Planning Milestone Update Bot for Event Planners
As the event date approaches, the bot sends a planning checklist update automatically — "view checklist," "book meeting," or "skip" each lead somewhere genuinely different, so the event planner only gets involved when a client actually wants to discuss details.
Build it as a Manual Bot
A TemplateTrigger fires automatically at set countdown milestones before the event date, then a three-way Quick Reply split routes clients into a checklist send, a planning-meeting booking, or a soft skip — all three reconverge at tagging and a closing message.
START
Trigger
Fires On (Required)
At set countdown milestones before the event date (e.g. 3 months, 1 month, 2 weeks out)
87/200
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Your event is approaching! Here's your updated planning checklist.
66/1024
Buttons (Max 3)
View Checklist
14/20
Book Meeting
12/20
Skip
4/20
IF VIEW CHECKLIST
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Here's what's confirmed and what still needs attention.
55/1024
Set Tag
Tag (Required)
checklist-viewed
16/60
IF BOOK MEETING
Date Input
Prompt (Required)
Preferred date for the planning meeting? (DD/MM)
48/1024
Team Assignment
Assign To (Required)
Event Planner
13/100
IF SKIP
Set Tag
Tag (Required)
checklist-skipped
17/60
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
No problem — we'll check in again at the next milestone.
56/1024
Set Tag
Tag (Required)
checklist-followup-done
23/60
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Thanks for staying on top of the planning! 💍
45/1024
Advanced settings
Build it as an AI Agent Bot
The assistant discusses the actual checklist items conversationally — what's confirmed, what's at risk, what needs a decision soon — rather than a client just viewing a static PDF.
Event Management & Wedding Planners
Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.
Which fits this use case?
Frequently asked questions
Build this bot for your business
Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.
Start Free Trial →Ready to get started?
Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.
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