Approvals & Backofficefree

Installation Booking Approval Workflow with Slack and Gmail

by Chris RudyUpdated Aug 2026

RequiresSlack

Gmail

1/5

STEPS · 5

Starts on an incoming request

On a booking form submission, posts the request to Slack for approval and emails confirmation via Gmail.

AI Form Intake Processor

On form submission, processes input with Anthropic, logs results to Google Sheets, and notifies via Slack and Gmail.

On a patient intake form, generates a SOAP note with OpenAI, emails it for doctor approval, logs to Google Sheets, and alerts Telegram and Slack.

On a form submission, enriches the intake via HTTP, routes the client, emails via Gmail, and records to Google Sheets.