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  • Create a custom formatted Slack draft message with a list of meetings for a given day from Google calendar?

Hi there,

 

I have to send End of Day reports to my team with the following format. I would like to prepopulate the meeting names in the report instead of searching for each on separately in our CRM.

 

gMY NAME] - mm/dd/yy - EOD Report
Total Revenue Generated: $0
Total Collected: $0
Scheduled Strategy Calls: 0
Live Strategy Calls: 0
Offers: 0
Closes: 0
Deposits: 0

--------------------------------

➡️ gMEETING NAME]
 

➡️ rMEETING NAME]

 

➡️
 

➡️
 

➡️ /MEETING NAME]


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Overall Summary

Hi @papa_z!        

That sounds like a great way to save yourself some time, let’s see if we can find a way to automate that for you.

Which CRM do you use? And I’m assuming that you record the names of the meetings in the CRM, is that right?

 

Either way, to do something like this, Digest by Zapier is a good option. As an action you can add information into a Digest (for example each time you have a meeting) and then set another Zap to release the Digest at a certain time of day. You can learn more about Digest on its app page. 

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