Does the EasyPractice agent actually execute tasks?

Yes. Unlike a chatbot that only suggests answers, the EasyPractice agent performs the work across your connected apps, such as updating client files or sending emails.

How is this different from built-in EasyPractice features?

EasyPractice provides the core platform tools. DoMyWork agents extend these by handling cross-app tasks, such as syncing data with your CRM, Gmail, or Slack, which native features don't cover.

How does this compare to Zapier for EasyPractice?

Zapier requires you to build and maintain logic. With DoMyWork, you simply describe the task in plain English, and the agent executes it across EasyPractice and 1,500+ other apps.

Can the agent monitor my EasyPractice account?

Yes. You can set up agents on autopilot to watch for specific triggers in EasyPractice, such as new bookings or cancellations, and act on them instantly without your input.

Is my clinic data safe with the EasyPractice agent?

Data security is our priority. The agent only accesses the information required to complete the specific tasks you assign, and it operates within strict privacy frameworks.

Can I connect EasyPractice to other apps?

Absolutely. You can connect EasyPractice to 1,500+ apps, allowing the agent to move data, send notifications, or update records between your clinic software and your other tools.

AI Agent for EasyPractice

Manage your bookings, client records, and patient communications automatically. DoMyWork AI agents work with EasyPractice and 1,500+ apps to keep your clinic running smoothly.

Find all clients who haven't booked a session this month

Summarise my clinical notes for the last 3 sessions

Draft a follow-up email for today's new patients

Update client contact info from my latest form entries

Check for appointment conflicts in my calendar

Send a payment reminder for all overdue invoices

Agent for

EasyPractice

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your clinic admin into resolved patient care

Draft patient emails, update client records, sync clinical notes, and manage your billing backlog.

12 clients identified for outreach

Catch up on every client who hasn't booked a session

"Check my client list in EasyPractice, identify those who haven't booked in 30 days, and draft a warm check-in email in Gmail for each one. Post the list to Slack when done."

Send Message

Summarise clinical notes for upcoming sessions

"Review my EasyPractice calendar for tomorrow, find the last 3 notes for each patient, and summarise the key themes in a brief report."

Send Message

Flag clients with missing intake forms

"Find all clients in EasyPractice without a completed intake form and send a reminder email."

Send Message

Organise feedback from patient evaluations

"Extract patient feedback from my recent EasyPractice forms and create a summary report in Google Docs."

Send Message

Update treatment plans based on session notes

"Review today's session notes and update the treatment plan field in the client's EasyPractice record."

Send Message

Got a different task in mind? Describe it

Send Message

Clear the billing backlog for this month

"Identify all unpaid invoices in EasyPractice and send a gentle reminder to the associated clients."

Send Message

Standardise patient intake data across systems

"Check for new EasyPractice clients and ensure their data matches the records in my CRM."

Send Message

Review clinic capacity and booking trends

"Analyse booking data from EasyPractice to identify peak hours for the next month."

Send Message

Sync staff availability with clinic hours

"Check staff schedules in EasyPractice against our clinic opening hours and flag any discrepancies."

Send Message

Prioritise urgent patient requests

"Scan new patient messages in EasyPractice and flag any that require immediate attention."

Send Message

Got a different task in mind? Describe it

Send Message

Update exercise plans for recovering patients

"Review patient progress notes in EasyPractice and suggest updated exercises for their next session."

Send Message

Prepare patient charts for tomorrow

"Pull all relevant patient charts from EasyPractice and organise them by appointment time."

Send Message

Follow up on rehabilitation goals

"Check patient progress against their goals in EasyPractice and draft a progress update email."

Send Message

Analyse patient recovery patterns

"Review patient recovery data from EasyPractice and identify common success factors."

Send Message

Document session outcomes efficiently

"Take my voice-recorded session notes and update the patient record in EasyPractice."

Send Message

Got a different task in mind? Describe it

Send Message

Resolve appointment conflicts for the week

"Check for overlapping appointments in EasyPractice and suggest new times for the affected patients."

Send Message

Confirm all appointments for tomorrow

"Send a confirmation SMS or email to all patients with an appointment in EasyPractice tomorrow."

Send Message

Manage new patient inquiries

"Process new patient inquiries from my website and create a new client record in EasyPractice."

