Telegram Legal Intake Automation (OpenAI + Google Sheets/Calendar)

Automate Telegram legal client intake end-to-end with OpenAI + Google Sheets/Calendar

This n8n workflow turns inbound Telegram messages into a structured legal intake process: it classifies the case with OpenAI (gpt-4o-mini), sends the right document checklist back to the client, logs everything in Google Sheets, schedules a consultation in Google Calendar, and keeps you informed via Slack when anything fails.

What this workflow does

• Receives legal inquiries in Telegram: when a client sends a message to your bot, the workflow extracts the chat ID, client name, and message text.
• Classifies the case using OpenAI: sends the message to OpenAI (gpt-4o-mini) to classify it into property, family, criminal, or other—including confidence and a one-line summary parsed from JSON.
• Routes to the correct checklist: based on the classification, it selects the matching pre-written document checklist and sends it back to the client via Telegram.
• Logs cases for tracking: appends case details to a Google Sheets “Cases” tab with default fields (including fee_status and follow_up_sent).
• Schedules next-day consultation: creates a next-day event in Google Calendar and sends booking details to both the lawyer and the client through Telegram.
• Runs automated follow-ups: daily at 10:00 sends payment reminders for cases where fee_status = Pending; daily at 15:00 sends follow-up messages where follow_up_sent = No, then updates Google Sheets to prevent duplicates.
• Alerts on workflow/AI errors: posts to Slack if the workflow fails, and separately alerts when the OpenAI classification step errors.

Use cases

• Law firms using a Telegram bot to screen clients and instantly provide the correct document checklist.
• Automation engineers deploying a repeatable legal intake workflow with Sheets-based case tracking and Calendar scheduling.

Technical details

• n8n nodes: if, set, code, slack, switch, telegram
• Integrations: Telegram (intake + confirmations), OpenAI (gpt-4o-mini classification), Google Sheets (“Cases” tab), Google Calendar (next-day consultation), Slack (failure + classification error alerts)