Appointment & Scheduling WorkflowPurpose
1.2. Automator collects, organizes, and summarizes all scheduled, cancelled, and newly booked appointments for the day.
1.3. Automatedly includes detailed client info, horse details, locations, special notes, and service types.
1.4. Streamlines workflow by reducing manual coordination and missed appointments, automating communication with the entire team.
1.5. Enhances efficiency in the veterinary equine hoof care workflow, automating time management and task prioritization.
Trigger Conditions
2.2. Trigger automation when new bookings, modifications, or cancellations are entered into the scheduling software.
2.3. Allow manual instant automation trigger via dashboard or mobile app interface.
Platform Variants
• Feature: ListEvents endpoint — automate event retrieval for a specified day.
• Config: Set OAuth2, filter calendarId, set timeMin/timeMax to automate daily time window.
3.2. Microsoft Outlook Calendar API
• Feature: /calendarView endpoint — automate fetching events with Graph API.
• Config: Schedule automation via Logic Apps or Power Automate.
3.3. Twilio SMS
• Feature: Programmable Messaging — automate sending SMS summaries to staff.
• Config: Automate with senderNo, recipient group, message body template.
3.4. SendGrid
• Feature: Mail Send API — automate emailing daily schedule digests.
• Config: Define contacts group, set HTML template, schedule automation at set time.
3.5. Slack
• Feature: chat.postMessage — automate posting to group channels.
• Config: Bot token, channel ID, automate message formatting.
3.6. Microsoft Teams
• Feature: Incoming Webhook — automate posting to Teams channel.
• Config: Webhook URL, automate message block JSON, trigger daily.
3.7. Zoho Calendar API
• Feature: GetEvents — automatedly extract and summarize day’s bookings.
• Config: OAuth setup, automate daily execution.
3.8. Salesforce
• Feature: Event object, Flow Builder — automate fetching/dispatching schedules.
• Config: Scheduled Flow, automate email/message task.
3.9. HubSpot
• Feature: CRM Meetings API, Workflows — automate pulling and pushing day’s slots.
• Config: Scheduled workflow automation, recipient mapping.
3.10. Mailgun
• Feature: Messages API — automate email delivery with schedule digest.
• Config: Email route, recipient list, automation cron.
3.11. Asana
• Feature: Tasks/Projects API — automatedly assign daily appointment tasks.
• Config: Scheduled automation, field mapping.
3.12. Monday.com
• Feature: Board Items API — automate populating boards with daily events.
• Config: API token, board IDs, mapping, automate at set intervals.
3.13. ClickUp
• Feature: Tasks API — automate task listing and notification.
• Config: Automator flow setup, field extraction, scheduled automating.
3.14. Trello
• Feature: Card creation/automation via Butler — automate daily list.
• Config: Scheduled automation setup, Slack/email integration.
3.15. Zoho CRM
• Feature: Workflow automation — automate lead/calendar sync and notify.
• Config: Trigger on schedule, automate message templating.
3.16. ActiveCampaign
• Feature: Automations — automate scheduled campaign delivery.
• Config: Schedule trigger, contact segment, message template.
3.17. Airtable
• Feature: Scheduled Automations — automate summary email or message.
• Config: View filter, recipients, frequency.
3.18. Discord
• Feature: Webhooks — automate posting summaries to private channels.
• Config: Webhook endpoint, formatted message, automated time settings.
3.19. WhatsApp Business API
• Feature: Messages endpoint — automate WhatsApp notifications with summary.
• Config: Template, scheduled automation, recipient group.
3.20. Telegram
• Feature: Bot sendMessage API — automatedly message teams with schedule.
• Config: Bot token, chat/group ID, automate daily message push.
Benefits
4.2. Reduces missed or overlapping appointments with automated, error-free notification.
4.3. Automator ensures all key data (horse, location, services) is included in every summary, boosting workflow performance.
4.4. Standardizes and automates the communication protocol across platforms, allowing seamless synchronization and coordination among veterinary service providers.
4.5. Minimizes administrative overhead by automating repetitive scheduling and communication tasks, focusing resources on core farrier services.