1.Detects new booking payload
Integrate SimplyBook.me, booking schedulers, and calendar tools to capture new booking details for the workflow.
Create consultation document and log booking for client
Automatically monitor new bookings across SimplyBook.me. Extract appointment times, create or update client rows in Google Sheets, and generate consultation documents in Google Docs and Driveβso you can prep complete client files without manual spreadsheet and document work.
How this automation accelerates client prep
When new bookings arrive, manual prep can delay appointments and leave coordinators searching for details. This automation extracts appointment time, logs bookings, and creates consultation documentsβso your team can open complete client files instantly.
SimplyBook.meor swap with your favorite app
2.Extracts appointment time range
Integrate AI by Zapier, data parsing tools, and scheduling assistants to generate a human friendly appointment time string.
AI by Zapieror swap with your favorite app
3.Creates or updates client row
Integrate Google Sheets, contact fields, and spreadsheet workflows to find by client email and add a new row.
Google Sheetsor swap with your favorite app
4.Finds or creates client folder
Integrate Google Drive and file organization tools to create a consistent client folder for stored documents.
Google Driveor swap with your favorite app
5.Generates document from template
Integrate Google Docs, document templates, and client data mapping tools to create a consultation document in the client folder.
Google Docsor swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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