Automation Use Case
Party Invitations & Event Confirmation for Staff
Actions: Email client, staff
Pre-Event Engagement & Logistics Reminders
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.
π₯ 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.
(Part 1 of 2)
(Part 2 of 2)
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.
π― Goal
Keep your clients informed and your team prepared by automating reminders, updates, and last-minute logistics β so nothing falls through the cracks.
π€ Who This Is For
- You get last-minute questions from clients
- You want to reduce manual follow-ups
- You work with staff who need reminders and prep
Whether youβre solo or managing a team, this flow helps everything run smoother.
β Why It Helps
- For You: Fewer messages to chase down, more peace of mind
- For Clients: Clear updates that ease stress and build trust
- For Team: Timely reminders and better event readiness
β What it includes
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.
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.
