Set Automate

Target Audience

• Small to Medium Businesses (SMBs): Companies that require efficient appointment management without the need for extensive human resources.
• Service Providers: Businesses in sectors like healthcare, consulting, and education that need to manage client appointments effectively.
• Call Centers: Organizations focused on customer service that can benefit from automated scheduling and follow-ups.
• Tech-Savvy Entrepreneurs: Individuals looking for automated solutions to streamline their operations and improve customer interactions.

Problem Solved

• Inefficiency in Scheduling: Manual appointment management can be time-consuming and prone to errors. This workflow automates the process, ensuring that appointments are scheduled accurately and efficiently.
• Limited Availability Handling: The workflow checks for available time slots, reducing the chances of overbooking or scheduling conflicts.
• Data Management: It logs all interactions and appointments in Airtable, providing a clear record for future reference and analysis.
• Enhanced Customer Experience: By automating responses and scheduling, customers receive immediate feedback and options, improving their overall experience.

Workflow Steps

1. Webhook Trigger: The workflow starts when a webhook is triggered by a request to check available slots or book an appointment.
2. Input Argument Handling: It collects necessary input arguments such as name, email, starttime, and endtime from the incoming request.
3. Availability Check: The workflow checks the Google Calendar for available time slots based on the provided starttime and endtime.
4. Response Formatting: If slots are available, it formats the response to provide the user with available options. If not, it informs the user that no slots are available.
5. Booking Process: Upon confirmation from the user, it books the appointment in Google Calendar and logs the details in Airtable.
6. Error Handling: If any required information is missing, it sends an appropriate error response back to the user, ensuring clear communication.