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CoachMaria
Community Member
January 26, 2024
Question

Are there any plans to create managed workflows?

  • January 26, 2024
  • 3 replies
  • 148 views

I have multiple team members and to preserve brand language and experience, I am now manually duplicating workflows for each new team member. When will we be able to have managed workflows just like we do managed events?

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3 replies

jillian
jillian
Community Member
January 26, 2024

Hi @CoachMaria,

It sounds like you might benefit from building out some pre-built standardized workflows for your team instead of having more customized workflows. There are a ton of variables you can leverage to make sure each workflow feels specific to the invitee and the host. You can learn more about pre-built workflows here and here.

A
Employee
amandatrenev
Employee
February 13, 2024

Hi @CoachMaria,

 

As Jillian mentioned, we have tons of standardized templates you can use for your Workflows. But we also have managed workflows as you’ve described coming on the Roadmap very soon. I’ve sent you a direct message with more information. Excited to talk to you more about your use case and this great idea!

 

-Amanda, Product Manger @ Calendly

    brutherford
    Employee
    brutherford
    Employee
    November 15, 2024

    HI ​@CoachMaria! I wanted to make sure you saw that Managed Workflows are now LIVE. 

    Managed Workflows are perfect for standardizing meeting communications across your team. They’re also easier to manage since a single Managed Workflow can be applied across multiple Managed Events — no need to duplicate and upkeep separate versions for each team member. 

    You can learn more in this article. Happy scheduling!

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