Incident Reporting & Management Workflow (Form + Google Sheets + Email)
This workflow automates incident reporting and management for operations teams by connecting a public reporting form with real-time logging in Google Sheets and instant alert emails to your support team. Whenever an incident is reported via the n8n form/webhook, all details are saved securely and immediately and the right people are notified the moment issues occur. It's a fast, scalable solution for reliable incident handling.
Who’s It For
- Renewable energy operators (solar/wind/green energy).
- Facility and plant managers.
- Environmental, EHS and safety teams.
- Technical support and incident response crews.
- Maintenance & field operations teams.
- Anyone aiming for compliance-ready, audit-friendly digital issue reporting.
How It Works
- Form Submission : An n8n-powered form (or webhook endpoint) receives incident reports, capturing all key details: reporter info, contact, location, date/time, type, severity, actions taken, photos and more.
- Log to Google Sheets : Each report is instantly appended as a new row in a secure Google Sheet, creating a searchable, timestamped audit trail.
- Email Alert (Gmail) : An automatic email with incident summary and critical details lands in the support team’s inbox seconds after submission—ensuring your response is always prompt.
- Workflow Automation : These nodes are linked in n8n, enabling no-code/low-code back-end automation for complete visibility and control.
How to Set Up
- Import Workflow : In n8n, use "Import from File" to upload the workflow JSON provided.
- Edit Configuration :
- Update form fields as needed (label, validations, options for severity/category).
- Enter your Google Sheet ID and sharing settings.
- Configure Gmail/SMTP credentials and recipient address (example:
[[email protected]](/cdn-cgi/l/email-protection) or your own team).
- Deploy Webhook : Copy your n8n webhook URL and connect it to your reporting interface (form, app, device, etc.).
- Activate : Enable the workflow in n8n. Submissions are now handled in real time.
- Test : Submit a sample incident to make sure data logs in Google Sheets and the alert email arrives as expected.
Requirements
| Tool | Purpose |
|---|
| n8n Instance | Orchestrates the workflow |
| Google Account | To access/use Google Sheets |
| Gmail/SMTP | For sending incident alerts |
| Incident Source | n8n Form, webhook, app or device |
How to Customize
- Form Fields : Add/remove fields or validations in the n8n form for organization-specific needs (e.g., add photos, custom categories).
- Alert Routing : Use IF nodes to send critical alerts via Slack, SMS or escalate to on-call teams based on severity/type.
- Backend : Replace Google Sheets with Notion, Airtable, PostgreSQL or other databases.
- Reporting : Add PDF nodes to auto-generate and send report summaries.
- Integrations : Push incidents to ticketing, asset tracking or calendar scheduling workflows.
Add‑Ons (Optional Extensions)
| Feature | Description |
|---|
| Slack Alerts | Instantly notify Slack channels on critical issues |
| Database Logging | Store reports in SQL/NoSQL systems |
| PDF Generation | Email ready-to-use incident reports as PDFs |
| Calendar Events | Schedule follow-ups or deadline reminders |
| AI Categorization | Auto-classify incidents by severity/type |
| Task Creation | Open tickets in Jira, Trello, ClickUp or Asana |
Use Case Examples
- Field engineers report solar inverter faults with mobile forms.
- Security personnel log site intrusions, with photos and severity.
- IoT sensors auto-post equipment failures as incidents.
- Compliance or EHS teams capture safety observations in real time.
- Technicians submit maintenance or post-repair issues instantly.
Common Troubleshooting
| Issue | Possible Cause | Solution |
|---|
| Form not triggering | Webhook URL incorrect | Double-check webhook endpoint and method (POST) |
| Email not delivered | Wrong SMTP/Gmail credentials | Re-enter credentials or verify SMTP access |
| Google Sheets not updated | Sheets ID wrong/missing permissions | Use correct ID, share sheet with service account or make accessible |
| Missing report fields in log | Form field names or types mismatched | Align JSON/form data keys with workflow node mappings |
| Attachments not saved | Field not set for file type | Review form field definitions and adjust as needed |
Need Help?
Want a tailored setup, advanced automations or powerful add-ons (AI, SLAs, PDF logs, ticketing integration)? Our n8n workflow experts at WeblineIndia are ready to help you engineer seamless incident management for any industry.
👉 Contact WeblineIndia — Your Automation partner for smart preventive maintenance and calendar-driven ops!
