- How to automatically create a new draft email in Outlook every time an event is upcoming in Calendly
- 1. Set the Calendly trigger as “Event upcoming”
- 2. Add the “Create draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Calendly and Outlook Mail
- Related blog posts
- More how-to guides featuring Calendly and Outlook Mail
How to automatically create a new draft email in Outlook every time an event is upcoming in Calendly
Calendly > Outlook MailEvent upcoming
Create draftSet the Calendly trigger as “Event upcoming”
A playbook always starts with a trigger, responsible for detecting changes in your connected applications and responding accordingly.
Add the Calendly trigger to initiate your playbook's actions whenever an event is upcoming. Click "Add trigger" in your playbook and choose "Event upcoming" from the dropdown menu under Calendly.
If you still need to connect your Calendly account to Relay.app yet, a prompt will guide you through the process.
Add the “Create draft” step in Outlook
Integrate the Outlook automation into your playbook to ensure the prompt creation of a new draft email in Outlook every time an event is upcoming in Calendly.
Click the "Add step" button, locate the “Create draft” automation for Outlook, and input the mandatory and relevant details.
If your Outlook account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new draft email in Outlook every time an event is upcoming in Calendly without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
