Microsoft Outlook and YCLIENTS automations — Meetings & Booking

Ready-made scenarios where Microsoft Outlook and YCLIENTS work for you (meetings & booking): pick one — a copy appears in your account and runs on its own.

15 scenarios

New customers in Yclients — Events in Microsoft Outlook
Appointment approvals in one tap, with the client's email written for you
Automated appointment booking with calendar and email confirmations
Decisions and action items pulled from threads into a register and tasks
From a meeting — ready tasks, events and notifications
Intake and routing of service requests with appointment booking
Client booking through chat — with calendar management and a daily summary
Paid access to Zoom meetings via Stripe
The recording, emailed to everyone who missed the meeting
Personal post-webinar follow-ups, written from the recording itself
Patient intake triage and sorting — automatically
Appointment reminders 3 days and 1 day before — by email and message
Meeting summaries and tasks across every channel — automatically
Paid appointment booking: calendar, payment and reminder
Meeting minutes from a voice note — to a table, chat and inbox