Integrations used
Time saving
4 min
Action
Create
description
This playbook will create a follow-up meeting with a Zoom link with the same participants as a specified meeting.
Saves at least
4 min
Create
a follow-up Google Calendar meeting with Zoom
playbook Template
Create a follow-up Google Calendar meeting with Zoom
This playbook will create a follow-up meeting with a Zoom link with the same participants as a specified meeting.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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This playbook has been deprecated.
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How does this automation work?
Find events
Action
Find event participant email addresses
Action
Create event
Action
Create Zoom meeting for event
Action
Find Zoom link
Action
Add description to event
Action
How to run the playbook
With this playbook, you can schedule a follow-up meeting with the same participants.
The playbook has two input arguments: the original event title and the date of the next meeting. Both event title and participants will be automatically inputted from the original event.
💡 Pro tip: Use a nested command for the event title, such as: Last event Current event Next event.
Seek out more possibilities with Google Calendar integrations, and Zoom integrations. Try popular Google Calendar + Zoom integrations, or modify the playbook to better fit your unique workflow needs.
Check out Bardeen’s meeting automation as well.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.