Smart Automation: Scheduling a Meeting with a (Changing) Subset of Your Members
- Scheduling meetings can be a recurring headache for hosts and members alike.
- Process automation can reduce friction in the form of effort and reactance.
- Effort is a function of exertion and ambiguity: make things easy and clear.
- Reactance is a negative response to feeling constrained: give people choices where possible.
Imagine that you need to schedule a series of meetings with a changing subset of your members. Here’s a flowchart of a process that makes the process clear and easy and offers reasonable flexibility:
I’ll walk you through each of the steps in the process in the video embedded above. Use the chapter indicators to jump to the section in which you are interested.
00:27 Use Automation
00:59 Create Meeting Poll
02:04 Select Invitees
02:48 Create Draft Invitations
04:24 Using On2Air to Search Airtable
07:05 Complete Meeting Poll
07:49 Select Meeting Time
08:11 Send Confirmations