NEW for Workflows: Email updates to non-attendees
For a meeting to go off without a hitch, you may need to involve teammates or external stakeholders who won’t be in the meeting itself. These non-attendees often have an important role in making your meeting successful, from preparation to follow-up. For example: A teammate helps you create an agenda or presentation before a meeting An executive assistant works to get a meeting rescheduled or fill the time slot A contractor has post-meeting tasks like sending documents out to be signed Or, you might need to send a message to someone outside your organization to keep them informed on meeting updates. For example, a realtor selling a home needs to remind the homeowners of an upcoming showing so they tidy up and leave before the prospective buyers arrive. BeforeIn order to keep stakeholders in-the-know on your meetings, you had to manually forward an email or CC someone in. NowYou can use Workflows to automatically send meeting update emails to non-attendees so they have all of the context they need to get next steps going and support successful meetings! As always, Workflows are fully customizable so you can include instructions, details, and more in the body of the email so the recipient knows what’s needed. Set up a Workflow to send at the right time for your specific processes — these emails don’t need to be dependent on the emails you as a host receive! Get started fast with new Workflows templates, but you can also create a custom Workflow to send an email to someone else. Try the Reminder template Try the Follow-Up template Try the Cancellation Notification template Check out the help center article for step-by-step instructions. ⭐Pro Tip: Integrate your Gmail or Outlook with Workflows so emails send from, and reply to, your email address. This makes your email more recognizable and trusted in your invitees inbox! Learn more about Workflows: Calendly Workflows: Automate communications before and after every meeting How to reduce no-shows with Calendly meeting reminders How to turn a Reminder Basic Notification into a Reminder Workflow (and why you should!) | Community NEW for admins: Managed Workflows — standardize and scale your team’s full meeting experience | Community Workflows overview – Help Center