All workflow templates
Appointment recall reminders
Mondays · 9:00 AM
Every Monday the recall dog finds patients six months past their cleaning, writes each a short text with no treatment details, and sends them after one yes.
- Google Sheets
- Twilio
CRM hygiene sweep
Weekdays · 5:00 PM
Every weekday at 5 the CRM dog turns the day's call notes into stage, amount and next-step changes, flags anything the notes don't support, and applies them after one yes.
- HubSpot
Insurance claim follow-up
Tue, Thu · 10:00 AM
Twice a week the insurance dog checks every open claim on the payer portals, works out what's missing from the denied ones, and resubmits and chases once you approve.
- Google Sheets
- Gmail
Invoice chase
Mon, Thu · 9:00 AM
Twice a week the finance dog finds overdue invoices, drafts a friendly reminder for each (firmer past 30 days) and sends them once you say so.
- QuickBooks
- Gmail
Morning inbox triage
Weekdays · 7:30 AM
Every weekday at 7:30 the inbox dog reads what came in overnight, sorts it into archive, draft and needs-you, and asks once before archiving and sending the drafted replies.
- Gmail
New-lead intro, with approval
When crm.lead.created
When a lead lands in the CRM, the outbound dog reads them, checks recent news, drafts a short first email and sends it only after you approve it, then logs it on the contact.
- HubSpot
- Gmail
Review reply drafts
Fridays · 12:00 PM
Every Friday the reviews dog reads the week's Google reviews on its screen, drafts a reply to each (never confirming who's a patient), and posts them after you approve.
Weekly pipeline digest
Fridays · 3:00 PM
Every Friday afternoon: deals moved, won and lost, meetings held, and the three deals most at risk with a next step each. Posted where you choose after one look.
- HubSpot
- Google Calendar
- Slack
- Gmail
Run one this week
Every team template installs its workflows, and any workflow can be added to a workspace and run by hand.