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Automated client journey appointment reminders & follow-ups with Twilio

n8nn8n10 modulesv1.0
AirtableGoogle SheetsTwilioGoogle Calendar

How It Works ⚙️ This workflow is a comprehensive, AI-powered system that acts as a virtual client relationship manager for any appointment-based business. It handles the entire client journey—from appointment booking to follow-up and re-engagement—all on autopilot. 1. Appointment Trigger: The workflow starts when a new event is created in your Google Calendar. 2. Client Data Management: It queries your client CRM database (Airtable or Google Sheets) to check if the client's email exists, prepari

At a glance

Automated client journey appointment reminders & follow-ups with Twilio is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Airtable, Google Sheets, Twilio, Google Calendar. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
Airtable, Google Sheets, Twilio, Google Calendar
Modules
10
Price
Free
Version
v1.0
Automated client journey appointment reminders & follow-ups with Twilio workflow diagram

About this workflow

How It Works ⚙️ This workflow is a comprehensive, AI-powered system that acts as a virtual client relationship manager for any appointment-based business. It handles the entire client journey—from appointment booking to follow-up and re-engagement—all on autopilot. 1. Appointment Trigger: The workflow starts when a new event is created in your Google Calendar. 2. Client Data Management: It queries your client CRM database (Airtable or Google Sheets) to check if the client's email exists, preparing to send a personalized message. 3. Dynamic Reminders: An If node splits the workflow. It sends a personalized welcome message for new clients and a standard reminder for returning clients, drastically reducing no-shows. 4. Post-Appointment Follow-up: A Wait node pauses the workflow until after the appointment ends. It then sends a personalized "thank you" message via Twilio with a link to a review or survey. 5. Re-engagement Loop: A separate Cron trigger runs weekly, automatically identifying clients who haven't rebooked in a set period (e.g., 30 days) and sends them a personalized offer to encourage them to return. 6. Data Logging: It automatically logs all client data and engagement actions into a central database like Airtable or Google Sheets, creating a real-time dashboard for your business. How to Set Up 🛠️ 1. Import the Workflow: Copy the provided workflow JSON and import it into your n8n instance. 2. Configure Credentials: Google Calendar: Add your OAuth2 credential. Twilio: Add your API credentials. Google Sheets / Airtable: Add your credentials for your chosen CRM. 3. Customize Workflow Nodes: Node 1 (Google Calendar Trigger): Select your Google Calendar credential and the calendar you use for bookings. Node 2 (Google Sheets / Airtable): Connect to your client CRM. Adjust the filter to search by the client's email from the calendar event. Node 4 & 5 (Twilio Reminders): Replace YOURTWILIONUMBER with your Twilio number. Customize the message body to fit your business. Node 6 (Wait): Adjust the Wait Duration if you want to send the follow-up message at a different time after the appointment. Node 7 (Twilio Follow-up): Replace the placeholder [LINK TO YOUR REVIEW/SURVEY PAGE] with your actual link. Nodes 8, 9, 10 (Re-engagement Loop): This is an optional, high-value part of the workflow. Configure the Cron node to run on your desired schedule. Adjust the filter in the Find Clients node to your specific re-engagement criteria (e.g., last visit date is older than 30 days). 4. Save & Activate: Once all settings and credentials are configured, save the workflow and click the "Inactive" toggle in the top-right corner to make it live.

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

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