Work & Operations
Answer patient enquiries for a clinic by chat
An n8n and Gemini agent receives patient chat messages, keeps context, uses clinic info from Google Sheets and responds to enquiries.
n8n · Gemini
Look up user records and update downstream steps
A poster used a Zapier agent to find user records and update later steps, but it failed when source data had latency or formatting mismatches.
Time saved
Not reported
Setup time
Not reported
Running cost
Not reported
Cost range
Not reported
Use case overview
A poster used a Zapier agent to find user records and update later steps, but it failed when source data had latency or formatting mismatches.
Reported experience
What they did
The poster set up three Zapier agents for a subscription product: one to email admins a current user list, one to add users, and one to remove them, using a Zapier Table as the customer database. The agents looked up customers by the email Stripe had written into the table, then later needed to search by another field to find linked subaccounts; the person tried both changing the Find Records operator and adding a lowercase-normalized formula column, but hit bugs and missing-field issues.
How it went
It never became reliable: case-sensitive lookups, inability to set the needed operator when multiple lookup fields were required, unseen new columns, and draft/version errors blocked the workflow. The poster says Agents were still in beta yet had cost $400, and support confirmed at least one behavior looked like a bug.
Worth knowing
The biggest catch was data matching: because Stripe-fed emails kept original casing, even simple user lookup broke unless the tool could search case-insensitively or the data was normalized first.
Example prompts
Create an agent that looks up a user record in [source app] by [email or ID] and then updates the matching record in [downstream app]. Have it normalize formatting such as email case, whitespace and phone numbers, and retry or flag the record if the source data hasn't arrived yet. Test it on [number] sample records and show me a report of which succeeded and which failed before it changes any live data.
Related use cases
Work & Operations
Triage car repair requests and reply to customers
An n8n workflow has AI classify web-form jobs by type, urgency and summary, create an Airtable record, reply instantly and flag uncertain cases.
n8n
Work & Operations
Summarize meetings and triage support tickets with Lindy
Lindy agents summarized meeting notes, sent action items to teammates, suggested knowledge-base replies on support tickets, and handled follow-up emails and calendar updates.
Lindy