Workflows for DEI consultants

Automate inclusive scheduling for DEI programs and advisory

Build reliable, bias aware scheduling that scales your DEI audits, trainings and stakeholder sessions without manual follow up.

Workflow/DEI consultants reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Trusted by fast-growing companies around the world

How Cal.com Workflows power DEI engagements

Turn messy scheduling into a consistent experience for audits, trainings, and ERG initiatives, with automation that respects privacy and scale.

01

Map your DEI process

Define each step in your dei audit checklist, from stakeholder interviews and policy reviews to leadership readouts. Create event types that mirror your inclusive hiring framework, bias training curriculum, and ERG office hours.

02

Set triggers and actions

Choose when messages go out, who receives them, and what happens next. Automate confirmations, reminders, and follow ups. Trigger Slack notifications, route bookings, and send data to your dei metrics dashboard via API.

03

Personalize and brand communication

Use templates for different audiences, like executives, ERG leaders, hiring managers, and employees. Localize content, add accessibility notes, and align tone with your practice. Keep everything consistent across projects.

Why DEI consultants choose Cal.com

Deliver inclusive, reliable scheduling for complex programs while protecting data, reducing manual work, and improving participant experience.

Meeting reminder

now

Hi, this is a reminder that your dei consultants meeting with Alex is in 30 mins

…
01

Reduce admin workload across programs

Automate recurring training series, policy interviews, and report reviews. Replace manual outreach with email, SMS, and WhatsApp reminders so your team can focus on analysis and outcomes.

Bookings

Today

Tue, 13 May9:00am - 9:30amDei consultants kickoff | Q2
Tue, 13 May10:30am - 11:00amDei consultants team standup

This week

Tue, 14 May10:30am - 11:00amDei consultants review
Tue, 14 May1:00pm - 1:30pmClient follow-up
02

Increase attendance and engagement

Send considerate reminders and pre work, share accessibility details, and provide easy rescheduling. Fewer no shows and better prepared stakeholders lead to stronger, more actionable insights.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Standardize inclusive communication

Create templates that reflect inclusive language and accessibility practices across your bias training curriculum and employee resource groups guide. Ensure every participant receives clear, equitable instructions.
Email subjectAdd variable

Are you joining the dei consultants session on {EVENT_DATE}

Normal BIlink

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.

04

Operate with privacy and control

Self host Cal.com or use our enterprise plan for SSO, SCIM, audit logs, and granular permissions. Keep sensitive data from DEI interviews and surveys secure while integrating with your stack.

Features built for DEI consulting workflows

API first, open source, and privacy forward, with powerful automation for audits, trainings, and ERG programs.

Automated reminders and follow ups

Reduce no shows with timed email, SMS, or WhatsApp messages, including pre work, accessibility options, and post session surveys.

Routing forms for the right match

Route stakeholders to the right consultant based on department, region, or availability. Perfect for multi track training or leadership coaching.

Multi channel templates

Standardize inclusive language in templates across channels. Use branded content that aligns to client tone and culture.

Group events and series

Run workshops, cohorts, and ERG meetings with capacity limits, waitlists, and recurring schedules that sync to calendars.

Analytics and integrations

Sync attendance and outcomes to your dei metrics dashboard. Use webhooks and the API to connect HRIS, LMS, or BI tools.

Self hosting and enterprise security

Choose hosted or self hosted. Get SSO, SCIM, audit logs, DPA, and role based access for client facing teams.

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 CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarSprawdza konflikty w kalendarzach i dodaje rezerwację.
  • Zoom VideoDaje każdej rezerwacji własny link do spotkania.
  • SalesforceZapisuje spotkanie przy kontakcie i kieruje do właściciela.
  • HubSpot CRMDodaje rezerwacje do kontaktów i transakcji.
  • SlackPowiadamia zespół od razu po rezerwacji spotkania.
  • StripePobiera płatność po rezerwacji terminu.
  • FramerOsadza stronę rezerwacji w witrynie Framer.
  • ElevenLabsDaje agentom głosowym realistyczny głos AI.
  • LinearUstawia status poza biurem z kalendarza.
  • Meta PixelMierzy rezerwacje z kampanii reklam Meta.
  • UmamiLiczy wizyty na stronie rezerwacji, prywatnie.
  • WhatsAppSpotyka się z gośćmi na czacie WhatsApp lub w wideorozmowie.

Frequently asked questions

These are some of our most frequently asked questions.

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  • 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
    Mickeyna Trustpilot
  • I 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 na X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh na X
  • Without 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!!
    davidvkimballna 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 na X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisna Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianna Product Hunt
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggarna Product Hunt
  • for 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 na X
  • Amazing. 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.
    Benna Product Hunt
  • Very 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 Dixitna Product Hunt
  • Just 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 Minaeina Product Hunt

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Get started with inclusive scheduling

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