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Shapes

AI workflows for clinics and healthcare services.

Practices where reception time is precious and patient information needs careful handling.

The challenges

01

What slows teams down.

  • 01

    Phones never stop

    Booking, rescheduling, and routine questions take up most of reception's day.

  • 02

    No-shows cost revenue

    Missed appointments leave gaps that could have been filled.

  • 03

    Forms retyped

    Intake forms and referrals are re-entered by hand before each visit.

Featured workflow

02

Patient intake and pre-visit forms

Forms completed before the visit, checked for gaps, and filed securely for the clinician.

How it works · Patient intake and pre-visit forms

In

  • Booking request
  • Intake form
  • Email inbox
  1. 1

    Send

    Form sent after booking

    Form sent

  2. 2

    Check

    Missing fields followed up

    Complete

  3. 3

    Review

    Clinic staff review flags

    Reviewed

    Human checkpoint

  4. 4

    File

    Filed to the patient record

    Filed

Out

  • Documents
  • Status update
  • Audit trail
Patient intake and pre-visit forms. Inputs: Booking request, Intake form, Email inbox. Steps: Send, Form sent after booking; Check, Missing fields followed up; Review, Clinic staff review flags; File, Filed to the patient record. Outputs: Documents, Status update, Audit trail.

Tools

04

Connected to the tools you already use.

  • Google Calendar
  • Typeform
  • Twilio
  • Gmail
  • Google Drive
  • Airtable

Built on n8n, so equivalent tools can be swapped in. Platform names describe what we connect to and do not imply a partnership.

Questions

05

Common questions.

How is patient data protected?

We design around your obligations: minimal data in each step, access limited to who needs it, data kept in approved systems, and no clinical decisions made by AI.

Can the assistant give medical advice?

No. Assistants handle bookings and routine practice information only, and route anything clinical to your staff.

Next industryE-commerce and retail

Next step

Automating work in clinics and healthcare services?

Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.