How to Create Meeting Notes Document from New Calendly Events Using Pabbly Connect

Learn how to automate meeting notes creation from new Calendly events using Pabbly Connect. Step-by-step guide to enhance your productivity. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Set Up Pabbly Connect for Your Workflow

To create a meeting notes document from new Calendly events, you first need to set up Pabbly Connect. Begin by signing up for a free Pabbly Connect account. Once signed in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow appropriately, for example, ‘Calendly to Google Docs to Airtable’.

After naming your workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that initiates the workflow. In this case, you will select Calendly as your trigger app.

2. Connect Calendly as the Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, search for Calendly and select it. Then, choose the trigger event as ‘Invitee Created’. Click on the ‘Connect’ button and proceed to add a new connection to your Calendly account.

Once you click the ‘Connect with Calendly’ button, Pabbly Connect will prompt you to select the organization associated with your Calendly account. Make sure to select the correct organization, as this is crucial for capturing the event data correctly. After selecting, click on ‘Save and Test Request’ to ensure that Pabbly Connect is ready to receive data from Calendly.

3. Create Meeting Notes Document in Google Docs

After capturing the event data from Calendly, the next step is to create a meeting notes document in Google Docs. In the action window of Pabbly Connect, search for Google Docs and select it. Choose the action event as ‘Create Document from Template’.

Connect your Google Docs account by clicking ‘Sign in with Google’. Select the template document you previously created for meeting notes. You can name the new document based on the candidate’s name and email by mapping those fields from the Calendly response. Ensure you select the correct folder in Google Drive where the document will be stored.

4. Share the Google Doc and Retrieve the Link

Once the meeting notes document is created, you need to share it so that anyone with the link can access it. In the next action step in Pabbly Connect, search for Google Drive and select it. Then, choose the action event as ‘Share a File with Anyone’.

Connect your Google Drive account and map the document ID received from the previous step. This will allow Pabbly Connect to change the sharing permissions of the newly created document. After setting this up, click on ‘Save and Send Test Request’ to confirm the sharing settings.

5. Store Meeting Details in Airtable

The final step in this automation workflow is to store the meeting details in Airtable. In Pabbly Connect, add a new action step and search for Airtable. Select the action event as ‘Create Record’ and connect your Airtable account using the API key.

Next, select the base and table where you want to store the meeting details. Map the fields from the Calendly response, including the candidate’s name, email, and the document link from Google Drive. After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the new record in Airtable.

Conclusion

By using Pabbly Connect, you can automate the process of creating meeting notes documents from new Calendly events efficiently. This integration not only saves time but also ensures that all meeting details are organized and accessible in your preferred applications.