Workflows Overview

Workflows in meetergo let you automate communications around your meetings. Send reminders before appointments, follow-ups afterward, and keep everyone informed about changes—all without manual effort.

What Are Workflows?

A workflow is an automated action triggered by a booking event. Each workflow consists of:

Trigger: When the action happens (e.g., 1 hour before meeting)
Action: What gets sent (email, SMS, or WhatsApp)
Recipients: Who receives the message (attendees, hosts, or both)

Types of Triggers

Before Meeting Triggers

Send reminders before appointments start:

Trigger	Use Case
1 day before	Give attendees time to prepare
1 hour before	Final reminder to join
15 minutes before	Last-minute heads up
5 minutes before	"Starting soon" notification

After Meeting Triggers

Follow up after meetings:

Trigger	Use Case
After meeting starts	Thank you for joining
After meeting ends	Request feedback or share resources
1 day after	Survey or follow-up email

Booking Event Triggers

React to booking changes:

Trigger	Use Case
Booking confirmed	Welcome message with details
Booking rescheduled	Updated time confirmation
Booking cancelled	Cancellation acknowledgment

Communication Channels

Email

The default channel for most workflows:

No additional cost
Rich HTML formatting
Supports attachments and links
Custom email templates

SMS

Text message reminders for higher open rates:

Requires SMS credits (see SMS Credits)
160 character limit per message
Higher engagement than email
Best for time-sensitive reminders

Reach attendees on their preferred messaging app:

Requires WhatsApp integration via Superchat
Uses pre-approved message templates
Great for international audiences
Includes read receipts

Pre-Built Workflow Templates

meetergo includes ready-to-use templates:

One Hour Before

Sends a reminder email 60 minutes before the meeting with:

Meeting time and date
Video call link
Agenda or description

Final Reminder (5 Minutes)

A last-minute notification just before the meeting starts.

Follow-Up One Hour After

Reaches out after the meeting ends to:

Thank attendees for their time
Share next steps
Request feedback

One Day Before

Gives attendees advance notice with full meeting details.

One Day After Survey

Sends a feedback request the day after the meeting.

Creating a Custom Workflow

Navigate to Workflows in your dashboard
Click Create Workflow
Configure the trigger:
- Select trigger type (before/after meeting, booking event)
- Set timing (minutes, hours, or days)
Choose the action:
- Select channel (email, SMS, WhatsApp)
- Write your message content
Select recipients:
- All guests
- All hosts
- Everyone
Assign to meeting types:
- Apply to specific meeting types
- Or enable for all meetings
Save and activate

Dynamic Tags

Personalize your messages with dynamic tags that auto-fill with booking data:

Tag	Replaces With
`{!M.Guest.Fullname}`	Attendee's full name
`{!M.Guest.Firstname}`	Attendee's first name
`{!M.Host.Fullname}`	Host's full name
`{!M.Meeting.Start}`	Meeting start time
`{!M.Meeting.Duration}`	Meeting duration
`{!M.Meeting.Venue}`	Meeting link or location
`{!M.Brand.Name}`	Your company name

Example Message

Hi {!M.Guest.Firstname},

This is a reminder about your meeting with {!M.Host.Fullname}
at {!M.Meeting.Start}.

Join here: {!M.Meeting.Venue}

See you soon!
{!M.Brand.Name}