Daily post-appointment thank-you drafts from Acuity

Every evening, pull today's completed Acuity appointments and draft a warm, personalized thank-you email in Gmail for each client — ready to skim in the morning.

Agentic Task
Acuity SchedulingGmailSlackSalesPersonal ProductivityEmail AutomationMeeting Workflows
PromptCreate

Every day at 6pm in my local timezone, draft a personalized post-appointment thank-you email for each client I saw today.

Step 1. Pull today's appointments from Acuity Scheduling using List Appointments, filtered to today's date range (my local timezone, midnight to 11:59pm). Skip any appointment whose status indicates it was canceled or marked as a no-show — those clients should not receive a thank-you email.

Step 2. For every remaining appointment, call Acuity Scheduling's Get Appointment to read the full record including the appointment type, my private notes on the session, and the client's intake form answers. This is the raw material for personalization — the drafts must reference specifics from these fields, not generic filler.

Step 3. For each client, write one warm, specific follow-up email and save it as a Gmail draft using Gmail's Create a Draft. The email should:

  • Thank the client by their first name (from the appointment record).

  • Reference what the session was about — the appointment type plus at least one specific detail from my notes or their intake answers so it clearly is not a template.

  • Include any homework, exercises, articles, or resources that my notes imply I promised or recommended during the session.

  • End with a natural rebooking prompt (a link or a suggestion to book their next session) that reads as helpful, not pushy.

  • Use a warm, human tone — short paragraphs, no jargon, no em dashes.

Set the Gmail draft's To address to the client's email from the Acuity record and give it a specific subject line referencing the session (for example: "Thanks for today's session, Maya" rather than "Follow-up"). Save every draft — do not send. I will skim and send them from Gmail in the morning.

Step 4. Once all drafts are queued, post a short summary to Slack using Send a Message. The summary should list how many drafts were queued and the first names of the clients. Example: "Queued 4 thank-you drafts for Maya, David, Priya, and Jordan. Ready in Gmail Drafts." If there were zero appointments to write about, post a one-line message confirming the run happened and there was nothing to draft.

Rules the agent should keep in mind: never send email directly, always draft; skip canceled and no-show appointments silently (do not draft an apology or a follow-up for them); if intake or notes are empty for a given client, still write a warm thank-you keyed off the appointment type and duration rather than skipping them; and do not fabricate details that were not in the notes or intake answers.

Additional information

What does this prompt do?
  • Runs every evening at 6pm and finds every client you saw today in Acuity Scheduling, skipping anyone who canceled or no-showed.
  • Reads each appointment's type, private notes, and intake form answers so the follow-up references what the session was actually about.
  • Drafts a personalized thank-you email per client in Gmail with any homework or resources implied by your notes and a natural nudge to book their next session.
  • Posts a short Slack recap so you know how many drafts are waiting and which clients they're for.
What do I need to use this?
  • An Acuity Scheduling account where you take client bookings and use intake forms or private notes.
  • A Gmail account you send client email from — drafts land in your Gmail Drafts folder so nothing sends without your review.
  • A Slack workspace with a channel or DM you want the evening summary posted to.
How can I customize it?
  • Change the run time — some practitioners prefer end-of-day at 5pm, others want it at 9pm after evening sessions wrap.
  • Adjust the voice and length of the follow-up (warm and brief, clinical and detailed, coach-y and encouraging) or add a signature block and rebooking link.
  • Swap the Slack recap for an email-to-self, or point it at a specific channel like #front-desk if a team member skims the drafts for you.

FAQs

Does this send emails automatically?
No. Every follow-up is saved as a Gmail draft so you can skim, tweak, and send them in the morning. Nothing goes to a client without you clicking Send.
What happens if a client canceled or didn't show up?
Appointments marked as canceled or no-show are skipped, so those clients never get a thank-you they'd find awkward.
Where does the personalization come from?
For each appointment, the workflow reads the appointment type, your private session notes, and the client's intake form answers. It uses those details to reference the topic of the session, thank the client by first name, and include any homework or resources you flagged in your notes.
Can I use this if I don't use intake forms?
Yes. Intake answers make the drafts more specific, but the workflow will still write a warm, personal thank-you based on appointment type and any notes you keep — and it will lean harder on those signals when intake data isn't there.
What if I ran no appointments today?
You'll get a one-line Slack message saying zero drafts were queued, so you know the workflow ran and there was nothing to write.

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