What does this Calendly automation do?
Every scheduled Calendly event becomes an owned intake task with the invitee details attached.
What can you do with it?
- Give every booking an owner
- Keep invitee details with the work
- Start preparation as soon as the event is scheduled
The Steps
This automation runs in 2 steps:
- When Calendly — Any Event Scheduled
- Then Taskade — Add Task
Who is this automation for?
Built for teams taking appointments through Calendly. Every scheduled Calendly event becomes an owned intake task with the invitee details attached.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Any Event Scheduled" from Calendly.
- Add the action "Add Task" from Taskade.
- Connect your Calendly account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.