Automated CRM Patient Intake and Logging with n8n

Overview

This n8n workflow is designed to streamline the patient intake process for Customer Relationship Management (CRM) systems. It begins with a Webhook Trigger that receives new patient information. The data is then split into manageable chunks by the Text Splitter node. These chunks are converted into embeddings using the Embeddings node (powered by OpenAI) and stored in a Weaviate vector database via the Weaviate Insert node. For subsequent interactions or data retrieval, a Weaviate Query node can be used. The core intelligence comes from a RAG Agent which utilizes a Chat Model (Anthropic) and Window Memory to process the patient intake data, potentially referencing stored information from Weaviate. The outcome of this processing is then appended to a Google Sheet using the Append Sheet node, providing a clear log of patient intake status. An onError connection triggers a Slack Alert for any failures during the RAG Agent processing.