Automation Use Case
Party Invitations & Event Confirmation for Staff
Actions: Email client, staff
Automation Use Case
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
Step-by-step video guidance to help you learn how this automation works and how to set it up in your PPM account.
β οΈ IMPORTANT: New Autopilot Automations will not be automatically activated for existing events already in your PPM schedule (even if you set it to ‘auto-activate’).Β You need to manually activate automations for existing events.
Keep your clients informed and your team prepared by automating reminders, updates, and last-minute logistics β so nothing falls through the cracks.
Whether youβre solo or managing a team, this flow helps everything run smoother.
This sequence includes 4 automations triggered after booking confirmation, leading up to the day before the event β sending prep info to clients, reminders to staff, and internal alerts to you. All hands-off.
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.