How to automatically share a spreadsheet from Google Sheets for a newly scheduled event in Calendly

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 "Event scheduled" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect the newly scheduled event in Calendly and initiate necessary actions.

If this is your first time using a Calendly integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Google Sheet automation into your playbook to ensure the prompt sharing of the Google Sheets spreadsheet when a new event has been scheduled in Calendly.

Click the "Add step" button, then locate the "Share spreadsheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheet 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 Google Sheets account.

Activating your playbook is the final step to automate the sharing of the Google Sheets spreadsheet. Once turned on, it will respond to each newly scheduled event in Calendly by sharing a Google Sheets spreadsheet 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.