Event & Workshop Management AutomationsPurpose
1.2. Automate reminders, contract dispatching, document collection, bio/photo requests, schedules, and itinerary updates.
1.3. Automates feedback collection and post-event appreciation in sequence.
1.4. Automate multi-channel correspondence (email, SMS, calendar, chat).
1.5. Automates storage and retrieval of all documentation, files, and agreements.
Trigger Conditions
2.2. Receipt or update of a contact form for participation or guest requests.
2.3. Reaching a pre-set date (e.g. reminder 7 days before event).
2.4. Status changes in bookings, confirmations, or document submission.
Platform Variants
3.1. Gmail
• Feature/Setting: Gmail API; automate draft, send, and scheduled emails based on event timeline triggers.
3.2. Outlook/Office 365
• Feature/Setting: Microsoft Graph API; automate email sequences, attachments, and template responses.
3.3. Mailgun
• Feature/Setting: Email API with event webhooks; automate mass customized invitations or confirmations.
3.4. SendGrid
• Feature/Setting: Email API; automate batch personalized event reminders and contract emails.
3.5. Twilio SMS
• Feature/Setting: Programmable Messaging API; automate mobile confirmations, reminders, and last-minute changes.
3.6. Slack
• Feature/Setting: Incoming Webhooks and Bot API; automate posting updates and pings for coordinator actions.
3.7. Microsoft Teams
• Feature/Setting: Bot Framework; automate alerting of speaker/performer status directly in team channels.
3.8. WhatsApp Business API
• Feature/Setting: Template messaging; automate count-down reminders or onboarding sequences via WhatsApp.
3.9. Google Calendar
• Feature/Setting: Calendar API; automate sending/receiving invites, syncing itinerary, and reminders.
3.10. Calendly
• Feature/Setting: Webhooks/API; automate schedule confirmation workflow for performer slots.
3.11. Docusign
• Feature/Setting: eSignature Request via REST API; automate sending contracts and document completion reminders.
3.12. HelloSign
• Feature/Setting: Signature request API; automate performer agreement dispatch and monitoring.
3.13. Dropbox
• Feature/Setting: File Request API; automate collection of bios, images, music, permission slips.
3.14. Google Drive
• Feature/Setting: Drive API; automate creation of folders and upload links for each performer.
3.15. Salesforce
• Feature/Setting: Email/Task Automation; automate event logging, contact tasks, and nurturing tracks.
3.16. HubSpot
• Feature/Setting: Workflow Automation; automate pipeline stages for each performer’s participation.
3.17. Airtable
• Feature/Setting: Automations; automate status changes, record updates, and trigger comms per event status.
3.18. Monday.com
• Feature/Setting: Automations + Integrations; automate tracking, notification, and comms tasks.
3.19. Zoho CRM
• Feature/Setting: Workflow rules/API; automate follow-ups, confirmation requests, and feedback surveys.
3.20. Typeform
• Feature/Setting: Webhooks/API; automate feedback/form processing and performer information collection.
3.21. Asana
• Feature/Setting: Webhooks/API; automate task assignment and notification for team after performer confirmation.
3.22. Trello
• Feature/Setting: Automation Butler; automate card creation, due dates, and status-linked messaging.
3.23. Zapier
• Feature/Setting: Multi-app workflows; automate coordination of cross-platform event communications.
3.24. Notion
• Feature/Setting: API integration; automate performer profile creation and event timeline updates.
Benefits
4.2. Automatedly guarantees timely communication, document submissions, and confirmations.
4.3. Automate centralization of performer and speaker logistics, data, and status.
4.4. Automatedly minimizes errors and lag in confirmation and follow-up steps.
4.5. Automating workflows leads to higher satisfaction among guest speakers/performers and organizers.