Workflows for product demos

Automate product demo scheduling with smart, flexible workflows

Convert more pipeline by automating demo booking, reminders, and follow-ups that align with your sales process and product demo script.

Workflow/Product demos 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

Usado por empresas de rápido crescimento no mundo todo

How it works

Set up a reliable, high-converting demo journey in minutes.

01

Connect calendars and define demo types

Sync team calendars, create live product demo and tailored event types, and route prospects by region, product line, or availability so the right rep hosts the right demo every time.

02

Build your workflow and messages

Choose triggers like booked, rescheduled, or 24 hours before. Send emails, SMS, or WhatsApp that match your product demo script and software demo best practices for consistent, branded touchpoints.

03

Automate follow-ups and outcomes

Send recap notes, share recordings, collect feedback, and trigger CRM updates. Automatically offer next steps or trials so prospects can book a product demo follow-up without friction.

Why teams choose Cal.com for product demos

Give buyers a streamlined demo experience while your reps stay focused on selling.

Meeting reminder

now

Hi, this is a reminder that your product demos meeting with Alex is in 30 mins

…
01

Increase show rates and shorten time to demo

Replace manual chasing with automated confirmations and reminders across email, SMS, and WhatsApp. Prospects pick a time that works, receive time zone aware reminders, and join on the right link. Result, fewer no-shows and faster first meetings.

Bookings

Today

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

This week

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

Deliver consistent demos that convert

Standardize pre-demo prep, agendas, and follow-ups using reusable workflow templates tied to your product demo script. Every rep follows software demo best practices, shares the right collateral, and ends with a clear next step that moves deals forward.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Match the right rep to every request

Use advanced routing to assign demos by territory, language, product expertise, or account owner. Pool availability ensures prospects never hit dead ends. Round robin rules keep distribution fair while protecting SLAs for high intent leads.
Email subjectAdd variable

Are you joining the product demos 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

Integrate with your stack and keep data secure

Cal.com is open source, API-first, and supports self-hosting for full control. Connect your CRM, video, chat, and marketing tools to trigger workflows and webhooks. Enterprise-grade security, SSO, and audit logs meet compliance requirements for growing teams.

Features that power high-converting demo workflows

Everything you need to automate scheduling, reduce friction, and keep your pipeline moving.

Lead routing and round robin

Route demo requests by rules like geography, account owner, product line, or custom fields. Use round robin to balance load and ensure prospects always find an available rep.

Multi-channel reminders and follow-ups

Send branded emails, SMS, and WhatsApp messages on any timeline. Include calendar files, join links, and prep materials to align with software demo best practices.

Hold, buffer, and SLA controls

Protect rep focus with buffers before and after demos, minimum notice windows, and meeting caps. Use holds to prevent overbooking and keep response times within SLA.

Pooled availability for teams

Combine multiple calendars into a single booking page so prospects can instantly book a product demo with the next available expert, without back-and-forth.

Video, CRM, and webhook automation

Auto-generate Zoom, Google Meet, or Teams links, update CRM records, post to Slack, and trigger webhooks for post-demo actions like trials or proposals.

Open source, API-first, and self-hosting

Customize deeply with our APIs, SDKs, and open-source flexibility. Self-host for data control, or use our cloud. Enterprise features include SSO, audit logs, and SCIM.

Veja como os fluxos de trabalho mantêm seu agendamento em dia

Veja como os Fluxos de trabalho da Cal.com simplificam agendamentos, automatizam lembretes e mantêm suas reuniões fluindo sem problemas. Veja exemplos reais de como equipes usam fluxos de trabalho para reduzir faltas e economizar tempo.

Todas as suas ferramentas essenciais sincronizadas com suas reuniões

Conecta-se ao Slack, Salesforce e mais de 100 outras ferramentas. As reservas aparecem onde sua equipe já trabalha.

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.

Perguntas frequentes

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Não acredite só na nossa palavra

Nossos usuários são nossos melhores embaixadores. Descubra por que somos a principal escolha para agendar reuniões.

  • 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

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Get started with automated demo workflows

Grátis para uso individual, sem cartão de crédito, sem limites de uso. Conecte um calendário, compartilhe um link e deixe as pessoas agendarem quando for bom para vocês dois.

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