As you may have heard our fearless leader, Dennis, say recently, we have a theory that the majority of your scheduling consists of two meetings: meetings you’ve done before and will do again, and one-off meetings. The former type of meetings probably take up the majority of your time and are things like demos if you are an Account Executive, Check-ins if you are an Account Manager, Screening Calls if you are a recruiter, and project RFC meeting if you are a product manager, etc. To make your life easier, we’ve created something called Meeting Types that solves the annoyance of having to schedule similar meetings over and over again.
Meeting Types have their own unique URL and can be set up in your Control Center in my.x.ai. For each Meeting Type you can specify how long you want this type of meeting to be, what particular days and times, at what location, etc. Now every time you reference that Meeting Type, we’ll know exactly what your preferred scheduling parameters are without you having to tell us again and again, or us ever having to ask.
So let’s break it down a little. Creating a Meeting Type in your Control Center (my.x.ai) is super simple and looks like this:
You can set up as many Meeting Types as you like, sky’s the limit! Once you add the parameters to your Meeting Type, you can then send the Meeting Type URL to a guest and they can book a time on your calendar within the parameters of that meeting type. Or, you can use a slash command in either email or Slack to cue Amy and Andrew and let them know what Meeting Type to utilize.
Here are examples of how to use Meeting Types using a URL and using a slash command. Let’s say you’re a recruiter and you’re setting up a preliminary interview:
Because you’ve already set up the “interview” meeting type, and set the parameters to, let’s say, 30 minutes and only Tuesday-Thursday, Ben will only see options for scheduling on your calendar that fit those parameters.
Now, let’s say you want to set up a demo for a potential client. You want to ensure proper follow-up and accompanying reminders to make sure the meeting not only gets on your client’s calendar, but that people actually turn up for the meeting. In this case you can include Amy or Andrew:
Amy will take over negotiating this meeting, but the slash command cues her to only schedule the meeting within the parameters of your “demo” meeting type. In fact, if you utilize slash commands with a colleague, the meeting will be scheduled with no emails and in less than 10 seconds!
Meeting Types is a result of some fine-tuning and rethinking on our part, and thoughtful feedback from our amazing customers. We really think that this is the most efficient, most seamless way for our customers to schedule a large chunk of their meetings, knowing that there will be those unique one-offs where the constraints are set up on the fly (what we call ad-hoc meetings).
There will be tons of great updates to Meeting Types in the coming weeks and months, but for now it’s up and running – so go set a few up and try it out! And as always, if you do have feedback, reach out and let us know 🙂