How to register a meeting schedule with a customer from Airtable to Google Calendar using a Chrome extension and send the meeting URL via Outlook

When meeting with clients, if you are manually registering schedules in Google Calendar based on Airtable data and creating and sending emails via Outlook, it is recommended to introduce automation using a Chrome extension. By automating, these actions can be executed from Airtable with just a click, significantly simplifying your workflow. Since automation can potentially improve your workflow, it is highly recommended for those who wish to work more efficiently. Recommended for: - Companies storing customer data in Airtable - Departments managing team schedules with Google Calendar - Individuals communicating with clients via Outlook - Those who wish to automate both the sending of template emails to clients and the registration of schedules in Google Calendar Benefits and Examples of Integrating Airtable, Google Calendar, and Outlook Benefit 1: Improved Efficiency This integration utilizes a Chrome extension. Therefore, information such as company names, email addresses, and meeting dates managed in a database is automatically retrieved, and based on this data, emails are sent from Outlook and schedules are registered in Google Calendar. This is expected to reduce working time and improve efficiency. For example, if the previous workflow involved accessing Airtable to check data, creating and sending an email in Outlook based on that information, and then registering the schedule in Google Calendar, it would require considerable effort. By automating these flows, all processes can be automated, reducing working time and improving efficiency. Benefit 2: Reduction of Human Errors Data from Airtable is automatically retrieved and used for creating schedules in Google Calendar and emails in Outlook. This may minimize the occurrence of transcription errors. For example, when manually creating schedules in Google Calendar based on Airtable data, there is a possibility that correct information may not be reflected due to typing errors. By introducing this automation, the data managed in Airtable is automatically used as is, potentially reducing errors caused by human mistakes during data transcription. Benefit 3: Prevention of Sharing Omissions By performing this integration, the sharing of meeting dates with clients is likely to be smoother. For example, have you ever completed sending an email to a client from Outlook but forgotten to register the schedule in Google Calendar? This could result in the correct date not being registered, leading to forgotten appointments. To avoid inconveniencing the other party, this app integration could be beneficial. Additionally, since the sending of emails and creation of schedules can be completed with just a click, it is expected to facilitate smart schedule management. Now, let's explain how to use the no-code tool Yoom to register meeting schedules with clients from Airtable to Google Calendar and send meeting URLs via Outlook. [What is Yoom] How to Register Meeting Schedules with Clients from Airtable to Google Calendar and Send Meeting URLs via Outlook Using a Chrome extension, you can activate Airtable's API with just a click and automatically send data to Google Calendar and Outlook. This can be achieved by using the APIs provided by Google Calendar and Outlook through a Chrome extension from Airtable's detail page. By using the APIs provided by Airtable, Google Calendar, and Outlook, you can create schedules and send emails based on stored data. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. The integration flow is broadly divided into the following processes: - Integrate Airtable, Google Calendar, and Outlook with My Apps - Set up to activate the Chrome extension from Airtable's detail page - Configure to create schedules in Google Calendar and send messages via Outlook - Turn on the trigger button to verify the integration operation of Airtable, Google Calendar, and Outlook First, register with Yoom. Yoom offers a 2-week trial, allowing you to check the usability through actual operation.

Step 1: Integrate Airtable, Google Calendar, and Outlook with My Apps

After completing the registration for Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integrating Airtable with Yoom

1. Prepare Airtable
Prepare the Airtable you will use at this stage.

<span class="mark-yellow"></span>The following items need to be set in the fields.<span class="mark-yellow"></span>

・Company Name
・Contact Person
・Scheduled Start Date for Events/Meetings ※YYYY-MM-DD format
・Scheduled End Date for Events/Meetings ※YYYY-MM-DD format/Not required if the same as the start date
・Start Time ※00:00 format
・End Time ※00:00 format
・Customer Email Address/This address will be used to send from Outlook

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2. Search

Once Airtable is ready, enter Airtable in the search box and click the Airtable icon.

3. Log In
First, log in to Airtable.
The Airtable sign-in screen will appear. Sign in with the account you want to integrate.‍

4. Add Base

After signing in, you will transition to the above screen.

Click "Add Base" in the red frame and select the base you want to integrate.

