Managing scheduled meetings

When you have created an Automation with a meeting step, initially the meeting will be in the non-created state. This means that nothing is yet created to the calendar, and that you can make any changes to the step configuration just like in the workflow editor.

At this point, you see the status of the step being "Created in <time>".

You also already have a few options to manage the step:

• Reschedule step - at this point as the calendar event is not yet created, rescheduling the step means rescheduling the time when the calendar event is created.

• Execute step now - create the calendar event immediately

• Cancel step - cancel the step so that it won't even be created to calendar

When the step is executed, the calendar event is created. After the event has been placed to calendar the status of the step becomes "Scheduled".

At this point, Introist will keep monitoring the calendar event and mark the step failing is something is not right.

There are some actions you can take to manage the meeting at this point:

Reschedule step - Manually reschedule the meeting by selecting a new date and time for it. Notice that this does not involve any availability check for the guests.

Reschedule automatically - Introist will try to find a new available time for the meeting and reschedule it there.

Refresh step - Immediately check the meetings state in the calendar and update Introist accordingly.

Mark completed - You have the option of marking the step completed manually. This should only be used in special occasions.

Cancel step - Remove the step from calendar and cancel the step

If everything goes right and the meeting takes place, Introist will mark the step "completed" once the meeting time is passed.