Looking for solution to add Outlook calendar invite information to Smartsheet
We want to create a Smartsheet that is automatically populated with Subject, Location, Date, Time, Duration when we invite an alias to a meeting. Is anyone aware of a way to do this?
We would do this for all of our project/program meetings to help us provide corporate visibility to the meetings and attempt to avoid scheduling conflicts.
From this Smartsheet we could add additional information like meeting notes and action items and build reports that are then individual project/program calendars for folks to be able to view only events they are interested in.
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Brandon Berg
Sr. Program Manager / Business Operations
Answers
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I hope you're well and safe!
We could probably structure this with a 3rd-party service like Zapier or similar.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andrée,
I was thinking it would most likely need a 3rd party like Zapier or Microsoft Power Automate. (For a production level solution Power Automate would probably be the route I would need to go as it's already through our IT approved applications.) If you've got Zapier ideas, I'm all ears!
Thanks for your response.
Best,
Brandon
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Brandon Berg
Sr. Program Manager / Business Operations
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Hi @Andrée Starå - any further thoughts on this?
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Brandon Berg
Sr. Program Manager / Business Operations
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I hope you're well and safe!
How did it go? Did you manage to get something set up?
I hope that helps!
Have a fantastic weekend & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå I am looking to do a form for people to register if they want to attend a training. I have created a meeting in outlook and would like to paste the invite link into a cell as the default when someone submits the form. I then have an automation to send an alert to the contact cell with the meeting invite field for them to click and save it to their outlook calendar. The problem is, how do I get the iCalendar link to put in the meeting invite field in smartsheet?
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I'm looking to do this exact same thing - any information on this?
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Does this work for you? On the form settings you can put the link to your calendar invite into the confirmation message:
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@Mike TV this is a great idea - thank you!
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I do something similar and have the link pulled from a separate sheet where we house the event information. The event link is added to a column on the event data sheet. I then use formulas to pull over which event and the appropriate data to the registration sheet. When they register, they receive either a confirmation email or a waitlist email depending on how many seats are still available. The confirmation email has the link and instructs them to download and save to their calendar.
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@Heather_Verde I'd be interested in seeing how you set up your event registration sheet + your event data sheet. Could you share a screenshot without any records so we can see your columns and such? Or perhaps a Miro/Mural screenshot of the flow? This is something high on our interest as well.
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@Patrick_CFA I will put something together and get back to you.
