In this guide, we will build a customer flow that captures user details, saves them in Google Sheets, schedules an appointment in Google Calendar, and sends an email confirmation.

Mermaid

graph LR
    S[Customer Message] --> Q1[Capture Name and Email]
    Q1 --> GS[Save to Google Sheets]
    GS --> GC[Schedule in Google Calendar]
    GC --> EM[Send Confirmation Email]
    EM --> E[Confirm on WhatsApp]

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Step 1: Connect your Google Account

Before using Google nodes in your flow:

1. Go to Connections in the left sidebar of Convoflow.
2. Click New Connection and choose Google Service Account.
3. Paste your Google credentials JSON file (or follow our Google connection guide).
4. Click Test Connection and save.

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Step 2: Build the Flow on the Visual Canvas

1. In the main menu, click Flows > New Flow.
2. Open the node catalog: Right-click anywhere on an open area of the visual canvas (or use the equivalent gesture on your trackpad, such as a two-finger click or tap) to open the node catalog and select any block.
3. Add a Question block and set:
   • Question: Hi! What is your name and email address?
   • Save variable: user_info
4. Connect this block to a Google Sheets node:
   • Action: insertRows
   • Spreadsheet ID: Your spreadsheet ID
   • Rows data:

     [
       {
         "Date": "{current_date}",
         "Name": "{user_info.name}",
         "Email": "{user_info.email}"
       }
     ]

5. Connect to a Google Calendar node:
   • Action: createEvent
   • Event Title: Consultation with {user_info.name}
   • Include Google Meet: Enabled (true)
6. Connect to an Email node to send the meeting confirmation with the Google Meet link.

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Step 3: Test and Publish

1. Click Simulate in the top right to test your assistant in real time.
2. When you are ready, click Publish. Your assistant is now live and answering customers automatically.