Prep task and client note 2 days before a booked call
A booked call prep automation covers the reminder timing, the internal prep step, and the client note that says what to have ready.
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A call gets booked, the calendar moves on, and then the prep somehow still lands in somebody’s head instead of a real workflow. The automation triggers 2 days before the booking start date, so the work shows up early enough to act on, not while the call is starting.
The first step creates a Prepare for the call task, so the internal checklist doesn’t get skipped. The second step sends Tell them what to have ready, which means the client gets the prompt while they can still pull links, documents, or questions together... before they show up empty-handed.
- Trigger timing The automation runs 2 days before the booking start date, so the reminder fires before the call prep window closes.
- Prepare for the call A task gets created for internal prep, which you can assign in tasks.
- Tell them what to have ready A client-facing message goes out with the list of things to bring or send ahead of the call.
To run the automation, a booking needs a start date and an email address on the booking. Every step stays inside Plutio, so there’s no third-party account to connect.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
Every step, in order
Plutio runs these 2 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: 2 days before Booking start date
- Prepare for the call
- Tell them what to have ready
What happens when you install it
- This automation is copied into your workspace with all 2 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Consultants, agencies, coaches, and service providers who book calls and want the prep and client reminder to happen automatically.
Questions about this automation template
How do you send a client reminder 2 days before a booked call?
A common way is an automation that triggers 2 days before the booking start date and sends a message to the email address on the booking. The same workflow can also create an internal prep task so the call doesn’t start cold.
Can an automation create a prep task before a call?
Yes, an automation can create a task as one of its steps. In this one, the task is Prepare for the call, so the internal prep gets captured as work, not a mental note.What details have to be on the booking for a reminder to send?
The booking needs a start date and an email address. Without those, the “2 days before” trigger and the outgoing message don’t have what they need to run.
Does a pre-call reminder automation need any third-party integrations?
No, every step in this automation runs inside Plutio. That means there’s no separate account to connect just to create the task and send the message.
What should a pre-call email tell the client to have ready?
A pre-call note usually lists the items that make the call productive, like links, background context, and questions that need answers. The Tell them what to have ready step is where you write that checklist in your own words.Why schedule call prep reminders two days before the call instead of the morning of?
Two days gives the client time to gather materials and gives you time to review what’s already in the booking. A morning-of reminder often lands too late for either side to do anything with it.
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