Workflows
Setup Workflows
Configure event workflows with triggers and actions to automate notifications seamlessly.
Step 1
Navigate to the “Workflows” tab to begin setting up your workflows, Click “Create New Workflow” to initiate the creation of a new workflow.
Step 2
Provide a unique name for your workflow in the designated field.
Step 3
Determine the event type to which the workflow will apply. For instance i’m selecting “Meeting”
Step 4
Choose when the workflow should be triggered
Step 5
Such as Before an event starts, When event is canceled, When new event is booked, After event ends, or When event is rescheduled.
Step 6
If you decide to trigger the workflow before an event Starts, set the specific time duration for the trigger, e.g. 2 Hours
Step 7
Specify the recipients of the workflow trigger.
Step 8
such as attendees, the host, or a specified email address.
Step 9
Consider adding an additional action if needed.
Step 10
You have the option to customize your email template or select the default template, such as a reminder.
Step 11
Add any relevant variables to the email template as needed.
Step 12
Once satisfied with your setup, click the “Save” button to activate your workflow.