How to register customer meeting schedules from Airtable to Google Calendar and send meeting URLs via Gmail

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If changes are needed, make them from the screen below.
To set up the Yoom flow bot from the extension with the Airtable web page open, click "Launch from Record Detail Page".

Step 3: Setting the Airtable Trigger as the Starting Point of the Flow and Subsequent Google Calendar and Gmail Operations

When the following screen is displayed, check the setup method.
For the trigger setup method using the Chrome extension, check here.
If you haven't installed the Chrome extension, please install it from here.

Scroll to check the settings.

• "Title" → Can be changed as desired
• "Account Information for Integration with Airtable (OAuth)" → Check for discrepancies
• "Action When Launched from Extension" → Launch from Record Detail Page
  

Check the following setup method.

Scroll and set the following items.

• "Base ID", "Table ID" → Obtain from Airtable URL
• "Sample URL of Launch Page" → Set the URL of the relevant page

Once set, click "Test" → "Test Successful" → "Save".

Next, to set up Google Calendar, click "Create Event".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed as desired
• "Account Information for Integration with Google Calendar" → Check for discrepancies
• "Action" → Create Event

When the following screen is displayed, select the "Calendar ID" from the options.
Click inside the box to display options, and select the relevant Calendar ID.

Scroll and set the "Event Title".
By adding the output from "Launch from Record Detail Page", the title will be automatically generated.
The output can be displayed by clicking the arrow within the red frame.
As an example, it was set as follows.

Use the output to set other items as well.
Once set, click "Test" → "Test Successful" → "Save".

Next, to set up Gmail, click "Send Email".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account Information for Integration with Gmail" → Check for discrepancies
  

Scroll to set the email content, and set "To".
Use the output from "Launch from Record Detail Page" for the setup.

Set the "Subject" as desired.

Finally, set the "Body".
Use the outputs from the record detail page launch and Google Calendar for the setup.
As an example, it was created as follows, so refer to it for your setup.
Once set, click "Next".

The following screen will be displayed, so check the "Email Content".
If there are no mistakes, click "Test" → "Test Successful" → "Save".

Step 4: Turn ON the Trigger Button and Check the Integration Operation between Airtable and Gmail

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flow bot is operating correctly.

Here is the template used this time.

Other Automation Examples Using Airtable, Google Calendar, and Gmail

1. This is a flow that automatically registers inquiries received in Gmail to Airtable.
When you receive an email that matches specific keywords, data is automatically extracted and added to Airtable, making it easier to manage inquiries.
By eliminating manual work, you can prevent missed responses or oversights.

2. This is a flow to automatically register events in Google Calendar using information registered in Airtable.
It is recommended automation for those who use Airtable and Google Calendar for schedule management.
Since the event information in Airtable and Google Calendar is synchronized, centralized management becomes possible.

3. This is a flow where when an interview appointment is made in Gmail, the information is automatically added to a Google Spreadsheet and scheduled in Google Calendar.
Automating the registration of interview appointments saves the hassle of manual work.
By recording the details of the interviewee in the Google Spreadsheet, you can keep it as a record.

Summary

By utilizing automation for managing meeting schedules, you may be able to simplify complex administrative tasks.
If automation is set up properly, you can centralize everything from schedule registration to notifications, minimizing errors in notifications and double bookings.
Moreover, communication with clients will be enhanced, allowing for smoother business operations.
This automation is especially recommended for those who feel challenged by efficiency and reliability improvements.

Consider implementing Yoom's automation to make routine tasks a bit easier.