Custom Workflow Automation
Put your practice’s busywork on autopilot
Custom Workflow Automation connects your PMS, phones, and calendar to handle the repetitive work your team does every day — reminders, recalls, follow-ups, and notes — while you stay in control.
Included with the Complete plan. Your first automation is built at no extra charge.
Trusted by dental practices
Built around your practice
Automations connect to the tools you already run on — your PMS, phones, calendar, and messaging — so nothing about your day-to-day has to change.
Delegate the repetitive work
Reminders, confirmations, recalls, and follow-ups run on schedule in the background, so your front desk spends the day with patients, not the phone tree.
We build and maintain it
Describe the workflow in plain words. We design it, build it with modern AI tooling, and keep it running as part of your plan.
Turn a description into a working automation
Pick a workflow — we connect it to your tools and it runs itself. Here’s what practices automate most.
Appointment reminders & confirmations
Patients get a text before every visit and can confirm with one tap. Confirmations log back to your schedule automatically — no-shows drop without anyone lifting a finger.
Recall campaigns
Voice or text outreach that finds patients overdue for hygiene and brings them back to booking — steady, polite, and relentless in a way no busy front desk can be.
Speech to text, straight into your PMS
Dictate clinical notes between patients and watch them land in the chart. Less typing at the end of the day, more complete records.
Fill last-minute cancellations
When a slot opens, your waitlist gets the offer automatically. First patient to accept takes the chair — the schedule stays full.
Follow up on unscheduled treatment
Treatment plans that never got booked get a gentle nudge on a schedule you set, turning quiet production leaks back into appointments.
Got a Claude or ChatGPT idea?
If you can describe it, we can probably automate it. Bring the workflow you wish existed and we turn it into a working automation for your practice.
Every seat in the practice gets time back
See how automation shows up for each role on your team.
A quieter phone and a fuller schedule
Confirmations, reschedules, and waitlist fills handle themselves, so the desk can focus on the patients standing in front of it.
Ways practices use automation
Start with work your team already does every day. If you can say it, we can build it.
How it works
Describe the workflow
Tell us the task in plain words — the same way you'd explain it to a new hire.
We build it
We design and ship the automation with modern AI tooling, connected to up to 3 of your apps.
It just runs
The workflow runs on schedule and we keep it maintained as part of your plan.
Each automation covers up to 3 connected apps or APIs. First automation included with the Complete plan; additional automations are billed monthly.
Try Workflow Automation today
Tell us the one task your team is tired of doing by hand. We’ll build it — the first one is on us.