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Automated Acupuncture Treatment Plan Rebooking

Every morning, WebRun checks Jane for clients who had a session yesterday but have no upcoming appointment, drafts a personalised rebooking message referencing their treatment plan, and queues every outreach for the practitioner to review before it is sent.

Runs on WebRun · Strict Lockdown policy
Every day at 8:30 AM WebRunorchestrates each step
1 Jane find clients with no follow-up booked
2 Gmail draft personalised rebooking messages
3 Slack notify practitioner to review
In short

How do I automatically follow up with acupuncture clients who need to rebook?

WebRun checks Jane every morning for clients who attended yesterday but have no next appointment, then drafts a personalised rebooking message for each in Gmail. Every draft is held unsent for practitioner review, and a Slack summary flags the queue so no client falls off their treatment plan.

  • Clients stay on their recommended treatment plan instead of drifting away
  • Practitioners review and send rebooking messages in one click with no manual chasing
  • Clients who already rebooked online are automatically excluded

Built for acupuncturists · TCM practitioners · wellness clinics · holistic health practices

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens jane.app in a real browser with your saved login - no setup, no API keys.

  2. 1
    Jane - find clients with no follow-up booked
    jane.app
    WebRun in Jane: find clients with no follow-up booked
    WebRun opens Jane to find clients with no follow-up booked.
    • Open Jane and review appointments completed in the past 24 hours
    • Identify clients who have no future appointment on the schedule
    • Capture the client name, treatment type, and practitioner recommendation notes

    Done when Every client who attended yesterday with no follow-up booked is listed.

  3. 2
    Gmail - draft personalised rebooking messages
    gmail.com
    WebRun in Gmail: draft personalised rebooking messages
    WebRun opens Gmail to draft personalised rebooking messages.
    • Draft a warm, personalised rebooking message for each client
    • Reference their recent treatment and recommended return interval
    • Save every draft unsent for practitioner review

    Done when A draft rebooking message exists in Gmail for each eligible client.

  4. 3
    Slack - notify practitioner to review
    slack.com
    WebRun in Slack: notify practitioner to review
    WebRun opens Slack to notify practitioner to review.
    • Post a Slack notification listing how many rebooking drafts are awaiting review
    • Include the client names and recommended return intervals for quick scanning

    Done when Practitioner sees a Slack summary and can open Gmail to review and send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
jane.app
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Rebooking drafts · Gmail
OutputWhat each run produces - Personalised rebooking email drafts in Gmail and a Slack summary of clients awaiting follow-up.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it contact clients directly without my sign-off?

No. Every rebooking message is saved as an unsent Gmail draft. Nothing reaches a client until the practitioner reviews and sends it.

How does it know the right return interval for each client?

It reads the treatment type and any practitioner notes captured in Jane. You can also provide default intervals per treatment type for WebRun to reference.

What if the client already rebooked online since the session ended?

It checks the live Jane schedule each morning, so clients who have already booked a future appointment are excluded from the draft list.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.