Meeting Automation and Event
Scheduling Native in Salesforce
Use Omnito directly inside Salesforce, Gmail, or Outlook to manage complex meeting workflows, events, and courses. Deep Agentforce integration powers AI-driven pre-call planning and follow-up, keeping all your engagement data native to your CRM.
What is Omnito Salesforce Native
Omnito is a Salesforce‑native meeting automation platform that manages the entire meeting lifecycle — from scheduling to preparation to outcomes — without leaving Salesforce or breaking CRM context.
Omnito books meetings and events directly from Salesforce records using availability, ownership, and CRM context — without links, back‑and‑forth, or duplicate tools
Before every meeting, Omnito assembles a concise prep brief using Salesforce data, past interactions, and account context — so reps walk in informed and ready.
Omnito joins meetings, captures notes, extracts action items, and records outcomes — so nothing is lost and no one has to write recaps after the call.
After the meeting, Omnito drafts follow‑ups, updates Salesforce records, and triggers the right next actions — keeping momentum without manual work.
Why Salesforce‑Native Matters
Built for Enterprise Control and Extensibility:
- Native Objects — works with standard and custom Salesforce objects.
- Enterprise Security — respects roles, sharing rules, and field‑level security.
- Reporting & Analytics — meetings and outcomes appear in Salesforce reports.
- Automation & Flows — triggers Salesforce Flows, tasks, and approvals.
- Customer & Portal Experiences — runs inside Salesforce Communities.
Before, During, and
After the Meeting
From planning to outcomes — intelligence applied across
the full meeting lifecycle, natively inside Salesforce.
1. Agentforce Chat
A conversational command center. Use the Einstein sidebar to instantly trigger your specific Omnito workflows. Just ask the agent to act, and it executes directly in your Org.
2. Meeting Booker
Book meetings natively from Salesforce - capture leads, contacts and appointment data.
3. AI Pre‑Call Planner
Builds a complete call plan before the meeting using CRM history, prior outcomes, and participant context — so reps start prepared.
4. AI Notetaker
Captures decisions and action items in structured form during the meeting — without raw transcripts or manual note‑taking.
5. Follow‑Up Assistant
Turns outcomes into action after the meeting by drafting follow‑ups, creating tasks, and updating Salesforce automatically.
Scheduling at Scale
Built for Teams, Roles, and Real Availability.
Multi‑Calendar Availability
Compare availability across reps, roles, and calendars at once.
Conflict‑Aware Scheduling
Prevent double‑booking and hidden conflicts automatically.
Shared Team Visibility
Everyone sees ownership, context, and next steps — no spreadsheet coordination.
Browser Extensions — Salesforce Connected
Book meetings from Gmail or Outlook while staying fully connected to Salesforce.
- Offer times by email
- Book for teammates or groups
- Propose group availability
- Book instantly during calls
Beyond Meetings
Events, Courses, and Resources
Events & Courses
Multi‑attendee events, trainings, and courses with attendance and outcomes tracked in Salesforce.
Field Sales Scheduler
Book on the go, minimize travel time, and fill days with customer meetings.
Resource Scheduling
Book rooms and equipment alongside people (Google/Microsoft resources supported).
Travel‑Time Automation
Real‑time availability that accounts for travel time so schedules stay realistic.
Assignment Engine
Ensure prospects meet the right staff member, at the right location and time.
Reminder Engine
Email + SMS reminders that reduce no‑shows.
Enterprise Ready
Built to operate inside real Salesforce environments — securely and at scale.
- Permissions and ownership respected by default
- Full reporting and visibility in Salesforce
- Enterprise‑grade security, auditability, and governance
Run Your Entire Meeting & Event Lifecycle in Salesforce
Stop managing scheduling in a silo. Book a call to see how Omnito Native centralizes your complex meeting workflows and event data directly within Salesforce.
