Purpose
1.2. Automate coordination by syncing calendars, sending reminders, adjusting for member availability, and reducing manual scheduling.
1.3. Automator manages RSVPs, follow-ups, rescheduling, agenda distribution, and post-meeting notes.
1.4. Automation integrates notifications via multiple channels (email, SMS, app, chat) to ensure everyone is informed.
1.5. Automating reduces human error, double-bookings, and saves admin time for sports & recreation organizations.
Trigger Conditions
2.2. Automated trigger when board/staff group event is created in the club’s shared calendar.
2.3. Automation from recurring meeting cadence (weekly, monthly, quarterly) in system.
2.4. Auto-trigger based on external system input (e.g., via API, CRM integration, chat command).
2.5. Automatedly triggered when new board/staff members are added to a distribution list.
Platform Variants
• Feature/Setting: Calendar API – automate event creation, update, invites, and notifications.
• Sample config: Use insert API for event automation and patch for changes.
3.2. Microsoft Outlook (Office 365)
• Feature/Setting: Outlook Calendar API – automates meeting scheduling, participant invites, and reminders.
• Sample config: Graph API /v1.0/me/events for creation; automated mail for invitations.
3.3. Zoom
• Feature/Setting: Meetings API – automated scheduled meeting creation linked to calendar events.
• Sample config: Create Meeting endpoint, configured with recurrence and participant emails.
3.4. Microsoft Teams
• Feature/Setting: Teams API – scheduled automated meeting in Teams and notify via channel messages.
• Sample config: Use createOnlineMeeting in Graph API, automate notification in chat.
3.5. Slack
• Feature/Setting: Workflow Builder – automates meeting notifications, reminders, and RSVPs in channels.
• Sample config: Automated messages at trigger conditions, interactive RSVP buttons.
3.6. Twilio
• Feature/Setting: Programmable SMS – automates SMS invitation and confirmations for meetings.
• Sample config: Send automated SMS with meeting details using /Messages API.
3.7. SendGrid
• Feature/Setting: Automated transactional emails for meeting invites, reminders, and follow-ups.
• Sample config: Use v3 Mail Send endpoint, automatedly triggered from scheduling workflow.
3.8. Calendly
• Feature/Setting: Scheduling API – automates personalized meeting links for staff and board.
• Sample config: Automated eventType scheduling via API for each team member.
3.9. Doodle
• Feature/Setting: API/ICS integration for poll-based automated meeting slot selection.
• Sample config: Create poll via API, automate follow-up and confirm best time.
3.10. HubSpot
• Feature/Setting: Meetings Tool API – automates calendar sync, scheduling, and automated reminders.
• Sample config: Use engagement API to automate meeting creation.
3.11. Salesforce
• Feature/Setting: Calendar Events via Lightning Scheduler – automated booking/scheduling.
• Sample config: REST API automated meeting event creation.
3.12. Asana
• Feature/Setting: Task creation via API automates meeting agenda/task distribution.
• Sample config: POST to /tasks endpoint for each meeting agenda item automatedly.
3.13. Trello
• Feature/Setting: Card automation triggers for meeting planning and follow-up action items.
• Sample config: Automated Butler rule to create meeting cards.
3.14. Mailgun
• Feature/Setting: Email automation for sending meeting summaries/notifications.
• Sample config: Automatedly send meeting notes after event with messages/send endpoint.
3.15. ZoomInfo
• Feature/Setting: People search API to automate updating staff/board lists for meeting scheduling.
• Sample config: Automated pull and sync staff data pre-scheduling.
3.16. Notion
• Feature/Setting: Database API – automated meeting records, agendas, and follow-ups.
• Sample config: Automatedly add new database rows per meeting.
3.17. Cisco Webex
• Feature/Setting: Meetings API – automate scheduling and notifications for Webex meetings.
• Sample config: Automated POST /meetings with attendee info.
3.18. Google Forms
• Feature/Setting: Automated intake form for meeting needs/RSVPs triggers scheduling workflow.
• Sample config: Form submit triggers automation to schedule event via API.
3.19. Zapier
• Feature/Setting: Multi-platform workflow automator to connect triggers and actions between tools.
• Sample config: Automated zap for form submission to calendar event to email notify.
3.20. Airtable
• Feature/Setting: Automated scheduling data collection and distribution using automations.
• Sample config: Configure trigger to create event when form is filled.
3.21. Pipedrive
• Feature/Setting: Activity API to automate scheduling and follow-up communications for meetings.
• Sample config: POST to /activities endpoint for automated scheduling.
3.22. Jotform
• Feature/Setting: Form submissions as trigger to automate scheduling workflows.
• Sample config: Automated webhooks to start scheduling process.
3.23. ClickUp
• Feature/Setting: Automate calendar tasks and reminders for meeting scheduling and follow-up.
• Sample config: Use API to create automated tasks and calendar events.
3.24. Freshdesk
• Feature/Setting: Automated event triggers for internal staff notifications before/after meetings.
• Sample config: Automation rules for meeting reminder tickets.
3.25. Google Chat
• Feature/Setting: Automated bots to send meeting notifications and reminders.
• Sample config: Configured automation bot posts upon scheduling.
Benefits
4.2. Reduces administrative overhead with automation and automating reminders.
4.3. Automated communication and scheduling minimize errors and double-booking.
4.4. Automating ensures board/staff attendance and engagement increases.
4.5. Automation allows visibility and traceability across multiple integrated platforms.
4.6. Automates calendar and notification sync to save time for club leadership.
4.7. Automator enables recurring efficiency and reliable communications for all meetings.