calendar.google.com
Google Calendar automation templates
The agent reads your events and guests, finds free time and adds events. It asks you before it sends an invitation to another person.
- 24 templates
- 14 run as routines
- Sign-in from your vault
Templates that use Google Calendar
Research
Brief me before each meeting
Who you meet, what their company does, and what you discussed last time.
On an event: Before each meeting with an external guest- Google Calendar
- LLinkedIn
- Gmail
SalesAsks first
Draft a reply to each new lead
Research the sender, answer each question and offer two times for a call.
On an event: When an e-mail from a new lead arrives- Gmail
- HubSpot
- Google Calendar
Sales
Log your e-mails and meetings in the CRM
Each sales e-mail and meeting of the day added as an activity to the right contact and deal.
On a schedule: Every weekday at 18:00- Gmail
- Google Calendar
- PPipedrive
SalesAsks first
Rebook prospects who missed a sales call
A short, kind e-mail with two new times to each no-show of the day, sent after your OK.
On a schedule: Every weekday at 17:00- Calendly
- Google Calendar
- Gmail
OpsAsks first
Find a meeting time and reply with options
Three free times from your calendar in a draft reply to each meeting request. You approve each reply.
On an event: When an e-mail asks you for a meeting- Gmail
- Google Calendar
Ops
Send me my agenda and tasks every morning
Today's meetings with their links and documents, and the tasks that are due, in one e-mail.
On a schedule: Every weekday at 7:00- Google Calendar
- Asana
- Gmail
OpsAsks first
Accept or decline meeting invitations by your rules
A suggested answer and a reason for each new invitation, with a short note for each decline.
On an event: When a new meeting invitation arrives- Google Calendar
- Gmail
OpsAsks first
Send a recap and action items after each meeting
Decisions, owners and due dates from the meeting transcript, in a draft e-mail to the guests.
On an event: When a meeting with a transcript ends- Google Calendar
- Google Meet
- Google Docs
- +1 more: Gmail
OpsAsks first
Prepare a handover before you go on leave
Open threads, tasks and meetings for your cover in one doc, and a draft out-of-office reply.
You start it: When you start it- Gmail
- Google Calendar
- Asana
- +1 more: Google Docs
Ops
Review your recurring meetings
Each repeating meeting with its cost in hours, its declines and its agenda, and advice to keep, shorten or cancel.
You start it: When you start it- Google Calendar
- Google Sheets
Ops
Block time in your work calendar for personal events
A private busy block in your work calendar for each personal event, so that nobody books over it.
On a schedule: Every hour- Google Calendar
- OOutlook
Data
Count hours for each client from your calendar
Every meeting matched to a client, with total hours for each client and each week, in a sheet.
You start it: When you start it- Google Calendar
- Google Sheets
Finance
Build a mileage log from your calendar
Each business trip with its date, purpose, route and distance, and the total claim at your rate.
You start it: When you start it- Google Calendar
- Google Maps
- Google Sheets
RecruitingAsks first
Schedule interviews with candidates
Times when all interviewers are free, sent to the candidate after you approve the e-mail.
You start it: When you start it- Google Calendar
- Gmail
- Google Meet
Recruiting
Brief interviewers before each interview
A one-page brief from the candidate's resume and work samples, with the focus for this round.
On an event: Two hours before each interview in your calendar- Google Calendar
- Greenhouse
- GitHub
- +1 more: Google Docs
CareerOdyssey
Prepare for each interview
The company, the interviewers and the likely questions, on one page.
On an event: Before each interview in your calendar- Google Calendar
- LLinkedIn
- Glassdoor
CareerAsks first
Send a thank-you note after each interview
A short note to each interviewer with a point from your talk, drafted when the interview ends.
On an event: When an interview in your calendar ends- Google Calendar
- Gmail
Personal
Add school and club dates to the family calendar
Dates from school and club e-mails become calendar events with the place and a reminder.
On an event: When an e-mail from a school or a club arrives- Gmail
- Google Calendar
Personal
Add bin collection days to my calendar
Each collection for the next 3 months in your calendar, with a reminder on the evening before.
You start it: When you start it- Any government site
- Google Calendar
PersonalAsks first
Book an appointment that fits my calendar
Free slots that match your calendar and travel time. The booking waits for your approval.
You start it: When you start it- Google Calendar
- Any booking site
TravelAsks first
Check in online for my flight
Check-in when it opens, the seat you like, and the boarding pass saved. Paid extras wait for you.
On an event: When online check-in opens for a flight in your calendar- Google Calendar
- Any airline site
- Google Drive
TravelAsks first
Book a restaurant table at my destination
Well-rated places near you that fit your taste, with free tables. The booking waits for your approval.
You start it: When you start it- OOpenTable
- Google Maps
- Tripadvisor
- +1 more: Google Calendar
TravelAsks first
Plan a business trip within the travel policy
Flights and a hotel that meet the policy and the meeting times, ready to book after your approval.
You start it: When you start it- Google Calendar
- Google Flights
- Booking.com
- +1 more: Google Docs
Travel
Put all my bookings in one trip plan
Flights, hotels, trains and cars from your e-mail in one timeline, with each code and address.
You start it: When you start it- Gmail
- Google Docs
- Google Calendar
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