Purpose
1.2. Automate seamless delivery of digital meal/grocery plans to clients via multi-channel platforms (email, SMS, app).
1.3. Automate recommendation of recipes, ingredients, grocery lists, portion control, and nutritional breakdowns.
1.4. Automate reminders for meal preparation, shopping, and plan feedback collection, increasing adherence and program improvement.
1.5. Automatedly collect and process incoming client feedback for continuous optimization and personalization of future plans.
Trigger Conditions
2.2. Scheduled review intervals (weekly, monthly) for plan adjustments.
2.3. Incoming health/biomarker or lifestyle data from synced apps/devices.
2.4. Client requests (plan refresh via app/portal/email/SMS).
2.5. Dietitian/nutritionist initiates via dashboard/portal action.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS backup/reminders; configure Twilio's Programmable Messaging API with client contact and automated template triggers.
3.2. SendGrid
• Feature/Setting: Automate plan delivery; configure SendGrid’s Send API with scheduled or trigger-based email workflows.
3.3. Google Sheets
• Feature/Setting: Automate data storage/logging; configure Sheets API for auto-population of client nutrition data and plan status.
3.4. Zapier
• Feature/Setting: Automate cross-platform triggers; use Zap templates with webhook triggers and app integrations for plan dispatch.
3.5. Calendly
• Feature/Setting: Automate follow-up/session scheduling; connect Calendly API to automate appointment invitations/reminders.
3.6. Mailchimp
• Feature/Setting: Automate recurring newsletters/tips; configure Mailchimp’s Campaign API triggered on new plan cycles.
3.7. Stripe
• Feature/Setting: Automate billing for plan subscriptions; use Stripe Subscription API to automate charges and notifications.
3.8. Notion
• Feature/Setting: Automate meal plan documentation; connect to Notion API to auto-generate user-specific nutrition workspaces.
3.9. WhatsApp Business API
• Feature/Setting: Automate direct messaging delivery of plans; set up templates and WhatsApp webhook notifications.
3.10. Trello
• Feature/Setting: Automate task/plan board creation; configure Trello API for auto-tasking plan milestones per client.
3.11. Slack
• Feature/Setting: Automate notifications to teams; use Slack Incoming Webhooks for alerting dietitians about client status.
3.12. Google Calendar
• Feature/Setting: Automate meal prep reminders; configure Calendar API to inject events/notifications tied to meal plans.
3.13. DocuSign
• Feature/Setting: Automate collection of plan agreement signatures; use DocuSign API for automated eSignature requests.
3.14. Airtable
• Feature/Setting: Automate dynamic plan databases; set Airtable API to sync meal/grocery data and track changes per user.
3.15. Salesforce Health Cloud
• Feature/Setting: Automate plan delivery + CRM; configure Health Cloud APIs to push/pull client plan documents.
3.16. Shopify
• Feature/Setting: Automate purchase of grocery packs; use Shopify Order API to automate curated bundle check-out.
3.17. Zoom
• Feature/Setting: Automate online consultation scheduling; configure Zoom API for automated meeting invites with plan links.
3.18. HubSpot
• Feature/Setting: Automate nutrition leads tracking; connect HubSpot Workflow API to log engagements and follow-ups.
3.19. Smartsheet
• Feature/Setting: Automate progress tracking; use Smartsheet API for dynamic task lists tied to client plan milestones.
3.20. Microsoft Teams
• Feature/Setting: Automate internal nutritionist updates; set Teams Bot API to push plan changes/alerts to nutrition staff.
3.21. Google Drive
• Feature/Setting: Automatedly generate and store plans; connect via Drive API for file creation/templates distribution.
3.22. Monday.com
• Feature/Setting: Automate project/plan management; use Monday API to generate, update, and track plan tasks by client.
3.23. ActiveCampaign
• Feature/Setting: Automate personalized email/SMS drip sequences; set Contact Workflows API for engagement automation.
3.24. QuickBooks
• Feature/Setting: Automated billing/invoice creation for delivered plans; employ QuickBooks API for accounting automation.
Benefits
4.2. Automates personalized care at scale, increasing plan accuracy and user compliance.
4.3. Automated client reminders boost engagement and adherence.
4.4. Automates data flow and feedback, supporting continuous service improvement.
4.5. Enables real-time, cross-platform nutrition automation for superior client experience.