Automated law firm lead management & scheduling with AI, Jotform & Calendar

Youtube Explanation: https://youtu.be/KgmNiV7SwkU This n8n workflow is designed to automate the initial intake and scheduling for a law firm. It's split into two main parts: 1. New Inquiry Handling: Kicks off when a potential client fills out a JotForm, saves their data, and sends them an initial welcome message on WhatsApp. 2. Appointment Scheduling: Activates when the client replies on WhatsApp, allowing an AI agent to chat with them to schedule a consultation. Here’s a detailed breakdown of the prerequisites and each node. Prerequisites Before building this workflow, you'll need accounts and some setup for each of the following services: JotForm JotForm Account: You need an active JotForm account. A Published Form: Create a form with the exact fields used in the workflow: Full Name, Email Address, Phone Number, I am a..., Legal Service of Interest, Brief Message, and How Did You Hear About Us?. API Credentials: Generate API keys from your JotForm account settings to connect it with n8n. Google Google Account: To use Google Sheets and Google Calendar. Google Sheet: Create a new sheet named "Law Client Enquiries". The first row must have these exact headers: Full Name, Email Address, Phone Number, client type, Legal Service of Interest, Brief Message, How Did You Hear About Us?. Google Calendar: An active calendar to manage appointments. Google Cloud Project: Service Account Credentials (for Sheets): In the Google Cloud Console, create a service account, generate JSON key credentials, and enable the Google Sheets API. You must then share your Google Sheet with the service account's email address (e.g., automation-bot@your-project.iam.gserviceaccount.com). OAuth Credentials (for Calendar): Create OAuth 2.0 Client ID credentials to allow n8n to access your calendar on your behalf. You'll need to enable the Google Calendar API. Gemini API Key: Enable the Vertex AI API in your Google Cloud project and generate an API key to use the Google Gemini models. WhatsApp Meta Business Account: Required to use the WhatsApp Business Platform. WhatsApp Business Platform Account: You need to set up a business account and connect a phone number to it. This is different from the regular WhatsApp or WhatsApp Business app. API Credentials: Get the necessary access tokens and IDs from your Meta for Developers dashboard to connect your business number to n8n. PostgreSQL Database A running PostgreSQL instance: This can be hosted anywhere (e.g., AWS, DigitalOcean, Supabase). The AI agent needs it to store and retrieve conversation history. Database Credentials: You'll need the host, port, user, password, and database name to connect n8n to it. Node-by-Node Explanation The workflow is divided into two distinct logical flows. Flow 1: New Client Intake from JotForm This part triggers when a new client submits your form. 1. JotForm Trigger What it does: This is the starting point. It automatically runs the workflow whenever a new submission is received for the specified JotForm (Form ID: 252801824783057). Prerequisites: A JotForm account and a created form. 2. Append or update row in sheet (Google Sheets) What it does: It takes the data from the JotForm submission and adds it to your "Law Client Enquiries" Google Sheet. How it works: It uses the appendOrUpdate operation. It tries to find a row where the "Email Address" column matches the email from the form. If it finds a match, it updates that row; otherwise, it appends a new row at the bottom. Prerequisites: A Google Sheet with the correct headers, shared with your service account. 3. AI Agent What it does: This node crafts the initial welcome message to be sent to the client. How it works: It uses a detailed prompt that defines a persona ("Alex," a legal intake assistant) and instructs the AI to generate a professional WhatsApp message. It dynamically inserts the client's name and service of interest from the Google Sheet data into the prompt. Connected Node: It's powered by the Google Gemini Chat Mod