Personal Calendar Automation 🧑🎨
Personal Calendar Automation 🧑🎨
Click below for a step-by-step walkthrough of the personal calendar automation,
Personal Calendar Automation 🧑🎨
Updated: May 05, 2025
Description
Experience our comprehensive, interactive demo walkthrough of the partner calendar automation
Steps
1
Personal Calendar Automation 🧑🎨
2
Navigate to 'Automations & A.I.' and select "Automations".
3
Select '2 | Launch Pack ⚡️'.
4
Navigate to 'Step 02 | Personal Calendar 🧑🎨'.
5
This automation activates when an "Appointment Scheduled" trigger occurs, connecting directly to your personal calendar.
6
The automation immediately executes essential actions: tagging, engagement score updates, pipeline updates, Facebook pixel tracking, and task creation.
7
The system then sends confirmation messages through email, SMS, and WhatsApp, plus delivers two internal team notifications.
8
The automation sends a strategic follow-up with reminders one day before the appointment.
9
One hour before the meeting, the system delivers timely reminder messages.
10
Ten minutes before the appointment, the final set of reminders goes out. Remember to customize these messages for your specific business needs.
11
You're Done. Congratulations
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