Meeting Reminder Automations

Meeting Reminder Automations in Levitate are designed to remind your contacts that you've booked through Levitate about their upcoming meeting. You can send steps based on the day of the meeting, and those steps can be anything from emails to text messages to handwritten cards. You can send out reminders about the meeting with your virtual meeting link or phone number, you can send materials for meeting prep, and even send follow-up messages after the meeting has taken place.

Just like with any other Automation, Meeting Reminder Automations can be automatically cancelled based on certain tag criteria, or if the invitee replies to an email or text message. If the invitee reschedules or cancels the meeting using the Reschedule Link in the meeting invite, the automation will also stop.

Check out the video below that walks you through creating a Meeting Reminder Automation and connecting it to a meeting type you've created using Levitate's Schedule a Meeting feature.

As a reminder, only Levitate users that are operating Outlook, Microsoft, Gmail, Exchange, or Redtail are able to have their calendars synched with Levitate for meeting booking. If you do not have one of these platforms, you will not be able to use Schedule a Meeting or utilize the Meeting Reminder Automations as they are triggered by meetings scheduled directly through Levitate.