Automation Specialist for Clinic System

Job Title: Clinic Appointment Automation (Google Sheets + [login to view URL] + WhatsApp) Description: Looking for an automation expert to build a clinic appointment system using Google Sheets, [login to view URL], and WhatsApp/SMS. Must deliver end-to-end working system with documentation. Objective (What problem this solves) Automate clinic appointment handling using Google Sheets + WhatsApp/SMS so that: Scope of Work A. Core System (Mandatory) 1. Google Sheet Setup (Just copy paste as is)… o Create master sheet with following columns ONLY:  Patient Name  Mobile Number  Appointment Date  Appointment Time  Doctor Name  Status  Booked  Confirmed  Attended  Missed  Rescheduled 2. [login to view URL] Automation o Trigger when a new row is added or status changes o Automation logic:  Booked → Send confirmation message  Confirmed → Send reminder (T-1 day)  Attended → Mark completed  Missed → Send follow-up message  Rescheduled → Update date & resend confirmation 3. WhatsApp / SMS Integration o WhatsApp via Twilio / Gupshup / WATI (client preference) o SMS fallback if WhatsApp fails Deliverables (VERY IMPORTANT) Ask vendor to deliver all 6 items: 1. Google Sheet (live, editable) 2. [login to view URL] scenario (documented) 3. WhatsApp/SMS templates (approved) 4. Error handling (invalid number, failed message) 5. Handover document (1–2 pages) 6. 7 days post-deployment support I Will Provide 1. Google account (owner access) 2. [login to view URL] account 3. WhatsApp API account (or approval to use vendor’s) 4. Message content approval 5. One clinic workflow confirmation Success Metrics (How I Will judge vendor) • Sheet updates automatically • Messages go on correct time • Status updates without manual work • Clinic staff can use without training Timeline 5 working days

Project ID: 40211966