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Triage appointment mail without reading health data

For a practice or clinic front desk: emails are sorted into appointment requests, cancellations and administrative questions. The AI only looks at the logistics (preferred days, cancel or not) and is told never to repeat or store symptoms or any medical detail; alerts carry no subject line or body. The practitioner replies personally.

By
Loop & Roll team · Official
Copied
0 times
Steps
9
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Triage appointment mail without reading health data Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedSort by logistics only — CategorizeSort by logistics onlyCategorizeAppointment requestCancellationAdministrative questionotherModelRead the scheduling wishes — ExtractRead the scheduling…ExtractModelTell the front desk — NotifyTell the front deskNotifyFile under Requests — MoveFile under RequestsMoveFlag the cancellation — FlagFlag the cancellationFlagFree up the slot — NotifyFree up the slotNotifyFile under Admin questions — MoveFile under Admin que…MoveLeave it unread for a person — FlagLeave it unread for a…FlagOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Triage appointment mail without reading health data

How it works

  1. 1

    Email received

    trigger.email

  2. 2

    Sort by logistics only

    ai.categorize

  3. 3

    Read the scheduling wishes

    ai.extract

  4. 4

    Tell the front desk

    notify.send

  5. 5

    File under Requests

    mail.move

  6. 6

    Flag the cancellation

    mail.flag

  7. 7

    Free up the slot

    notify.send

  8. 8

    File under Admin questions

    mail.move

  9. 9

    Leave it unread for a person

    mail.flag

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Folders, calendars and other resources to choose
File under Requests · addLabels.0.folder File under Admin questions · addLabels.0.folder
Connections to choose
OpenAI · connection (llm_provider)
Secrets to fill in
Tell the front desk · webhookUrl Free up the slot · webhookUrl

See also

More in Triage and filing

All templates