1.Runs hourly follow-up checks
Integrate Schedule by Zapier and scheduling tools to start the run when the hourly check happens to trigger follow-up processing.
Send 48-hour follow-up email to recent telemedicine clients
Automatically monitor hourly follow-up checks across Code by Zapier and Google Sheets for consults from 48 hours ago. Create and update follow-up outreach when 48 hour consults start, follow-up status is unsent, or a matching row is found β so you can send emails, generate bodies, and update records without manual follow-up.
How this automation accelerates patient follow-up
When hourly follow-up checks fire, missed timing can delay care and create duplicate outreach. This automation calculates lookup windows, retrieves consult details, generates an email, sends it, and marks the consult as sentβso your team can maintain follow-up consistently.
Schedule by Zapieror swap with your favorite app
2.Calculates 48 hour lookup value
Integrate Code by Zapier and clinic timezone tools to compute the datetime prefix and lookup key to find matching consult rows.
Code by Zapieror swap with your favorite app
3.Looks up consult row details
Integrate Google Sheets and data lookup tools to find the matched consult row and map email and contact fields to output values.
Google Sheetsor swap with your favorite app
4.Generates the follow-up email
Integrate Anthropic (Claude) and AI writing tools to generate a personalized 48 hour follow-up email body to produce plaintext content.
Anthropic (Claude)or swap with your favorite app
5.Sends the follow-up email
Integrate Gmail and email formatting tools to send an HTML message to the mapped client email to deliver follow-up outreach.
Gmailor swap with your favorite app
6.Updates follow-up status
Integrate Google Sheets and record update tools to set the follow-up status to sent and prevent repeat outreach in your worksheet.
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