Add attendees based on event details when an event is created in Google Calendar
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Google Calendar
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■Overview
Do you find it time-consuming to manually add specific participants based on the meeting topic after creating an event in Google Calendar? Adding the same members to recurring meetings every time is repetitive and increases the risk of missing an invitation. With this workflow, when a specific event is created in Google Calendar, participants are automatically added based on your predefined conditions, eliminating the hassle of managing events manually.
■Who This Template Is For
- Anyone who finds it time-consuming to create events and manage participants in Google Calendar
- Anyone who regularly invites the same members to recurring meetings or other events in Google Calendar
- Anyone who wants to prevent human errors such as missed invitations and improve operational accuracy
■Benefits of Using This Template
- When an event is created in Google Calendar, participants are automatically added based on the event details, reducing the time spent manually sending invitations
- Prevent errors in participant settings and missed invitations, ensuring that the right people are invited to important meetings and helping work run smoothly
■Workflow Steps
- First, connect Google Calendar to Yoom
- Next, select Google Calendar as the trigger and set the action to “When an event is created”
- Next, configure the branching feature in the operation and set conditions to determine how subsequent processes should branch based on information such as the title of the retrieved event
- Finally, configure the “Update event” action for Google Calendar in the operation to add specific participants when the conditions are met
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
- In the Google Calendar trigger settings, choose which calendar in the connected account to monitor by specifying the calendar ID. You can also choose whether to monitor only events of a specific type or events containing specific search keywords
- With the branching feature, freely customize the conditions for adding participants based on information such as the event title and description retrieved by the trigger
- In the action for updating a Google Calendar event, you can set the email addresses of participants to add as fixed values or use information retrieved in a previous step as variables
■Notes
- Connect Google Calendar to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest trigger interval varies by plan.
- “Switch the route” is an operation available on the Mini Plan and higher. On the Free Plan, configured workflow operations will result in an error.
- Paid plans, including the Mini Plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.
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About the apps you use
Google Calendar
Yoom allows you to integrate with Google Calendar's API without any code, enabling the automation of various tasks. For example, you can automatically register events in Google Calendar triggered by the registration of deals in SFA tools like Hubspot or Salesforce.
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