Cliniko Product Change Summary
Summarize product changes in Cliniko with Claude and refresh the product record.
Cliniko Contact Cleanup Review
Use Claude to review updated contacts and standardize follow-up notes.
How this workflow works
Step 1
Updated Contact•Cliniko
This trigger fires whenever an existing contact (patient) is updated in Cliniko.
Step 2
Create Message•Claude
Sends a user prompt (and optional parameters) to a specified Claude model and returns the AI-generated response.
Step 3
Update Contact•Cliniko
Updates an existing contact in Cliniko using their ID.
Updated Contact
Cliniko
Create Message
Claude
Update Contact
Cliniko
When a contact is updated in Cliniko, send the changed details to Claude to identify missing fields, cleanup opportunities, and a clear next step. Then update the contact record in Cliniko with the refined summary.
Connect Cliniko + Claude to Automate these Workflows
Cliniko Contact Cleanup Review
Use Claude to review updated contacts and standardize follow-up notes.
Cliniko Appointment Follow-Up Draft
Draft follow-up guidance for completed appointment updates using Claude.
Cliniko Patient to Claude Triage
Analyze new patient records with Claude and update Cliniko with the result.
Cliniko Product Change Analyst
Summarize product updates with Claude and refresh Cliniko notes.
Cliniko Contact Quality Agent
Clean up updated contacts with Claude and standardize the record.
Cliniko Appointment Notes Agent
Generate appointment summaries and write them back to Cliniko.
Cliniko New Patient Intake Copilot
Use Claude to triage new patients and keep Cliniko records actionable.
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