Appointment reminder
Who the agent is for
For clinics and care teams that need a simple way to review upcoming visits and send timely reminders without manual follow-up.
What does the agent do
The agent checks for patients with appointments in exactly three days, retrieves their contact details from Google Sheets, and presents the reminder list for review.
After approval, it:
- Personalises reminder emails for each patient
- Sends reminders through Gmail
- Confirms what was completed
- Flags missing contact details or send errors for follow-up
What you need to setup the agent
- Google Sheets
- Gmail
- An appointment and contact spreadsheet
How can you setup and customise the agent
- Connect Google Sheets and point the flow to your appointment and contact spreadsheet.
- Connect Gmail for outbound reminder emails.
- Replace the sample sheet link and adjust the reminder wording for your clinic.
Expected output
A reviewed reminder workflow that automatically reaches the right patients before upcoming visits and surfaces data issues early.