Guide

How to automatically track ended Calendly events into a Google Sheets document

Are you tired of spending endless hours logging completed or ended Calendly events? Do you struggle to keep your meeting records organized? If the answer is yes, then it's time to get excited about Relay.app! An innovative solution that can revolutionize your meeting tracking process. Relay.app offers a seamless automation feature that automatically logs every completed or ended Calendly event into a specific Google Sheet, ensuring that your meeting records always stay up-to-date. This means that you don't have to worry about manually logging each event anymore, and you can save a significant amount of time and effort. You can access your meeting records easily and quickly and analyze your meeting data to gain insights into your business operations. So, if you're ready to revolutionize your meeting tracking process and make your life easier, follow these four simple steps to set up this integration and start using Relay.app today!
Calendly logoGoogle Sheets logo
1

Create your Relay.app playbook

To start coordinating between Calendly and Google Sheets for your workflow, 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 "Track ended Calendly events into a Google Sheets document," and choose a relevant emoji 🗓 to help you quickly identify it.

2

Set the Calendly trigger as “Event ended”

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

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

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

3

Add the “Add row to sheet” step in Google Sheets

Integrate the Google Sheets automation to track ended Calendly events instantly.

Select "Add Step" and find the "Add row to sheet" automation for Google Sheets. Enter all the required details, including the End date/time, Event type, Guest, ID of an event in synced, Invitee email, Invitee first name, Invitee last name, Invitee name, Invitee time zone, Name, Organizer email, Organizer name, Organizer time zone, and Start date.

If you still need to connect your Google Sheets account to Relay.app, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to add a row to a sheet through your Google Sheets account.

4

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically tracks ended Calendly events into Google Sheets 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.

Get started with Relay.app

Sign up now and get started with your playbook today