Getting feedback after appointments is crucial but time-consuming. This automated system collects responses, analyzes sentiment, and flags urgent issues—all running in the background while you focus on patient care.
Step 1. Set up the feedback trigger
Create a new workflow in Lindy.ai and connect it with Google Calendar. Configure it to trigger after appointments end, filtering for external attendees only to avoid feedback requests for internal meetings.
Step 2. Create the feedback loop
- Design a personalized email template asking for specific feedback about the appointment
- Set up an AI agent to analyze responses for urgency and sentiment
- Create a Google Sheet to track feedback with columns for urgency, sentiment, and action items
- Configure automated alerts for urgent feedback that needs immediate attention
- Add a weekly summary report to spot trends and maintain oversight
- Set custom conditions to only process feedback for relevant appointment types
Tip: While connecting your Google Calendar, select only the calendar used for appointments to avoid triggering feedback requests for personal events.