Tutorials
Tutorial: scheduled appointment reminder
Use a Scheduled workflow, Google Calendar availability/listing, conditions, and an approved WhatsApp template.
Automation buildersOperations teamsIntermediateAvailable
What this guide covers
- This pattern starts on a supported cadence, reads calendar information, checks results, and sends a compliant reminder.
- Prerequisites: Google Calendar connection, connected Sender, approved reminder template, and a reliable mapping from event data to recipient phone numbers.
- Result: Eligible controlled events produce the approved reminder; missing-recipient events are skipped safely.
- Limit: Yanola does not expose a dedicated appointments database or automatic event-to-contact mapping; the calendar data must contain or map to a valid recipient.
What this is and when to use it
This pattern starts on a supported cadence, reads calendar information, checks results, and sends a compliant reminder.
| Use it when | Expected outcome |
|---|---|
Appointments exist in a connected Google Calendar and a scheduled check can identify reminder candidates. | Eligible controlled events produce the approved reminder; missing-recipient events are skipped safely. |
Before you begin
- Google Calendar connection, connected Sender, approved reminder template, and a reliable mapping from event data to recipient phone numbers.
Prerequisites
Google Calendar connection, connected Sender, approved reminder template, and a reliable mapping from event data to recipient phone numbers.
Complete the task
- Connect Google Calendar.
- Create a workflow with a daily Scheduled trigger and explicit timezone.
- Use App Action → Google Calendar → List events for the intended window.
- Use a Function or supported mapping only if needed to transform returned event data.
- Add a Condition to skip events without a valid recipient.
- Send the approved template with explicit Sender/recipient mapping.
- Test with controlled calendar data and activate.
Confirm it worked
- Eligible controlled events produce the approved reminder; missing-recipient events are skipped safely.
Common problems
| Symptom | What to check |
|---|---|
Calendar event lacks a phone number | Add a reliable field or external mapping; do not guess the recipient. |
Template cannot be selected | Sync it for the Sender that owns it. |
Current limitations
Yanola does not expose a dedicated appointments database or automatic event-to-contact mapping; the calendar data must contain or map to a valid recipient.
Product boundary
Yanola does not expose a dedicated appointments database or automatic event-to-contact mapping; the calendar data must contain or map to a valid recipient.
Where to go next
Related documentation
Google CalendarCreate an event, list upcoming events, or check availability.Run a workflow on a scheduleConfigure a Scheduled trigger for once, daily, weekly, or monthly workflow starts.Send TemplateSend a WhatsApp approved message template. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Send Template workflow node.