Weekly call lists
Creates and distributes weekly call lists by region from the home care planner.
Overview
Every week, call lists per region are required for the clients in the selected week. This automation selects the week, processes the clients in batches, formats the lists by region, and moves the files to the planning location. The logs for each region are sent via email.
What has changed
- Less work logging in, selecting the week, and distributing files
- Call lists are created the same way every week
- Reduced risk of human error
At a glance
In één oogopslag
Overzicht
Every week, call lists per region are required for the clients in the selected week. This automation selects the week, processes the clients in batches, formats the lists by region, and moves the files to the planning location. The logs for each region are sent via email.
Wat er verandert
- Less work logging in, selecting the week, and distributing files
- Call lists are created the same way every week
- Reduced risk of human error
How it works.
What it does per client
- Logs into the planner and selects the planning week
- Processes clients in batches
- Formats the call lists by region
- Checks if all batches are complete
- Moves the files to the planning location and creates backups
- Emails the logs by region
Rules
The planning week is retrieved from a setting or calculated, clients are processed in batches, and the final step only runs once the batch folder confirms that all batches are complete. Every run follows the same logic and is logged for review, leaving no room for guesswork.
Check out other automations.
Frequently asked questions.
No. The digital colleague works in the screens and systems your team already uses, whether they are legacy applications without an API or modern ones, so there is nothing to replace.
Yarado builds it, runs it and monitors it. When a screen or a system changes, we adjust the automation, so your team needs no developer or automation skills of its own.
Yes. Every run is recorded in the Yarado portal, where you can see which processes ran, when they last ran, what they produced and what went wrong. Depending on the automation, the processing log is also emailed to the team that needs it.
Yarado monitors every run and is alerted automatically when one fails, so a problem is picked up on our side. Cases that need a person are reported to your team with the reason, in the portal or by email.
Yes. Automations are built around your own steps and systems, and this page is just one example of what is possible. A first automation is typically live in weeks, not months.