- How to automatically create a new draft in Gmail every time an event starts in Calendly
- 1. Set the Calendly trigger as “Event started”
- 2. Add the “Create draft” step in Gmail
- 3. Activate your playbook
- Learn more about integrating with Gmail and Calendly
- Related blog posts
- More how-to guides featuring Gmail and Calendly
How to automatically create a new draft in Gmail every time an event starts in Calendly
Set the Calendly trigger as “Event started”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Calendly trigger to initiate your playbook's actions every time an event starts. Click "Add trigger" in your playbook and choose "Event started" 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 Gmail
Integrate the Gmail automation into your playbook to ensure the prompt creation of a new draft in Gmail every time an event starts in Calendly.
Click the "Add step" button, locate the “Create draft” automation for Gmail, and input the mandatory and relevant details.
If your Gmail 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 Gmail 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 in Gmail every time an event starts 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.