When Healthie began investing in AI and automation, the goal wasn’t just efficiency, it was to create a system that scales. With over 40,000 healthcare providers serving 15 million patients on the Healthie platform, operational efficiency isn’t just about internal productivity, it’s about ensuring every clinician gets the support they need to deliver exceptional patient care.
Healthie is a healthcare platform for longitudinal patient care. The software powers scheduling, documentation, and communication for nutritionists, dietitians, and other providers so they can focus more on care and less on admin. “We help providers manage their practice so they can focus more on the care portion than just the administrative piece,” said James Kase, Associate Director of RevOps at Healthie.
James sits at the heart of go-to-market operations, working across Sales, Customer Success, and Marketing to ensure every handoff is seamless and every system speaks the same language. Recently, his focus has been enabling the company’s AI transformation by building intelligent agents that reduce administrative burdens and unlock proactive insights across teams.
The results speak for themselves: one set of agents alone is saving the team more than 60 hours per week.
“With Zapier, I’m not just thinking about how to make things work. I’m thinking about how to make them work better.”
—James Kase, Associate Director of RevOps at Healthie
Coaching and call summary agents save 60+ hours a week across the GTM team
Before agents, coaching and post-call follow-up were sporadic, and time-consuming. Managers rarely had the bandwidth to review every sales call, and reps often spent extra time logging notes and writing follow-up emails. So James created a pair of agents to automate those workflows.
Each sales rep and CSM at Healthie now has two AI agents: one for call coaching and one for call summaries. Each agent connects to the rep’s Zoom account to pull recordings, analyze the conversation, and create Salesforce records with summaries and scores. The coaching agent even delivers SPICED-based feedback via Slack, along with a ready-to-send follow-up email template.
“Coaching was fairly non-existent before this. Now the team gets feedback on a regular basis, and they have a follow-up email draft ready to go right after the call,” said James.
