How to automatically share a spreadsheet from Google Sheets for a newly scheduled event in Calendly | Relay.app

In this how-to guide

How to automatically share a spreadsheet from Google Sheets for a newly scheduled event in Calendly
1. Create your playbook and set the Calendly trigger as "Event scheduled"
2. Add the "Share spreadsheet" in Google Sheets automation
3. Activate your Relay.app playbook
Learn more about integrating with Calendly and Google Sheets
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More how-to guides featuring Calendly and Google Sheets

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How to automatically share a spreadsheet from Google Sheets for a newly scheduled event in Calendly

Relay.app is an automation tool that lets you automate actions across Calendly, Google Sheets, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Sheets “Share spreadsheet” action for each Calendly “Event scheduled” event.

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Calendly > Google Sheets

Trigger

Last triggered

Event scheduled

Share spreadsheet

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 set up this playbook, click "Add trigger" and then select "Event scheduled" under Calendly. Then, select the necessary details. This will allow your playbook to automatically detect the newly scheduled event in Calendly 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

Integrate the Google Sheet automation into your playbook to ensure the prompt sharing of the Google Sheets spreadsheet when a new event has been scheduled in Calendly.

Click the "Add step" button, then locate the "Share spreadsheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheet 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 Google Sheets account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sharing of the Google Sheets spreadsheet. Once turned on, it will respond to each newly scheduled event in Calendly by sharing a Google Sheets spreadsheet 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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