Automate client approvals and handoffs with Cal.com workflows
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.
Streamline your creative approval process, design handoff best practices, and client feedback management with flexible, API-first workflows.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How Cal.com workflows fit creative agency operations
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.
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.
01
Collect the brief and set the plan
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.
02
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.
03
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.
Benefits that help agencies move faster with less chaos
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.
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.
01
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.
02
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.
03
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.
04
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
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.
Everything you need to standardize reviews, approvals, and handoffs across clients and teams, with strong developer control and enterprise reliability.
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
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.
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.
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
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
How do workflows support our creative approval process?
Create a workflow that triggers on booking or a form submission, routes to approvers via Routing Forms or Round Robin, and sends reminders and escalations. Decisions can be logged with webhooks to your PM 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.
How do workflows support our creative approval process?
Create a workflow that triggers on booking or a form submission, routes to approvers via Routing Forms or Round Robin, and sends reminders and escalations. Decisions can be logged with webhooks to your PM 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.
How do workflows support our creative approval process?
Create a workflow that triggers on booking or a form submission, routes to approvers via Routing Forms or Round Robin, and sends reminders and escalations. Decisions can be logged with webhooks to your PM 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.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources