We're launching AI agents for business operations, with a developer API. Read the announcement
All templates
For CDCES diabetes educators, endocrinology clinics & diabetes program coordinators

Onboard every newly diagnosed diabetes patient right

Every morning, WebRun opens Epic to find patients with a new diabetes diagnosis logged in the past 24 hours, creates their Glooko account and device pairing invite, and drafts a welcome email in Gmail with the onboarding checklist and DSMES referral, held for staff to personalize and send.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every morning at 8:00 AM WebRun
1 Epic find newly diagnosed diabetes patients
2 Glooko set up the patient's account and device invite
3 Gmail draft the onboarding welcome email
Run a sample
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 userweb.epic.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Epic - find newly diagnosed diabetes patients
    epic.com
    WebRun in Epic: find newly diagnosed diabetes patients
    WebRun opens Epic to find newly diagnosed diabetes patients.
    • Open Epic and list patients with a new type 1 or type 2 diabetes diagnosis logged in the past 24 hours
    • Capture the diagnosing provider, diagnosis date, and prescribed devices if noted
    • Skip patients already set up in Glooko

    Done when Every newly diagnosed patient in the past day is listed with their diagnosis details.

  3. 2
    Glooko - set up the patient's account and device invite
    glooko.com How to Automate Glooko
    WebRun in Glooko: set up the patient's account and device invite
    WebRun opens Glooko to set up the patient's account and device invite.
    • Create a new patient profile in Glooko for each newly diagnosed patient
    • Prepare the device pairing invite for their meter, CGM, or pump if prescribed
    • Assign the patient to their care team and clinic code

    Done when Every newly diagnosed patient has a Glooko profile and device invite ready.

  4. 3
    Gmail - draft the onboarding welcome email
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft the onboarding welcome email
    WebRun opens Gmail to draft the onboarding welcome email.
    • Draft a welcome email with the onboarding checklist, the Glooko device invite, and the DSMES class schedule
    • Include the CDCES contact for questions
    • Leave every email as a draft for staff to personalize and send

    Done when A ready-to-send onboarding welcome draft exists for every newly diagnosed patient.

How can I automatically onboard every newly diagnosed diabetes patient?

Every morning, WebRun checks Epic for patients with a new diabetes diagnosis in the past 24 hours, creates their Glooko account and device pairing invite, and drafts a welcome email in Gmail with the onboarding checklist and DSMES referral. Staff personalize and send each draft, so every newly diagnosed patient gets a complete, human-reviewed welcome on day one.

  • Every newly diagnosed patient gets a Glooko account and welcome draft the same day
  • Staff personalize one ready-made email instead of writing from scratch
  • Already-enrolled patients are skipped automatically

Built for CDCES diabetes educators · endocrinology clinics · diabetes program coordinators · primary care diabetes programs

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
userweb.epic.com
ScheduleRuns automatically on this cadence
Every morning at 8:00 AM
DeliveryHow each run's result reaches you
Onboarding checklist drafts · Gmail
OutputWhat each run produces - A daily onboarding checklist and welcome email draft for each newly diagnosed diabetes patient, with their Glooko account and device invite ready.
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 email a newly diagnosed patient without staff review?

No. Every welcome email is left as a Gmail draft. Staff personalize and send each one, so a patient's first message from the clinic always has a human behind it.

What does the onboarding checklist cover?

Setting up their Glooko account and pairing their device, the DSMES class schedule, and a CDCES contact for questions, so nothing about getting started is left for the patient to figure out alone.

What if the patient was already set up in Glooko from a prior visit?

It checks for an existing Glooko profile before creating one, so already-enrolled patients are skipped from the onboarding list.

Put this on autopilot.

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