The Calendar Event task type can be used to automatically create a calendar event directly from a Sora workflow. This article outlines the process of setting up a Calendar Event task and explains how it works.
Calendar Events is a recently released feature that is currently in Beta. Please contact our support team if you notice any issues.
Configuring a calendar integration
In order to use the Calendar Event task type within your workflows, you must first configure the appropriate calendar integration within Sora. To do so, follow these steps:
- Navigate to Settings > Integrations and select the desired calendar integration (Google Calendar or Outlook Calendar).
- Click on the Log in to set up integration button.
- Log in to the account that you would like to use as the organizer for all calendar events created by Sora. This can be an individual email address or a team email address (e.g. firstname.lastname@example.org).
- Click the Allow button to grant Sora the necessary permissions.
- You should now see a confirmation message that the calendar is configured for use and the toggle and the bottom should be switched to Active.
Adding a Calendar Event task to a workflow
Calendar Events can be added to a workflow in the same way as any other task type. Once added, you’ll have the ability to configure all the necessary task settings for the calendar event.
A few things to note regarding Calendar Event task settings:
- Variables can be used to personalize the content of the calendar event’s Title and Description.
- The Trigger settings define when the calendar event will get created, not when the event will actually take place.
- For calendar events that require video conferencing, you can either tell Sora to auto-generate a meeting link using the calendar’s native conferencing tool (i.e. Google Meet for Google Calendar or MS Teams for Outlook Calendar) or you can add a Zoom link.
Modifying a Calendar Event
Any changes made to a Calendar Event task template will automatically apply to all calendar event tasks that have yet to trigger. Alternatively, if you would like to modify a single instance of a Calendar Event task, you can edit the individual task within the specific employee’s workflow enrollment, so long as the task has not yet triggered. Changes to a calendar event that has already been created (i.e. the corresponding Calendar Event task within Sora has already triggered) would have to be made directly within the third-party app (e.g. Google Calendar) and any updates made to a calendar event within the third-party app will not be reflected in Sora.