Automation Flows - Notify Users about Meetings Scheduled by Leads
You can notify your employee about scheduled meetings via WhatsApp, email and through the system itself. 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. For this, check the article below:
Go to Automation Flows through “Find Services”. Or just type the name, and the function appears.
To create, click “+ New”.
Configure and Create:
Enter a Name: Give a descriptive name for your flow.
Enter a description: detail of what will happen in the flow.
Configure a Segment: Choose one of your preference.
Category: Choose one of your preference. This is optional
Allow leads to restart the flow?: It depends on your strategy.
If set to “YES”, it will go through the flow more than once.
Click on “Open Builder”, to create the flow with your actions and conditions.
Building the Flow:
4. Save the Automation Flow:
After making the necessary creations and changes. Save your Flow and publish.
Published: By selecting "YES", the flow will start working immediately.
IMPORTANT:
Make sure your Public Calendar is configured to insert Leads into a segment. Additionally, it is possible to add a Tag to mark each Lead.
CONCLUSION:
Using the notification feature to inform the employee about their appointments is an effective strategy to ensure organization and punctuality. With reminders via WhatsApp, email and 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.
