Howie Client Scheduling Workflow Setup (Onboarding)

Howie Client Scheduling Workflow Setup (Onboarding)

1. 01

   Create a dedicated Howie workspace per client

   Keep the client's email account and calendar connection isolated from agency-owned calendars so scheduling threads and focus-time blocks never cross accounts.

2. 02

   Connect the client's email account and calendar in Howie's assistant settings

   This is the channel Howie reads threads from and writes confirmed events to; without both connections the scheduling agent has nothing to act on.

3. 03

   Attach supported integrations the client already uses (Granola, Linear, Notion, Todoist)

   Linking task and project tools lets Howie tie confirmed meetings to existing work items instead of leaving them as orphaned calendar entries.

4. 04

   Define scheduling rules, buffers, and follow-up preferences

   Set meeting length defaults, minimum gaps between events, and how many follow-up nudges Howie sends before a thread goes cold.

5. 05

   Configure focus-time blocks and holds

   Reserve protected blocks on the client's calendar so Howie proposes times around deep-work windows rather than filling them.

6. 06

   Enable iMessage and SMS channels where the client's contacts expect them

   Confirm which contacts should reach Howie by text versus email, since the Team plan includes the instant response iMessage agent.

7. 07

   Run a live reschedule and group-thread test before handoff

   Send Howie a multi-party thread with one reschedule request and verify it proposes new times, updates the event, and notifies all attendees correctly.

8. 08

   Document the client staff override procedure

   Give the client a one-page guide for cancelling or overriding a Howie booking manually, so agency delivery is not the only path to a fix.