Name: Automating Appointment Booking with Pipeline Workflows
Uploaded: 2025-07-14
Description: Automating Appointment Booking with Pipeline Workflows

Automating Appointment Booking with Pipeline Workflows

Introduction and Pipeline Setup

Workflow for Discovery Call Booking

Email Notifications and Reminders Setup

Live Test of Booking Automation

Verification of Pipeline Update and Conclusion

Christina demonstrates how she created a simple automation workflow for booking appointments using a pipeline with seven stages. She explains the triggers, actions, and notifications set up to manage appointment statuses, send confirmation and reminder emails, and update the pipeline stages accordingly. The video concludes with a live test of booking a consultation call, confirming the email receipt and pipeline update.