Integrating Systems in a Veterinary Clinic - A Transformation Story
When Technologies Don't Work Together This is an example of an implementation in a veterinary clinic, which like most modern facilities, used various digital solutions. The problem was that each area of activity was served by a different, unconnected system. "We have electronic medical records, a billing system, an online calendar, but nothing works together," explained the clinic owner during our first meeting. "We spend more time retyping information between systems than actually working with patients." The reception had to manually enter the same data into several systems. Veterinarians did not have access to the full patient history in one place. Animal owners, instead of a single coherent message, received chaotic messages from different sources. The owner wanted a solution that would integrate all these fragmented technologies into a cohesive ecosystem. The System Integration Plan We proposed a solution based on four key technologies: Airtable - as a central database connecting all information n8n with agents - as an integration layer between existing systems Apple Shortcuts - as a simple interface for employees Nozbe - as a system coordinating the team's work The Moment of Understanding The clinic was skeptical. They already had many different tools that were supposed to make work easier, but instead created additional burdens. During the iPad demonstration, we launched the "New Appointment" Shortcut. After entering the data, the system automatically updated the online calendar, sent a confirmation to the client, created a task for the veterinarian in Nozbe, and added an entry to the electronic medical records. "This should take just a few seconds, not several minutes of retyping between systems," the owner noted. And that was the moment when he understood the true value of integration. Transformation in Practice A Truly Integrated Database Instead of replacing existing systems, Airtable became the coordinating center for information flow. Using the API, we connected it to: Patients' electronic medical records Billing and payment system Appointment calendar This allowed the clinic to retain the tools that the staff was accustomed to, but eliminated the need for manual data reentry. Intelligent Notifications for Clients Instead of separate, chaotic messages, clients received coherent SMS messages containing: Reminders about upcoming appointments Information about upcoming vaccination deadlines Postoperative care instructions Promotions for preventive procedures Most importantly, each message contained two key elements: A link to self-schedule appointments, showing available slots in real-time A link to cancel an already scheduled appointment "Our clients appreciate the convenience of managing appointments at any time, without having to call the clinic," the receptionist noted after a few weeks of the system's operation. AI-Assisted Voice-Based Medical Documentation One of the breakthrough elements of the new system was a feature that significantly streamlined visit documentation. After the visit, veterinarians recorded a voice note, which went through an advanced processing pipeline: Automatic transcription of the recording to text Processing by an AI model that organized the chaotic thoughts, eliminated repetitions, and corrected language errors Formatting to the standard medical documentation structure Automatic integration with the patient's records "Instead of spending 10-15 minutes writing a note after each visit, I record my observations in a minute or two. The system does the rest," one of the veterinarians explained. "This gives me an extra hour a day to work with patients." Personalized Marketing Communication The system automatically identified candidates for specific preventive procedures based on the patient's history, age, breed, and time of year: Reminders about regular dental check-ups for breeds predisposed to dental problems Promotions for skin examinations before the winter season, when heated indoor spaces cause dermatological issues Invitations for weight control checks for animals with a history of overweight Reminders about antiparasitic prophylaxis before the active season Each message contained a button for immediate booking with a special discount, which significantly increased conversion. Inventory Management through QR Code Scanning One of the most effective elements of the new system was the way medications and supplies were managed. Each product in the clinic was marked with a QR code. When a veterinarian or technician used a medication, they scanned the code with an iPhone, which automatically: Deducted the product from the real-time inventory Assigned the cost to the specific patient's visit Updated information about upcoming expiration dates Triggered an automatic order when the stock fell below a set threshold The system monitored medication usage, predicted future needs based on scheduled procedures, and autonomously managed orders: Automatically accounted for delivery times from various suppliers Analyzed seasonal fluctuations in the consumption of specific products Recommended optimal order quantities based on historical data Prepared and sent orders for approval when minimum thresholds were reached "The sudden shortages of medications and the weekend panic are over. I no longer have to manually count the inventory - scanning during use happens naturally, and the system takes care of maintaining the right supplies," admitted the supply technician. Discoveries in the Data - Unexpected Benefits After three months, the clinic owner activated the analytics feature and discovered patterns that had previously gone unnoticed: Dental procedures generated significantly higher indirect revenue than expected, as 70% of patients returned for other procedures within a month Certain breeds had recurring health problems at specific times of the year There was a clear correlation between reminders about check-ups and long-term client loyalty Based on this data, the clinic began implementing personalized preventive programs for patients, which translated into better care and higher revenues. Multilingual Communication Recognizing the diverse needs of clients, the system automatically adjusted the communication language to the pet owner's preferences. After detecting the preferred language, all notifications, recommendations, and instructions were sent in that language. This was particularly appreciated by international clients, who made up a significant portion of the patient base at the Reykjavik clinic. AI Assistant for Clients An innovative element of the system was an intelligent assistant available via SMS and the website, which answered typical client questions: Postoperative care recommendations Information on the use of prescribed medications Guidance on preparing the animal for examinations Questions about antiparasitic treatments and diets The assistant was trained on the basis of actual consultations and recommendations from the clinic's veterinarians, so its responses reflected the actual protocols used in the facility. Results After Six Months Six months after the implementation of the integrated system, the clinic reported significant changes: 30% more visits with the same staff thanks to the elimination of administrative tasks 25% revenue increase due to better utilization of doctors' time and effective preventive campaigns 70% reduction in reception call volume thanks to the self-scheduling system 45 minutes of daily time saved for each veterinarian thanks to voice-based documentation 60% decrease in missed appointments thanks to effective reminders Zero critical medication stock-outs The Technologies That Made It Possible The system integrated four key components: Airtable as the central source of truth connecting all systems. n8n with agent functionality as the integration layer: "Notifications" agent managing client communication "Integration" agent synchronizing data between systems "AI Assistant" agent processing voice notes and handling the chatbot Apple Shortcuts as an intuitive interface for the staff: "New Appointment" for quick scheduling "Voice Documentation" for recording and processing notes "Veterinarian Dashboard" with a complete overview of daily tasks "QR Scanner" for managing medications and supplies Nozbe as the coordination and task review center for the team, providing veterinarians with: Real-time view of all scheduled appointments Access to a prioritized task list Notifications about schedule changes Daily work overview with automatic reminders Integration with personal calendars Ability to quickly communicate with team members Summary - Integration Instead of Fragmentation "We didn't need new systems," summarized the clinic owner. "We needed the ones we already had to start talking to each other. Thanks to integration, each of us can focus on what really matters - providing the best care for the animals." Through thoughtful integration of existing systems, the clinic transformed into a smoothly functioning organism, where information flows freely between different areas of activity, and technology supports the work of veterinarians instead of hindering it.
How I created an automation system that revolutionized a small beauty salon
The client's problem and the challenge When we first met with the owner of a beauty salon in Reykjavik, the situation looked familiar. The phone was ringing constantly, employees were being pulled away from treatments to answer another call, booking notes were being written on scraps of paper that sometimes got lost. A classic picture of a small service business drowning in operational chaos. The salon owner was paying a significant monthly fee for a booking software that offered only basic functionality. The system sent simple confirmations, but lacked key elements: automatic reminders, pre- and post-treatment recommendations, and most importantly, business analytics that would allow strategic decisions to be made. Our task was to create a system that would solve these problems, but with one significant limitation - it had to be based solely on tools that were already available to the salon, without generating additional costs. Our approach - a custom solution to a standard problem Instead of proposing another costly SaaS application, we opted for something completely different - maximizing the use of the native Apple Shortcuts app, which the client already had on her devices. This approach was unusual, but perfectly aligned with our philosophy - first we look for solutions in the tools the client already has, and only then do we propose new ones. We created a comprehensive system based on shortcuts that handled the entire process from booking to business analysis: Accepting bookings - simple widgets on the home screen that allowed quick addition of a new booking without interrupting customer service Automatic notifications - SMS messages with confirmations, reminders and recommendations Customer cards - digital cards in Numbers that collected visit history, notes and generated revenue charts Business reporting - automatic daily reports sent by SMS with revenue charts Overcoming technological barriers During the implementation, we encountered a significant barrier - Apple Shortcuts were great at showing occupied time slots, but could not independently generate a list of available time slots for employees. Instead of giving up on this functionality, we took a hybrid approach. We combined the capabilities of Shortcuts with the potential of ChatGPT, creating a prompt that generated a list of available slots for each employee based on occupancy data. This solution perfectly illustrates our approach to automation - we use the synergy of different tools to overcome their individual limitations. Key elements of the system in practice Multi-service booking system We created a mechanism that allows booking of multiple services during a single visit. The client selects all the treatments from the list, the system automatically assigns the appropriate employees and sends a confirmation with the list of all services. In the calendar, such a booking is marked as a "collective service", which makes it easier to identify. Intelligent contextual notifications We implemented logic that recognizes the type of treatment and sends appropriate recommendations. For example, when a client books a permanent makeup, they automatically receive special pre-treatment recommendations. After the treatment, the system sends post-treatment recommendations with a link to instructional video materials. Customer cards with automatic analytics Each customer card automatically generates charts and tables showing visit history, revenue from a given customer broken down by service and month. This allows the salon to identify the most valuable customers and trends in their purchasing behavior. Daily business analytics The system automatically sends the owner an SMS every morning with charts showing the previous day's revenue broken down by service and employee. This provides an immediate insight into business performance without the need to generate and analyze reports. Measurable implementation results The implementation of our automation system brought tangible benefits to the salon: Reduction of operating costs - the fees for specialized booking software were eliminated Time savings - the booking process was reduced from several minutes to 30 seconds Increased customer retention - thanks to automatic reminders, the no-show rate dropped by 60% Improved customer experience - personalized notifications and recommendations increased customer satisfaction Better business decisions - daily reports enabled quick response to changing trends Most importantly, the owner regained time and peace of mind. She no longer had to keep all the information in her head, and could focus on growing the business and improving the quality of services. Our methodology and approach to the client The success of this implementation stems from our unique approach to automating small businesses: We start with existing tools - first we maximize the use of what the client already has We think about the entire ecosystem - we design solutions that integrate all aspects of the business We focus on the client's autonomy - we create systems that the client can manage independently We combine different technologies - we use the synergy of tools to overcome individual limitations The universality of the solution The system we created for the beauty salon can be easily adapted to other service industries: Dental offices Automotive services Photography studios Personal trainers Physical therapy clinics Every small service business is based on a similar foundation - bookings, customer communication, and business analytics. Our solution addresses these universal needs, while also enabling customization to the specifics of the industry. The future of automation for small businesses The example of the beauty salon shows that the future of automation for small businesses does not have to mean costly, complex systems. Often the best solutions are those that use available tools in an unconventional way. As experts in business process automation, we are constantly searching for such solutions - simple, affordable, and effective. We believe that even the smallest businesses deserve advanced automation systems that have so far been available only to large enterprises. Start your own transformation If you run a small service business and are facing similar challenges, consider what you can automate using the tools you already have. Often the first step towards digital transformation is simpler than you think.
How NFC cards and the iPhone revolutionized a small service business
The beginning: Chaos in a company that functioned like thousands of others I remember that first phone call from the owner of a small service company in Reykjavik. His voice betrayed the frustration that we so often hear from entrepreneurs trying to manage a growing business without the right tools. "I have four employees, two locations, and dozens of orders a week. We're losing orders, customers are calling to ask about the status, and I spend every evening trying to piece together data from papers, text messages, and WhatsApp messages. There must be a better way." There was. And it was literally at his fingertips. A surprising solution that changes everything When we first presented the owner with our idea of using NFC cards as physical job identifiers, he looked at us skeptically. "Contactless cards? The ones for payments?" Yes, exactly those. Small, unassuming cards that can be scanned with an iPhone. Except instead of paying, you use them to track the entire service delivery process. "Let me demonstrate," I said, pulling out an iPhone and a small white card. "Imagine this is a customer's equipment repair order. I'm launching a Shortcut..." A series of screens with questions opened up: the customer's name and phone number, service details, estimated cost. I took a few photos of the "damaged" equipment. At the end, I tapped the NFC card to the phone. Beep! "I just created a new job in the system, assigned this card to it, and the customer just received an SMS notification that the order has been accepted. And all of this took less than a minute." His eyes widened. "Show me more." The turning point - when technology meets everyday life The biggest breakthrough came not during the presentation, but a week after the implementation, when one of the company's employees called us. "You won't believe what just happened," he said excitedly. "A customer called furious that no one was informing him about the status of his order. I asked for the order number, scanned the NFC card, and had the complete history in front of me: who accepted the order, when it was started, what stage has been completed, and even photos documenting the progress. I showed him that the system had sent him three SMS updates that he had ignored. The man fell silent, apologized, and left satisfied!" That was the moment the business owner realized that technology is not an end in itself - it's a tool that solves real human problems. A system that runs like a well-oiled machine The system we designed is based on three pillars: 1. Accepting orders from anywhere Any employee, regardless of location, can accept an order on their iPhone or iPad. They don't need access to a special computer, printer, or forms. Everything happens through the intuitive Apple Shortcuts interface, which step-by-step collects the necessary information: Customer data (for regular customers, just typing the first few letters fills in the rest) Service details and estimated cost Photos documenting the initial condition Special notes about the service Thanks to iCloud synchronization, every employee in the company sees the same data, regardless of the device they use. 2. Physical tracking of orders through NFC cards What sets our system apart is the combination of a virtual process with a physical object - an NFC card assigned to the order. This unassuming card becomes the key to the entire system: When a technician starts work on an order, they scan the card When they finish the diagnostics - they scan the card When they encounter a problem requiring consultation - they scan the card When they finalize the service - they scan the card Each scan triggers the appropriate Shortcut, which records the work stage, time, notes, and automatically updates the data in Airtable. The customer immediately receives an SMS update - all without additional administrative work. 3. Automatic business analytics "I never thought I'd have such clarity in my business," the owner said after three months of using the system. He showed me a tablet with charts automatically generated by Airtable: Average completion time for different types of services Efficiency of individual employees Revenue analysis for different periods Most common problems reported by customers "Now I see that type X repair takes on average 30% more time than we estimated. I can adjust the pricing accordingly. I also see which of my employees is most efficient for certain types of orders. This has changed the way I assign tasks." The moment of truth - the Christmas madness The true test of the system came during the holiday season, when the number of orders tripled. In previous years, this meant chaos, unhappy customers, and overworked employees. This time, the owner launched the "Mass Communication" shortcut. The system filtered all customers who had placed orders in the last 6 months. With one click, he sent a message informing them of the increased traffic and longer waiting times during the holiday period. The result? Zero negative reviews. Customers, forewarned of possible delays, reacted with understanding. "We got ahead of the problems before they even arose," the owner said proudly. "This is the first December in five years that I didn't have to work on the weekends." Unexpected benefits: when less is more The most surprising effect of the implementation was the change in the work culture. Employees, freed from paperwork and repetitive administrative tasks, began to spend more time on actual customer service. "My best technician always avoided taking orders because he hated the paperwork. Now he takes the most orders in the company because he knows it's just a few taps on the iPhone." But the most touching moment came when one of the customers sent the owner a message: "Thank you for the status update SMS messages. My 82-year-old mother was very anxious about leaving her beloved equipment for repair. Your notifications gave her a sense of control and peace of mind. This is more than a service - it's care." Technology that anyone can operate The entire system is based on tools that are intuitive and do not require specialized technical knowledge: Apple Shortcuts - for interacting with the user and NFC cards Airtable - as the central database and analytics engine Twilio - for automated SMS communication with customers iCloud - for data synchronization between devices There is no complicated code, servers, or specialized equipment. Everything runs on the devices that employees already have and use every day. Results that transform the business After six months of implementation, the system has brought tangible benefits: 40% increase in throughput - the same number of employees handle more orders 70% reduction in administrative time - more time for actual work with customers 60% decrease in complaints - thanks to better communication and documentation 35% increase in customer satisfaction - measured by NPS surveys Improved cash flow - thanks to a faster order processing The future is at your fingertips The system we created is just the beginning of the digital transformation. The business owner is already planning the next steps: Adding QR codes on invoices that customers can scan to instantly see the order status Integration with mobile payment systems Automatic maintenance reminders for regular customers "I never thought a small business like mine could use such advanced solutions. I always thought automation was for big corporations with large IT budgets. You showed me that technology can be accessible, simple, and transformative for any business, regardless of its size." Your business can be next This company's story is not an exception - it's a preview of the future where small businesses use clever, affordable technologies to compete on new terms. You don't need a huge budget or a team of programmers. You need an idea, a few available tools, and a partner who will show you how to combine them into a system perfectly tailored to your needs. Take a moment to think: how much paperwork does your business generate every day? How much time do your employees spend on administrative tasks instead of serving customers? How many status inquiries do you receive weekly? And now imagine that one unassuming object - an NFC card for a few cents - and the device you already have in your pocket can change all of that.