SendGrid Client Reminders
SendGrid Client Reminders: Appointment Reminders for Clinics. A Taskade Genesis kit for a clinic front desk: a visit request form, tomorrow's visit list, no show log, and a daily reminder flow. Connect your own SendGrid (Pro plan) to email clients.
SendGrid Client Reminders is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Booking
This Taskade Genesis app includes 3 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Desk. Its automations include Tomorrow list for the front desk, Client reminders by SendGrid and No show log and owner alert.
by @taskade
What you can do with SendGrid Client Reminders
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How SendGrid Client Reminders works
- Tomorrow list for the front desk: when Every day at 9 AM, then Find tomorrow's confirmed visits and Line up the visits.
- Client reminders by SendGrid: when Every day at 10 AM, then Find tomorrow's visits needing a reminder and Email the client a reminder.
- No show log and owner alert: when a visit is set to No show, then Earlier no shows for this client and Log the missed visit.
Built with Taskade Genesis
- Category: Booking
- AI agents: Desk
- Automations: Tomorrow list for the front desk, Client reminders by SendGrid, No show log and owner alert
- Integrations: SendGrid
- Workspace: 3 projects, 1 AI agent, 3 automations