Introduction to workflows
Automate the routine work between visits.
A workflow runs a set of steps whenever something happens in your clinic. Use one to send aftercare, chase forms or follow up with a new lead, so nothing depends on memory.
How a workflow is built
Trigger: what starts it, such as Appointment booked, Form completed or On a schedule.
Condition and Branch: who continues, and which path they take.
Delay: how long to wait before the next step.
Action: what happens, such as Send Email, Send SMS or Create Activity.
Agents: AI steps that research, score or draft from the patient’s record.
Build your first one
Go to Marketing, then Workflows, and click Create workflow. Choose a trigger, add steps, and save. Click Test Workflow to try it on a sample record, then click Publish.
Check what happened
Run history shows every run and what each step did, so you can always see why a patient received a message.
Up next
Next, read Sovica glossary.