Schedule Trigger Automate
Used in Schedule Trigger, this automated workflow checks Google Calendar for past meetings, identifies leads needing follow-up, and suggests available slots for future calls. It sends reminders via Gmail and waits for user approval before booking, ensuring no leads are overlooked while maintaining user control.
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Workflow Overview
Used in Schedule Trigger, this automated workflow checks Google Calendar for past meetings, identifies leads needing follow-up, and suggests available slots for future calls. It sends reminders via Gmail and waits for user approval before booking, ensuring no leads are overlooked while maintaining user control.
This workflow is ideal for:
- Sales Teams looking to automate follow-ups with leads after meetings.
- Marketing Professionals who want to ensure timely communication with prospects.
- Busy Professionals who need to manage their calendar efficiently and avoid missing important follow-ups.
- Small Business Owners who want to streamline their scheduling processes and maintain engagement with clients.
This workflow addresses the challenge of follow-up management after meetings. It automates the process of checking for past meetings, determining if follow-up communication has occurred, and suggesting available slots for the next meeting. This helps in avoiding lost opportunities and ensures timely engagement with leads, ultimately improving conversion rates.
- Scheduled Trigger: The workflow starts automatically every day at 6 AM, pulling in past events from the Google Calendar that occurred 2 to 4 days ago.
- Get Past Events: It retrieves all relevant past meetings to identify leads that may need follow-ups.
- Loop Over Items: The workflow processes each meeting, checking for attendees who haven't received any follow-up communication since the meeting.
- Flag to Follow Up: For attendees without follow-ups, the workflow flags them for potential re-engagement.
- Get Emails Since: It queries the Gmail account for any messages sent or received from the attendees since the meeting ended.
- Only Follow Ups: Filters the flagged leads to focus on those needing follow-ups.
- Meeting Availability Agent: An AI agent analyzes past meeting details to suggest similar available time slots for the next meeting.
- Generate Message: A message is created to notify the user about the follow-up and available time slots.
- Send for Human Approval: The message is sent to the user for approval, allowing them to confirm or decline the booking.
- Meeting Booking Agent: If the user approves, another AI agent books the meeting in the calendar automatically.
- Mark as Seen: Ensures that the same meetings are not processed again in future executions, maintaining workflow efficiency.