Guide

How to automatically share files on Google Drive with participants of new Calendly events

Learn how to set up a Relay playbook that automatically shares Google Drive files for new Calendly events, streamlining collaboration and ensuring accessibility. This guide will demonstrate how to automatically share Google Drive files whenever new events are scheduled in Calendly. By following these steps, you'll streamline your workflow and ensure that relevant files are readily accessible for your scheduled Calendly events.
Calendly logoGoogle Drive logo
1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a new event is scheduled in Calendly.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Calendly "Event scheduled" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Event scheduled" under Calendly. Then, select the relevant details for the events scheduled. This trigger will automatically detect all the new scheduled events in Calendly to share a Google Drive file.

If this is your first time using a Calendly integration in Relay, you'll be prompted to connect your Calendly account.

3

Add the Google Drive "Share file" automation

Integrate the Google Drive automation into your playbook to ensure prompt sharing of Google Drive files for every new event scheduled in Calendly. Add a new step and select "Share file" from the list of Google Drive automations.

Connect Google Drive to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Calendly to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate sharing the specific Google Drive file for every new event scheduled in Calendly. Once turned on, it will respond to a new scheduled event in Calendly by sharing the specific Google Drive file 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.

Get started with Relay.app

Sign up now and get started with your playbook today