Trigger
A booking starts it
Each workflow has one trigger: an event booked, canceled or rescheduled, or a set time before it starts or after it ends. This one runs on every Discovery call.
Timing
Wait until it's useful
Minutes, hours or days before the event. Twenty-four hours ahead, the reminders go out in time for Kenji to plan his day.
Text message
A text to the attendee
Kenji gets an SMS with the call's name, date and time in his own time zone. Send to the attendee, or to any number you choose.
An email to every guest
Use Cal.com's template or write your own with variables for the name, the time and the location, so each guest reads their own details.
After the call
The follow-up sends itself
An hour after the call ends, Kenji gets a thank-you with a link to book the next one. A post-call email while it's fresh is how prospects turn into customers.
