Quick Overview
This workflow runs daily at 9:00, reads appointments from Google Sheets, emails next-day patients reminders via Gmail, and posts a reminder count to a Slack channel.
How it works
- Runs every day at 9:00 using a schedule trigger.
- Reads all appointment rows from a specified Google Sheets worksheet.
- Filters the rows to keep only appointments whose Date matches tomorrow’s ISO date (YYYY-MM-DD).
- Sends a personalized reminder email for each remaining appointment using Gmail.
- Counts how many reminders are sent and generates a summary payload for tomorrow’s date.
- Posts the reminder count summary to a selected Slack channel.
Setup
- Connect Google Sheets OAuth and set the target spreadsheet and sheet, ensuring columns like Patient, Email, Date, and Time exist.
- Ensure the Date values in Google Sheets are stored in a format compatible with the filter logic (ISO-style YYYY-MM-DD at the start of the field).
- Connect Gmail OAuth and update the sender account, subject, and message text as needed.
- Connect Slack OAuth and select the channel where the front desk summary should be posted.