Automate client approvals and handoffs with Cal.com workflows
Streamline your creative approval process, design handoff best practices, and client feedback management with flexible, API-first workflows.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderTrusted by fast-growing companies around the world
How Cal.com workflows fit creative agency operations
From intake to delivery, automate the meetings, messages, and handoffs that keep agency projects moving. Cal.com connects briefs, reviews, and approvals to reliable, branded communication and calendar logistics.
01
Route reviews and approvals
02
Handoff, QA, and delivery
03
Customize the message
Benefits that help agencies move faster with less chaos
Reduce back-and-forth, eliminate missed reviews, and keep brand standards on track. Cal.com centralizes approvals, handoffs, and recurring client ceremonies so your team can focus on creative work, not calendar admin.
Meeting reminder
nowHi, this is a reminder that your creative agencies meeting with Alex is in 30 mins
…Cut review cycle time
Bookings
Today
This week
Protect brand quality at scale
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
ReminderGive clients a polished experience
Are you joining the creative agencies session on {EVENT_DATE}
Hi {ATTENDEE},
Please confirm if you're still planning to attend by clicking the button below:
{CONFIRM_ATTENDANCE}
This reminder was triggered by a Workflow in Cal.
Build on open, secure infrastructure
Features built for creative operations
Everything you need to standardize reviews, approvals, and handoffs across clients and teams, with strong developer control and enterprise reliability.
Routing Forms for approvals
Workflows for reminders and follow-ups
Round Robin and pooled availability
Custom branding and templates
Webhooks and API integration
Self-hosting and SSO
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in sync with your meetings
Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.
- Google CalendarControlla ogni calendario per conflitti e aggiunge la prenotazione.
- Zoom VideoDà a ogni prenotazione il suo link riunione.
- SalesforceRegistra la riunione sul contatto e la inoltra al titolare.
- HubSpot CRMAggiunge prenotazioni a contatti e opportunità.
- SlackAvvisa il team appena una riunione viene prenotata.
- StripeIncassa il pagamento quando lo slot è prenotato.
FramerMette la tua pagina di prenotazione su un sito Framer.
ElevenLabsDà agli agenti vocali una voce AI realistica.
LinearImposta lo stato su Assente dal tuo calendario.
Meta PixelMisura le prenotazioni dalle tue campagne Meta.
UmamiConta le visite alla pagina di prenotazione, in privato.
WhatsAppIncontra i tuoi ospiti su una chat WhatsApp o in videochiamata.
Start with a structured intake using your creative brief template. Trigger a kickoff call as soon as the brief is submitted, attach your brand guideline checklist, and invite the right stakeholders automatically. Sync all events to Google, Outlook, or iCloud with Cal.com, then store links in your project tool.
Yes. Use custom email templates to include links to brand guidelines, asset libraries, or checklists so reviewers have the right context before each session.
Automate a sequence after approval: schedule internal QA, client handoff, and training. Include files and checklists in confirmations and follow-ups, then schedule a post-launch review.
Yes. Use collective or multi-host events to align creative, strategy, and brand stakeholders. Cal.com finds overlapping availability and sends one confirmation to all parties.
Yes. Cal.com supports self-hosting and advanced security. Review cal.com/open-source and cal.com/enterprise, and contact us for architecture guidance.
Automate feedback sessions and follow-ups, add surveys, and sync notes to your PM or CRM via webhooks and the API. Use workflows to remind clients until feedback is received.
Yes. Cal.com is API-first. You can create events, workflows, webhooks, and templates via the API. See cal.com/docs and the GitHub repo for examples.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeysu TrustpilotI just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds su X2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh su XWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballsu Trustpilot(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson su XOne of the best tools for scheduling and my favorite after so many other options tried.
Denissu Product Huntmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo meriansu Product HuntThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarsu Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best su XAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Bensu Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitsu Product HuntJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeisu Product Hunt
Trusted by fast-growing companies around the world
Start automating your approvals and handoffs
Try Cal.com free, or book a demo to see workflows for creative agencies in action. Explore cal.com/workflows, cal.com/apps, and cal.com/enterprise to find the best fit for your team.
Get startedTalk to sales