Create a Meeting step

Before you begin, make sure you have connected at least one Google Workspace or Outlook account connected as instructed in Connect accounts.

To create a Meeting step, start by adding new step in Workflow timeline and select "Calendar meeting" from the step selector.

In the step editor, start by giving your step a title.

Then edit the two important timings: Send invites at - This is the time when the calendar meeting is created and invites sent to the attendees. By default this will happen as soon as the workflow begins (When enrolled) but you can select other timing, e.g. if as part of the onboarding the employees account is only created at certain time.

Meeting time - This is the time you want the meeting to take place. You can schedule it relative to the start of the Workflow (enroll) or relative to the selected target date of the workflow.

After completing the meeting time, select the hosting calendar and add all the relevant guests for the meeting. You can also mark some guests optional.

Finally, write the title and description for the meeting as you would like them to show in the calendar. You can use any Employee Fields here to personalise the content.

Remember to click "Save" to save your new Meeting step.

To understand what happens when a Meeting step is created to Automation, see Managing scheduled meetings.