Altramano
Free scanBook a demo
Automation + assistantAppointment confirmation and reminder

Appointment confirmation and reminder automatically with AI

A new appointment in your table?

Appointment confirmation and reminder is automation with an AI agent alongside in Altramano for customer service: a new appointment in your table.

It works with Microsoft Outlook.

Automation with an AI agent alongside · department Customer service

What it does

The customer gets a confirmation and, a day beforehand, a reminder, both for approval. Put appointments in the "Appointments" table (customer, email, date, time, subject). On a new row a confirmation goes for approval; a day beforehand a reminder follows.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
  • Everything that goes out, this template puts to you first: you say yes before anything leaves.

How does appointment confirmation and reminder automatically work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

The customer gets a confirmation and, a day beforehand, a reminder, both for approval. Put appointments in the "Appointments" table (customer, email, date, time, subject). On a new row a confirmation goes for approval; a day beforehand a reminder follows.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For customer service: sorting incoming questions, answering them from your own knowledge, and only sending once approved. Those hours go into solving the hard questions in person, instead of into sorting and typing standard answers.

This department comes into play in healthcare practices and providers, hospitality, retail and webshops, IT and software companies, property and estate agents, cleaning and facilities, car dealers and garages and training providers.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations, fill in the settings and give the AI agent its sources.
  3. Test with an example and say yes before the automation goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Appointment confirmation and reminder?

Microsoft Outlook and a Altramano environment. The approval step is on.

Which department is Appointment confirmation and reminder for?

Customer service, in industries such as healthcare practices and providers, hospitality and retail and webshops.

Why a pair?

The automation makes sure the work arrives on time; the AI agent then helps you with the content. Together they cover the whole task.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default.

More for customer service

SjabloonSoortWhat it does
First-line responderAI agentAn assistant that answers customer questions from your own documents.
First-line responder (table)AI agentAn assistant that answers customer questions from your table of frequently asked questions and your documents.
Escalation after 24 hoursautomationTickets still set to New after 24 hours land in a manager's mailbox.
All 10 templates for customer service

Templates are updated in your Altramano environment.

Last updated: