Automate your pre & post-meeting tasks: Using Cal.com Workflows

Let your calendar do the follow-up: How Cal.com Workflows simplify post-meeting tasks

We’ve all been there. You wrap up a great call with a lead, a client, or a candidate. You have every intention of sending a follow-up right after. But then another meeting starts. A Slack message distracts you. Life happens. And the follow-up? It gets forgotten, delayed, or lost in a sea of to-dos.

That small slip can cost you momentum—or even the relationship. Cal.com Workflows exist to solve this exact problem.

They take the important but repetitive tasks—like follow-up emails, reminders, or internal handoffs and automates them. Quietly. Reliably. In the background. So your calendar doesn’t just manage your time… it helps move things forward when you’re not looking.

We built Workflows for real people who are busy

Workflows aren’t a complicated automation builder. They’re simple, human-friendly tools that say:

“When this happens, do that.” For example:

• When a meeting ends, send a thank-you email.

• Two hours before the call, send a quick reminder SMS.

• When a call is canceled, let the team know.

Each workflow is made up of a single trigger (like a booking or cancellation) and one or more actions (like sending a message).

With Workflows, you can send:

• An email to the attendee

• An SMS to a phone number

• A Slack message to your team

• Even a webhook to your CRM or internal tools

And if you want it to sound like you? Use your own custom message. Or stick with one of Cal.com’s default templates to keep things simple. Check out out our Sales Follow up template here

So, what does this actually look like in your day?

Imagine this: You just had a demo with a potential customer. You close your laptop. That’s it.

While you focus on your next task, Cal.com is already:

• Sending the attendee a follow-up email

• Notifying your team on Slack

• Logging the meeting in your CRM

• Queuing up the next steps

It’s like having a virtual assistant who knows your meeting flow better than you do. You don’t need to open a new app, set a manual reminder, or remember what to do next. It just happens. Check out the video below on how it works.

No more mental to-do lists

What makes Workflows so powerful is how much space they clear up - mentally.

Instead of keeping track of when to follow up, who to notify, or what to send, you can set it once and let it run. You’ll get more consistency, fewer mistakes, and way less stress.

This is especially helpful if you:

• Run multiple meetings a day

• Work across time zones

• Share scheduling responsibilities across a team

• Need to follow strict timelines (like hiring or onboarding)

You don’t need to be technical to use this

Setting up a workflow takes just a few clicks.

1. Pick a trigger (e.g., “When the event ends”)

2. Add one or more actions (e.g., “Send an email to the attendee”)

3. Customize the message (optional)

4. Save and assign it to the booking page or team member

You can check out all pre-built Workflow templates here

Let scheduling do the work for you

So the next time you finish a meeting and wonder, “Did I send that follow-up?” — relax. Cal.com Workflows already did it for you. It’s like having a tiny, ultra-efficient assistant living inside your calendar, quietly handling the reminders, nudges, and notifications while you move on to bigger things (like actually closing the deal or finally getting to inbox zero). Scheduling should feel seamless — and with Workflows, it finally does. Because honestly, in a world full of meetings, your calendar should be doing more than just telling you where to be. It should be helping you get things done.