How to schedule a meeting with a customer in Google Calendar based on SPIRAL information and send the meeting URL via Outlook

Step 1: Register SPIRAL, Google Calendar, and Outlook as My Apps

Please register SPIRAL, Google Calendar, and Outlook as My Apps to connect them to Yoom.
By registering them as My Apps in advance, you can easily proceed with automation settings.

First, let's register SPIRAL as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

When the following screen appears, search for SPIRAL by "App Name Search" or find it from the list.

When the following screen appears, read the instructions and set the "Account Name" and "Access Token".
You can check the API agent setup method here.

Next, register Google Calendar as a My App.
Similarly, search for Google Calendar from the list or search for it.
When the following screen appears, log in to Google Calendar.

Next, register Outlook as a My App.
When the following screen appears, log in to Outlook.

Once the registration of SPIRAL, Google Calendar, and Outlook as My Apps is complete, they will be displayed in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
First, with the SPIRAL web page open, set up to launch Yoom's Flowbot from the extension, so click "Launch from Record Detail Page".

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

The following screen will be displayed, so check the settings.
Check the trigger setting method using the Chrome extension from here.
If you haven't installed the Chrome extension, install it in advance from here.

Scroll and check the settings.
Proceed with the settings assuming that the information necessary for meeting registration is stored in SPIRAL.

• "Title" → Can be freely changed
• "Account Information Linked with SPIRAL (ver.2)" → Check if the account is correct
• "Action When Launched from Extension" → Launch from Record Detail Page
  

When the following screen is displayed, check the setting method.

Scroll and set the "App ID".
Clicking inside the box will display the options, so select the appropriate App ID.

Next, set the "Database ID" in the same way as before.

Scroll and set the "Sample URL of Launch Page".
Once the setup is complete, click "Test" → "Test Success" → "Save".

Next, set up Google Calendar by clicking "Create Event".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account Information Linked with Google Calendar" → Check if the account is correct
• "Action" → Create Event

When the following screen is displayed, select the "Calendar ID" from the options.
Clicking inside the box will display the options, so select the appropriate Calendar ID.

Scroll and set the "Event Title".
By using the output from "Launch from Record Detail Page", the title is automatically generated.
Clicking the arrow in the red frame will display the output.
The following is an example, so set it as you like.

Use the output for other items as well to set them up.
Once the setup is complete, click "Test" → "Test Success" → "Save".

Next, set up Outlook by clicking "Send Email".
*Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account Information Linked with Outlook" → Check if the account is correct

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

Next, set the "Subject" as desired.

Scroll and set the "Body".
By using both the outputs from the Record Detail Page and Google Calendar, you can confirm meeting information in Outlook.
The following is an example, so set it as you like.
Once the setup is complete, click "Next".

When the following screen is displayed, finally check the "Email Content to be Sent".
If there are no typos, click "Test" → "Test Success" → "Save".

Step 4: Turn ON the Trigger Button and Confirm the Integration Operation of SPIRAL, Google Calendar, and Outlook

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the Flowbot starts up correctly.

Here is the template used this time.

Other Automation Examples Using SPIRAL, Google Calendar, and Outlook

1. This is a flow that automatically registers events in Google Calendar using information registered in SPIRAL.
Based on the meeting information registered in SPIRAL, events are automatically registered in Google Calendar, eliminating the need for manual entry.
This reduces the need to repeatedly enter meeting information, thereby reducing the burden on the person in charge.

2. This is a flow to automatically sync Outlook Calendar events with Google Calendar.
‍Recommended for those who use both Outlook Calendar and Google Calendar.
Schedules are automatically synchronized, preventing overlapping appointments.

3. This is a flow to automatically register the due dates of tasks recorded in Notion to Google Calendar.
By visualizing the task due dates in Google Calendar, it helps prevent task omissions.
Since the latest tasks are always registered in Google Calendar, it will also help improve accuracy.

Summary

By automating everything from registering meeting information to notifications, you can reduce manual work and significantly shorten working hours.
This will prevent input errors of meeting dates and omissions in sharing links, allowing for accurate schedule management.
Additionally, by centrally managing meeting information, duplicate registrations of meeting dates will be eliminated, making management easier.
Such automation will be a great help to sales teams that hold multiple meetings every day.

Automation using Yoom is simple to operate and set up, making it accessible to anyone.
Utilize this template to easily manage meeting information.