PAT BERRY — DIRECT-SALES
BOOKING WORKFLOW STARTER
Written build specification, not a live or importable automation.

TRIGGER: A confirmed booking event

1. Match the person and store booking ID and timezone.
2. Send the correct confirmation through one chosen system to avoid duplicates.
3. Schedule permitted reminders relative to the event time.
4. Create a preparation task with the stated purpose and relevant questions.
5. Reschedule: update tasks and cancel old reminders. Cancellation: cancel pending reminders and tasks.
6. Deduplicate by booking ID plus event version. Alert a person on failures.

CONFIGURE
Source system:
CRM and matching field:
Welcome sequence ID (where applicable):
Consent/suppression fields:
Owner and notification destination:
Due-time rule and timezone:
Unique event key:
Retry limit and manual fallback:

TEST BEFORE ENABLING
Use your own address. Test one normal event, the same event twice, missing data, withdrawn consent, a failed downstream action, and a cancellation or status change. Confirm exactly one contact, the intended emails, and the intended tasks. Keep a human owner for failures.
Keep customer and opportunity interests separate.