1.Monitors calendar event start
Integrate Microsoft Outlook and calendar scheduling to map event start time and meeting details to generate the SMS message.
Send 45 minute SMS reminders to advisory clients
Automatically monitor calendar event starts across Microsoft Outlook and advisory clients. Send SMS when calendar event starts, join notes populate, or meeting codes change—so you can find meeting records, format phone details, and deliver timely reminders without manual follow-up.
How this automation protects on time advisory attendance
When calendar event starts, last minute coordination can cause missed attendance. This automation finds meeting records and sends scheduled SMS reminders—so your team can keep advisors and clients aligned without extra manual follow-up.
Microsoft Outlookor swap with your favorite app
2.Finds matching meeting record
Integrate Zapier Tables and meeting logs to search by meeting reference or UUID and return phone, join details, and send flags.
Zapier Tablesor swap with your favorite app
3.Extracts and standardizes contact info
Integrate Formatter by Zapier and data formatting tools to extract phone and meeting code, then format phone into E.164 for delivery.
Formatter by Zapieror swap with your favorite app
4.Sends the 45 minute SMS
Integrate RingCentral and messaging delivery tools to send your chosen text to the formatted phone only when the record qualifies.
RingCentralor swap with your favorite app
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Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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