How do workflows support our creative approval process?

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.

Can we attach a brand guideline checklist to reminders and invites?

Yes. Use custom email templates to include links to brand guidelines, asset libraries, or checklists so reviewers have the right context before each session.

How do we enforce design handoff best practices?

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.

Can clients book multi-person reviews across teams?

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.

Do you support self-hosting for enterprise agencies?

Yes. Cal.com supports self-hosting and advanced security. Review cal.com/open-source and cal.com/enterprise, and contact us for architecture guidance.

How do we manage client feedback management at scale?

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.

Can developers manage everything programmatically?

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.

Workflows for creative agencies

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.

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Workflow/Creative agencies 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 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.

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Route reviews and approvals

Define routing logic for the creative approval process. Cal.com Round Robin and Routing Forms send clients to the appropriate art director, brand manager, or legal reviewer. Automate reminders and escalation if feedback is late, while logging decisions to your system via webhooks.

Handoff, QA, and delivery

When approved, trigger design handoff best practices. Schedule internal QA, client walkthroughs, and delivery sessions. Send branded confirmations and files, and follow up post-launch for client feedback management and NPS. All steps can be replicated across accounts and projects.

Customize the message

Use Cal.com's default templates or fully customize your messages.

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.

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Meeting reminder

now

Hi, this is a reminder that your creative agencies meeting with Alex is in 30 mins

…

Cut review cycle time

Automated reminders and routing keep work moving. Clients get timely nudges via email, SMS, or WhatsApp, and approvers receive consolidated review slots. No more chasing feedback or rescheduling marathons across time zones.

Bookings

Today

Tue, 13 May9:00am - 9:30amCreative agencies kickoff | Q2

Tue, 13 May10:30am - 11:00amCreative agencies team standup

This week

Tue, 14 May10:30am - 11:00amCreative agencies review

Tue, 14 May1:00pm - 1:30pmClient follow-up

Protect brand quality at scale

Attach your brand guideline checklist and reference materials to confirmations and reminders. Ensure every reviewer sees the correct assets and context, improving decisions and reducing rework before production.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder

Give clients a polished experience

Offer a clean booking flow, branded notifications, and timezone-aware scheduling. Share links that reflect the project name and team. Add post-meeting surveys for client feedback management without extra tools.

Email subjectAdd variable

Are you joining the creative agencies 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.

Build on open, secure infrastructure

Use our open-source platform and API-first architecture to integrate with your stack. Self-host if needed, map data to your DAM or project tools, and meet enterprise security needs. See cal.com/open-source and cal.com/security for details.

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.

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Routing Forms for approvals

Qualify requests, capture scope, and send clients to the right approver or pod automatically. Perfect for brand, legal, and stakeholder review flows.

Workflows for reminders and follow-ups

Automate confirmations, review reminders, and post-delivery check-ins across email, SMS, and WhatsApp. Reduce no-shows and late feedback.

Round Robin and pooled availability

Balance meetings across creative leads or pods. Keep utilization healthy without manual reschedules.

Custom branding and templates

Use branded email templates, embed assets, and attach your creative brief template and brand guideline checklist to messages.

Webhooks and API integration

Connect Cal.com to Asana, Jira, Monday, Notion, or your DAM. Create or update tasks when meetings are booked, rescheduled, or approved. See docs at cal.com/docs and apps at cal.com/apps.

Self-hosting and SSO

Deploy on your infrastructure with SSO, SCIM, and audit logs for enterprise clients. Learn more at cal.com/enterprise.

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.

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Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
Zoom VideoDá a cada agendamento o seu link de reunião.
SalesforceRegista a reunião no contacto e encaminha para o responsável.
HubSpot CRMAdiciona reservas a contactos e negócios.
SlackAvisa a equipa assim que uma reunião é agendada.
StripeRecebe o pagamento quando o horário é reservado.
FramerColoca a tua página de agendamento num site Framer.
ElevenLabsDá aos agentes de voz uma voz de IA realista.
LinearDefine o teu estado como fora do escritório a partir do calendário.
Meta PixelMede reservas das tuas campanhas Meta.
UmamiConta visitas à tua página de agendamento, em privado.
WhatsAppRecebe os teus convidados num chat WhatsApp ou videochamada.

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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

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.

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