Send customer visit notifications from Google Calendar to Slack and Sheets Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

Customer Visit Notification This workflow monitors Google Calendar for events indicating that a customer will visit the company today or the next day, retrieves the required details, and sends reminder notifications to the relevant stakeholders. It also posts a company-wide announcement to ensure proper preparation and a professional reception for the customer. 📌Who is this for? Reception / Administration team Sales / Account owners in charge of customers Management / Related team leaders Security / IT / Logistics (for meeting room, equipment, and check-in preparation) 📌The problem Customer visit information is usually shared manually and can be easily missed. Related staff are not informed in time to prepare. This causes last-minute preparation for reception, meeting rooms, documents, and support. It affects the customer experience and the company’s professional image. 📌How it works When a customer meeting is scheduled, the system records the information (time, customer name, company, person in charge). The system automatically sends notifications to related groups based on timeline: Notify the whole office 1 hour before the visit. Notify related members 24 hours in advance. Notifications can be sent via Email / Slack / Internal chat. 📌Quick setup Required information: AlekSystem Version 2.4.6 Google Calendar OAuth2 API: Client ID, Client Secret Google Sheets OAuth2 API: Client ID, Client Secret Slack App: Bot User OAuth Token Google Sheets will be used to log all notified events. 📌Results Everyone is aware of the customer visit schedule. Teams can proactively prepare meeting rooms, documents, and manpower. Reduce mistakes and missed communication. Improve customer experience and company professionalism. 📌Take it further Customer check-in using QR code / Visitor form Send reminders to prepare documents Store visit history Monthly/quarterly reports for number of customer visits 📌Need help customizing? Contact me for consulting and support: Linkedin / Website

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