Automated Care Plan Summary Drafts
Every evening, WebRun opens MilkNotes, reads the care plan from each of today's completed consults, drafts a warm plain-language summary email for the parent in Gmail covering the plan, next steps, and when to check in, and logs each draft to a Google Sheet review tracker, leaving every email unsent for your review before any goes out.
How do I automatically send parents a lactation care plan summary?
WebRun helps you send parents a clear care plan after every visit. Each evening it reads today's care plans in MilkNotes, drafts a plain-language summary email for each parent in Gmail with steps and next check-ins, and logs each draft to a Google Sheet tracker, leaving every email unsent for your review before it goes out.
- Parents leave with a clear, written plan they can follow at home
- Summaries are drafted the same evening, not days later
- No care plan is emailed until you review the draft
Built for IBCLCs · lactation consultants · postpartum support providers · breastfeeding clinics
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.milknotes.comin a real browser with your saved login - no setup, no API keys. -
1
MilkNotes - read today's care plans
milknotes.com
WebRun opens MilkNotes to read today's care plans. - Open MilkNotes and find today's completed consults
- Read the care plan, recommended feeding steps, and any follow-up guidance on each chart
- Skip visits still in draft or where no care plan was recorded
Done when The care plan and next steps are gathered for each finished consult.
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2
Gmail - draft the parent summary
gmail.com
WebRun opens Gmail to draft the parent summary. - Draft a warm summary email for each parent in plain, jargon-free language
- Lay out the plan as simple steps, note what to watch for, and say when to check in or rebook
- Save each email as a draft in Gmail and leave it unsent for you to review and send
Done when A care plan summary waits in Gmail as an unsent draft for each family.
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3
Google Sheets - log each draft for review
google.com
WebRun opens Google Sheets to log each draft for review. - Open your review tracker Google Sheet and add a row per drafted summary
- Record the client, visit date, and a review status of pending for each
- Flag any plan with an urgent follow-up so it is reviewed first
Done when Every drafted summary is logged in the Google Sheet with a pending status.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it email the care plan to parents automatically?
No. Every summary is saved as an unsent Gmail draft for your review. No protected health information reaches a family until you read the draft, adjust anything needed, and send it yourself.
How readable are the summaries for parents?
They are written in plain, jargon-free language as simple steps, so a tired new parent can follow them at 2am. The full clinical record stays in MilkNotes for your reference.
What if a visit had no care plan recorded?
It only drafts a summary where a care plan exists on the chart. Visits still in draft or without a recorded plan are skipped and left out of that evening's run.
Related templates
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