Guide

How to automatically send a Slack DM for any upcoming Calendly event

Are you struggling to keep track of your team's schedules and events through Slack? We understand how frustrating it can be to miss direct messages about upcoming Calendly events. This can lead to chaos and miscommunication within your team, resulting in missed appointments, scheduling conflicts, and delays in project timelines. Plus, relying on manual reminders can be tedious, leading to errors and further communication gaps among the team. But don't worry; we have a solution to make your life much easier! Say hello to Relay.app - the friendly, automated solution that can transform your team's communication and productivity. With Relay.app's integration of Calendly and Slack, your team members will receive instant notifications about upcoming events through direct Slack messages. This means no more missed appointments or scrambling to coordinate schedules manually; you can optimize your response time and internal communication without any added effort. And the best part? We've made it easy to set up in just four simple steps! Give the Relay.app a try and revolutionize your communication and teamwork.
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1

Create your Relay.app playbook

To start coordinating your workflow between Calendly and Slack, you must set up specific steps.

Firstly, sign up for Relay.app and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Send Slack direct messages of any upcoming Calendly events," and choose a relevant emoji 📨 to help you quickly identify it.

2

Set the Calendly trigger as “Event upcoming”

Add the Calendly trigger to initiate your playbook's actions for the upcoming events.

To do this, click "Add trigger" in your playbook. Select the "Event upcoming" trigger option from the dropdown menu under Calendly. It will enable your playbook to automatically identify new upcoming events and trigger necessary actions.

If you still need to connect your Calendly account to Relay.app, a prompt will guide you through the connection process.

3

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates on upcoming events.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name and the body of the message containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

4

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages of any upcoming Calendly events without requiring manual intervention.

To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Get started with Relay.app

Sign up now and get started with your playbook today