All templates
For fertility clinic coordinators, IVF nurses & reproductive health practices

Make sure no monitoring appointment catches a patient by surprise

Every evening, WebRun opens EngagedMD and Google Calendar, finds patients with a monitoring appointment the next morning, drafts a personalized reminder email for each patient, and leaves the drafts in Gmail for the care team to review and send before the clinic closes.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every night at 5:00 PM WebRun
1 EngagedMD identify patients with next-day monitoring appointments
2 Google Calendar confirm appointment times and provider details
3 Gmail draft reminder emails for coordinator review
Run a sample
In short

How can I automatically prepare reminder emails for fertility patients with next-day monitoring appointments?

Every evening, WebRun checks EngagedMD and Google Calendar for patients with a monitoring appointment the next morning, drafts a personalized reminder email in Gmail for each patient, and leaves the drafts for a care team member to review and send before the clinic closes, keeping patient communication under human oversight.

  • Every patient with a monitoring appointment gets a timely, personalized reminder
  • Coordinators review a ready-to-send draft queue each evening
  • Cancelled appointments are flagged before drafts go out

Built for fertility clinic coordinators · IVF nurses · reproductive 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 app.engagedmd.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    EngagedMD - identify patients with next-day monitoring appointments
    engagedmd.com How to Automate EngagedMD
    WebRun in EngagedMD: identify patients with next-day monitoring appointments
    WebRun opens EngagedMD to identify patients with next-day monitoring appointments.
    • Open EngagedMD and review the appointment and patient journey dashboard
    • Find all patients with a monitoring visit scheduled for the next day
    • Capture patient ID, appointment time, provider name, and any special prep instructions

    Done when Every patient with a next-day monitoring appointment is listed with full details.

  3. 2
    Google Calendar - confirm appointment times and provider details
    calendar.google.com How to Automate Google Calendar
    WebRun in Google Calendar: confirm appointment times and provider details
    WebRun opens Google Calendar to confirm appointment times and provider details.
    • Open Google Calendar and confirm each appointment time and room against the clinic schedule
    • Note any changes or conflicts that the coordinator should address

    Done when Appointment times are confirmed and any conflicts are flagged.

  4. 3
    Gmail - draft reminder emails for coordinator review
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft reminder emails for coordinator review
    WebRun opens Gmail to draft reminder emails for coordinator review.
    • Draft a personalized appointment reminder email for each patient
    • Include the appointment time, location, arrival instructions, and any fasting or prep requirements
    • Save every email as a draft in Gmail without sending
    • Do not send any message to a patient automatically

    Done when One Gmail draft exists for every patient with a next-day monitoring appointment, ready for coordinator review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.engagedmd.com
ScheduleRuns automatically on this cadence
Every night at 5:00 PM
DeliveryHow each run's result reaches you
Reminder drafts · Gmail
OutputWhat each run produces - Gmail draft reminder emails for every patient with a next-day monitoring appointment, ready for care team review and sending.
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 send reminder emails to patients on its own?

No. Every reminder is saved as a Gmail draft for a coordinator to review and send manually. Patient reminders may contain appointment and health information, so human approval is required before sending.

What if an appointment is cancelled after the draft is created?

WebRun flags any cancellations or conflicts it finds in Google Calendar during the same run, so the coordinator can discard the draft for that patient.

Can it include prep instructions specific to each patient's protocol?

Yes. It reads prep instructions from the patient's record in EngagedMD and includes them in the draft, so each reminder reflects that patient's specific monitoring requirements.

Put this on autopilot.

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