How to automatically update Google Sheets for upcoming Calendly events

Add the Calendly trigger to initiate your playbook's actions before upcoming events.

To do this, click "Add trigger" in your playbook. Select the "Event upcoming" trigger option from the dropdown menu under Calendly. It will enable your playbook to identify upcoming events and trigger necessary actions automatically.

If you have yet to connect your Calendly account to Relay.app, a prompt will guide you through the connection process.

Integrate the Google Sheets automation into your playbook to ensure prompt updates for upcoming events in a particular row.

To add a step to your playbook, select "Add Step" and look for the "Get row" automation. Then, choose the database and sheet you want to work with; for example, let's say you want to work with the "Events" table. Once you've chosen the database and sheet, you must select an identifier in the "Add filter" from your sheet data to match the Calendly data. In this example, the identifier is "Event type".

Afterward, add another step to your playbook by selecting "Update row." Next, click on relevant fields that you want to update and fill in the necessary details such as Guests, and Organizer name.

If you still need to connect your Google Sheets account to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to update rows through your Google Sheets account.

Activating your playbook is the last step. Once you turn it on, the playbook automatically updates Google Sheets for upcoming Calendly events 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.