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Wrap-Up Nudge: Get a Slack reminder after every client call

Wrap-Up Nudge: Get a Slack reminder after every client call

When a call with a guest ends, get a "Wrap up" reminder in Slack, so follow-ups stop living in your head.

Wrap-Up Nudge: Get a Slack reminder after every client call

Workflow preview:

Zap details:

Overview

After every client call there's a little pile of follow-ups: send the recap, log the action items, do the thing you said you'd do. Most of us tell ourselves we'll handle it later, and later is where tasks go to die.

This Zap gives "later" a nudge. When a Google Calendar event with at least one guest ends, it sends you a Slack reminder a few minutes after the call, with a link back to the event.

HOW IT WORKS

Trigger: a Google Calendar event ends. Filter: only keeps going if someone besides you was invited, so focus blocks, reminders, and personal events don't send a nudge. It also skips canceled events. Action: adds the wrap-up reminder in Slack.

SET IT UP (ABOUT 5 MINUTES)

Connect your Google Calendar and pick the calendar your client calls live on. Connect your Slack account. Turn it on. Your next call will send your first wrap-up reminder.

MAKE IT YOURS

Have a recurring meeting you don't want reminders for, like a team standup? Add a filter rule: Summary does not contain [that meeting's name]. Change the reminder text to match how you work, like "Send recap + log tasks: [event name]."

Built by Molli Gorrell at Virtually Molli. Systems you'll actually use. Find more at virtuallymolli.com.

Wrap-Up Nudge: Get a Slack reminder after every client call