Start with the right moment.
Keep your team informed when meetings are booked, changed, or cancelled.
WorkflowsEvery meeting.
Every meeting.
Everyone
in sync.
Automate email, Slack, and webhook updates around your meetings. Keep your team informed from booking to follow-up.
Trigger Running
When a meeting is booked
A new meeting is added to the calendar.
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Send the right updates
Keep the owner and team in the loop.
Notify the sales channel
Post meeting details to Slack.
Email the meeting owner
Send the context to the assignee.
The next step. Already handled.
Before, during, and after the meeting.
Make the timing count.
Send a reminder before the conversation and follow up when it ends.
Keep your tools in sync.
Send meeting context through a webhook to the tools your team uses.
Your process.
Your next step.
Start with a booking, reschedule, cancellation, completed meeting, or unfinished booking. Set the timing when it applies.
New workflow
1 Trigger2 Scope & action3 Preview
Notify the team when a meeting is booked
Meeting booked
Meeting booked
Before a meeting
Meeting rescheduled
Meeting cancelled
After a meeting
Your tools. Already in the loop.
Bring meeting context to email, Slack, and your connected endpoints.
Every update.
A visible outcome.
Use workflow logs to check action delivery and investigate unexpected results. Keep the whole meeting process in view.
Workflow activityTuesday, 13 October
| Trigger | Action | Destination | Time | Status |
|---|---|---|---|---|
| Meeting booked | Slack notification | Sales channel | 10:00 | Delivered |
| Before a meeting | Reminder email | Meeting owner | 10:30 | Delivered |
| Meeting rescheduled | Email update | Selected recipients | 11:05 | Delivered |
| After a meeting | Webhook | Connected endpoint | 11:30 | Delivered |
Every action. A visible outcome.
Frequently asked questions
Workflows connect supported form and meeting events to notifications. Actions include Slack messages, email to the assigned rep or specific recipients, and webhooks.