What is a workflow in meetergo?

A workflow is an automated communication sequence triggered by a scheduling event. For example, when someone books a meeting, the workflow automatically sends a confirmation email, a reminder 24 hours before, and a follow-up message after — all without any manual effort.

Can I send SMS reminders with workflows?

Yes. meetergo supports both email and SMS workflow actions. You can configure reminders to be sent via SMS to attendees, ensuring higher open and response rates.

Can I use different workflows for different event types?

Absolutely. You can create separate workflows for each of your event types — so a sales call gets a different communication flow than a consulting session or a demo.

Do workflows work for team events and round-robin bookings?

Yes. Workflows apply to all event types including team events, round-robin assignments, and group bookings. You can also notify the assigned host automatically.

Is there a limit on how many workflows I can create?

Workflow limits depend on your plan. Most paid plans allow unlimited workflows. Check your current plan in the meetergo dashboard for details.

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Dynamic Workflows

Automate your scheduling processes with powerful workflows. From reminders to follow-ups, let meetergo handle the repetitive tasks while you focus on what matters most - your meetings and clients.

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How Workflows Work

Build automated communication flows in minutes — no coding required.

Choose a Trigger

Select what starts your workflow: a new booking, a cancellation, or a time-based event like 24 hours before a meeting.

Add Actions

Define what happens next — send an email, fire an SMS, notify your team, or all of the above.

Personalize the Message

Use dynamic variables like {{name}}, {{date}}, and {{time}} to make every message feel personal.

Activate & Relax

Turn on your workflow and let meetergo handle all communications automatically from that point on.

Smart Triggers for Every Scenario

Trigger workflows on any scheduling event — new bookings, cancellations, rescheduling, or custom time intervals before or after a meeting.

Triggers for booking, cancel, and reschedule
Time-based: minutes, hours, or days before/after
Multiple actions per trigger in sequence

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Personalized Message Templates

Start with built-in templates or write fully custom messages. Use dynamic variables to personalize every communication at scale.

Dynamic variables: name, date, time, location
Custom templates per event type
Brand your messages with your own tone and style

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Reach Clients on Any Channel

Deliver messages via email, SMS, and push notifications — ensuring your communications always get through.

Email, SMS, and app notifications in one workflow
Fallback channels if primary delivery fails
Track delivery and open rates per channel

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What Automated Workflows Deliver

40%

Fewer No-Shows

Teams using automated reminders reduce missed appointments by up to 40%.

Saved per Week

Stop writing manual follow-ups — meetergo saves teams an average of 5 hours every week.

30%

Higher Follow-Up Response

Automated post-meeting messages get 30% more replies than manually sent follow-ups.

Who Benefits from Workflow Automation?

From sales to healthcare — automated workflows fit every team that runs appointments.

Sales Teams

Automate meeting confirmations, pre-call reminders, and post-meeting follow-ups so reps focus on closing — not chasing.

Key Benefits

✓Confirmation emails sent instantly on booking
✓Reminder 24h and 1h before the call
✓Automated follow-up with next steps after the meeting

Healthcare & Clinics

Reduce patient no-shows with automated appointment reminders and send post-visit instructions automatically.

Key Benefits

✓SMS reminders proven to cut no-shows by 40%
✓GDPR-compliant patient communication
✓Post-visit instructions sent automatically

Coaches & Consultants

Send session prep materials before calls and collect feedback automatically after — all without lifting a finger.

Key Benefits

✓Pre-session prep emails with agenda and homework
✓Automatic feedback request after each session
✓Re-engagement workflows for lapsed clients

meetergo Workflows vs. Competitors

See how meetergo's automation depth compares to other scheduling tools.

Automated email reminders

meetergo

Calendly

Cal.com

SMS workflow automation

meetergo

Calendly

Cal.com

Custom message templates

meetergo

Calendly

Cal.com

Multi-action per trigger

meetergo

Calendly

Cal.com

GDPR-compliant data handling

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GDPR

Calendly

Cal.com

Feature	meetergo Our Solution	Calendly	Cal.com
Automated email reminders
SMS workflow automation
Custom message templates
Multi-action per trigger
GDPR-compliant data handling	GDPR

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Send automated confirmations, reminders & follow-ups directly via WhatsApp. 98% open rate — reach customers where they actually read messages.

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Dynamic Workflows

Automate your scheduling processes with powerful workflows. From reminders to follow-ups, let meetergo handle the repetitive tasks while you focus on what matters most - your meetings and clients.