Workflows
Automated email and SMS notifications around your meetings, including reminders and follow-ups, built from a trigger and an action on each step.
- Workflows overviewTrigger-based automations that send email or SMS around your meetings, attached to the event types you choose.
- Reminders and follow-upsThe most common workflow in 42min, a reminder before the meeting and a follow-up after it, set up step by step along with the usual pitfalls.
- Triggers and actionsThe two building blocks of every workflow step, its trigger (when it fires) and its action (what it does), plus how to write the message itself.
- SMS notificationsText reminders and alerts from workflows, sent through your own SendPulse or Twilio account to invitees who opted in and to hosts.