Docupilot

Why Add-to-Calendar Works with Docupilot

Adding calendar links reduces no-shows and encourages swift action by embedding clear calls to action.

• Universal Add to Calendar compatibility with Google, Outlook, Apple, and more.
• Boost attendance with smart reminders and notifications.
• Effortless, no-code setup means anyone can start quickly.
• Click and attendance analytics provide insights into engagement.

How Docupilot Works with CalendarLink

Turn Docupilot Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Leverage triggers like New or Updated Contact to signal intent for event scheduling from Docupilot.

2. Send data to CalendarLink

Map fields such as names, dates, and descriptions from Docupilot, optionally adding RSVP capture.

3. Publish the individual invite

Receive the universal Add-to-Calendar link and incorporate it into emails, documents, or messages.

Fire Docupilot Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose triggers like New Event or Updated Contact to start the workflow.

2. Map Add-to-Calendar Data

Ensure titles, dates, and attendee information flow into Docupilot’s system seamlessly.

3. Create Document

Update records or generate documents using Docupilot’s Create Document action post event capture.

Optimising Calendar Links in Docupilot

• Utilise click + attendance analytics to improve future event engagement.
• Sync subscription calendars for up-to-date events always.
• Leverage smart reminders to reduce last-minute no-shows.
• Embed Add-to-Calendar links in all user touchpoints for maximum impact.