AI Workflows

Six automations running around the clock — connecting JotForm, HubSpot, Healthie, Stripe, and Zapier with an AI layer on top.

Speed-to-Lead AI Concierge

Trigger: New JotForm intake or Instagram DM

active

1Intake form captured

2AI qualifies the lead

3Personalized reply in <2 min

4Synced to HubSpot with a summary

JotFormClaude AIHubSpotZapier

1.7 minavg response (was 2+ hrs)

Smart Booking + Deposits

Trigger: Lead qualified by AI

active

1AI offers real open slots from Healthie

2Patient picks via text/email

3Stripe deposit collected

4Confirmation + intake packet sent

HealthieStripeClaude AI

96consults booked this month

No-Show Defense

Trigger: 48h / 24h / same-day before visit

active

1Timed SMS + email sequence

2AI risk-scores each patient

3High-risk → personal call task

4Unconfirmed slots offered to waitlist

HealthieCare EngineAI VoiceTwilio

6.8%no-show rate (was 18.2%)

Post-Visit Revenue Engine

Trigger: Appointment completed in Healthie

active

1Aftercare instructions sent

2Review request (happy patients only)

3Rebooking nudge at ideal interval

4Membership upsell for repeat visitors

HealthieClaude AIHubSpot

+34%rebooking rate

Membership & Billing Autopilot

Trigger: Stripe subscription events

active

1Failed payment → smart retry + update link

2Dunning handled by AI, not staff

3Churn-risk members flagged

4MRR dashboard updated live

StripeCare EngineHubSpot

$14.9kMRR, +60% in 90 days

Lapsed Patient Reactivation

Trigger: Weekly AI scan of Healthie history

active

1Finds patients past ideal re-treat window

2Drafts personalized outreach per patient

3Owner approves in one click

4Books directly into open slots

HealthieClaude AIHubSpot

$18.2kreactivated revenue since go-live

Full Activity Log

Booked Jessica Moreno — consult tomorrow (Fri) 2:00 PM with Dr. Patel, $100 deposit collected via Stripe

6 min ago

Replied to Jessica Moreno (Instagram lead) in 1m 42s — answered filler pricing, offered tomorrow’s consult slots

21 min ago

No-show defense: AI voice reminder queued for Megan Brooks (unconfirmed 1:30 PM)

34 min ago

Post-visit: sent aftercare guide + review request to 4 patients from yesterday — 2 five-star reviews posted

1 hr ago

Flagged 12 lapsed Botox patients (90+ days) — rebooking campaign drafted for approval

2 hrs ago

Recovered failed membership payment for Chloe Martins — card updated via Stripe smart retry link

3 hrs ago

Answered 9 FAQ inquiries overnight (hours, pricing, downtime) — zero staff time used

5 hrs ago