Monday, September 26, 2022 · 2 min read

How to use Cal.com Workflows

Assantewa Heubi
Assantewa HeubiWriter & Content Creator
How to use Cal.com Workflows

Saving time with workflows

Today, we're going to explore Cal.com's workflow feature. What are workflows, you ask? Well, it's a function that you can use to automate notifications, reminders, and tasks related to your appointment. Using a Cal.com workflow is a great way to ensure that nothing gets lost in the hustle and bustle of everyday life. When using our workflows, you don't have to worry about forgetting to personally email a colleague or client about an upcoming meeting.

One of the neat things about the workflow feature is that you can have more than one workflow. In addition, you can attach different workflows to different bookable events. This makes it easy to customize your scheduling environment. Workflows are simple to create; all you have to do is click a button, name your workflow, and then decide on a trigger. There are lots of options: Do you want a workflow that sends a notification before the event starts? Maybe you need an SMS to notify all parties when events are canceled. Perhaps all you're looking for is an email reminder to be sent out 24 hours before a meeting begins.

You can also add additional actions to each workflow. This means that you don't have to create separate workflows for yourself (the host) and attendees. Check out the simple steps below so that you can start using Cal.com workflows.

How to create a workflow

  • Sign in to your Cal.com account.

  • Select Workflows.

  • Click the "+New Workflow" button.

  • Name your workflow.

  • Choose a trigger.

  • Select an action.

  • Click the "Continue" button.

  • Add any additional triggers needed.

  • Select the event you want the workflow to apply to.

  • Finally, click the "Save" button.

No matter what your scheduling notification needs are, there's a workflow that can accommodate them. In addition to all of this, workflow notifications (emails and SMS messages) are customizable. This means you can use our premade template or write the perfect message yourself. If you're ready to take advantage of Cal.com's customizable scheduling infrastructure and all its amazing features, like our workflows, then click the link below.

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