- How to automatically schedule Zoom meetings for new Outlook Calendar events
- 1. Create your playbook and set the Outlook Calendar trigger as "Event scheduled"
- 2. Add the "Create meeting" in Zoom automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Outlook Calendar and Zoom
- More how-to guides featuring Outlook Calendar and Zoom
How to automatically schedule Zoom meetings for new Outlook Calendar events
Create your playbook and set the Outlook Calendar trigger as "Event scheduled"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Event scheduled" under Outlook Calendar. Then, select the Calendar. This will allow your playbook to automatically detect the new scheduled event in Outlook Calendar and initiate necessary actions.
If this is your first time using a Outlook Calendar integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create meeting" in Zoom automation
Integrate the Zoom automation into your playbook to ensure the prompt creation of a new meeting in Zoom whenever a new event is scheduled in Outlook Calendr.
Click the "Add step" button, then locate the "Create meeting" automation for Zoom and input the mandatory and relevant details.
If your Zoom account isn't already 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 Zoom account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new meeting in Zoom. Once turned on, it will respond to a new event is scheduled in Outlook Calendar by scheduling a new meeting in Zoom 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 and reminders are being sent correctly.