Notion prep dossiers for today's Acuity appointments
Every weekday at 6am, build a Notion page for each of today's Acuity Scheduling appointments with intake answers, past visit history, and a prep checklist ready for the session.
Every weekday at 6am, build a per-client prep dossier in Notion for each of today's Acuity Scheduling appointments so the practitioner can walk into every session already prepared.
At the start of the run, call Acuity Scheduling's List Forms once and hold the result in memory. Use it to translate intake form field IDs into their human-readable question labels wherever intake answers appear later in the workflow.
Then call Acuity Scheduling's List Appointments filtered to today's date range in the account's timezone to get every appointment scheduled for today. For each appointment, call Get Appointment with the option to include intake form answers so you have this session's answers in full.
For each appointment, also call List Appointments a second time filtered by that client's email address to pull the client's prior visit history. Sort those results by date descending and take the most recent three completed visits (excluding today's appointment) to summarise.
For each appointment, create one page in Notion via Create a Page inside the database the user has selected as their "Today's appointments" destination. Title the page with the client's name and the appointment start time (for example "Sam Patel — 10:30am"). Store the Acuity appointment id as a page property so re-runs can detect it.
Each dossier page should contain these sections as block children: (1) Intake answers — rendered as the human-readable label from List Forms followed by the client's answer; (2) Recent visit history — a short summary of the last three visits with dates, appointment type, and any notes; (3) Prep checklist — tailored to the appointment type (new-client intake, follow-up session, group class, etc.); (4) Session notes — a blank heading with empty space for the practitioner to fill in during or after the session.
Idempotency: before creating a page for a given appointment, query the destination Notion database for existing pages whose Acuity appointment id property matches. If one already exists for that appointment id today, skip creating another. This makes re-runs safe.
Group classes: appointments that share the same appointment type id, calendar id, and start time should be grouped into a single roster dossier page rather than one page per attendee. On that roster page, list every attendee with their intake answers and mini visit summary underneath the shared prep checklist.
Ask the user at setup time for the Notion database id that should receive dossiers, which page property holds the Acuity appointment id (create it as a plain text property if one does not already exist), and the practitioner's timezone so "today" is interpreted correctly.
Additional information
What does this prompt do?
- Pulls every appointment scheduled for today from Acuity Scheduling.
- Creates one Notion page per appointment inside a database you pick, titled with the client name and appointment time.
- Fills each page with the client's intake answers translated into readable labels, a summary of their last three visits, an appointment-type-specific prep checklist, and blank space for your session notes.
- Groups group-class attendees onto a single roster page instead of one per person, and skips appointments already dossiered today so re-runs never duplicate.
What do I need to use this?
- An Acuity Scheduling account with today's appointments and any intake forms you use.
- A Notion workspace with a database picked to receive today's dossiers, shared with your Notion connection.
How can I customize it?
- Change the schedule (for example, run at 7am or only on Mondays).
- Pick which Notion database receives the pages and adjust the sections you want on each dossier.
- Tune the prep checklist per appointment type (new-client intake, follow-up, group class) to match your practice.
Frequently asked questions
Does this work for group classes with multiple attendees?
What happens if I run the workflow twice in the same morning?
Will my intake form questions show as readable labels, or as raw field IDs?
Do I need any AI experience to use this?
Can I use a different destination like a shared team page instead of a database?
Related templates
Walk into every session already prepped.
Skip the morning scramble through Acuity tabs and intake PDFs and start every appointment with the full picture in Notion.