Does the Cliniko agent actually execute tasks?

Yes. DoMyWork agents don't just suggest actions; they execute them across Cliniko and your connected apps based on your instructions.

How is this different from native Cliniko features?

Cliniko provides practice management tools. DoMyWork acts as a bridge, allowing you to trigger actions across different platforms, such as syncing data with Google Sheets or Slack.

How does this compare to Zapier for Cliniko?

Zapier requires you to build logical workflows step-by-step. With DoMyWork, you simply describe the task in plain English, and the agent handles the execution.

Can the agent monitor my Cliniko account 24/7?

Yes. You can set up agents on autopilot to watch for specific triggers in Cliniko, like new appointments or cancellations, and respond instantly.

Is my Cliniko patient data safe?

DoMyWork prioritises security. We use secure connections and strict access controls to ensure your patient data is handled safely while the agent performs its tasks.

Can I connect Cliniko to multiple apps at once?

Yes. You can instruct your Cliniko agent to pull data from Cliniko and push it to multiple other apps like Gmail, Slack, and Google Sheets in a single instruction.

AI Agent for Cliniko

Manage patient records, appointments, and billing tasks automatically. DoMyWork AI agents work with Cliniko and 1,500+ apps to keep your practice running smoothly.

Find all patients with appointments today and email them a check-in form

Identify patients with unpaid invoices and draft payment reminders

Summarise today's patient notes and update the master spreadsheet

Check for new patient enquiries in my inbox and add them to Cliniko

Generate a weekly summary of appointment cancellations

Update patient contact details from recent form submissions

Agent for

Cliniko

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your patient data into resolved administrative actions

Update patient files, process billing, flag missed appointments, and sync data across your tools.

12 emails sent via Gmail

Catch up on every patient invoice that remains unpaid

"Search Cliniko for invoices older than 30 days that are still unpaid. Draft a polite reminder email for each patient in Gmail and save them as drafts."

Send Message

Flag patients who missed their last two appointments

"Find patients in Cliniko with two consecutive no-shows in the last month and add them to a 'High Risk' list in Google Sheets."

Send Message

Sync new patient details from email enquiries

"Review my 'New Patient' Gmail label, extract contact info, and create new patient records in Cliniko."

Send Message

Generate a monthly report of appointment types

"Analyse appointment data in Cliniko for the last month and post a summary of the most frequent service types to Slack."

Send Message

Clean up duplicate patient records

"Scan Cliniko for patients with the same name and email, then merge the duplicate records into the most recent one."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise clinical notes for today's patients

"Extract the key findings from my today's patient notes in Cliniko and create a brief summary for my end-of-day review."

Send Message

Draft follow-up emails for recent consultations

"Review my notes for patients seen today and draft follow-up emails in Gmail for those requiring a check-in."

Send Message

Prepare patient files for tomorrow's schedule

"Look at my Cliniko schedule for tomorrow and pull up the previous treatment history for each patient."

Send Message

Log clinical outcomes in a research spreadsheet

"Extract treatment outcomes from Cliniko notes and update my research spreadsheet in Google Sheets."

Send Message

Send post-treatment care instructions

"Identify patients seen today who had a specific procedure and email them the relevant care guide from my templates."

Send Message

Got a different task in mind? Describe it

Send Message

Confirm all appointments for the next three days

"Identify patients with appointments in the next 72 hours and send a confirmation text via Twilio."

Send Message

Add new contact enquiries to the waitlist

"Check my inbox for new enquiries, extract the phone numbers, and add them to the Cliniko waitlist."

Send Message

Update patient insurance details from forms

"Process the latest insurance forms from my email and update the corresponding patient records in Cliniko."

Send Message

Notify patients of practitioner schedule changes

"Find all patients booked with a practitioner who is away next week and email them to reschedule."

Send Message

Organise the daily arrival list

"Export the daily appointment list from Cliniko and format it for the reception desk in a Google Doc."

Send Message

Got a different task in mind? Describe it

Send Message

Analyse revenue trends by practitioner

"Calculate the total revenue generated by each practitioner in Cliniko this quarter and create a chart in Google Sheets."

Send Message

Identify patients who haven't visited in over a year

"Find patients who haven't had an appointment in 12+ months and draft a 'We miss you' email campaign."

Send Message

Review clinic capacity and utilisation

"Compare booked appointments vs available slots in Cliniko and report on utilisation rates to Slack."

Send Message

Audit patient retention rates

"Calculate the percentage of new patients who returned for a second visit and summarise the findings."