Send Message

Update patient contact details

"Apply changes from my recent email updates to the corresponding client records in EasyPractice."

Send Message

Handle waitlist notifications

"Check for cancelled appointments in EasyPractice and notify the next patient on the waitlist."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a EasyPractice AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try EasyPractice AI Agent

🛸 Autopilot

Act on patient bookings and inquiries — with agents on autopilot

The agents work across your apps 24/7.

They catch new bookings, update records, and trigger patient follow-ups the moment they occur.

Setting up an autopilot is too easy

New booking is created in EasyPractice

Describe...

1. Send personalised post-session follow-ups

WhenAppointment is completed in EasyPractice

Then

Read the session note, draft a helpful follow-up email with relevant resources, and save it in Gmail.

Put on Autopilot

2. Flag sessions with high-risk indicators

WhenNew note is created in EasyPractice

Then

Analyse the note for specific keywords, flag the record if high-risk, and notify me in Slack.

Put on Autopilot

3. Weekly recap of patient progress

WhenEvery Friday at 04:00 PM

Then

Summarise all session notes from the week and email a report to me.

Put on Autopilot

4. Detect potential patient churn

WhenAppointment is cancelled in EasyPractice

Then

Check if this is the second cancellation in a row and alert me to reach out.

Put on Autopilot

5. Update patient status after session

WhenAppointment is completed in EasyPractice

Then

Change the patient status to 'Active' or 'Follow-up needed' based on the note.

Put on Autopilot

1. Catch unpaid invoices the moment they are due

WhenInvoice is created in EasyPractice

Then

Check the due date, and if it passes, send an automated reminder to the client.

Put on Autopilot

2. Triage new clinic enquiries

WhenNew message is received in EasyPractice

Then

Categorise the enquiry and route it to the correct department.

Put on Autopilot

3. Daily financial summary

WhenEvery day at 06:00 PM

Then

Summarise all payments received today and post to Slack.

Put on Autopilot

4. Monitor clinic occupancy rates

WhenNew booking is created in EasyPractice

Then

Update the occupancy dashboard in Google Sheets.

Put on Autopilot

5. Escalate urgent patient complaints

WhenNew message is received in EasyPractice

Then

Identify negative sentiment in messages and escalate to the manager.

Put on Autopilot

1. Update recovery plans for new patients

WhenNew client is created in EasyPractice

Then

Create a preliminary recovery plan template in the client record.

Put on Autopilot

2. Alert on patient progress milestones

WhenNew note is created in EasyPractice

Then

Check for recovery progress and congratulate the patient in an email.

Put on Autopilot

3. Weekly equipment inventory check

WhenEvery Monday at 08:00 AM

Then

Check inventory levels in Google Sheets and alert if low.

Put on Autopilot

4. Notify team of new patient injuries

WhenNew client is created in EasyPractice

Then

Post a summary of the new injury to the team Slack channel.

Put on Autopilot

5. Flag missed rehabilitation sessions

WhenAppointment is missed in EasyPractice

Then

Send a 'we missed you' email to the patient.

Put on Autopilot

1. Confirm new bookings instantly

WhenNew booking is created in EasyPractice

Then

Send a confirmation email with clinic details and parking info.

Put on Autopilot

2. Update patient records from forms

WhenNew form entry is received in EasyPractice

Then

Extract contact info and update the EasyPractice client record.

Put on Autopilot

3. Daily appointment digest

WhenEvery day at 07:00 AM

Then

Email the day's schedule to all practitioners.

Put on Autopilot

4. Handle waitlist openings

WhenAppointment is cancelled in EasyPractice

Then

Identify the next patient on the waitlist and email them.

Put on Autopilot

5. Flag new patient registration issues

WhenNew client is created in EasyPractice

Then

Check for missing fields and email the patient to complete.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

EasyPractice

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 Intake Playbook

FormCollect data with form

1. Enter Patient Details

Enter Patient Details

Fill fields below 👇

Name *

Email *

AI AgentExecute agent from playbook

2. Draft Welcome Email

Agent

Draft a welcome email for {{Name}}.

Complete in a clickSend data to 1500+ apps

3. Create Record

Create ClientinEasyPractice

4. Send Email

Send EmailinGmail

Patient Intake Playbook

Run for every new patient to set up their file and welcome package.

