From Leads to Smiles – Automated Patient Engagement______Turn every lead into a booked appointment with AI
Dental clinics lose 50%+ of leads due to slow response.
This template ensures instant engagement with AI-powered personalization.
Works for dentists, beauty clinics, physiotherapists , or any appointment-based business.
Description:
When a new patient submits a form (e.g., teeth whitening, Invisalign, implants), the workflow:
No more generic thank-you emails → engage leads before they go cold! 🚀
Category:
Marketing & Sales
Customer Engagement
Healthcare Automation
📖 Step-by-Step Guide (for beginners)
Trigger (Google Sheets):
Every time a new patient submits a Google Form, the lead is automatically captured in Google Sheets.
AI Agent (OpenAI Chat Model):
Generates a personalized welcome message
Patient Notification (Email):
Sends a warm, engaging welcome message with appointment details instantly.
Dentist Notification (Email):
Alerts the dentist with lead details so they can follow up quickly.
Execution:
Just hit Execute Workflow → watch as your clinic never loses another lead.
👉 Perfect for beginners in AI + n8n automation. You can duplicate this template, connect your Google Sheet + Gmail + OpenAI API key, and start converting leads today.
Tags: lead generation dentist crm google sheets ai agent chatgpt email automation