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 following triggers for workflows:
When the meeting outcome is changed.
When the meeting is booked.
When the meeting is rescheduled.
When the meeting is canceled.
When the meeting is marked as no-show.
Before the meeting starts.
After the meeting ends.
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, the system will automatically send feedback request emails to clients after each meeting ends.