🧠
Knowledge Base
  • 👋Welcome
  • 🎉Feature Updates
    • Our Newest Chapter
  • Leave Feedback
  • Contact Support
  • Getting Started
    • 💡What's Smarty?
      • Smarty is your AI sidekick
      • Setting up Smarty
      • Personalized Onboarding
      • Your First Hour with Smarty
      • AI Auto-Scheduling Explained
      • Maximizing Your Smarty Trial
  • Product Guide
    • ⚙️Defaults & Settings
    • 🔍Multiple Views & Filter
      • List View
      • Column Kanban
      • Calendar
      • Filter
      • Side Panel
    • 🗣️Commands & Shortcuts
      • Command Line
        • / command
        • @ command
      • Command Menu
      • Flash Keyboard Shortcuts
      • ⚒️Examples (coming soon)
    • ➕Create
    • ✅Tasks
      • Mastering Task Management
      • Brain Dumping
      • Task Types & Ordering
      • Time Blocking & Planning
      • Auto-Scheduling Tasks
      • Recurring Tasks
    • 🗓️Calendar
      • Multiple Timezones
      • Multiple Calendars & Accounts
      • Meet with External Calendars
    • 🤝Scheduling
      • Create Slots & Dragging Times
      • Personal Links
      • Mutual Availability
      • Cancel & Reschedule
      • Automated Follow Ups
    • 📂Projects
    • 👥Contacts
      • Contact Groups
    • 🗒️Notes
    • ✉️Email
    • 🤖Workflows & Automations
      • Trackable Links
      • Scheduling Link Follow Ups
    • 🌐Multiple Accounts
  • Integrations
    • 🔌Current Integrations
      • Google Calendar
      • Google Contacts
      • Gmail
    • Zoom (almost here)
    • Smarty API (coming soon)
    • Other Exciting Integrations (coming soon)
      • Slack
      • Asana
      • Notion
      • Trello
      • Todoist
      • Jira
      • Linear
      • Github
      • Outlook
      • Microsoft Teams
  • Roadmap & Use Cases
    • 🗺️Roadmap & Upcoming
      • Your Stats
        • Calendar & Meetings
      • Importing Emails as Tasks
      • Email Keyboard Shortcuts
      • Email Read Receipts
      • Scheduling with Contact Groups
      • Group Polls
      • Focus Mode
      • Integrations
      • 📰Personal Homepage
      • Event Templates
      • Workflows: Reminders
      • CRM Enhancements
      • Super-powered Notes
      • Snooze
      • Smarty API
      • 📖Use Cases
        • Entrepreneurs
        • Executive Assistants
        • Freelancers
        • Students
  • Everything Else
    • FAQs
    • Pricing Manifesto
    • Understanding Permissions
    • Branding / Media Kit
Powered by GitBook
On this page

Was this helpful?

  1. Product Guide
  2. Workflows & Automations

Scheduling Link Follow Ups

Streamline Your Scheduling with Smarty Workflows 🔄

Work smarter, not harder. With Smarty, optimize your scheduling process and automate routine tasks that come with managing events and bookings. Say goodbye to juggling between apps or manually transferring data – Smarty Workflows has you covered.

🚀 Initiating Your Workflow:

Determine the scenarios when you want to set specific actions into motion. With Smarty, actions are triggered based on your chosen conditions. Here's what you can define:

  • A new event is scheduled.

  • Just before an event starts.

  • As an event kicks off.

  • Once the event concludes.

  • When an event is called off.

Should you opt for time-related conditions, you can specify the exact hours or days relative to the event time to activate the workflow.

📝 Craft Personalized Messages:

Harness the power of Smarty templates to compose your emails or text messages. Seamlessly integrate specific event or invitee details using our dynamic variables.

🌐 Multiple Workflows, Multiple Use Cases:

With Smarty, you can craft up to 50 distinct workflows spanning all event types. Whether it's a gentle reminder, a reconfirmation, or a post-event follow-up, Smarty lets you automate communication for each phase. Simply create an individual workflow for each communication stage and apply them to the events of your choice.

Every workflow you create is neatly catalogued for you, providing a bird's eye view of your automation setup.

📌 View Workflows Per Event Type:

For each event category, there's a designated section where you can peruse the associated workflows, eliminating the need for unnecessary navigation.

With Smarty Workflows, let automation handle the minutiae, so you can focus on what truly matters.

PreviousTrackable LinksNextMultiple Accounts

Last updated 1 year ago

Was this helpful?

🤖