Project Management & CollaborationPurpose
1.2. Eliminates back-and-forth emails, manages attendee preferences/availability, considers differing project phases, and includes file and agenda links when relevant.
1.3. Integrates with project management tools to attach meeting outcomes to projects and enables immediate follow-up task assignment.
1.4. Allows conditional triggers, e.g., scheduling at milestone phases, and notifies stakeholders on schedule changes.
1.5. Supports custom automation flows for recurring vs. ad-hoc meetings, including integration with document storage and communication platforms.
Trigger Conditions
2.2. Receipt of “schedule meeting” email containing preferred times or keywords.
2.3. Project phase/status change in project management tool (e.g., task marked complete).
2.4. Submission of new RFI, design query, or acoustic report.
2.5. New project member (internal or external) added to the project workspace.
2.6. Client request for coordination meeting via form submission or CRM entry.
Platform Variants
3.1. Microsoft Outlook
• Feature: Office 365 Calendar API — use POST /me/events to create and update meeting invites programmatically.
3.2. Google Calendar
• Feature: Google Calendar API, method events.insert — automate event creation, with attendee and conferencing details.
3.3. Zoom
• Feature: Meetings API, Create Meeting endpoint — autogenerate Zoom meetings and send invites.
3.4. Microsoft Teams
• Feature: Microsoft Graph API, /calendars and /events — auto-create Teams calls, add agendas.
3.5. Slack
• Feature: Reminders API (reminders.add) and Workflow Builder to prompt users for availability.
3.6. Calendly
• Feature: Webhooks for new bookings, API to fetch availability and meetings.
3.7. Doodle
• Feature: Doodle API, schedule polls and auto-send calendar holds via POST /polls/{pollId}/send-invitations.
3.8. Asana
• Feature: Events API, trigger on milestone completion to suggest meetings, and Asana webhook notifications.
3.9. Trello
• Feature: Webhooks, listen for card movements to “Review” or similar lists, then email invite via Mail API.
3.10. HubSpot
• Feature: Meetings API, create/sync meetings tied to CRM contacts or deals.
3.11. Salesforce
• Feature: Event SObject, REST API—automate Event record creation when certain opportunities reach a stage.
3.12. Basecamp
• Feature: Schedule API, auto-add events when new to-dos or comments with keywords detected.
3.13. ClickUp
• Feature: Task API—on task status or custom field change, schedule meeting using /task/{task_id}/comment.
3.14. Monday.com
• Feature: Automations—trigger Outlook/Google event when status column changes to “Meeting Needed.”
3.15. Webex
• Feature: Meetings API, /meetings POST—book meetings, attach meeting links to project boards.
3.16. Zapier
• Feature: “Schedule by Zapier”—parse emails or form entries, then book on any integrated calendar.
3.17. Zoho CRM
• Feature: Meetings & Calendar module API—links client records to auto-booked meetings.
3.18. Proton Calendar
• Feature: Proton Calendar API—programmatic invite creation, cross-referencing project contacts.
3.19. BambooHR
• Feature: Employee calendar API—book internal meetings on project member schedules.
3.20. Jira
• Feature: Webhook on issue transition, trigger integrated meeting invitation via external calendar API.
3.21. Notion
• Feature: Notion API—creates calendar/database entries for meetings when a project page is updated.
3.22. Aircall
• Feature: Webhooks—on completion of project discussion call, schedule follow-up meeting automatically.
Benefits
4.2. Improves participation by seamlessly coordinating across multiple platforms and time zones.
4.3. Ensures consistent, audit-trailed project documentation and follow-up.
4.4. Mitigates scheduling conflicts and removes administrative bottlenecks.
4.5. Frees consultants to focus on acoustics expertise and client consultation.