Calendly

What a member can do

• List event types and find available time slots.
• Read scheduled events and their invitees, and cancel an event.
• Create and update event types and availability schedules.
• Create single-use scheduling links.
• Book a meeting for an invitee, on paid Calendly plans.

Each task names the Calendly tools it may call. calendly on a task means every tool the Calendly server offers; a name such as calendly.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Calendly connection acts as the Calendly account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Calendly for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Calendly waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Calendly tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

Booking a meeting through the tool needs a paid Calendly plan, and the routing form tools need the Teams plan or above.

Connect it

Calendly is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Calendly and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Calendly's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Calendly shows as connected.
5. Name the tools on the task, calendly for all of them or each by name.
6. Check it. Run a task that reads something from Calendly. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Calendly account.

A first task to try

With Calendly connected, give a member a task that uses it. For example:

Each morning, list today's scheduled events with each invitee's name and answers, as a briefing.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Calendly tools it may use and its instructions. Nothing is created until you approve it.