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Introducing the next phase of Sovica: the architecture for agentic care
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Start your team’s day with a morning digest.

Post a reminder to your channel each morning to check today’s diary and open tasks.

Use templateWorkflows docs
TriggerOn a scheduleDataEvery morning at 8:00Count open tasksReportsTasks overdue this morningConditionConditionsClinic is open todayIf/ElseConditionsOverdue tasks are above 0Send Slack MessageSlack{Result} tasks are overdue todaySend Slack MessageSlackCheck today’s diary, no overdue tasks

Setup guide

Overview

The numbers that matter today are in the diary and on the task list. This template gets your team looking at them before the first patient arrives.

Prerequisites

These are the pieces we suggest having ready before you switch this workflow on. Your clinic may set things up differently, so treat the list as a guide.

How to use this template

Once it opens, you’ll see the blocks joined up in order.

  1. The On a schedule trigger is where you choose the days and times this runs, and the location it reports on.
  2. The Count open tasks block is where you say what to count. Here it totals the tasks past their due date, using {Due date} [is before] {Today}.
  3. The Condition block decides whether anything goes out today. It checks your opening hours for this location, so a bank holiday or a closed day stays silent. Only the days on which your clinic is open carry on to the next block. We have used the rule “{Clinic} [is open] {Today}”.
  4. The If/Else block splits your workflow into two paths, based on the count from the earlier block. It looks for anything overdue, and the wording your team reads depends on the answer. To set this up, we’ve used the rule “{Result} [greater than] 0”.

4.1. If the condition is true

i.) The workflow moves to a Send Slack Message block, where you can ask your team to clear what’s overdue before the first patient arrives. An example message would be:

{Result} tasks are overdue. Please clear them today.

Change this to suit your team, and name the tasks if you’d like to.

4.2. If the condition is false

i.) Nothing is overdue, so this is the easy morning. We’ve kept a message here anyway, because the team should still look at the diary, and a silent channel is hard to tell apart from a broken workflow.

ii.) The Send Slack Message block is where you point your team to the day ahead. An example message would be:

Nothing overdue today. Check the diary before 9:00.

Change this to suit your team.

Workflows FAQ