How to automatically share files on Google Drive with participants of new Calendly events

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Event scheduled" under Calendly. Then, select the relevant details for the events scheduled. This trigger will automatically detect all the new scheduled events in Calendly to share a Google Drive file.

If this is your first time using a Calendly integration in Relay, you'll be prompted to connect your Calendly account.

Integrate the Google Drive automation into your playbook to ensure prompt sharing of Google Drive files for every new event scheduled in Calendly. Add a new step and select "Share file" from the list of Google Drive automations.

Connect Google Drive to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Calendly to automatically pass along the right data.

Activating your playbook is the final step to automate sharing the specific Google Drive file for every new event scheduled in Calendly. Once turned on, it will respond to a new scheduled event in Calendly by sharing the specific Google Drive file 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 sent correctly.