Automated Scheduling and Availability Tracking

What does this mean?

Streamlines meeting coordination and task management, reducing scheduling conflicts and optimizing time allocation across teams.

How it works?

Integrates with calendar systems to analyze free/busy status and automatically schedule meetings or allocate time blocks for tasks based on availability.

Workflow steps

Step 1: Connect calendar systems

The Workflow integrates with your team's calendar platforms—Google Calendar, Microsoft Outlook, or other scheduling tools—to access real-time free/busy status across the organization.

Step 2: Trigger on scheduling request

When a meeting request comes in or a task needs time allocation, the Workflow activates automatically via a number of triggers such as a Slack message, or Microsoft Outlook Calendar trigger.

Step 3: Analyze team availability

Cassidy scans connected calendars to identify open time slots, checking each participant's availability and flagging potential conflicts before they happen.

Step 4: Generate optimal meeting times

The Workflow recommends the best meeting windows based on participant availability, time zone considerations, and scheduling preferences.

Step 5: Allocate time blocks for tasks

For task management, the Workflow automatically carves out focused work blocks on team members' calendars, protecting time for deep work and balancing meeting load.

Step 6: Route for human review

Proposed schedules are sent to the organizer or team lead via the Request Input from Team action, allowing quick approval or adjustments before finalizing.

Step 7: Confirm and update calendars

Once approved, the Workflow sends calendar invites, updates all connected systems, and notifies participants—keeping everyone aligned without manual back-and-forth.