A Workflow is an automation that is triggered before or after a meeting. It saves time, reduces no-shows, and automates repetitive communication. For example, you can send a follow-up email four hours after a meeting has ended.
Currently, NeetoCal supports the below-mentioned triggers for workflows:
When the meeting is marked as a no-show.
When the meeting is booked.
When the meeting is rescheduled.
When the meeting is canceled.
Before the meeting starts.
After the meeting ends.
Let's say you want to email a client who doesn't attend a meeting. You can use workflows for all of these cases.
Sending an email to the client on no-show
Go to the Admin Panel.
Click on Workflows card.
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Enter a Name and Description for your workflow. For example:
Name: Send Email to Client When Booking is Marked No-Show
Description: Automatically notify clients via email when their booking is marked as a no-show.
By default, the workflow status is set as Active. You can disable it anytime if you need to.
Select the Scheduling links on which you want to apply this workflow.
In the When section, select the event that will trigger the workflow. For this example, choose Marked as No-Show.
In the Then section, select the action you want to perform, such as Send Email to client.
Click the email action link to open the email editor.
In the email editor you can draft your email and you can also add dynamic variables.
Click Save Changes to save the email and later to save the workflow.
Now, whenever a booking is marked as a no-show, NeetoCal will automatically send the drafted email to the client.
Send feedback request email after meeting with a client
Let's say Oliver runs a business consulting service. He wants to automatically send an email to request feedback form all his clients after the meeting ends. This can be set up using workflows.
Go to the Admin Panel.
Click on Workflows card.
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Enter a Name and Description for your workflow. For example:
Name: Send Email to Client after meeting ends
Description: Automatically send email to clients after meeting ends asking for feedback
By default, the workflow status is set as Active. You can disable it anytime if you need to.
Select the Scheduling links on which you want to apply this workflow.
In the When section, select After meeting ends.
In the Then section, select Send Email to client.
Click the email action link to open the email editor.
In the email editor, draft your email and you can also add dynamic variables.
Click Save Changes to save the email and later to save the workflow.
Now, system will automatically send feedback request emails to clients after each meeting ends.