When specific event created in Google Calendar, duplicate & rename Google file

Who is this template for?

This template is for everyone who has to take notes during a call: - Talent Acquisition Managers / Talent Acquisition Specialists / Recruiters - HR professionals - Sales teams, customer success teams - Product teams / User Experience Designers / anyone conducting user research interviews

Use case

This workflow allows specific events created on Google Calendar (or any other meeting scheduling tool like Calendly) to trigger the duplication and renaming of a specific template document.

Example: For each new screening call that is scheduled in your calendar, you want to create a draft of your screening interview template for the role, titled "{Name of the candidate} | {Date of the interview}", and located in your Google Drive in a specific folder

This workflow could then be extended to copy the link to the file on a Notion database that is shared with the team (check "To go further" section).

This workflow ensures that if you're jumping from calls to calls, you're already set up to take notes, and every document is tidied up and sorted in a structured way!

How it works