This tutorial will show you how to automatically create a meeting notes page every time somebody books a meeting with you through TidyCal or Calendly.
For this tutorial, you’ll need to have 3 accounts set up:
Set Up Notion
Navigate to www.notion.so to create a new meeting notes database (or use your current one)
Create a new database. Table view is the easiest.
Click "New database" and give it a title like Meeting Notes.
We want to add a few properties to our meeting notes database. I've included "Meeting Date" (Date), "Type" (Select), and "Tags" (Multi-select).
Add some tags and meeting types you think you'll want to use.
Setting Up Zapier
Go to zapier.com. Login and then create a new Zap.
Search for TidyCal or Calendly, depending which one you're using.
Click the "Choose an event" field and choose "New Booking".
Test your trigger to make sure it's working.
Add a new step and search for Notion. Make sure to use the latest version.
We want to create a new database item every time someone books a meeting with us.
Click "Choose an account…" and login to your Notion account, giving Zapier access to your meeting notes database and any other pages you want.
Click "Choose value…" and search for the meeting notes database you've created.
For the database entry name, you can use the TidyCal data from your booking. I like to use the Contact Name variable, then a hyphen, then the Booking Type variable.
For the meeting type, pick one of properties you created in Notion.
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Do the same again with the tags.
For the date property, choose False.
Now we get the option to use the Start Time variable from TidyCal as our date property in Notion.
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Feel free to fill out the content area with any extra info you want to add for each booking. This could be things like the meeting ling or some text reminding you to ask a certain set of questions. Once you've done that, click Continue.
Click "Test & Continue" to make sure everything has worked. If it's successful, we should see a test entry in our meeting notes database.
Finally, we can turn on our Zap! Now anytime somebody books a meeting with us through TidyCal or Calendly, we'll have a meeting notes page automatically created and ready for us to use in Notion.
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