Automation Flows - Notify Users about Meetings Scheduled by Leads

You can notify your employee about scheduled meetings via WhatsApp, email, and the system itself. In this way, they will have access to the necessary information and avoid missing appointments or important details.

The first step is to create your Public Calendar in Sprinthub. To do so, check the article below:

Public Calendar

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows via “Find Services”. Or just type the name, and the feature appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give your flow a descriptive name.

• Enter a description: detail of what will happen in the flow.

• Set up a Segment: Choose one you prefer.

• Category: Choose one you prefer. This is optional

• Allow leads to restart the flow?: It depends on your strategy.

If left as “YES”, it will go through the flow more than once.

• Click on “Open Builder”, to create the flow with your actions and conditions.

  

1. Building the Flow:

4. Saving the Automation Flow:

After creating and making the necessary changes, save your Flow and publish it.

• Published: When selecting "YES", the flow will start working immediately.

IMPORTANT:

Make sure your Public Calendar is configured to add Leads to a segment. In addition, it is possible to add a Tag to mark each Lead.

CONCLUSION:

Using the notification function to alert the employee about their appointments is an effective strategy to ensure organization and punctuality. With reminders via WhatsApp, email, and the system, the employee has quick access to essential information, avoiding forgetfulness and improving productivity. This contributes to more efficient communication and a more aligned workflow within the company.