What kind of reminders does Cloze provide for meetings?
Cloze automatically prompts you with suggested actions or “Assists” (as we call them) that make reaching out to your contacts easy using a pre-defined email template.
Tap on any meeting or swipe to the right on your mobile device to send these email templates.
Below is a list of assists and their associated email templates for meetings:
Meetings:
- Reconfirm - this assist and template is available before any upcoming meeting on your Agenda. This assist will be displayed two business days before the meeting up to one hour before the meeting, unless you’ve interacted with the participants during the last day.
- I’m Late - use this template after your meeting has started, but when you are running late. This will display from one hour before the start of the meeting until it begins.
- You’re Late - use this assist and template after your meeting has started, but your attendee(s) is running late. This “Are you running late?” assist is available from the start of a meeting to halfway through the meeting.
- Follow-up - use this assist and template after your meeting to send a follow-up note. From halfway through the meeting and for two business days we keep a “Follow Up” assist in place.
Note that meeting assists only apply to meetings that: (1) have less than 5 participants and (2) have participants outside your own company.
In the example below, Cloze is displaying an assist to reconfirm an upcoming meeting.
Scroll down the Agenda and look for the Meetings to Reconfirm section.
Swipe to the right and you’ll see “Reconfirm” - this will trigger your reconfirm meeting email template.
Make any changes to the reconfirm meeting email template and then tap on Save.
