Automate the process of sending personalized introduction presentations to your invitees 48 hours before their scheduled Calendly events. This automation ensures that all meeting participants receive essential information in advance, enhancing organization and communication efficiency.

Send introduction presentation for new Calendly bookings

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Streamline your meeting preparation process by automatically sending a personalized introduction presentation to your invitees 48 hours before their scheduled Calendly events. This integration ensures that all meeting participants are well-informed and ready, enhancing the overall efficiency and professionalism of your client interactions.

Key Features:

  • Automatic Trigger: Activates whenever a new meeting is scheduled in Calendly.
  • Time Calculation: Automatically calculates the time 48 hours before the event.
  • Personalized Email: Splits the invitee’s name and customizes the email message.
  • File Search and Attachment: Searches OneDrive for the introduction presentation file and attaches it to the email.
  • Scheduled Email Dispatch: Sends a personalized email with the attached presentation to the invitee and additional guests.

What You’ll See:

When a new meeting is scheduled in Calendly, you will see:

  • A personalized email sent to the invitee 48 hours before the event.
  • The email will include a customized greeting, an attached introduction presentation, and any additional information.

Benefits:

  • Increased Efficiency: Automates the process of sending introduction presentations, saving time and reducing manual effort.
  • Improved Organization: Ensures all invitees receive necessary information well in advance, keeping your meeting preparations streamlined.
  • Enhanced Communication: Provides invitees with important details, ensuring they are well-prepared for the meeting.

Ideal For:

  • Sales Teams
  • Customer Success Teams
  • Business Development Teams
  • Any organization using Calendly for scheduling meetings

How It Works:

  1. Event Trigger: A new meeting is scheduled via Calendly.
  2. Time Calculation: The system calculates 48 hours before the event start time.
  3. Personalization: The invitee’s full name is split for a personalized email.
  4. File Search: The introduction presentation file is located in OneDrive.
  5. Email Dispatch: A personalized email with the attached presentation is sent to the invitee and any additional guests 48 hours before the meeting.

Difficulty Level

Moderate: Setting up this automation involves configuring triggers, calculating time offsets, and connecting Calendly with OneDrive and your email provider. Users need to follow prompts to ensure proper integration and personalization. Familiarity with Calendly, OneDrive, and basic knowledge of Zapier or similar automation tools can be helpful.

Automation Tool Used

Zapier

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