ProductivityIntermediate✓ Release process: run on a live n8n instance

CheckinLoop: Weekly Client Check-In Engine

CheckinLoop: Weekly Client Check-In Engine ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Stop losing your week to check-in admin — clients get their form automatically, AI flags who is slipping, and Monday starts with one triage digest of ready-to-send replies.

Send every active client their own weekly check-in form link automatically, once a week and never twice
Personalise each request with last week's sessions, mood and weight so clients actually reply
Score the whole roster for risk from real signals: silence, missed sessions, low mood, a stalled scale
Get one Monday triage digest ranked by risk, with the exact reason each client was flagged
Approve AI-drafted replies written from each client's own numbers instead of writing 25 messages
Run the entire loop from the Google Sheet you already keep, with no coaching platform subscription
Retry safely: a bounced email or failed send never double-messages a client or skips them for a week

Google SheetsOpenAISMTP

n8n / workflow / coach-weekly-checkin-engineActual workflow — not a mockup

15 nodes · 15 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$15

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsOpenAISMTP

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How it works

Workflow summary

One workflow handles everything end-to-end.

1Runs every morning on a schedule in your timezone
2Reads your client roster and every check-in response from one Google Sheet
3Emails each active client their own check-in form link once a week, with a recap of last week's numbers
4Scores every client for risk from real signals: weeks silent, sessions completed versus target, mood, energy and a stalled scale
5AI drafts one personal reply for each flagged client, grounded in that client's own data
6Emails you a single risk-ranked triage digest with every draft ready to approve, edit and send

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, OpenAI, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Productivity templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up CheckinLoop: Weekly Client Check-In Engine?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.