Automations

From data to action,
without the manual work.

Set the conditions once. BiotrackOS handles the rest: automatically triggering protocols, follow-ups, and data-matched recommendations, so your team responds to what the data says, not to what they remember to check.

Lab result trigger
IFVit D < 30 ng/mL
ANDNo active protocol
THENVit D3 4,000 IU · 90 days
Trend trigger
IFHRV ↓ 5 days
ANDSleep eff. < 75%
THENRecovery Reset · 21-day plan
01 / Rule engine

If / then.
For health data.

Build logic without code. Choose your trigger metric, set the threshold or trend condition, define the action, and publish. It runs against every member in your cohort, continuously, whether that's a single clinic or thousands of members.

  • Trigger on any tracked metric: labs, wearables, genomics, medications
  • Threshold-based or trend-based conditions
  • Chain multiple conditions with AND / OR
  • Schedule time-based automations alongside data-driven ones
Rule builder
IF ApoB > 100 mg/dL
AND LDL > 130 mg/dL
THEN Flag for lipid review → Dr. Reeves
IF Vit D < 30 ng/mL
AND No active protocol
THEN Recommend D3 4,000 IU · 90 days
02 / Protocols

Triggered programmes,
not just nudges.

When data hits a threshold, BiotrackOS can assign a full multi-step protocol: a supplement plan, a lifestyle programme, or a care pathway. The right team member is notified to oversee it. The team gets the flag; they dictate the programme.

  • Assign programmes automatically when conditions are met
  • Notify a named team member or route to the right practitioner
  • Multi-step plans with milestones, check-ins, and end dates
  • Team can review and amend before the member sees anything
Protocol assigned
Recovery Reset · 21 days
Triggered · Active — day 3 of 21
TriggerHRV ↓ 5 days · Sleep eff. < 75%
MemberJames W.
NotifiedDr. Reeves
StepsSleep hygiene module · Week 1–2 · Day 7 check-in · Physician review Day 21
03 / Follow-ups

The right message,
at the right moment.

Automate the touchpoints that fall through the cracks: a check-in after a blood result arrives, a reminder before a protocol ends, a message after a physician visit. Members hear from you when it matters, without your team scheduling every one manually.

  • Trigger on events: blood result received, protocol completed, visit logged
  • Time-delayed: send 24 hours after, 7 days before, or on a fixed schedule
  • Member responses captured back into their record automatically
  • Works alongside protocols, with follow-ups built into the programme
Follow-up queue
Sarah K.
Vit D result received
Sent
Today
Yuki M.
Post-consult check-in
Scheduled
Tomorrow
Mark L.
90-day protocol review
Scheduled
In 3 days
James W.
Protocol end · Recovery Reset
Upcoming
In 18 days
04 / Marketplace

Recommend from any source.
One interface.

When an automation triggers a product recommendation, it draws from whichever source makes sense: your own catalog, products you've selected from the marketplace, or the full BiotrackOS catalog. One rule, three tiers of flexibility.

01
Your catalog
Upload your own products, supplements, or branded programmes. Recommended through your automations, under your brand.
02
Your selection
Browse the BiotrackOS marketplace and pin the products you endorse. Build your own curated formulary from a vetted catalog.
03
Marketplace
The full BiotrackOS catalog, available to any organisation. No inventory needed. The marketplace fills any gap automatically.
When a recommendation fires
Your catalogYour own products take priority
Your selectionMarketplace products you have pinned
MarketplaceThe full catalog fills any gap

A single automation can draw from all three. If you stock your own Vit D product, it gets recommended first. If not, the marketplace covers it with no extra configuration needed.

Product sources
Your catalogYour selectionMarketplace
Vitamin D3 4,000 IU
Your catalog
Own
Magnesium Glycinate 400mg
Your catalog
Own
Omega-3 EPA/DHA 2,000mg
Marketplace
Partner
Data-driven example · Vitamin D
Result arrives
Vit D < 30 ng/mL detected
Recommendation fires
D3 4,000 IU · 90 days
Follow-up scheduled
Blood test reminder at 60 days
Result improves
Vit D at 52 ng/mL
Dosage adjusted
2,000 IU maintenance · auto-updated
05 / Approval

A human in the loop,
when you need one.

For higher-stakes recommendations, route to an approval queue before anything reaches the member. One-tap approve or amend, with members only seeing a recommendation once someone has cleared it. Configurable per automation, so routine follow-ups run automatically and clinical recommendations get the review they need.

  • Configurable per automation: auto-deliver or require sign-off
  • One-tap approve, amend, or reject
  • Amendments visible in the audit trail
  • Batch review for high-volume cohorts
Review queue · 3 pending
Sarah K.
Vit D3 4,000 IU · 90d
Approve
Mark L.
Iron + B12 · 8-week plan
Amend
Yuki M.
Omega-3 2,000mg · 60d
Approve