Book demo event in calendar
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Updated: Jul 11, 2024
Description
This demo will show you how to build a tool that books a demo (or other) event in your calendar (and sends invite to all attendee emails provided).
Steps
1
On the Tools page, click on "New".
2
Then, click on "Create Tool".
3
Choose an icon to represent what the tool does.
4
Call it "Book demo event in calendar".
5
Video step
6
Give it a descriptive description so the agent knows what the tool does.
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Video step
8
Following that, click on "Add input".
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Click on "Text input".
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Call it "Event title".
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Video step
12
Describe the input: "Name of the event."
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Video step
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Give it an example value, e.g. "Demo to learn more about BDR Bosh".
15
Video step
16
Click on the little cog next to the input to open up the input settings.
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Click on "Set current value", to save that value so you don't have to re-enter i every time you want to test the tool.
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Click on the variable name and give it a more descriptive name, like "event_title".
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Video step
20
Add another "Text Input".
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Call it "Meeting description".
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Describe the input: "Summary of what the meeting will be about".
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Give it a default value, and change the variable name like we did for the event title input.
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Add another "Text Input".
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Call it "Start time".
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Video step
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Describe the time format, e.g. "Start date and time in iso format".
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Provide an example start time in iso format, e.g. "2024-07-11T09:00:00+10:00", save as default and update the variable name.
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Add an end time following the same process.
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Next, add a "Text list" input.
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Call it "Attendee emails".
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Click on "New item", and enter your email address. You can add more than one. I used my work and personal email addressed for testing.
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Click on "Add step" under "Tool steps", and search for "Outlook".
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Click on the "Create Outlook calendar event" tool step.
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Click on the "Calendar event title" input field, and type "{{" to open the variable selector.
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Click on the "event_title" variable we created earlier".
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Then click on the "description" input field, type in "{{" and select the "meeting_description" variable created earlier.
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Video step
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Click on the curly brackets next to "Start date & time" to enter variable selection mode. Click on the input field, type in "{{" and select the "start" variable created earlier.
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Do the same thing for the end time input.
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Do the same thing for the "attendee_emails" input.
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Click on "Save" to finish creating the tool. You can also test it out by clicking on "Run tool" to check that an invite to the event with those default values has been sent to the attendee email addresses.