Integrations used
Time saving
4 min
Action
Call
description
This playbook will create a new Webex meeting then launch it in a new tab and send the link to a Slack user.
Saves at least
4 min
Call
a Slack user in Webex
playbook Template
Call a Slack user in Webex
This playbook will create a new Webex meeting then launch it in a new tab and send the link to a Slack user.
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?
Get current time
Action
Create Webex meeting
Action
Convert data to text
Action
Find Webex meeting Link
Action
Send Slack message
Action
Open all links from text
Action
Bardeen simplifies the process of setting up impromptu meetings by connecting Slack and Webex. This automation playbook creates a new Webex meeting, launches it immediately, and sends an invite link to a specified Slack user, streamlining the communication process and enabling instant collaboration.
Here's how this workflow facilitates instant meetings between Slack and Webex:
- Step 1: Create Webex Meeting - A new Webex meeting is scheduled to start at the current time, making it ready for immediate use.
- Step 2: Prepare Invitation Message - Bardeen prepares an invitation message stating your presence in the meeting with a placeholder for the link.
- Step 3: Retrieve Meeting Link - The Webex meeting link is retrieved and stored for use in the invitation message.
- Step 4: Merge Message and Link - Bardeen combines the prepared message with the Webex meeting link to create a complete invitation.
- Step 5: Send Slack Message - The final invitation message with the meeting link is sent to the designated Slack user, inviting them to join the Webex call.
- Step 6: Launch Webex Meeting - The Webex meeting link is opened in a new tab, ready for you to start the meeting.
How to run the playbook
Every day, we have to schedule a new Webex meeting and then find the link to send to our team on Slack. There has to be a better way! We waste so much time doing this every day.
With this new automation, you can create a new Webex meeting in a new tab and send the link to a Slack user or channel with just a few clicks.
Click "try it" to give it a shot.
Find supplementary integration selections for Webex automations, Slack integrations, or connect Slack and Webex combined, or customize the playbook to better align with your personalized workflow.
Take a look at other meeting automations solutions developed by Bardeen.
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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.