Bring pets in for their yearly check-up
Every Monday, WebRun opens Shepherd, finds patients whose annual wellness exam is overdue, drafts a personal recall note to each owner in Gmail, leaves every draft unsent for the team, and posts a Slack summary of how many pets are due for a check-up.
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How do I automatically remind clients about overdue annual pet exams?
Every Monday, WebRun opens Shepherd, reads the patient reminders view, and finds pets whose annual wellness exam is overdue. It drafts a personal recall note to each owner in Gmail, naming the pet and last visit date, leaves the drafts unsent for the team, and posts a Slack summary of how many pets are due.
- Pets due for a yearly exam are surfaced every Monday
- Recall notes are drafted and waiting, so staff just review and send
- Annual visit compliance improves without combing the patient list by hand
Built for veterinary clinics · animal hospitals · vet practice managers · wellness program coordinators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.shepherd.vetin a real browser with your saved login - no setup, no API keys. -
1
Shepherd Veterinary Software - find overdue wellness exams
shepherd.vet
WebRun opens Shepherd to find pets overdue for an annual exam. - Open Shepherd and go to the patient reminders view
- Filter to pets whose annual wellness or physical exam is overdue
- Capture the patient, owner, last exam date, and how long overdue
Done when Every patient overdue for a wellness exam has been listed with its last visit date.
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2
Gmail - draft recall notes
gmail.com How to Automate Gmail
WebRun drafts a wellness recall note for each owner and leaves it unsent. - Draft a personal recall note to each owner mentioning their pet by name
- Note it has been about a year since the last wellness visit and invite them to book
- Save each note as a draft and leave it unsent for the team to review
Done when A recall draft is ready in Gmail for every overdue patient.
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3
Slack - summarize who is due
slack.com How to Automate Slack
WebRun posts the week's wellness recall summary to Slack. - Post a short summary of how many pets are due for a wellness exam this week
- Highlight any patients more than a few months overdue
- Note that drafts are waiting in Gmail for review
Done when The team has this week's wellness recall summary in Slack.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it email owners without me?
No. WebRun drafts every wellness recall note in Gmail and leaves it unsent. Your team reviews each one and sends it, so no owner is contacted until a person approves the message.
How does it decide a pet is overdue?
It reads each patient's last wellness or physical exam date in Shepherd and flags pets that have passed their annual interval. Pets seen recently are skipped, so only genuinely due patients make the list.
Can it personalise each note?
Yes. Each draft names the pet, notes roughly how long it has been since the last visit, and invites the owner to book. Share a sample and WebRun matches your clinic's tone.
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