Prepare Custom Calendly Shares From a Scheduled Email Review
Not every client meeting needs the same setup. A scheduled review can identify requests for different duration, availability, or location and prepare a one-time share.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Why this helps
Meeting variations are easy to miss when custom booking details are spread across ongoing email threads.
- Review client requests at a predictable time.
- Create setting overrides without changing the original event type.
- Keep the prepared shares together in run reports.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, describe which recent client requests need a one-time Calendly share and the applicable setting overrides.
- 4Pick a recurring schedule trigger and select where run reports go.
- 5Test with one real client conversation and inspect the reported share.
Questions about this workflow
What can be different in the share?
Calendly supports overrides such as event duration, availability, and location. Describe what each qualifying request needs.
Will the original Calendly event type change?
No. The action creates a one-time share with overrides and leaves the original event type unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Calendly. A trigger fires from one place; an action lands in another.
Gmail triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Gmail and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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