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Customer Visit Notification
This workflow monitors Google Calendar for events indicating that a customer will visit the company today or the next day, retrieves the required details, and sends reminder notifications to the relevant stakeholders. It also posts a company-wide announcement to ensure proper preparation and a professional reception for the customer.
📌Who is this for?
- Reception / Administration team
- Sales / Account owners in charge of customers
- Management / Related team leaders
- Security / IT / Logistics (for meeting room, equipment, and check-in preparation)
📌The problem
- Customer visit information is usually shared manually and can be easily missed.
- Related staff are not informed in time to prepare.
- This causes last-minute preparation for reception, meeting rooms, documents, and support.
- It affects the customer experience and the company’s professional image.
📌How it works
- When a customer meeting is scheduled, the system records the information (time, customer name, company, person in charge).
- The system automatically sends notifications to related groups based on timeline:
- Notify the whole office 1 hour before the visit.
- Notify related members 24 hours in advance. - Notifications can be sent via Email / Slack / Internal chat.
📌Quick setup
Required information:
- N8n Version 2.4.6
- Google Calendar OAuth2 API: Client ID, Client Secret
- Google Sheets OAuth2 API: Client ID, Client Secret
- Slack App: Bot User OAuth Token
Google Sheets will be used to log all notified events.
📌Results
- Everyone is aware of the customer visit schedule.
- Teams can proactively prepare meeting rooms, documents, and manpower.
- Reduce mistakes and missed communication.
- Improve customer experience and company professionalism.
📌Take it further
- Customer check-in using QR code / Visitor form
- Send reminders to prepare documents
- Store visit history
- Monthly/quarterly reports for number of customer visits