Automate meeting prep and follow-up

Overview 

In this getting started article, we'll explore how to enhance your work routine through automation. Here you'll learn to set up automated meeting communications to send reminders and follow-up messages, and connect your everyday tools to boost productivity. 

Send reminders and follow-ups with Automations

Let's start by setting up automated communications using Automations to ensure you and your invitees are always prepared for upcoming meetings. This feature is available on paid plans.

For detailed instructions, review our article on How to create an Automation.

Connect the tools you use every day to boost productivity 

Next, let's integrate your essential tools with Calendly to streamline your workflow and increase your productivity throughout the day. 

1. In Calendly, go to Automations → Integrations & apps.
2. From this page, find and select the integration of your choice and follow the connection steps.
3. Use the resources below to assist you in connecting your tools.