5. Grant Access

Once the base is added, press "Grant Access".

Return to the Yoom screen, and if the above display appears, the integration is complete.

Integrating Google Calendar with Yoom

1. Search

Click the Google Calendar icon.

2. Sign In

Click the red frame.

3. Select Account

Select the account to integrate.

Review and agree, then press Next.

4. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

Integrating Outlook with Yoom

1. Log In
Log in to Microsoft365. Logging into Microsoft365 will allow you to quickly complete the My Apps integration.

※Regarding Microsoft365 (formerly Office365), if you are not subscribed to a general corporate plan (Microsoft365 Business), authentication may fail.

2. Search

Click the Outlook icon.

3. Integration Complete

The screen will switch immediately. If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template you will use this time.

1. Click "View Details" on the top banner
2. Click "Try This Template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register * If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. You will transition to a page like the image, so let's proceed with detailed settings. Step 3: Setting to Launch Chrome Extension from Airtable's Detail Page 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "Register meeting schedule with customers from Airtable to Google Calendar and send meeting URL with Outlook". 3. Chrome Extension Trigger Select "Launch from Record Detail Page" from the Chrome extension icon. 4. Install Chrome Extension Please proceed with the installation of Yoom's Chrome extension. For more details, please check the method to set up triggers using Chrome extensions. Once the installation of the Chrome extension is complete, press Next. 5. Enter ID Please enter the required fields. Access Airtable and set it according to the capture at the bottom of the box from the URL of a specific database. 6. Enter Sample URL of Launch Page To launch the Chrome extension from Airtable's detail page, enter the URL of Airtable's detail page. Click the arrow to the left of the customer data field. A detail page like the image will open. Copy the URL from the icon at the top right and paste it into the sample URL of the launch page. 7. Execute Test Once all settings are complete, click the test button and press save when "Test Successful" is displayed in blue. Step 4: Setting to Create a Schedule in Google Calendar and Send a Message with Outlook 1. Connect with Apps Select "Create Schedule" from the Google Calendar icon. Proceed to the next step. 2. Set Required Fields Set the required fields. Since the template is used for the five boxes, they are already set. Therefore, only enter the calendar ID at the top. By clicking the box, the linked email address will be displayed. Please select and insert it. 3. Execute Test Press the test button and confirm that "Test Successful" is displayed in blue, then press save. Next, proceed with the settings to send an email from Outlook. 4. Send Email Select "Send Email" from the Outlook icon. Scroll down the screen. 5. Set Content Since a template is used for this setting as well, there is no need to enter required fields. Note that the "Address" in the image is in a state where the data is replaced, so it is different from the actual email address, but the address stored in Airtable will be used in practice. Therefore, there is no need to change it. The same applies to the subject and body. If there are any changes, only modify the text. Click Next. 6. Confirm and Execute Test The details of the created email will be displayed. After confirming that there are no mistakes, press the test button. *Please note that the email will actually be sent. 7. Turn ON the Trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. Then access Airtable and select Yoom from the button of the Chrome extension at the top right. The title of the created Flowbot will be displayed. Clicking it will launch the Flowbot. The Flowbot template used this time Register meeting schedule with customers from Airtable to Google Calendar and send meeting URL with Outlook

Other Automation Examples Using Airtable, Google Calendar, and Outlook

Yoom offers other examples of automation using Airtable, Google Calendar, and Outlook, so here are a few introductions.

1. Retrieve a list of Google Calendar events and transfer them to Google Sheets

This can be useful when you want to add details to the events managed in Google Calendar.

2. Create a Google Calendar event when a message is posted in Microsoft Teams

It is also possible to create a schedule in Google Calendar based on messages posted in Microsoft Teams.

3. Register events in Google Calendar using information registered in Airtable

Retrieve information from Airtable and automatically create a schedule in Google Calendar. This is a simple flow that does not utilize Chrome extensions, making it recommended for beginners.

Summary

By utilizing Chrome extensions to automate Airtable, Google Calendar, and Outlook, tasks that previously required multiple steps can be completed with just one click, potentially leading to a significant reduction in work time. This could also help alleviate the burden of work.
Such app integrations may improve business efficiency.
Yoom allows for app integration without the need for programming, so please take this opportunity to try it out.