How to automatically send out a reminder via Teams for scheduled Cal.com bookings
Create your playbook and set the Cal.com trigger as "Booking upcoming"
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 set up this playbook, click "Add trigger" and then select "Booking upcoming" under Cal.com. Then, select details like the event type. This will allow your playbook to automatically detect the upcoming bookings in Cal.com and initiate necessary actions.
If this is your first time using a Cal.com integration in Relay.app, a prompt will guide you through the connection process.
Add the "Send message" in Teams automation
Integrate the Teams automation into your playbook to ensure the prompt sending of a message in Teams a day before the scheduled booking in Cal.com.
Click the "Add step" button, then locate the "Send message" automation for Teams and input the mandatory and relevant details.
If your Teams 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 Teams account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate sending of a message in Teams. Once turned on, it will respond whenever it is a day before the scheduled booking in Cal.com by sending a message to Teams 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.