Pre-procedure checklists for patients — with confirmation and follow-up

The scenario takes the day's appointments from Action Network, emails each patient a clear checklist through Gmail, marks confirmations in таблица, and warns you in botHelp if someone hasn't responded.

  • A checklist for every patient — early and automatic
  • One-click confirmation from the email
  • You see who confirmed and who didn't
  • A staff alert for the ones still missing
WebhookGoogle Sheets
Set it upScriptera

How it works

To move data from Action Network to Gmail automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Schedule Trigger: Daily 9:00 AM
  2. Then: Google Calendar: Fetch Today’s Events
  3. Then: Extract Surgery Events + Patient Fields
  4. Then: Build Unique Confirmation Link (confirmUrl)
  5. Then: Clean Patient Fields (Name/Email/Phone/ID)
  6. Then: AI: Generate Pre-Op Checklist Email (Subject + HTML Body)
  7. Then: Gmail: Send Pre-Op Checklist Reminder
  8. Then: LLM: Azure OpenAI Chat Model (gpt-4o)
  9. Then: Parse AI Output (Subject/Body JSON)
  10. Starts when: Webhook: Patient Checklist Confirmation (GET /confirm)
  11. Then: Parse Query Params + Mark Confirmed (patient_id, uniqueId, confirmedAt)
  12. Then: Google Sheets: Upsert Patient Confirmation Status
  13. Starts when: Schedule Trigger: Periodic Confirmation Check
  14. Then: Google Sheets: Fetch Patient Confirmation Rows
  15. Check: IF: Confirmed = true (route unmatched = not confirmed)
  16. If no: Slack: Alert Nurse/Owner — Checklist Not Confirmed

You can launch this Action Network + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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