Workflows for board meetings

Automate and streamline board meetings with Cal.com workflows

Easily prepare, schedule, and manage board meetings, from agenda creation to follow-ups.

Workflow/Board meetings reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

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How Cal.com simplifies board meetings

A step-by-step look at organizing and running effective board meetings with Cal.com

01

Set up your board meeting

Create a new event, share your board meeting agenda template, and invite directors.

02

Send automated reminders

Ensure every participant receives timely reminders for virtual board meetings and preparations.

03

Manage agendas and follow-ups

Distribute materials, gather confirmations, and automate post-meeting tasks.

Why Cal.com for board meetings

The benefits of using Cal.com for seamless board meeting management

Meeting reminder

now

Hi, this is a reminder that your board meetings meeting with Alex is in 30 mins

…
01

Save time on preparation

Automate board meeting preparation checklist and reminders for every participant.

Bookings

Today

Tue, 13 May9:00am - 9:30amBoard meetings kickoff | Q2
Tue, 13 May10:30am - 11:00amBoard meetings team standup

This week

Tue, 14 May10:30am - 11:00amBoard meetings review
Tue, 14 May1:00pm - 1:30pmClient follow-up
02

Boost attendance and engagement

Send reminders, confirmations, and materials to all board members with no manual follow-up.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
03

Simplify virtual meetings

Manage virtual board meetings and distribute agendas in one place.
Email subjectAdd variable

Are you joining the board meetings session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

04

Integrate with your workflow

Connect Cal.com to your board meeting management software and collaboration tools.

Key features for board meetings

Features that help your board meetings run smoothly

Branded agenda templates

Share custom board meeting agenda templates and materials.

Automated reminders

Send personalized reminders based on your board meeting preparation checklist.

Flexible scheduling

Easily schedule one-time or recurring board meetings for your team.

Virtual meeting integrations

Seamlessly add virtual meeting links and distribute details.

Self-hosting and privacy

Host Cal.com on your infrastructure for compliance and control.

Powerful API

Integrate with your existing board meeting management software and tools.

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarChecks every calendar for conflicts and adds the booking.
  • Zoom VideoGives each booking its own meeting link.
  • SalesforceLogs the meeting on the contact and routes to the owner.
  • HubSpot CRMAdds bookings to contacts and deals.
  • SlackTells the team the moment a meeting is booked.
  • StripeTakes payment when the slot is booked.
  • FramerPuts your booking page on a Framer site.
  • ElevenLabsGives voice agents a realistic AI voice.
  • LinearSets your status to out of office from your calendar.
  • Meta PixelMeasures bookings from your Meta ad campaigns.
  • UmamiCounts visits to your booking page, privately.
  • WhatsAppMeets your guests on a WhatsApp chat or video call.

Frequently asked questions

These are some of our most frequently asked questions.

Ask a question

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyon Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds on X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh on X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballon Trustpilot
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson on X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denison Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianon Product Hunt
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggaron Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best on X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benon Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixiton Product Hunt
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeion Product Hunt

Trusted by fast-growing companies around the world

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