# Workflows

> Source: https://linktime.io/docs/automation/workflows

## Overview

LinkTime Workflows let you automate repetitive tasks around your bookings. When something happens (like a booking is created), workflows run actions automatically — sending emails, Slack messages, SMS, or calling webhooks. No coding required.

## How Workflows Work

Every workflow has two parts:

1. **Trigger** — the event that starts the workflow
2. **Actions** — what happens next (up to 5 per workflow)

Think of it as: "When X happens, do Y, then Z."

## Triggers

| Trigger | Description |
|---------|-------------|
| Booking Created | Fires when someone books a meeting |
| Booking Cancelled | Fires when a booking is cancelled |
| Booking Rescheduled | Fires when a meeting is rescheduled |
| Payment Received | Fires when a paid booking payment completes |
| Before Meeting | Fires a configurable time before the meeting (15 min, 1 hour, etc.) |
| After Meeting | Fires after the meeting ends |

## Actions

| Action | Description |
|--------|-------------|
| Send Email | Send a custom email to the booker, host, or any address |
| Send SMS | Send a text message (requires Twilio) |
| Send Slack Message | Post to a Slack channel |
| Call Webhook | Send an HTTP POST to any URL with booking data |
| AI Voice Call | Trigger an outbound call via your AI voice agent |

## Creating a Workflow

1. Go to Dashboard → Workflows
2. Click "Create Workflow" or start from a template
3. Choose a trigger
4. Add one or more actions (up to 5)
5. Test it, then enable

## Templates

LinkTime includes 6 ready-to-use templates:

- **Thank You Email** — sends a thank-you after booking
- **Meeting Reminder** — SMS reminder before the meeting
- **Team Notification** — Slack message when a booking is created
- **Payment Confirmation** — email after payment received
- **Cancellation Follow-up** — email when someone cancels
- **Post-Meeting Survey** — email after the meeting ends

## Plan Limits

| Feature | Free | Pro | Business |
|---------|------|-----|----------|
| Active workflows | 3 | 10 | Unlimited |
| Actions per workflow | 5 | 5 | 5 |
| SMS actions | No | Yes | Yes |
| AI Voice Call action | No | No | Yes |
| Webhook actions | Yes | Yes | Yes |

## Common Examples

1. **Slack notification on booking** — Trigger: Booking Created → Action: Send Slack Message
2. **SMS reminder 1 hour before** — Trigger: Before Meeting (1 hour) → Action: Send SMS
3. **Post-meeting survey** — Trigger: After Meeting → Action: Send Email
4. **CRM webhook** — Trigger: Booking Created → Action: Call Webhook

## Webhook Payload

When using the "Call Webhook" action, LinkTime sends a JSON POST with booking data. See the [Webhooks API documentation](https://linktime.io/docs/developers/webhooks) for payload format details.

## Troubleshooting

- **Workflow didn't fire**: Check that the workflow is enabled (green toggle) and the trigger matches the event.
- **SMS action failed**: Verify Twilio is connected in Integrations. Check SMS credits.
- **Webhook not receiving data**: Confirm the URL is correct and publicly accessible. Check webhook logs in Settings.