Send daily patient updates by email and WhatsApp automatically

Every morning, patient status reports are pulled from a spreadsheet and sent to doctors by email and WhatsApp.

How the work actually flows

It branches. Any that apply are taken; all paths must finish before it continues.

Pattern: Multi-Choice (6) · Synchronisation (3)

flowchart TD trig(["every morning at 8am"]):::trigtime s0[("check patient list")]:::store s1["filter active patients"]:::task s2[("log activity to sheet")]:::store trig --> s0 s0 --> s1 gx{"○ is patient critical"}:::gate s1 --> gx p00["send report by email and WhatsApp"]:::task gx -->|"all doctors"| p00 p10["alert hospital staff"]:::task gx -->|"critical case"| p10 jn{"+ before logging"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"daily reports delivered with critical alerts"/]:::out pay{{"no patient status goes unnoticed"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetAny that applyWaits for allResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
Google SheetsGmailWhatsApp

The problem it solves

Keeping every doctor updated on patient status by hand takes time your staff doesn't have, especially when conditions change overnight. A critical patient can easily get buried in the noise if nobody flags it right away.

Who it fits

Small clinics or hospital units tracking patient status day to day.

How it works

  1. Every morning at 8 AM, the system checks your patient list in Google Sheets
  2. Active patients' data is filtered and formatted into a report
  3. Doctors receive the report by email and WhatsApp
  4. Critical patients trigger an extra alert to hospital staff
  5. Every report sent is logged back to the sheet
What you get

Patient status landing in doctors' hands each morning

You get a formatted patient status report delivered to doctors by email and WhatsApp every morning, with critical cases flagged for extra attention.

What you get

Daily patient status reports delivered by email and WhatsApp, plus a saved activity log.

What you need

A Google account, a Gmail address, and a WhatsApp Business API account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook