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Healthie Automatic Meal Plan Follow Ups

Every Monday, WebRun opens Healthie, finds every active client whose meal plan has not been updated in 3 weeks, drafts a personalized follow up email in Gmail with suggested adjustments based on their logged intake, leaves it unsent for your review, and logs each draft to a sheet so the same client is never drafted twice in one week.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Healthie find clients due for a meal plan refresh
2 Gmail draft the follow up email
3 Google Sheets log which drafts went out
In short

How do I follow up on meal plans before clients drift off track?

WebRun checks Healthie every Monday for clients whose meal plan has not been refreshed in 3 weeks, drafts a personalized follow up email in Gmail suggesting adjustments based on their recent logged intake, and leaves every draft unsent for your review. It also logs each draft to a sheet so no client is followed up with twice in the same week.

  • Clients get a personalized check in before their plan goes 3 or more weeks stale
  • The RD reviews a ready made draft instead of writing from scratch every week
  • No client is ever followed up with twice thanks to the weekly log

Built for Registered dietitians · private practice RDs · weight management nutrition clinics · outpatient MNT clinics

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.gethealthie.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Healthie - find clients due for a meal plan refresh
    gethealthie.com
    WebRun in Healthie: find clients due for a meal plan refresh
    WebRun opens Healthie to find clients due for a meal plan refresh.
    • Open Healthie and list active clients by their last meal plan update date
    • Filter to clients whose plan is 3 or more weeks old
    • Pull each client's recent logged intake to note where adjustments may help

    Done when Every client due for a meal plan refresh is listed with their last update date and recent intake notes.

  3. 2
    Gmail - draft the follow up email
    gmail.com
    WebRun in Gmail: draft the follow up email
    WebRun opens Gmail to draft the follow up email.
    • Draft a personalized follow up email for each client referencing their recent logging
    • Suggest 1 to 2 concrete adjustments based on their intake pattern
    • Leave every draft unsent in Gmail for the RD to review, personalize, and send

    Done when A follow up draft exists in Gmail for every client due for a refresh, none of them sent.

  4. 3
    Google Sheets - log which drafts went out
    google.com
    WebRun in Google Sheets: log which drafts went out
    WebRun opens Google Sheets to log which drafts went out.
    • Open the Meal Plan Follow Up Log
    • Add a row for each client drafted this week with the date and draft status
    • Mark prior rows as sent once the RD confirms

    Done when This week's drafted follow ups are logged so no client is drafted twice.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.gethealthie.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Follow up drafts · Gmail
OutputWhat each run produces - One unsent, personalized follow up draft per client due for a refresh, plus a log row tracking who has been drafted.
Draft emails + log
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 clients without me seeing it first?

No. Every follow up is left as an unsent draft in Gmail. WebRun never sends a meal plan email on its own; you review, personalize, and send it.

How does it decide what to suggest?

It reads each client's recently logged intake in Healthie and suggests 1 to 2 concrete adjustments based on that pattern, which you can edit before sending.

What if a client was already followed up with this week?

The log sheet is checked first, so a client already drafted or marked sent this week is skipped.

Keep going

Related templates

Healthie Automated Food and Symptom Log Review
WebRun reviews each client's food and symptom logs in Healthie since the last check, flags repeated symptom spikes or missed logging streaks, records them to a tracking sheet, and alerts you in Slack so you can review before the next session.
Healthie›Google Sheets›Slack
Healthie Automatic Group Class Scheduling
WebRun checks Healthie every Monday for open seats in this week's group nutrition classes, confirms each registered client's class package payment in Stripe, and books their seat on your class calendar.
Healthie›Stripe›Google Calendar
Healthie Automatic Insurance Visit Limit Tracking
WebRun checks each client's authorized visit count in Healthie every morning, flags anyone within 2 visits of their payer's limit, logs it to a tracker, and verifies a payment method is on file in Stripe before the covered visits run out.
Healthie›Stripe›Google Sheets

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