Clone This Playbook

Clinical Note Review Playbook

Summarise notes for preparation.

Clone This Playbook

Treatment Plan Update Playbook

Update plans based on session outcomes.

Clone This Playbook

Patient Feedback Playbook

Process feedback forms.

Clone This Playbook

Referral Processing Playbook

Handle new patient referrals.

Clone This Playbook

Billing Reconciliation Playbook

Match payments to invoices.

Clone This Playbook

Staff Onboarding Playbook

Setup new staff access.

Clone This Playbook

Clinic Audit Playbook

Review clinic performance.

Clone This Playbook

Inventory Restock Playbook

Manage clinic supplies.

Clone This Playbook

Policy Update Playbook

Distribute new clinic policies.

Clone This Playbook

Exercise Plan Creation Playbook

Generate custom exercise plans.

Clone This Playbook

Progress Review Playbook

Review patient recovery.

Clone This Playbook

Injury Report Playbook

Document new injuries.

Clone This Playbook

Equipment Check Playbook

Inspect clinic equipment.

Clone This Playbook

Patient Education Playbook

Send recovery resources.

Clone This Playbook

Appointment Rescheduling Playbook

Handle cancellations.

Clone This Playbook

New Patient Registration Playbook

Clone This Playbook

Waitlist Management Playbook

Fill vacant slots.

Clone This Playbook

Daily Schedule Review Playbook

Prepare for the day.

Clone This Playbook

Patient Survey Playbook

Send feedback surveys.

Clone This Playbook

1500+ App Integrations

Connect EasyPractice + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

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

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New booking is created in EasyPractice

Then

Recurring Work on autopilot

Autopilot

Patient Onboarding

Enter patient details

Create client record

Send welcome package

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

EasyPractice

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About EasyPractice AI Agent

It is an autonomous assistant that connects to your EasyPractice account to perform tasks like updating patient records, managing bookings, and drafting clinical communications.

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 EasyPractice

Turn your clinic admin into resolved patient care

Catch up on every client who hasn't booked a session

Summarise clinical notes for upcoming sessions

Flag clients with missing intake forms

Organise feedback from patient evaluations

Update treatment plans based on session notes

Got a different task in mind? Describe it

Clear the billing backlog for this month

Standardise patient intake data across systems

Review clinic capacity and booking trends

Sync staff availability with clinic hours

Prioritise urgent patient requests

Got a different task in mind? Describe it

Update exercise plans for recovering patients

Prepare patient charts for tomorrow

Follow up on rehabilitation goals

Analyse patient recovery patterns

Document session outcomes efficiently

Got a different task in mind? Describe it

Resolve appointment conflicts for the week

Confirm all appointments for tomorrow

Manage new patient inquiries

Update patient contact details

Handle waitlist notifications

Got a different task in mind? Describe it

How Does a EasyPractice AI Agent Work

Act on patient bookings and inquiries — with agents on autopilot

1. Send personalised post-session follow-ups

2. Flag sessions with high-risk indicators

3. Weekly recap of patient progress

4. Detect potential patient churn

5. Update patient status after session

1. Catch unpaid invoices the moment they are due

2. Triage new clinic enquiries

3. Daily financial summary

4. Monitor clinic occupancy rates

5. Escalate urgent patient complaints

1. Update recovery plans for new patients

2. Alert on patient progress milestones

3. Weekly equipment inventory check

4. Notify team of new patient injuries

5. Flag missed rehabilitation sessions

1. Confirm new bookings instantly

2. Update patient records from forms

3. Daily appointment digest

4. Handle waitlist openings

5. Flag new patient registration issues

Playbooks

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

What are playbooks?

Patient Intake Playbook

Clinical Note Review Playbook

Treatment Plan Update Playbook

Patient Feedback Playbook

Referral Processing Playbook

Billing Reconciliation Playbook

Staff Onboarding Playbook

Clinic Audit Playbook

Inventory Restock Playbook

Policy Update Playbook

Exercise Plan Creation Playbook

Progress Review Playbook

Injury Report Playbook

Equipment Check Playbook

Patient Education Playbook

Appointment Rescheduling Playbook

New Patient Registration Playbook

Waitlist Management Playbook

Daily Schedule Review Playbook

Patient Survey Playbook

Connect EasyPractice + 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 EasyPractice AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About EasyPractice AI Agent