Send an email in Outlook when a booking is created in Cal.com

■Overview

After scheduling a meeting in Cal.com, do you find it time-consuming to manually create and send guidance and reminder emails to participants through Outlook?
Manual communication not only takes time but can also lead to mistakes, such as sending emails to the wrong recipients or forgetting to send them.
With this workflow, when a new event is added in Cal.com, Outlook automatically sends a related email. This streamlines and automates the entire communication process after scheduling, enabling an efficient integration between Cal.com and Outlook.

■Who Is This Template For?

• Anyone who uses Cal.com and Outlook together and manually contacts participants after scheduling meetings
• Anyone who wants to prevent missed or delayed communications caused by manual email sending and improve response quality
• Anyone who wants to connect Cal.com and Outlook and automate routine communication tasks

■Benefits of Using This Template

• When an event is added in Cal.com, Outlook automatically sends an email, reducing the time previously spent on manual communication.
• Prevent human errors that can occur when manually creating and sending emails, such as entering the wrong recipient or omitting important information.

■Workflow

1. First, connect Cal.com and Outlook to Yoom.
2. Next, select Cal.com as the trigger and set the “When an event is added (Webhook)” action.
3. Finally, set Outlook’s “Send an email” action as the operation so that an email based on the event details is sent automatically.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing This Workflow

• In Outlook’s email-sending action, set the recipients, subject, and other values as needed.
• Create more personalized emails by incorporating dynamic information obtained from the Cal.com trigger, such as the scheduled date and time, participant names, and meeting URL.

■Notes

• ‍‍Connect both Cal.com and Outlook to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and general businesses (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.