Guide

How to automatically post Calendly event debriefs in Slack

Do you ever struggle to keep your team updated with the highlights of your Calendly events? It can be challenging to share all the essential insights with them, right? But what if I tell you that you can effortlessly share key insights with your team in Slack after every event? Sounds great, doesn't it? With Relay, you can automatically post messages in Slack after each Calendly event, capturing all the essential details and engaging your team. Follow these four easy steps in setting up these integrations. Let's get started!
Calendly logoSlack logo
1

Create your Relay playbook

Begin by setting up the steps that coordinate between Calendly and Slack for your workflow.

First, sign up for Relay and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Give your playbook a unique name like "Post Calendly event debriefs in Slack" and select a relevant emoji, such as 📆, to easily identify it.

2

Set the Calendly trigger as “Event ended”

Add the Calendly trigger to initiate your playbook's actions before an event is ended.

To do this, click "Add trigger" in your playbook and choose the Calendly "Event ended" trigger. This will allow your playbook to automatically detect ended meetings and initiate necessary actions.

If you have not previously connected your Calendly account to Relay, a prompt will guide you through the connection process.

3

Add the “Send message” in Slack

Integrate the Slack automation into your playbook to ensure prompt message debriefs are sent for ended Calendly events.

Select "Add step", then locate the "Send message" automation for Slack, and input the relevant details, such as the sender's name, the Slack channel, and the message body containing detailed information about the meeting.

If your Slack account isn't already connected to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send messages through your Slack account.

4

Activate your playbook

Activating your playbook is the final step to automate the Calendly event debriefer via Slack. Once turned on, it will respond to newly ended Calendly events by sending a message debriefer without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.

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