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Automate pre-event information packages

Purpose

1.1. Automate the creation and delivery of information packets to Aikido seminar attendees, including event schedules, instructor bios, venue details, registration confirmations, and preparatory instructions.
1.2. Ensure all participants receive accurate, timely, and tailored details based on their registration status and preferences.
1.3. Reduce manual effort, standardize communication quality, and improve participant preparedness for events.

Trigger Conditions

2.1. Successful registration/payment confirmation for an event or seminar.
2.2. Time-based trigger, e.g., 3 days before the event start date.
2.3. Manual initiation by admin from the registration dashboard.
2.4. Update of a participant’s contact details or registration status.

Platform Variants


1. Gmail API

• Feature/Setting: Use `users.messages.send` to auto-email PDF packets; configure OAuth scopes for event-related addresses.

2. Microsoft Outlook Graph API

• Feature/Setting: Use `/me/sendMail` to distribute personalized attachments from organizer accounts.

3. Twilio SMS

• Feature/Setting: Use `Messages` endpoint to send SMS with download links; configure event-based triggers.

4. SendGrid

• Feature/Setting: Use `Mail Send` API to dispatch dynamic templated emails with event attachments.

5. Dropbox API

• Feature/Setting: Use `files/sharing/create_shared_link` to distribute secure download links for info packets.

6. Google Drive API

• Feature/Setting: Use `files.create` and `permissions.create` to share packets and control access based on roles.

7. Slack API

• Feature/Setting: Use `chat.postMessage` with direct messaging to participants; option to attach event files.

8. WhatsApp Business API

• Feature/Setting: Use `messages` endpoint to send file links or documents to attendees.

9. DocuSign API

• Feature/Setting: Use `Envelopes:create` to send release forms or permissions as required part of information packet.

10. Salesforce Marketing Cloud

• Feature/Setting: Use `Transactional Messaging API` to automate tailored communication by registration status.

11. HubSpot Workflow Automation

• Feature/Setting: Use `Workflows` to trigger packet delivery based on contact property/email event.

12. Mailchimp API

• Feature/Setting: Use `Automation` triggers for sending event campaigns upon sign-up.

13. Eventbrite API

• Feature/Setting: Use `Event Attendees: List` to pull registrant info and trigger emails via `POST /orders`.

14. Zoom API

• Feature/Setting: Use `webinars/{webinarId}/registrants` to send info to virtual event registrants.

15. ActiveCampaign API

• Feature/Setting: Use `POST /api/3/contactAutomations` to initiate custom email sequence for event attendees.

16. Calendly API

• Feature/Setting: Use `Invitee Created` webhook to trigger info packet delivery on seminar booking.

17. Trello API

• Feature/Setting: Use `Cards` automation to create checklists or packets for seminar planning.

18. PandaDoc API

• Feature/Setting: Use `POST /documents` to generate, fill and send pre-event documents.

19. OneDrive API

• Feature/Setting: Use `driveItem:createLink` for secure sharing of info packets.

20. Airtable Automations

• Feature/Setting: Use `Run a script` and `Send email` action to pull attendee data and deliver packets.

21. Zapier Webhooks

• Feature/Setting: Use `Catch Hook` to aggregate data and push multi-platform packet delivery workflows.

Benefits

4.1. Reduces manual intervention—ensures consistency and saves staff time.
4.2. Improves attendee experience—timely, personalized, and accurate packets.
4.3. Ensures regulatory and communication compliance.
4.4. Enables tracking—know who has received and opened essential materials.
4.5. Easily scales with growing event volume.

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