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For acupuncturists, TCM practitioners & Chinese herbal medicine clinics

Remind acupuncture clients to reorder their herbal formulas and supplements

Every morning, WebRun opens Unified Practice and identifies clients whose dispensed herbal formulas or supplements are due for reorder based on the dispensing date and prescribed supply duration. It drafts a personalised reorder reminder for each client and queues every message in Gmail for the practitioner to review before sending.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 8:30 AM WebRun
1 Unified Practice find clients due for herbal or supplement reorder
2 Gmail draft personalised reorder reminders
3 Slack alert practitioner to review drafts
Run a sample
In short

How do I automatically remind acupuncture clients to reorder their herbal formulas?

WebRun opens Unified Practice every morning and finds clients whose herbal formulas or supplements are due for reorder within the next 7 days. It drafts a personalised reminder for each in Gmail, naming the specific product, and holds every message for practitioner review, so clients stay on their herbal protocol without gaps.

  • Clients stay consistently on their herbal protocol without supply gaps
  • Practitioners review and send reorder reminders in seconds with no manual tracking
  • All formulas and supplements for a client are covered in a single personalised draft

Built for acupuncturists · TCM practitioners · Chinese herbal medicine clinics · integrative health practices

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.unifiedpractice.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Unified Practice - find clients due for herbal or supplement reorder
    unifiedpractice.com
    WebRun in Unified Practice: find clients due for herbal or supplement reorder
    WebRun opens Unified Practice to find clients due for herbal or supplement reorder.
    • Open Unified Practice and navigate to the herbal dispensing or product records section
    • Identify clients whose last herbal or supplement dispensing date plus prescribed supply duration falls within the next 7 days
    • Capture client name, formula or product name, dispensing date, and supply duration

    Done when Every client due for a reorder within 7 days is listed with their formula or supplement details.

  3. 2
    Gmail - draft personalised reorder reminders
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft personalised reorder reminders
    WebRun opens Gmail to draft personalised reorder reminders.
    • Draft a personalised reorder reminder for each client, naming their specific formula or supplement
    • Include instructions on how to reorder (phone, online, or clinic pickup)
    • Save each draft unsent in Gmail for the practitioner to review before sending

    Done when A reorder reminder draft exists in Gmail for every client with a herbal or supplement reorder due.

  4. 3
    Slack - alert practitioner to review drafts
    slack.com How to Automate Slack
    WebRun in Slack: alert practitioner to review drafts
    WebRun opens Slack to alert practitioner to review drafts.
    • Post a Slack alert listing the count of reorder reminders queued for review
    • Flag any clients who have not reordered despite a previous reminder

    Done when Practitioner sees the queue in Slack and can review and send from Gmail promptly.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.unifiedpractice.com
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Reorder reminder drafts · Gmail
OutputWhat each run produces - Personalised herbal reorder reminder drafts in Gmail and a Slack alert with any lapsed reorder flags.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send reorder reminders to clients without my approval?

No. Every reminder is saved as an unsent Gmail draft. Nothing reaches a client until the practitioner reviews and sends it.

How does it know when a client's supply will run out?

It reads the dispensing date and prescribed supply duration from Unified Practice records, then calculates the expected reorder date and flags clients within the next 7 days.

Can it handle different formulas and supplements for the same client?

Yes. It reads each dispensed item separately from the Unified Practice record, so a client prescribed multiple formulas receives a reminder that covers all of them in one draft.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.