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Scheduling emails: meeting confirmation and reminder

Scheduling emails: meeting confirmation and reminder

Scheduling emails: meeting confirmation and reminder

When a meeting is booked through Knock AI, branded scheduling emails are automatically sent to everyone involved. They confirm the booking, help participants come prepared, and send a timely reminder right before the meeting starts.

What scheduling emails are

Scheduling emails are automated emails Knock AI sends around a booked meeting. There are two emails:

  1. Meeting confirmation - sent to the lead as soon as the meeting is booked, and to added members once they are addedץ
  2. Meeting reminder - sent 10 minutes before the meeting starts.

What it helps with: Knock AI scheduling emails keep booked meetings on track - they prep everyone before the call, cut no-shows, and keep the prospect engaged right up to the meeting.

  • Familiar faces before the call - the "who you're meeting with" section shows each attendee's photo, title, and LinkedIn, so prospects recognize your team from the first hello.
  • Momentum between booking and call - one tap opens a direct chat with the host, and any colleague added to the meeting gets their own prepped invite.
  • Fewer no-shows - a reminder 10 minutes before the call, with a one-tap join link and a "running 5 late" ping to the rep, keeps meetings from slipping.

Meeting confirmation email

The meeting confirmation email is sent immediately when a meeting is booked.

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What the lead's confirmation includes

The lead receives the full confirmation email, which contains:

  • Who they are meeting with - Participants are listed with their photo, full name, title and LinkedIn profile link when enriched.
  • Chat summary - If the lead had a prior chat with your team, the email shows the main topics discussed, summarized automatically.
  • Questions worth asking - Knock AI suggests questions the lead may want to raise, based on the meeting type, the prior chat, and information about the company and the prospect.
  • Actions the lead can take:
    • Chat with host - opens a direct conversation with the host. If a conversation already exists, it opens that conversation. If not, it starts a new direct message with the host.
    • Reschedule the meeting.
    • Cancel the meeting.
  • Social links - generated from your marketing card

Meeting reminder email

The meeting reminder email is sent 10 minutes before the meeting starts.

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What the reminder includes

  • Join link to the video meeting (for example, Zoom or Google Meet).
  • Suggested questions - generated from the confirmation email
  • Who is joining - the full, current list of all attendees, which may include people added after the confirmation email was sent.
  • Actions the recipient can take:
    • Join the meeting.
    • Reschedule the meeting.
    • Running 5 minutes late - opens a chat with the rep and sends a short message letting them know the recipient will be a few minutes late. If a conversation already exists, it opens that conversation; if not, it starts a new direct message.
  • Social links - generated from your marketing card