Qualifying Appointment Requests with AI & n8n Forms

This n8n template builds upon a simple appointment request form design which uses AI to qualify if the incoming enquiry is suitable and/or time-worthy of an appointment.

This demonstrates a lighter approach to using AI in your templates but handles a technically difficult problem - contextual understanding! This example can be used in a variety of contexts where figuring out what is and isn't relevant can save a lot of time for your organisation.

How it works

• We start with a form trigger which asks for the purpose of the appointment.
• Instantly, we can qualify this by using a text classifier node which uses AI's contextual understanding to ensure the appointment is worthwhile. If not, an alternative is suggested instead.
• Multi-page forms are then used to set the terms of the appointment and ask the user for a desired date and time.
• An acknowledgement is sent to the user while an approval by email process is triggered in the background.
• In a subworkflow, we use Gmail with the wait for approval operation to send an approval form to the admin user who can either confirm or decline the appointment request.
• When approved, a Google Calendar event is created. When declined, the user is notified via email that the appointment request was declined.

How to use

• Modify the enquiry classifier to determine which contexts are relevant to you.
• Configure the wait for approval node to send to an email address which is accessible to all appropriate team members.

Requirements

• OpenAI for LLM
• Gmail for Email
• Google Calendar for Appointments

Customising this workflow

• Not using Google Mail or Calendar? Feel free to swap this with other services.
• The wait for approval step is optional. Remove if you wish to handle appointment request resolution in another way.