Meeting Confirmation + Agenda
An example workflow to confirm a meeting and preview the agenda
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Confirm an upcoming meeting and provide the agenda and preparation details.
- Demo confirmation
- Discovery call scheduling
- Client meeting prep
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Confirming our meeting for meeting_date
Hi recipient_first_name,
Looking forward to our meeting on meeting_date at meeting_time.
Agenda:
agenda_items
Let me know if you'd like to add anything. Looking forward to the conversation!
Best,
me::first_name
Workflow context
When to use this workflow
Use this workflow before a meeting when the client or prospect needs the meeting date, time, and agenda preview.
What this replaces
This replaces short manual meeting reminders, inconsistent agenda formatting, and repeated typing of date, time, and discussion topics.
Why teams standardize this email
A clear agenda improves meeting quality. A reusable workflow helps teams prepare clients consistently while leaving room to add meeting-specific notes.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the meeting confirmation and agenda email in Outlook
- Prompts for recipient name, meeting date, meeting time, agenda items, and sender name
- Adds a meeting date-specific subject line
- Supports selectable agenda items with custom additions
- Keeps the message editable before sending
FAQ
Does Toggles create the calendar invite?
No. Toggles prepares the Outlook email. Calendar scheduling remains in your existing calendar process.
Can agenda items be customized?
Yes. The workflow includes selectable agenda items and supports custom additions.
Can this be used for sales or implementation meetings?
Yes. It works well anywhere a team wants consistent meeting prep emails.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Customer Success
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Operations
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.