Event & Continuing Education AutomationPurpose
1.2. Automate changes and cancellations, handle last-minute replacements, track RSVPs, and automate escalation when speakers do not respond.
1.3. Automatedly synchronize event calendar changes and automate documentation sent to speakers (e.g., agenda, digital contracts, compliance documentation).
1.4. Automate workflows to reduce errors, prevent double-booking, and accelerate follow-up communications among all stakeholders.
Trigger Conditions
2.2. Event agenda is modified or a timeslot is rescheduled.
2.3. Cancellation or change of assigned presenter.
2.4. Time-triggered actions (e.g., reminders 7 days, 2 days, and 1 hour before event).
2.5. RSVP or message status changes, automating escalation if unconfirmed.
Platform Variants
• Feature/Setting: SMS API — configure automated SMS alerts using programmable SMS; set webhook for event scheduler triggers.
3.2. SendGrid
• Feature/Setting: Email API — automate sending personalized event notifications and reminders; configure dynamic templates.
3.3. Microsoft Teams
• Feature/Setting: Graph API; automate creation of meeting invites and in-channel @mentions for speakers.
3.4. Google Calendar
• Feature/Setting: Calendar API — automate inserting, updating, and deleting event entries for presenters.
3.5. Slack
• Feature/Setting: Chat PostMessage API — automate DM/app notification to relevant presenters.
3.6. Outlook (Microsoft 365)
• Feature/Setting: Outlook Calendar API; automate scheduling and update event invitations for speakers.
3.7. Zoom
• Feature/Setting: Meetings API — automate meeting schedule creation and auto-invite speakers as panelists.
3.8. Webex
• Feature/Setting: Meetings API; automate notifications and agenda distribution to registered speakers.
3.9. Salesforce
• Feature/Setting: Process Builder & Notifications — automate speaker contact lookup and scheduled reminders.
3.10. HubSpot
• Feature/Setting: Workflow Automation — automate event sequence and automatedly email sequences.
3.11. Google Sheets
• Feature/Setting: Apps Script — automate real-time update and notification triggers on sheet changes.
3.12. Airtable
• Feature/Setting: Automations — automate trigger-based notifications for scheduling changes.
3.13. Zoho CRM
• Feature/Setting: Workflow Rules — automate alerts to speakers from database entries.
3.14. Mailchimp
• Feature/Setting: Transactional Email API; automate personalized reminders and confirmation requests.
3.15. Calendly
• Feature/Setting: Webhooks — automate follow-ups and tailored event rescheduling links for unavailable presenters.
3.16. Asana
• Feature/Setting: Rules Automation — automate assigning scheduling tasks and reminders to coordinators.
3.17. Trello
• Feature/Setting: Butler Automation — automate notification card creation when events update.
3.18. Monday.com
• Feature/Setting: Automations — automate creation of speaker assignment tasks and due-date reminders.
3.19. Notion
• Feature/Setting: API — automate updating presenter pages and push notifications for updates.
3.20. DocuSign
• Feature/Setting: Envelope API; automate dispatch and reminder of compliance/sign-off documents for presenters.
3.21. Eventbrite
• Feature/Setting: API webhooks — automate event change notifications and ticketing confirmations for speakers.
Benefits
4.2. Accelerates notification speed, automating compliance and audit logs for event changes.
4.3. Automatedly ensures no speaker is missed and escalation is triggered for unconfirmed participants.
4.4. Automating documentation and scheduling minimizes double-booking and oversight.
4.5. Supports seamless coordination among organizers, automates transparent communication, and boosts stakeholder satisfaction.