Workflows
Dynamic Workflows
Workflows enables simple automation inside of Cal.com to send notifications and reminders enabling you to build processes around all your events.
Let us do the heavy lifting
Cal.com’s workflow feature helps our users automate the appointment reminder process.
The Workflow system lets you create custom triggers and assign multiple actions to them.
Each Workflow is made up of a single trigger and one or more actions. Triggers include things like the cancellation of an event, start times, end times, and new bookings.
Triggers:
When an event is booked, do...
When an event is canceled, do...
Minutes/Hours/Days before the event starts, do…
Actions are a designated notification type. For example, sending a reminder to an attendee, a specific phone number or an email address.
Actions:
Send an email to the host
Send an email to the attendee
Send an SMS to the attendee
Send an SMS to a specific number
The Workflow system also lets you choose between using cal.com’s default message template or creating a custom one.
Workflow is one of many tools that cal.com users can take advantage of in order to simplify scheduling, save time, and focus on what really matters.
Use cases
Built for every team
Here are some use cases for our product that can help you understand how it can be used.
Eliminate Manual Emails
Setup automatic emails as soon as your prospects sets up a meeting.
Drive prospect action
Add a booking page on your website so prospects can reach out to you as soon as you have their attention.
Connect with right leads
Reduce the amount of unqualified leads your business gets by implementing a questionnaire for your prospects.