Send Message

Track referral sources for new patients

"Extract referral data from Cliniko and update my 'Marketing ROI' spreadsheet."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Cliniko AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Cliniko AI Agent

🛸 Autopilot

Act on your practice data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new appointments, billing updates, and patient enquiries to keep your practice records current.

Setting up an autopilot is too easy

New appointment is created in Cliniko

Describe...

1. Send payment reminders the moment an invoice is overdue

WhenNew invoice is created in Cliniko

Then

Wait 30 days, check if the invoice is paid, and if not, send a reminder email to the patient.

Put on Autopilot

2. Route new patient enquiries to the right practitioner

WhenNew email is received in Gmail

Then

Read the email, identify the requested service, and assign the patient to the relevant practitioner in Cliniko.

Put on Autopilot

3. Log every cancelled appointment in a tracking sheet

WhenAppointment is cancelled in Cliniko

Then

Record the patient name, date, and cancellation reason in a Google Sheet for analysis.

Put on Autopilot

4. Flag patients with incomplete intake forms

WhenNew patient is created in Cliniko

Then

Check if the intake form is completed, and if not, send an automated request via email.

Put on Autopilot

5. Notify the team of daily revenue targets

WhenEvery day at 08:00 AM

Then

Calculate total revenue from yesterday in Cliniko and post a summary to the team Slack channel.

Put on Autopilot

1. Prepare treatment notes for new bookings

WhenNew appointment is created in Cliniko

Then

Check the patient's history, summarise the last three visits, and add a note to the current appointment.

Put on Autopilot

2. Draft progress reports after consultations

WhenAppointment is completed in Cliniko

Then

Draft a summary of the consultation in Google Docs for the patient's GP.

Put on Autopilot

3. Alert me to urgent patient messages

WhenNew email is received in Gmail

Then

Analyse the email content for urgency and send a notification to my phone if immediate action is needed.

Put on Autopilot

4. Update research data after each session

WhenAppointment is completed in Cliniko

Then

Extract key metrics from the session and append them to my research tracking sheet.

Put on Autopilot

5. Send post-care tips to new patients

WhenNew patient is created in Cliniko

Then

Send a welcome email with relevant care tips based on the patient's primary complaint.

Put on Autopilot

1. Confirm appointments as soon as they are booked

WhenNew appointment is created in Cliniko

Then

Send a confirmation email to the patient with the date, time, and clinic location.

Put on Autopilot

2. Alert the team to last-minute cancellations

WhenAppointment is cancelled in Cliniko

Then

Post the cancellation details to the team Slack channel so we can fill the slot.

Put on Autopilot

3. Update contact details from email signatures

WhenNew email is received in Gmail

Then

Extract new phone numbers or addresses and update the patient record in Cliniko.

Put on Autopilot

4. Send birthday wishes to patients

WhenEvery day at 09:00 AM

Then

Find patients with a birthday today and send a personalised greeting via email.

Put on Autopilot

5. Manage the waitlist for popular slots

WhenAppointment is cancelled in Cliniko

Then

Check the waitlist for patients interested in this time slot and email them.

Put on Autopilot

1. Monitor daily clinic revenue

WhenEvery day at 06:00 PM

Then

Summarise the day's total billing from Cliniko and send a report to my email.

Put on Autopilot

2. Track new patient acquisition costs

WhenNew patient is created in Cliniko

Then

Log the referral source and update the marketing performance sheet.

Put on Autopilot

3. Identify practitioners with low bookings

WhenEvery Monday at 08:00 AM

Then

Analyse last week's booking data and alert me to any practitioner under 60% capacity.

Put on Autopilot

4. Flag high-value patient departures

WhenPatient is archived in Cliniko

Then

Check the patient's lifetime value and notify me if they were a high-value client.

Put on Autopilot

5. Report on clinic growth metrics

WhenEvery month on the 1st at 09:00 AM

Then

Compile a monthly growth report from Cliniko data and save it to Google Drive.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Cliniko

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Patient Onboarding Playbook

FormCollect data with form

1. Enter Details

Enter Details

Fill fields below 👇

Full Name *

Email *

AI AgentExecute agent from playbook

2. Validate

Agent

Check {{Email}} format and search Cliniko for existing records.

Complete in a clickSend data to 1500+ apps

3. Create Record

Create PatientinCliniko

4. Send Email

Send EmailinGmail

Patient Onboarding Playbook

Streamlines the process of adding new patients and sending welcome materials.

Clone This Playbook

Invoice Dispute Playbook

Handles patient billing enquiries and disputes.

Clone This Playbook

Staff Scheduling Playbook

Automates the process of updating practitioner rosters.

