⚙️ Scheduler Workflows
Calendar sync, reminder sequences, post-call follow-ups, and AI-generated messaging
📬 Post-Call Follow-up Workflows
Automated sequences that run after a meeting is marked Completed. AI personalizes each message based on meeting type and guest data.
Trigger
Meeting marked as Completed
↓
Condition
Was a paid event?
↓ Yes ↓ No
Email · Immediately
Receipt + value summary
AI · +1 hour
Generate meeting summary + next steps
SMS · +24 hours
Check-in: "Did we cover everything?"
Email · Immediately
Thank you + recap of key points
SMS · +2 hours
"Great talking! Any questions?"
↓
AI · +3 days
Re-engagement: suggest relevant next booking based on meeting history
↓
Calendar · +7 days
If no new booking: send "Let's reconnect" with one-click scheduling