Re-engage open deals for follow-ups
Runs on a schedule across Google Sheets, Microsoft Teams and PostgreSQL, pauses on a Wait node until it is time to continue, then branches on the check before anything is written. Built for follow-ups, around a "Keep Valid Bookings" step, in 22 documented nodes.
Re-engage open deals with PostgreSQL and Microsoft Teams end to end. An original, ready-to-import n8n workflow built around the 'Reminders & Follow-ups' pattern for healthcare & wellness. It runs on a schedule and orchestrates 22 nodes across Google Sheets, Microsoft Teams, PostgreSQL. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. The result is a hands-off process that just works.
Key benefits
- ✓Keeps Google Sheets and Microsoft Teams in step for follow-ups, without anyone re-typing a row
- ✓A failed Google Sheets or Microsoft Teams call is retried rather than dropped, at any of the 22 nodes in this follow-ups build
- ✓The pause before Google Sheets is durable — a follow-ups run survives a restart
- ✓Every follow-ups run leaves an audit row behind, alongside Google Sheets
- ✓Fans the same result out to PostgreSQL in the same run, for follow-ups
Use cases
- →Teams keeping Google Sheets and Microsoft Teams aligned by hand for follow-ups
- →Follow-ups sequences that run over days and must survive a restart before Google Sheets
- →Follow-ups work where "Keep Valid Bookings" is still a manual step before Google Sheets
- →Follow-ups work that only reaches Google Sheets on a schedule, when someone remembers to start it
Integrations
Workflow preview (22 nodes)
The template's actual node layout and connections. Node parameters and credential slots unlock with the download.
What's inside (22 nodes)
A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.
From download to running in 3 steps
- 1Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
- 2Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
- 3Activate. Run it once to test, then toggle Active. The automation is live.
What you'll learn
Production levelProduction-grade: idempotency, dead-letter handling, and reconciliation included.
- •Scheduling time-based follow-ups that survive restarts
- •Computing due dates and windows from timestamps
- •Exiting the sequence when the task is already done
Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.
Common questions
What exactly do I get?
The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after payment. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.
How do I import it into n8n?
In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.
Do I need anything else for it to work?
You need your own n8n instance and accounts/credentials for the apps this workflow connects to (Google Sheets, Microsoft Teams, PostgreSQL, HTTP / REST API). No coding is required.
What if it doesn't work for me?
If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.
Can I modify or resell it?
You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.
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