Client type: University lab running repeated participant sessions.
Problem: Manual scheduling + reminders created data inconsistencies and wasted researcher time.
Automation architecture
- Trigger: participant sign-up webhook
- Logging: append canonical record to Google Sheets (participant_id, session, datetime, status)
- Actions: create calendar event, send confirmation, send reminder 24h before
- Data quality: consistent timestamps + unique IDs for analysis
Implementation notes
- Use a stable participant identifier (hash of email or assigned ID).
- Keep “status” controlled: scheduled / reminded / completed / no_show.
- Optional: export weekly sheet snapshot to your analysis folder.
Automation export
Import workflow JSON, then connect Sheets + Calendar credentials and your email sender.