In this how-to guide

How to send confirmation emails in Microsoft Outlook for newly scheduled Calendly events
1. Create your playbook and set the Calendly trigger as "Event scheduled"
2. Add the "Send email" in Outlook automation
3. Activate your Relay.app playbook
Learn more about integrating with Calendly and Outlook Mail
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More how-to guides featuring Calendly and Outlook Mail

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How to send confirmation emails in Microsoft Outlook for newly scheduled Calendly events

How to send confirmation emails in Microsoft Outlook for newly scheduled Calendly events

Relay.app is an automation tool that lets you automate actions across Calendly, Outlook Mail, and many other apps. In this guide, we'll show you how to automatically run the “send email” action in Outlook Mail for each event scheduled in Calendly using Relay.app.

Try it in Relay.app

Calendly > Outlook Mail

Trigger

Last triggered

Event scheduled

Send email

1

Create your playbook and set the Calendly 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 Calendly. Then, select details like event type and additional event types. This will allow your playbook to automatically detect the scheduled event 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.

2

Add the "Send email" in Outlook automation

Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook whenever a new event is scheduled in Calendly.

Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.

If your Outlook 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 Outlook account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond whenever a new event is scheduled in Calendly by sending an email via Outlook 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.

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