Outcome. A prospect who no-shows a booked meeting gets enrolled automatically in a short reconnect sequence instead of falling through the cracks while the rep decides what to do next.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-014
flowchart TD
A[Meeting outcome = No Show, not already enrolled elsewhere] --> B[Enroll in No-Show Reconnect sequence]
B --> C[Increase No-show count by 1]
C --> D{No-show count >= 2?}
D -->|Yes| E[Notify contact owner of repeat no-show]
D -->|No| F[End]
When to use it, when not to
- UseUse it when your reps consistently mark meeting outcomes, so the trigger actually has something to react to.
- UseUse it as a lightweight first response; a genuinely high-value no-show may still deserve a personal call instead of a sequence, see Variants.
- SkipDo not use it if meeting outcomes are rarely marked in your portal; without that habit, this workflow will simply never fire. Fix the outcome-tagging habit first, or this fiche is unbuildable in practice.
- SkipDo not use it for internal or recurring team meetings that happen to use the same meeting engagement type; scope the trigger to external prospect meetings only.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.5 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
