Clinics & Practices Use case Agent · App

Bring patients back on schedule

Finds who is due, messages them on their preferred channel, and books straight into the diary.

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Sofia Front Desk Assistant

Clawnify Lite

Who is due for a recall, and can you book them in

The user wants overdue patients contacted and booked without manual list-building… Clawnify Read Records 1

Sixty patients are due. Messaging them on their preferred channel now.

Clawnify Book Calendar 1

Message Sofia...

/ commands thinking: high Enter send · Shift+Enter new line

Patient Recall · Finds who is due, messages them, books the slot 6 steps

Trigger Weekly on Monday
Code Find who is due
AI Write the reminder
Branch Replied?
yes Agent Book the slot no Webhook Chase in 3 days

Appointments 6 records Booked this week US$900 Add appointment

Due 2 US$165

6-month recall US$90

Practice Sofia Marin

Hygiene visit US$75

Practice Sofia Marin

Invited 1 US$120

Annual check US$120

Practice Dana Ruiz

Booked 2 US$275

Consultation US$180

Practice Dana Ruiz

Follow-up US$95

Practice Sofia Marin

Attended 1 US$340

Treatment plan US$340

Practice Dana Ruiz

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

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Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

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Collect intake before they arrive Sends the right form on booking, chases the ones not returned, and files answers to the record. Rebook the no-shows automatically Notices the missed appointment, reaches out the same day, and offers the next open slots.