Automation Use Case
Event Approval Reminder
Actions: Email client + SMS client
Event Confirmation & Follow-Up
Follow a manual added link
Get the Full Plan + Templates
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
🎥 Watch These First
Step-by-step video guidance to help you learn how this automation works and how to set it up in your PPM account.
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(Part 2 of 2)
⚠️ 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’). You need to manually activate automations for existing events.
🎯 Goal
Automatically follow up with clients who haven’t confirmed their booking yet, to help secure the booking, collect the deposit, or clean up your calendar.
👤 Who This Is For
- You’re waiting on confirmations or deposits
- You want fewer manual follow-ups
- You want a cleaner, more accurate calendar
✅ Why It Helps
- For You: Less ghosting, cleaner calendar, automated follow-ups
- For Clients: Timely, friendly reminders and next steps
- For Team: Clearer view of which events are truly confirmed
✅ What it includes
This sequence uses 5 automations triggered around the event’s Confirmation Deadline. Each automation includes email and/or SMS reminders, and some include internal alerts to keep you in the loop.
Automation Flow
Follow a manual added link
Get the Full Plan + Templates
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
