Automation Recipes

How Do I Create an Automation To Send an Email Reminder Before an Appointment?

This Time-based Automation allows you to email a Contact to remind them of an upcoming appointment.

Prior to creating the Automation, make sure you have an Email Template and have scheduled an appointment for your Contact by creating a Task with the assigned Type of "Appointment".


  1. Choose the "Time based" trigger type
  2. Select the "Task" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "Before" "Start Date"
  4. Select +Add Condition
    1. If Task Type is "Appointment"
  5. Check the radio for "Require all conditions to be true"
  6. Select +Add Action
  7. Choose the "Send Email" action
  8. Select the appropriate Email Template from the drop-down menu, add your recipients, and then Save
  9. Save the Automation when you are finished


Easily add an Action to any Automation to include a text message with Engage. Follow these instructions to create Engage Text Automations.