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Triage and schedule healthcare appointments with Azure OpenAI, Google Sheets and Gmail

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Triage and schedule healthcare appointments with Azure OpenAI, Google Sheets and Gmail preview
Open on n8n.io

1. Workflow Overview

Description Automate your clinic’s patient intake and scheduling with an intelligent AI Healthcare Appointment Booking Agent built in n8n. This workflow receives patient form submissions, ana...

Best for

  • Support Chatbot automation workflows
  • AI Chatbot automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.webhook, n8n-nodes-base.set, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatazureopenai, n8n-nodes-base.code, n8n-nodes-base.googlesheets, n8n-nodes-base.googlesheetstrigger

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
Triage and schedule healthcare appointments with Azure OpenAI, Google Sheets and Gmail
Workflow name
Triage and schedule healthcare appointments with Azure OpenAI, Google Sheets and Gmail

📊 Description

Automate your clinic’s patient intake and scheduling with an intelligent AI Healthcare Appointment Booking Agent built in n8n. 🏥 This workflow receives patient form submissions, analyzes symptoms using AI triage, determines urgency levels, and automatically assigns the most suitable doctor based on specialty. The agent stores structured patient records in Google Sheets and sends automated appointment schedule emails to doctors. 📧 It also follows up with patients after visits by sending personalized feedback requests, creating a complete AI-driven patient management workflow. This automation acts as a virtual clinic coordinator, streamlining healthcare operations while improving response time and patient experience. 🤖

What This Template Does

🔔 Capture Patient Leads – A webhook receives patient intake form data including name, age, gender, and symptoms. 🤖 Run AI Medical Triage – An AI agent evaluates symptoms to determine urgency level and recommended medical department. 📝 Store Patient Intake Data – Structured triage results are automatically saved to a Google Sheets patient database. 🧠 Assign the Best Doctor – A second AI agent reads the doctor list and selects the most appropriate specialist. 📅 Create Appointment Records – The assigned doctor and appointment details are written to the scheduling sheet. 📧 Notify Doctors Automatically – Doctors receive an HTML email with their daily appointment schedule. ⏰ Monitor Completed Visits – A scheduled workflow checks completed consultations. 💬 Request Patient Feedback – Patients automatically receive a feedback form email after their visit.

Key Benefits

✅ Automates the entire patient intake to appointment workflow ✅ Uses AI agents to perform smart symptom triage and doctor assignment ✅ Eliminates manual scheduling and patient routing ✅ Keeps patient and doctor records organized in Google Sheets ✅ Automatically sends doctor schedule notifications and patient feedback emails ✅ Improves clinic efficiency and response time

Features

  • AI-powered patient triage agent for symptom evaluation
  • AI doctor assignment agent using specialty matching
  • Webhook-based patient intake form integration
  • Google Sheets database for patient records and appointments
  • Automated HTML doctor schedule email generation
  • Scheduled follow-up system for patient feedback
  • Custom JavaScript normalization nodes for structured AI outputs

Requirements

  • Azure OpenAI API credentials
  • Google Sheets OAuth2 connection
  • Gmail OAuth2 credentials for email notifications
  • A Google Spreadsheet with the following tabs:
  • Patient forms
  • Doctor details
  • Scheduled appointments

Target Audience

🏥 Healthcare clinics and medical practices 🧑‍⚕️ Hospitals managing patient intake and appointment routing 🤖 Healthcare automation builders using n8n + AI agents 🛠️ Healthtech teams building AI-assisted scheduling systems

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 - 📋 Workflow Overview

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

Block 2 - Section: Patient Intake & Triage

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

Block 3 - Section: Doctor Assignment & Notification

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

Block 4 - Section: Post-Visit Feedback

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

Block 5 - ⚠️ Warning: Azure OpenAI Credentials

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

Block 6 - ⚠️ Warning: Sheet Overwrite Risk

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

Block 7 - 🔔 Patient Lead Webhook

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

Block 8 - 🗂️ Format Patient Data

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

Block 9 - 🤖 AI Triage Agent

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 3

Block 10 - 🧠 Azure OpenAI – Triage Model

Type / Role
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices
Version 1

Block 11 - ⚙️ Normalize Triage Output

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

Block 12 - 📝 Save Triage to Patient Forms Sheet

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 13 - 📊 New Patient Row Trigger

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

Block 14 - 🤖 AI Doctor Assignment Agent

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 3

Block 15 - 🧠 Azure OpenAI – Assignment Model

Type / Role
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - lmChatAzureOpenAi
Config choices
Version 1

Block 16 - 📋 Fetch Doctor List from Sheet

Type / Role
n8n-nodes-base.googleSheetsTool - googleSheetsTool
Config choices
Version 4.7

Block 17 - ⚙️ Normalize Assignment Output

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

Block 18 - 📝 Save Assignment to Appointments Sheet

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 19 - 📋 Fetch Appointments for Doctor Email

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 20 - ⚙️ Build Doctor Schedule Email HTML

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

Block 21 - 📧 Send Schedule Email to Doctor

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

Block 22 - ⏰ Hourly Feedback Schedule Trigger

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.3

Block 23 - 📋 Fetch All Appointments for Feedback

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.7

Block 24 - 🔀 Filter Completed Visits

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

Showing the first 24 of 25 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow Triage and schedule healthcare appointments with Azure OpenAI, Google Sheets and Gmail
Complexity advanced
Nodes 25
Categories Support Chatbot, AI Chatbot
Author Rahul Joshi
Published 09 Mar 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/13960/13960.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Triage and schedule healthcare appointments with Azure OpenAI, Google Sheets and Gmail do?

Description Automate your clinic’s patient intake and scheduling with an intelligent AI Healthcare Appointment Booking Agent built in n8n. This workflow receives patient form submissions, ana...

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 Support Chatbot, AI Chatbot use case.