Clone This Playbook

Clinic Closure Playbook

Manages patient rescheduling during clinic closures.

Clone This Playbook

Inventory Audit Playbook

Tracks clinic supply usage and reorder needs.

Clone This Playbook

Consultation Prep Playbook

Summarises history for upcoming sessions.

Clone This Playbook

Referral Letter Playbook

Drafts letters to other medical professionals.

Clone This Playbook

Care Plan Update Playbook

Updates patient care plans after review.

Clone This Playbook

Research Data Log Playbook

Logs treatment outcomes for research.

Clone This Playbook

Patient Education Playbook

Sends educational resources to patients.

Clone This Playbook

Appointment Reschedule Playbook

Handles patient rescheduling requests.

Clone This Playbook

Waitlist Management Playbook

Fills cancellations from the waitlist.

Clone This Playbook

Enquiry Intake Playbook

Registers new patient enquiries.

Clone This Playbook

Insurance Verification Playbook

Verifies patient insurance details.

Clone This Playbook

Daily Reception Report Playbook

Generates a daily summary report.

Clone This Playbook

Revenue Analysis Playbook

Analyses clinic revenue performance.

Clone This Playbook

Patient Retention Playbook

Tracks patient return rates.

Clone This Playbook

Marketing ROI Playbook

Tracks marketing campaign effectiveness.

Clone This Playbook

Practitioner Capacity Playbook

Monitors practitioner capacity.

Clone This Playbook

Clinic Growth Playbook

Summarises clinic growth metrics.

Clone This Playbook

1500+ App Integrations

Connect Cliniko + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

SafetyCulture (iAuditor)

Clientjoy

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

QuickEmailVerification

Adobe Commerce (Magento)

Google Search Console

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Vyper

GrowSurf

Vectera

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New appointment is created in Cliniko

Then

Recurring Work on autopilot

Autopilot

Patient Intake Process

Enter patient details

Verify insurance status

Create Cliniko record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Cliniko

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Cliniko AI Agent

An AI agent for Cliniko is an intelligent assistant that connects to your Cliniko account and other tools to perform tasks like updating patient records, drafting emails, and generating reports automatically.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Cliniko

Turn your patient data into resolved administrative actions

Catch up on every patient invoice that remains unpaid

Flag patients who missed their last two appointments

Sync new patient details from email enquiries

Generate a monthly report of appointment types

Clean up duplicate patient records

Got a different task in mind? Describe it

Summarise clinical notes for today's patients

Draft follow-up emails for recent consultations

Prepare patient files for tomorrow's schedule

Log clinical outcomes in a research spreadsheet

Send post-treatment care instructions

Got a different task in mind? Describe it

Confirm all appointments for the next three days

Add new contact enquiries to the waitlist

Update patient insurance details from forms

Notify patients of practitioner schedule changes

Organise the daily arrival list

Got a different task in mind? Describe it

Analyse revenue trends by practitioner

Identify patients who haven't visited in over a year

Review clinic capacity and utilisation

Audit patient retention rates

Track referral sources for new patients

Got a different task in mind? Describe it

How Does a Cliniko AI Agent Work

Act on your practice data the moment it changes — with agents on autopilot

1. Send payment reminders the moment an invoice is overdue

2. Route new patient enquiries to the right practitioner

3. Log every cancelled appointment in a tracking sheet

4. Flag patients with incomplete intake forms

5. Notify the team of daily revenue targets

1. Prepare treatment notes for new bookings

2. Draft progress reports after consultations

3. Alert me to urgent patient messages

4. Update research data after each session

5. Send post-care tips to new patients

1. Confirm appointments as soon as they are booked

2. Alert the team to last-minute cancellations

3. Update contact details from email signatures

4. Send birthday wishes to patients

5. Manage the waitlist for popular slots

1. Monitor daily clinic revenue

2. Track new patient acquisition costs

3. Identify practitioners with low bookings

4. Flag high-value patient departures

5. Report on clinic growth metrics

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Patient Onboarding Playbook

Invoice Dispute Playbook

Staff Scheduling Playbook

Clinic Closure Playbook

Inventory Audit Playbook

Consultation Prep Playbook

Referral Letter Playbook

Care Plan Update Playbook

Research Data Log Playbook

Patient Education Playbook

Appointment Reschedule Playbook

Waitlist Management Playbook

Enquiry Intake Playbook

Insurance Verification Playbook

Daily Reception Report Playbook

Revenue Analysis Playbook

Patient Retention Playbook

Marketing ROI Playbook

Practitioner Capacity Playbook

Clinic Growth Playbook

Connect Cliniko + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Cliniko AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Cliniko AI Agent