How can I filter for first-time client onboarding sessions?

You can filter for first-time client onboarding sessions by specifying criteria such as the type of appointment or client status in Calendly.

Can I customize the onboarding document template?

Yes, you can customize the onboarding document template to include specific sections or fields relevant to your onboarding process.

Which people use this automation? What do they use it for?

This automation is beneficial for customer success managers, account managers, and service-based business owners who need a consistent and organized onboarding process for new clients.

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Calendly + Google Docs

Compile Client Onboarding Documents from Calendly Appointments in Google Docs

Automatically create a detailed onboarding document in Google Docs whenever a new client onboarding session is scheduled via Calendly. This ensures all necessary onboarding information is captured and organized.

New Onboarding Session

Triggers when a client schedules a new onboarding session via Calendly.

Create Onboarding Doc

Compiles and creates an onboarding document for the client in Google Docs.

See more Calendly to Google Docs integrations or use AI to customize your automation.

or pick a common variation below

Generate Event Recaps in Google Docs from Calendly Appointments

Calendly + Google Docs

Track Sales Leads in Google Docs from Calendly Appointments

Calendly + Google Docs

Track Project Milestones in Google Docs from Calendly Appointments

Calendly + Google Docs

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Compile client onboarding documents from Calendly appointments in Google Docs"

Compile client onboarding documents from Calendly appointments in Google Docs

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Calendly + Google Docs.

New Calendly Event Scheduled

Triggers when a new event is scheduled in Calendly

Calendly Event Cancelled

Triggers when an event is cancelled in Calendly

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

App details

Calendly

Calendly is an automated scheduling software that makes it easy for people to schedule meetings and appointments. Streamline scheduling and sync events with your calendar.

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Related apps

Google Calendar

Calendar Events

Microsoft Outlook

Email Client

Notion

Workspace Collaboration

Microsoft Teams

Team Collaboration

Get Started with DryMerge

Start automating today.

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