Automate installation booking approvals with Slack & Gmail forms
Who's it for Service businesses that handle installation appointments and need an efficient approval process. Perfect for HVAC companies, internet providers, appliance installers, or any business that requires team co...
Template notes
Who's it for
Service businesses that handle installation appointments and need an efficient approval process. Perfect for HVAC companies, internet providers, appliance installers, or any business that requires team coordination before confirming customer appointments.
How it works
This workflow automates your entire installation booking process from form submission to customer communication. When a customer submits a booking request, your team gets notified via Slack with easy approve/reject buttons. Based on the team's decision, customers automatically receive either a confirmation email with appointment details or a friendly reschedule request with a new booking link.
How to set up
1. Connect your accounts: Link your Slack workspace and Gmail account to n8n 2. Configure the Slack channel: Update the SLACKCHANNELID in the "Set Fields" node with your desired channel 3. Customize your branding: Update COMPANYNAME, CONTACTPERSON, and RESCHEDULELINK variables 4. Deploy the form: Use the form trigger URL on your website or share it directly with customers 5. Test the workflow: Submit a test booking to ensure everything works smoothly
Requirements
- Active Slack workspace with a designated channel for booking notifications - Gmail account for sending automated emails - Basic n8n account (free tier works perfectly)