ŒNeed help customizing?

Contact me for consulting and support: Linkedin / Website