Creating and distributing meeting notes

Other related courses Creating and distributing meeting notes automatically Job Description Generate Google docs at the start of every new meeting, then shared it with the participants. One person can be the designated scriber. The notes will then be distributed to the attendees once the meeting ended. Benefits Centralized the place for notes to be … Read more Creating and distributing meeting notes

Prevent double booking on calendar

Other related courses Prevent double booking on calendar Job Description Prevent double booking from one calendar to the next calendar. When once calendar is booked, it automatically blocks that slot on your other calendar. Benefits If you’re using multiple separate calendars for different purposes, you might find yourself double booking some appointments which can lead … Read more Prevent double booking on calendar

Follow-up survey for clients after a meeting

Other related courses Follow-up survey for clients after a meeting Job Description Follow up with each call with a feedback survey. Once a meeting has ended, this automation will ask the client to fill out a feedback survey 2 hours later. Benefits Higher engagement rate and fresher experience when we capture the client after the … Read more Follow-up survey for clients after a meeting

Create zoom meetings from calendar appointment

Other related courses Create zoom meetings from calendar appointment Job Description Automatically create a new zoom meeting room from inbound Calendly appointment. Whenever a new prospect books a meeting appointment through your calendar, this automation creates a new zoom meeting room with their details. Benefits Eliminate all the hassle of creating the meeting rooms and … Read more Create zoom meetings from calendar appointment