1.Detects invitee created
Integrate Calendly to capture event type, schedule, invitee details, and configured assigned-owner email to start task routing.
Create task for non-engagement meetings and notify owner
Automatically capture invitee created meeting bookings across Calendly and deliver owner assignment across Asana. Create and update tasks and send direct messages when invitee created, event type booked, or meeting details addedβso you can assign follow-up work, notify owners, and keep triage moving without manual triage.
How this automation protects your meeting follow-up
When invitee created bookings slip through without routing, follow-up stalls and owners miss the right context. This automation captures booking details, normalizes the assignee, creates tasks, and sends Slack direct messagesβso your team can respond to each meeting fast.
Calendlyor swap with your favorite app
2.Normalizes assigned-owner email
Integrate Formatter by Zapier and lookup table logic to normalize or translate the assigned-owner email to map the right assignee.
Formatter by Zapieror swap with your favorite app
3.Creates task with details
Integrate Asana to create a task with mapped title and notes, set due date, and add it to the configured project and section.
Asanaor swap with your favorite app
4.Finds user for assignee
Integrate Slack to find the assignee user ID by email so the direct message reaches the correct workspace user.
Slackor swap with your favorite app
5.Sends direct message with link
Integrate Slack to send an assignee DM with a booking summary, reason field, and a link to the created task when available.
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Accelerate work distribution with automated request intake, owner assignment, and priority routing
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