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AI agent for veterinarians

Pet Vaccine Reminder Agent

Keep pets current on preventive care

CommunicationHealthcareOperations
See how it worksGet access
Pet Vaccine Reminder Agent: what goes in, what the agent does and what you get

What it does

Vaccines, heartworm tests and dental checks keep pets healthy, but owners lose track of due dates. This agent finds patients due or overdue for preventive care and checks the record for deceased or moved pets, so no owner gets a painful message. It prepares a batch of reminders with booking links, and staff approve the batch before it goes out. It tracks who books within 14 days. For the rest, it prepares a second reminder by another channel and then builds a call list for the front desk. Puppies and kittens in a vaccine series get tighter reminders tied to the series dates. Edge case: a pet with a recorded vaccine reaction is flagged for the vet before any vaccine reminder is sent.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Weekly run 2 USES A TOOL Find patients due or overdue for preventive care 3 DOES Remove deceased or moved patients 4 DOES Prepare the reminder batch 5 YOU APPROVE Staff approve the batch 6 USES A TOOL Send reminders 7 CHECKS THE RESULT Booked within 14 days? If not: prepare a second reminder by another channel.Back to step 4. 8 RESULT Reminder report
Read the steps as a list
  1. Weekly run
  2. Find patients due or overdue for preventive care
  3. Remove deceased or moved patients
  4. Prepare the reminder batch
  5. Staff approve the batchThe agent waits here for your OK.
  6. Send reminders
  7. Booked within 14 days?If not: prepare a second reminder by another channel. Back to step 4.
  8. Reminder report

How it decides

Due dates from records.

  • Deceased excluded
  • Series tighter
  • Two reminders max

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Timing
  • Channels
  • Items
  • Templates

What keeps you in control

It always asks you first

  • Batches

Hard limits

  • No medical advice

It stops when

  • Done: contacted
  • Stop: opt-out

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn Monday, the agent found 84 pets due for vaccines. It removed 3 deceased and 2 moved pets. Staff member Kim Doyle approved the batch. Fourteen days later, 51 had booked. The check failed for 33, so the agent looped back and prepared a second reminder by text. Kim approved it, and 12 more booked that week.

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