Bring overdue patients back without calling them yourself.

What it does

Two touches. One booked recall.

1. 1
   Schedule Trigger — daily 9am

   Cron expression 0 9 * * *. Fires every morning so messages land before patients get into their workday.
2. 2
   Sample Recall Due List (replace this)

   Ships with two sample patients. Replace with an HTTP Request to your practice management software for patients whose last visit was 6 or 12 months ago today, by recall type (cleaning, exam, vaccine, annual review).
3. 3
   Split Each Patient

   Iterates the array so the rest of the workflow runs once per patient.
4. 4
   Generate Recall Message — OpenAI

   Uses gpt-4o-mini to write one short SMS. Acknowledges the time since last visit, names the recall type, and ends with: Reply BOOK to grab a slot. No emojis.
5. 5
   Send Recall SMS — Twilio

   Sends the personalized message from your verified Twilio number.
6. 6
   Log First Touch

   Captures who got the message, the recall type, and the next-touch due date (7 days out). Replace with a Google Sheets append, Airtable create, or HTTP request to your CRM.
7. 7
   Wait 7 Days

   Holds the workflow for a week. If you don't want a long-running execution, replace with a separate scheduled workflow that pulls secondTouchDue rows from your log table.
8. 8
   Still Not Booked?

   IF node checks the booked flag on the patient. If they booked in the last week, the second touch is skipped. If not, continue.
9. 9
   Second Touch SMS — Twilio

   Slightly different wording. Names the recall type again and offers to hold a slot this week or next. Asks for the day that fits, not "would you like to book."

Use it in your business

Vertical-specific framing