Workflows for investor relations

Automate investor relations workflows for seamless meetings and updates

Simplify investor meeting scheduling and communications with Cal.com workflows, built for modern IR teams.

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Workflow/Investor relations 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

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How it works for investor relations

Automate and manage every step of your IR outreach with Cal.com workflows.

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01

Set triggers for investor meetings

Automatically send invites and reminders for investor meetings.

02

Customize communication templates

Personalize messages with investor update templates and best practices.

03

Track confirmations and responses

Monitor RSVPs and follow-ups in one place for efficient investor communication.

Benefits of Cal.com for investor relations

Drive efficiency, trust, and professionalism in every investor interaction.

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Meeting reminder

now

Hi, this is a reminder that your investor relations meeting with Alex is in 30 mins

…
01

Save time on scheduling

Automate investor meeting scheduling, reducing manual coordination.

Bookings

Today

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

This week

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

Enhance investor communications

Send branded updates and reminders, following investor communication best practices.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Centralize IR management

Manage all meetings and communications from a unified dashboard.
Email subjectAdd variable

Are you joining the investor relations 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

Increase reliability for stakeholders

Ensure professional, timely, and consistent communication for investors.

Key features for investor relations teams

Unlock powerful investor relations workflows with Cal.com.

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Easy scheduling links

Share booking links for investor meetings in seconds.

Automated reminders

Send timely email or SMS reminders to investors and your team.

Customizable update templates

Use or edit investor update templates for every meeting.

Centralized dashboard

View meetings, responses, and communication history in one place.

Branded communication

Maintain your brand identity in every investor touchpoint.

API and integrations

Connect Cal.com with your IR stack and automate workflows.

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.

Get started Explore apps
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
  • Zoom VideoDá a cada agendamento seu próprio link de reunião.
  • SalesforceRegistra a reunião no contato e encaminha ao responsável.
  • HubSpot CRMAdiciona agendamentos a contatos e negócios.
  • SlackAvisa a equipe assim que uma reunião é agendada.
  • StripeCobra quando o horário é agendado.
  • FramerColoca sua página de agendamento em um site Framer.
  • ElevenLabsDá aos agentes de voz uma voz de IA realista.
  • LinearDefine seu status como ausente pelo calendário.
  • Meta PixelMede agendamentos das suas campanhas de anúncios Meta.
  • UmamiConta visitas à sua página de agendamento, com privacidade.
  • WhatsAppAtende seus participantes em um chat ou videochamada no WhatsApp.

Frequently asked questions

These are some of our most frequently asked questions.

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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
    Mickeyem 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 em X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh em 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!!
    davidvkimballem 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 em X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denisem Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianem 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 Elnaggarem 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 em 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.
    Benem 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 Dixitem 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 Minaeiem Product Hunt

Trusted by fast-growing companies around the world

Get started with investor relations workflows

Automate your IR scheduling and communication with Cal.com. Sign up or book a demo today.

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