- How to automatically create draft emails in Outlook every time there's an upcoming booking in Cal.com
- 1. Set the Cal.com trigger as “Booking upcoming”
- 2. Add the “Create draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and Cal.com
- Related blog posts
- More how-to guides featuring Outlook Mail and Cal.com
How to automatically create draft emails in Outlook every time there's an upcoming booking in Cal.com
Set the Cal.com trigger as “Booking upcoming”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Cal.com trigger to initiate your playbook's actions every time there's an upcoming booking. Click "Add trigger" in your playbook and choose "Booking upcoming" from the dropdown menu under Cal.com.
If you still need to connect your Cal.com 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 draft emails in Outlook every time there's an upcoming booking on Cal.com.
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 draft emails in Outlook every time there's an upcoming booking in Cal.com 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.