We’re excited to share our newest case study highlighting how Step 7 Consulting helped a medical practice eliminate manual audio transcription work using AI workflow automation with Zapier, Otter.ai, Google Gemini, MyCase, Google Drive, Gmail, and Google Docs.
The Challenge
The practice relied on a manual, multi-step process for handling physician dictations: downloading audio files, uploading to transcription services, reformatting raw text, and manually filing notes into MyCase. This slowed down documentation and consumed valuable staff time.
Our Solution
We built a fully automated workflow that:
- Retrieves audio attachments from Gmail
- Transcribes using Otter.ai
- Uses Google Gemini to refine and format documentation
- Saves files in organized Google Drive folders
- Automatically uploads a polished final transcript into MyCase
- Sends confirmation + handles errors automatically
The Results
- Turnaround time dropped from days to minutes
- Staff regained hours every week
- Accuracy and consistency improved
- The workflow now scales smoothly with patient volume
You can read the full case study here:
https://step7consulting.com/work/case-study-medical-workflow-automation-zapier-ai/
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