Workflows for advertising agencies

Streamline your ad agency workflow with automated scheduling

Automate meetings and approvals for creative teams, clients, and campaigns.

Workflow/Advertising 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

Trusted by fast-growing companies around the world

How it works

See how Cal.com streamlines ad agency scheduling

01

Set up automated campaign meetings

Book recurring meetings for ad campaign workflow and creative brief process.

02

Automate client approval reminders

Send reminders for client approvals and feedback.

03

Sync media planning and buying schedules

Keep your media planning and ad agency project management on track.

Benefits

Why agencies choose Cal.com for scheduling

Meeting reminder

now

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

…

01

Save time on admin

Automate repetitive scheduling tasks for agency teams.

Bookings

Today

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

This week

Tue, 14 May10:30am - 11:00amAdvertising agencies review
Tue, 14 May1:00pm - 1:30pmClient follow-up

02

Improve collaboration

Keep creatives, clients, and buyers in sync with reminders and updates.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder

03

Accelerate project delivery

Keep every ad campaign workflow moving without delays.
Email subjectAdd variable

Are you joining the advertising 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.

04

Deliver a better client experience

Make your agency stand out with easy booking and branded reminders.

Features

Features for modern ad agencies

Flexible scheduling links

Share bookable links for agency services and creative reviews.

Automated reminders

Reduce no-shows for ad campaign meetings and client calls.

Calendar integrations

Sync with Google, Outlook, and more for media planning and buying.

Self-hosting & API

Keep control of your data and integrate with your tech stack.

Custom workflows

Set up custom automations for approvals and project phases.

Branded communication

Use your agency’s style for emails and reminders.

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 CalendarChecks every calendar for conflicts and adds the booking.
  • Zoom VideoGives each booking its own meeting link.
  • SalesforceLogs the meeting on the contact and routes to the owner.
  • HubSpot CRMAdds bookings to contacts and deals.
  • SlackTells the team the moment a meeting is booked.
  • StripeTakes payment when the slot is booked.
  • FramerPuts your booking page on a Framer site.
  • ElevenLabsGives voice agents a realistic AI voice.
  • LinearSets your status to out of office from your calendar.
  • Meta PixelMeasures bookings from your Meta ad campaigns.
  • UmamiCounts visits to your booking page, privately.
  • WhatsAppMeets your guests on a WhatsApp chat or video call.

Frequently asked questions

These are some of our most frequently asked questions.

Ask a question

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
    Mickeyon Trustpilot
  • 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!!
    davidvkimballon Trustpilot
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianon Product Hunt
  • 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.
    Benon Product Hunt
  • 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 on X
  • (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 on X
  • 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 Elnaggaron 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 Dixiton Product Hunt
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh on X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denison 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 on X
  • 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 Minaeion Product Hunt

Trusted by fast-growing companies around the world

Ready to automate your agency’s workflow?

Try Cal.com for ad agencies – automate scheduling and accelerate your projects.

Get startedTalk to sales