Automations overview

Discover how to automate meeting reminders and follow-ups with Automations. Learn to reduce no-shows, gather feedback, and improve the meeting experience easily, while managing customizable communications at key scheduling moments.

For example, you can use Automations to:

• Remind invitees and yourself of upcoming meetings
• Reconfirm event attendance
• Prompt for feedback after a meeting with a survey
• Thank invitees for their time
• Follow up to get your next meeting scheduled
• Send an email to a third party
• Send an email to a no-show invitee to reschedule

When your Automation can be triggered

An Automation can run at key moments in the scheduling process. Choose from these options when setting one up:

• New event is booked
• Before event starts
• Event starts
• Event is rescheduled
• Event ends
• Event is canceled
• No-show marked

Before you begin

• You will need admin or owner permissions to create and manage automations for a team. For more details, review our Automations for admins article.
• A Calendly user or team can create up to 50 automations across all event types.
• We recommend setting up your event types first. This makes it easier to apply an Automation to multiple event types at once.

Best practices

• Reduce no-shows by requesting invitees to confirm attendance using reconfirmation Automations.
• Mark invitees as no-shows to prevent sending follow-up Automations. You can also trigger a no-show reschedule Automation.
• Invitees marked as no-shows will only get no-show Automations. They won't get other post-meeting Automations—like thank-you emails, surveys, and follow-ups.
• For more tips on improving your Automations, check out our blog. We have posts on automating communications before and after meetings and reducing no-shows with meeting reminders.

Setting up Automations

Ready to set up Automations? These Help Center articles walk you through the steps.

Troubleshooting Automations