What Can You Do With This Automation?
Send reminder email 24 hours before appointment
Send SMS reminder 2 hours before meeting
Include meeting link and any prep instructions
Allow easy rescheduling if needed
Track reminder delivery and open rates
Automation Flow
Trigger: Schedule Daily (check for tomorrow's appointments)
Actions:
- Find all appointments for tomorrow
- Loop through each appointment
- Send reminder email with meeting details
- Send SMS reminder via Twilio
- Update reminder status in tracking sheet
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click โAdd automation โก choose this template
Connect Gmail and Twilio
Configure reminder timing and messages
Enable the toggle to activate
