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How do you share registered schedules with your team? If you are manually notifying each time a schedule is registered, it is recommended to integrate apps to introduce automation.
This time, we will introduce the benefits and methods of integrating Calendly and Microsoft Teams to smoothly share schedules.
If information sharing across the team can be carried out smoothly, work efficiency may improve. Why not take this opportunity to introduce automation and review your workflow?
・Those who adjust schedules with Calendly
・Teams utilizing Microsoft Teams
・Those who manually share schedules adjusted with Calendly with members using Microsoft Teams
・Those who want to automatically share schedules to improve work efficiency
By integrating the apps this time, when a schedule is registered in Calendly, a message can be automatically sent to Microsoft Teams. This increases the likelihood that members will understand the schedule.
Calendly automatically sends messages to those invited to the schedule, but notifications to other members must be done manually. Therefore, it may be useful to inform in advance when you cannot be disturbed due to a full schedule or to prevent double bookings.
Integrating Calendly and Microsoft Teams may make inter-departmental collaboration easier.
For example, when an online interview is conducted, the HR or General Affairs department can adjust the schedule and notify the management or leaders of the assigned department, which should be beneficial. Additionally, by creating a thread in the received message, you can continue to exchange messages.
By making inter-departmental collaboration easier, work can be carried out more smoothly, potentially leading to improved work efficiency. It is expected to lead to a review of the workflow.
By having messages sent to Microsoft Teams when a schedule is registered in Calendly, it is expected to reduce the workload.
For example, normally, sending messages to Microsoft Teams must be done manually. Doesn't creating a message every time you adjust a schedule feel a bit cumbersome?
By introducing this automation, you should be able to eliminate the hassle of manually creating messages and reduce notification tasks. As a result, the hassle of manually sending messages will be eliminated, potentially reducing the workload.
Now, let's introduce the flow of integrating apps using Yoom.
First, register with Yoom.
Yoom offers a 2-week trial. You can actually operate it and check the usability.
[What is Yoom]
This time, we will automate "Notify Microsoft Teams when a schedule is registered in Calendly" using the following template.
Yoom has other flow bots that use Calendly. Let me introduce a few!
1. When an appointment is scheduled in Calendly, send materials via Gmail
By integrating with Gmail, you can attach files. Use this feature to send materials in advance that you want reviewed before the meeting.
2. Register a lead in Salesforce when an appointment is scheduled in Calendly
You can automatically register the person who scheduled an appointment as a lead in Salesforce. This will save you the trouble of manual entry and automate the lead registration process.
3. Add a record to Google Sheets when an appointment is scheduled in Calendly
By transferring the schedule to Google Sheets, it becomes easier to understand and should facilitate sharing with team members.
By integrating Calendly, a convenient tool for scheduling, with Microsoft Teams, there is potential to enhance collaboration among team members and departments.
This integration can help prevent double bookings and make it easier to keep track of members' schedules, thereby simplifying resource management. Additionally, it eliminates the need to manually send messages, reducing notification tasks and potentially lightening the workload.
Why not consider incorporating automation to efficiently streamline your operations?
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