Automate tasks with Workflows

New for Teams

Workflows is now available for team event types, including round robin and collective.

Learn More

Eliminate the back-and-forth of working between apps and automate your workload with Workflows

Calendly members on a Professional subscription can automate the extra work that comes with booking meetings. You may want to automatically send messages to invitees before or after booked Calendly events without the guesswork. Currently, you may be using multiple applications or manually copying and pasting event and invitee information between Calendly and another application to get these kind of tasks done. Not anymore with Workflows.

Choose how the Workflow starts

blobid0.png

Just specify the conditions under which you want something to happen, and Calendly automatically performs them for one or more types of events. Choose to send an email or text to yourself, another host, or your invitees. Then choose to start the workflow when this happens:

  • New event is scheduled
  • Before an event starts
  • Event starts
  • Event ends
  • Event is cancelled

Note: "New event is scheduled" and "Event is cancelled" have unique behaviors for group events. For "New event is scheduled" it fires when the first invitee books, but not subsequent ones. For "Event is Cancelled" it fires when the last invitee cancels (and entire meeting becomes cancelled).

If you choose a time-based condition, specify how many hours or days before or after the scheduled event that the Workflow runs. If the scheduled event is in the past, the Workflow will still run as long as the time-based condition has not passed.

blobid1.png

Customize your messages

Use a Calendly email or text template to create your message. Then choose from a collection of variables that Calendly replaces with actual information about your invitees and event.

Note: To populate your Workflow messages automatically with the invitee's phone number by using the Invitee Phone Number variable, you'll need to create a send text to invitee Workflow so that the invitee's phone number is requested on your event scheduling page. For more info, see send text messages with Workflows.

Create as many Workflows as you want

A Calendly user or team can create up to 25 workflows across all event types. If you’d like to keep your invitee in the loop throughout the meeting lifecycle, you can create workflows for before and after your event. For example, you can set up a reminder email, a reconfirmation email, and a follow-up email. To do so, create a separate workflow for each stage of invitee communication, and apply each workflow to your desired event types. Here’s what this will look like:Screen_Shot_2021-07-23_at_2.08.03_PM.png

 

Calendly displays a list of Workflows so you can easily see all your workflows and know at a glance what they do for various types of events.

Screen_Shot_2021-09-29_at_11.37.39_AM.png

View Workflows associated with each event type

Within each event type there's a dedicated section where you can view its associated Workflows without the need to navigate pages. Workflows_in_ET_workflows_10FEB2021.png

Workflows for Team Event Types

As a Calendly administrator, you can create Workflows for your teams collective and round robin event types. The process for creating and editing workflows is the same for team and individual event types. However, for team events, you will need to navigate to your team page. There are two ways to get there:Screen_Shot_2021-09-01_at_12.18.35_PM.png

  1. Scroll down from your "My Calendly" page.
  2. Click on "My Calendly" in the top left to select a specific team, then go to the Workflows tab.

NOTE

You must be either an owner, admin, or team manager to create the team Workflows. You CANNOT make Workflows for team event types as a user.

Avoid sending duplicate messages with Workflows

If you create or use a Workflow with the same action as one of your event types, such as sending a email reminder or follow-up email, then you'll be notified during the setup process that the Workflow could cause duplicate messages and be given links to edit the affected event types.

mceclip0.png

 

Was this article helpful?
92 out of 143 found this helpful