n8n-free-templates/Misc/crm_patient_intake.json

{
  "name": "CRM Patient Intake",
  "nodes": [
    {
      "parameters": {
        "content": "Automated workflow: CRM Patient Intake",
        "height": 530,
        "width": 1100,
        "color": 5
      },
      "id": "86b9f13f-62f9-458f-ad1f-551c22acc97c",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
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      ]
    },
    {
      "parameters": {
        "httpMethod": "POST",
        "path": "crm-patient-intake"
      },
      "id": "4b09900a-e4e7-4144-a460-cb44ceca072f",
      "name": "Webhook Trigger",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 1,
      "position": [
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      ]
    },
    {
      "parameters": {
        "chunkSize": 400,
        "chunkOverlap": 40
      },
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      "name": "Text Splitter",
      "type": "@n8n/n8n-nodes-langchain.textSplitterCharacterTextSplitter",
      "typeVersion": 1,
      "position": [
        -130,
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      ]
    },
    {
      "parameters": {
        "model": "text-embedding-3-small",
        "options": {}
      },
      "id": "68a58074-378e-469d-9022-b3c83bf8ee6c",
      "name": "Embeddings",
      "type": "@n8n/n8n-nodes-langchain.embeddingsOpenAi",
      "typeVersion": 1,
      "position": [
        70,
        0
      ],
      "credentials": {
        "openAiApi": {
          "id": "OPENAI_API",
          "name": "OpenAI"
        }
      }
    },
    {
      "parameters": {
        "mode": "insert",
        "options": {},
        "indexName": "crm_patient_intake"
      },
      "id": "9720a931-4c26-45b9-a8c9-31d352d534d8",
      "name": "Weaviate Insert",
      "type": "@n8n/n8n-nodes-langchain.vectorStoreWeaviate",
      "typeVersion": 1,
      "position": [
        270,
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      ],
      "credentials": {
        "weaviateApi": {
          "id": "WEAVIATE_API",
          "name": "Weaviate account"
        }
      }
    },
    {
      "parameters": {
        "indexName": "crm_patient_intake"
      },
      "id": "023dbcb5-e494-4c25-a83d-6c4e8f78888b",
      "name": "Weaviate Query",
      "type": "@n8n/n8n-nodes-langchain.vectorStoreWeaviate",
      "typeVersion": 1,
      "position": [
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      ],
      "credentials": {
        "weaviateApi": {
          "id": "WEAVIATE_API",
          "name": "Weaviate account"
        }
      }
    },
    {
      "parameters": {
        "name": "Weaviate",
        "description": "Vector context"
      },
      "id": "c988cbab-d0da-4d21-a19f-9d499df5376b",
      "name": "Vector Tool",
      "type": "@n8n/n8n-nodes-langchain.toolVectorStore",
      "typeVersion": 1,
      "position": [
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      ]
    },
    {
      "parameters": {},
      "id": "eeec0d68-4233-4083-aedf-f9f81ead580f",
      "name": "Window Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "typeVersion": 1.3,
      "position": [
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      ]
    },
    {
      "parameters": {
        "options": {}
      },
      "id": "9ee23255-eb1c-457b-849b-b5e8b38d447b",
      "name": "Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatAnthropic",
      "typeVersion": 1,
      "position": [
        450,
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      ],
      "credentials": {
        "anthropicApi": {
          "id": "ANTHROPIC_API",
          "name": "Anthropic"
        }
      }
    },
    {
      "parameters": {
        "promptType": "define",
        "text": "Process the following data for task 'CRM Patient Intake':\n\n{{ $json }}",
        "options": {
          "systemMessage": "You are an assistant for CRM Patient Intake"
        }
      },
      "id": "7852e84c-7f0b-44dd-8843-4c3d74d4b8ce",
      "name": "RAG Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "typeVersion": 1,
      "position": [
        720,
        -40
      ]
    },
    {
      "parameters": {
        "operation": "append",
        "documentId": {
          "__rl": true,
          "value": "SHEET_ID",
          "mode": "list",
          "cachedResultName": "CRM Patient Intake"
        },
        "sheetName": {
          "__rl": true,
          "value": "Log",
          "mode": "list",
          "cachedResultName": "Log"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "Status": "={{$json[\"RAG Agent\"].text}}"
          },
          "schema": []
        }
      },
      "id": "fdb770b5-451d-4b86-b968-6b3101545a94",
      "name": "Append Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4,
      "position": [
        930,
        -40
      ],
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "SHEETS_API",
          "name": "Google Sheets account"
        }
      }
    },
    {
      "parameters": {
        "channel": "#alerts",
        "text": "CRM Patient Intake error: {$json.error.message}"
      },
      "id": "c9724e0b-7606-43a4-9765-2a4dd1d01646",
      "name": "Slack Alert",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 1,
      "position": [
        930,
        120
      ],
      "credentials": {
        "slackApi": {
          "id": "SLACK_API",
          "name": "Slack"
        }
      }
    }
  ],
  "connections": {
    "Webhook Trigger": {
      "main": [
        [
          {
            "node": "Text Splitter",
            "type": "main",
            "index": 0
          },
          {
            "node": "Window Memory",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Text Splitter": {
      "main": [
        [
          {
            "node": "Embeddings",
            "type": "main",
            "index": 0
          }
        ]
      ],
      "ai_textSplitter": [
        [
          {
            "node": "Weaviate Insert",
            "type": "ai_textSplitter",
            "index": 0
          }
        ]
      ]
    },
    "Embeddings": {
      "ai_embedding": [
        [
          {
            "node": "Weaviate Insert",
            "type": "ai_embedding",
            "index": 0
          },
          {
            "node": "Weaviate Query",
            "type": "ai_embedding",
            "index": 0
          }
        ]
      ]
    },
    "Weaviate Insert": {
      "ai_document": [
        []
      ]
    },
    "Weaviate Query": {
      "ai_vectorStore": [
        [
          {
            "node": "Vector Tool",
            "type": "ai_vectorStore",
            "index": 0
          }
        ]
      ]
    },
    "Vector Tool": {
      "ai_tool": [
        [
          {
            "node": "RAG Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Window Memory": {
      "ai_memory": [
        [
          {
            "node": "RAG Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "RAG Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "RAG Agent": {
      "main": [
        [
          {
            "node": "Append Sheet",
            "type": "main",
            "index": 0
          }
        ]
      ],
      "onError": [
        [
          {
            "node": "Slack Alert",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  },
  "triggerCount": 1
}