All templates

Automated Telehealth Consult Link Drafts

Every morning, WebRun opens MilkNotes, lists the telehealth consults booked for today, creates a Zoom meeting for each one, and drafts a friendly join-link email in Gmail with the time and simple connection tips, then leaves each draft unsent so you approve before any link reaches a parent.

Runs on WebRun · Strict Lockdown policy
Every day at 7:30 AM WebRunorchestrates each step
1 MilkNotes list today's telehealth consults
2 Zoom create a meeting per visit
3 Gmail draft the join-link email
In short

How do I automatically prepare telehealth links for lactation visits?

WebRun gets your telehealth consult links ready to send. Each morning it lists today's virtual visits in MilkNotes, creates a private Zoom meeting for each, records the link on the chart, and drafts a friendly join-link email in Gmail, leaving every message unsent so you approve before any link reaches a parent.

  • Every virtual visit has a private Zoom link ready before the day starts
  • Join emails are drafted in minutes, not typed one by one
  • No link reaches a parent until you approve the draft

Built for virtual IBCLCs · telehealth lactation consultants · remote breastfeeding support · hybrid lactation 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.milknotes.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    MilkNotes - list today's telehealth consults
    milknotes.com
    WebRun in MilkNotes: list today's telehealth consults
    WebRun opens MilkNotes to list today's telehealth consults.
    • Open MilkNotes and filter today's schedule to telehealth visits
    • Capture the parent name, appointment time, and preferred email for each virtual consult
    • Skip any visit that already has a video link recorded on the chart

    Done when Every telehealth consult for today is listed with its parent and time.

  3. 2
    Zoom - create a meeting per visit
    zoom.us
    WebRun in Zoom: create a meeting per visit
    WebRun opens Zoom to create a meeting per visit.
    • Open Zoom and create a meeting scheduled for each consult's start time
    • Turn on the waiting room and set the meeting to require the passcode for privacy
    • Copy the join URL and record it back on the matching MilkNotes chart

    Done when A private Zoom meeting exists for each telehealth consult and its link is on the chart.

  4. 3
    Gmail - draft the join-link email
    gmail.com
    WebRun in Gmail: draft the join-link email
    WebRun opens Gmail to draft the join-link email.
    • Draft a warm join-link email to each parent with the visit time, the Zoom link, and short connection tips
    • Keep the message free of clinical detail so nothing sensitive sits in an unsecured inbox
    • Save each email as a draft in Gmail and leave it unsent for you to review and send

    Done when A join-link email waits in Gmail as an unsent draft for each telehealth parent.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.milknotes.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Join-link drafts · Gmail
OutputWhat each run produces - A Zoom meeting per telehealth visit with the link on the chart, plus a Gmail join-link email drafted and unsent for each parent.
Drafts + links
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 the Zoom links to parents on its own?

No. Each join-link email is saved as an unsent Gmail draft for you to review and send. WebRun creates the Zoom meetings and prepares the messages, but no link reaches a parent until you approve it.

Are the meetings kept private?

Yes. Every Zoom meeting is created with a waiting room and passcode, and the emails carry only the time, link, and connection tips, so no clinical or sensitive detail sits in a parent's inbox.

What if a visit already has a link?

It reads the chart first and skips any telehealth consult that already has a video link recorded, so you never end up with two meetings or a duplicate email for the same visit.

Put this on autopilot.

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