Purpose
1.2. Enable instant outreach, monitor responses, update event calendars, and manage automated reminders, confirmations, and documentation.
1.3. Standardize communications and automate follow-ups for consistency, professional engagement, and reduced human error.
Trigger Conditions
2.2. Availability detected for open speaker slots.
2.3. Manual request for guest speaker engagement received via form, email, or CRM entry.
2.4. Periodic event scheduling cycles (e.g., monthly or quarterly triggers).
2.5. API webhook received from event management portal.
Platform variants
• Feature/Setting: Calendar Event Creation API — automate scheduling and invitation dispatch by setting up event creation triggers.
3.2. Outlook 365
• Feature/Setting: Graph API Calendar endpoint — automate event invites and track RSVPs.
3.3. Zoom
• Feature/Setting: Meetings API —automates scheduling speaker sessions and sending joining credentials.
3.4. Microsoft Teams
• Feature/Setting: Graph API onlineMeeting — automate meeting creation and speaker invitations.
3.5. Slack
• Feature/Setting: Workflow Builder/Scheduled Messages — automate speaker confirmations/reminders via direct messages.
3.6. Twilio
• Feature/Setting: Programmable SMS API — automate SMS invitations and confirmations for non-email users.
3.7. SendGrid
• Feature/Setting: Transactional Email API — automate batch invitation and confirmation emails.
3.8. Salesforce
• Feature/Setting: Flow automation — automate update of CRM contacts and track communication status.
3.9. HubSpot
• Feature/Setting: Workflow Automation — automates speaker outreach and confirmation tracking.
3.10. Airtable
• Feature/Setting: Automation Scripts and Webhooks — automate data capture and progress tracking.
3.11. Calendly
• Feature/Setting: Webhooks & Scheduling API — automate calendar slot booking and confirmations.
3.12. Docusign
• Feature/Setting: Envelope API — automate sending and receiving of speaker agreement documents.
3.13. Typeform
• Feature/Setting: Webhooks/API — automate capturing speaker proposals and interest forms.
3.14. Mailchimp
• Feature/Setting: Automated Campaigns — automate reminder and update campaigns for speakers.
3.15. Google Sheets
• Feature/Setting: Apps Script/Sheets API — automate roster updates and status reporting.
3.16. Trello
• Feature/Setting: Butler Automation — automate card movements to reflect booking status.
3.17. ZoomInfo
• Feature/Setting: API Integration — automate lookup and engagement of potential speakers.
3.18. Monday.com
• Feature/Setting: Automations and Integrations — automate workflow management and timeline tracking.
3.19. DocuWare
• Feature/Setting: Forms and Workflow Designer — automate document flow and confirmation archiving.
3.20. Zapier
• Feature/Setting: Scheduled/Instant Zaps — automate multi-app workflows for speaker scheduling, notifications, and confirmations.
3.21. Eventbrite
• Feature/Setting: Event Management API — automate registration and speaker ticket confirmations.
3.22. Notion
• Feature/Setting: Notion API + Automations — automate speaker list updates and event tracking.
Benefits
4.2. Automated reminders and confirmations minimize no-shows and miscommunications.
4.3. Automation ensures records are consistently updated across apps.
4.4. Automates repetitive communications, freeing up staff for higher-value outreach.
4.5. Automator workflows provide scalable and repeatable speaker engagement, data capture, and documentation processes for growing associations.