Appointment Setting Workflow

Cool Workflows
1

I have a bunch of regular meetings/appointments that I set up. This workflow walks me through the process of setting them up.

  1. When is it?
  2. How long?
  3. Do I need to block out travel time?
  4. Who it is with? (list I put into the workflow and an “Other” category for 1-time stuff). I use the last name or company name
  5. Searches for a contact with either the company name or last name
  6. Grab the address and phone number
  7. Create an appointment description
  8. Add to Fantastical with phone number as note
  9. If travel time needed, I put 30 minutes before as additional Fantastical events

Here’s a link - https://goo.gl/BszXy5

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2

Nice workflow, here’s the one I’ve been using for the same purpose. I didn’t make it btw but I thought I’d share it as you might like what they’ve done to add detail to each appointment.

https://workflow.is/workflows/cf4ed840d8614ee1a245b3e9764822ee

Nb: TW stands for today widget. It’s code I use within Workflow to help me find what I’m looking for.

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3

Hi Roger, I love your workflow but for some reason when I try to make an appointment tomorrow or any day thereafter, it creates the appointment as if it were. Is there a setting I need to change? Thanks, Andrew

4

Sorry. As if it were happening today is what I meant to say. Darn autocowrecked…