We are a massage studio that has built a custom CRM using Monday.com. We are looking to automate a process in the CRM that is currently done manually.

Scenario: A client receives an email with a proposal for an appointment, and we want them to confirm their attendance by clicking a link in the email. Alternatively, they can indicate that they need modifications or have questions before confirming, or that they are no longer interested.

Trigger: Our team enters information into the Monday board and changes the status to "Propose session." An automation then sends an email with all the appointment details.

Action: The client currently responds manually, but we want them to use one of the provided links in the future, such as the "Confirm Appointment" link or one of the other options.

Special Need: If clients have questions, ask them to reply to the email. This response will be sent to Monday.com CRM in an existing column.

Outcome: The system uses a webhook with the client ID to automate status updates in Monday.com. The client's status will change to "Confirmed," notifying the team of the confirmation, or it will change to "Manual Communication" if they need modifications or have questions. If they are not interested, the status will change to "Not now." All these statuses are already present in the system.

Attention: Each link can only be used once.

Scenario: A client who has already booked an appointment decides to cancel. In our final confirmation email, we provide a link that allows the client to cancel with a single click.

Trigger: When a client wishes to cancel, they click the cancellation link provided in the email.

Outcome: The system processes the cancellation, and the item's status in Monday.com changes to "Cancellation." We will add additional automations in Monday.com CRM after this step (e.g., informing the therapist, confirming the cancellation to the client, canceling the Google Calendar entry, etc.).

Thank you for your interest in booking an appointment with us! We need your confirmation:

We are happy to offer you the following appointment details:

Important: Please confirm your appointment by clicking the link below: [Confirm Appointment](https://your-webhook-url.com/update?clientID=12345&status=confirmed)

If you need any changes to the proposed session or have questions, please click here and let us know: [Need Modifications or Questions](https://your-webhook-url.com/update?clientID=12345&status=manual_communication)

If you are no longer interested, click here: [Cancel Appointment](https://your-webhook-url.com/update?clientID=12345&status=cancelled)

You are all set. Here are the details: ...

If you need to cancel the session, click here: [Cancel Appointment](https://your-webhook-url.com/update?clientID=12345&status=cancelled). Please note this must be done 24 hours in advance.

Thank you for your consideration!

Custom Webhook: Triggers when an event occurs (e.g., a new client requests an appointment).

Monday.com: Fetches the client's information, including their email, appointment date, and time from the board (ID: 1924288206) using the pulseId.

Gmail: Sends a personalized confirmation email to the client:

Webhook: Activated when a client clicks on either the confirm or cancel link from the email.

Monday.com: Fetches the corresponding client record using the clientID from the webhook and retrieves relevant data such as appointment date, time, and status.

If the client clicks an expired link, a message is returned indicating that the link is no longer valid and instructing the client to contact the salon directly.

Gmail Monitoring: The scenario checks the inbox for any new emails with the subject "Test Massage Appointment Confirmation" received in the last day.

OpenAI GPT Model 1: Extracts the body of the email to identify the client's response.

OpenAI GPT Model 2: Extracts the clientID from the email subject.

Monday.com: Updates the client record with the following changes: