Notion prep dossiers for today's Acuity appointments

By General Input

Every weekday at 6am, build a Notion page for each of today's Acuity Scheduling appointments with intake answers, past visit history, and a prep checklist ready for the session.

Integrations

  • Acuity Scheduling
  • Notion

Type

Agentic Task

Categories

  • Operations
  • Personal Productivity

Every weekday at 6am, build a per-client prep dossier in Notion for each of today's Acuity Scheduling appointments so the practitioner can walk into every session already prepared.

At the start of the run, call Acuity Scheduling's List Forms once and hold the result in memory. Use it to translate intake form field IDs into their human-readable question labels wherever intake answers appear later in the workflow.

Then call Acuity Scheduling's List Appointments filtered to today's date range in the account's timezone to get every appointment scheduled for today. For each appointment, call Get Appointment with the option to include intake form answers so you have this session's answers in full.

For each appointment, also call List Appointments a second time filtered by that client's email address to pull the client's prior visit history. Sort those results by date descending and take the most recent three completed visits (excluding today's appointment) to summarise.

For each appointment, create one page in Notion via Create a Page inside the database the user has selected as their "Today's appointments" destination. Title the page with the client's name and the appointment start time (for example "Sam Patel — 10:30am"). Store the Acuity appointment id as a page property so re-runs can detect it.

Each dossier page should contain these sections as block children: (1) Intake answers — rendered as the human-readable label from List Forms followed by the client's answer; (2) Recent visit history — a short summary of the last three visits with dates, appointment type, and any notes; (3) Prep checklist — tailored to the appointment type (new-client intake, follow-up session, group class, etc.); (4) Session notes — a blank heading with empty space for the practitioner to fill in during or after the session.

Idempotency: before creating a page for a given appointment, query the destination Notion database for existing pages whose Acuity appointment id property matches. If one already exists for that appointment id today, skip creating another. This makes re-runs safe.

Group classes: appointments that share the same appointment type id, calendar id, and start time should be grouped into a single roster dossier page rather than one page per attendee. On that roster page, list every attendee with their intake answers and mini visit summary underneath the shared prep checklist.

Ask the user at setup time for the Notion database id that should receive dossiers, which page property holds the Acuity appointment id (create it as a plain text property if one does not already exist), and the practitioner's timezone so "today" is interpreted correctly.

Related prompts

Explore more prompts
Screen chartered vessels for AIS gaps and sanctions red flagsCompare candidate store locations with drive time trade areasBrowse every competitor ad and build a Notion swipe fileAudience persona studio for brand and product marketersArtwork desk for the Notion posts still missing an imageShare of voice dashboard for your brand and competitorsInfluencer campaign roster board with AI creator briefsSmart home entity health cockpit for Home AssistantOpen model approval desk for your production AI stackBid board that watches every procurement portal for you