1.Monitor matching consultation events
Integrate Google Calendar and scheduling tools to detect events that match your consultation search term to capture attendee lists and timing.
Add consultation attendees to client records for intake
Automatically monitor consultation booking events across Google Calendar and your intake records. Create and update client intake details, map attendees, and send pre-consult email so you can prepare every matter and reduce intake follow-up.
How this automation prepares your intake faster
When consultation event details arrive, delays can cause missed context and last-minute intake work. This automation watches Google Calendar events, formats attendees, creates or updates Airtable records, and sends Gmail messages—so your team can be ready before the meeting.
Calendrier Googleor swap with your favorite app
2.Splits attendee list details
Integrate Formatter by Zapier and data mapping tools to split attendee emails and names to structure contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds or creates client intake record
Integrate Airtable and contact databases to search by contact email and create a record to store intake notes and appointment date.
Airtableor swap with your favorite app
4.Sends pre-consultation email
Integrate Gmail and messaging templates to send a pre-consultation email to deliver contact specific details and intake form access.
Gmailor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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