Invite to a calendar event

Every new starter is meant to join the Thursday welcome session, and every new manager the monthly managers’ forum. An Invite to Calendar Event step sends the calendar invitation for you, to the right occurrence, when the employee reaches that point in the flow.

Before you start

A calendar is connected under Settings, Calendars, through Google Workspace or Microsoft 365. Pyn lists the recurring events on that calendar.
The event already exists on the connected calendar.

Steps

In Pyn, open Flows in the left navigation, select Automations, then the automation.
Select Add a step, then Invite to Calendar Event under Tasks & Activities.
Under Schedule, choose when the invitation is sent, relative to the reference date. This is when the invite goes out, not when the meeting is.
Under To, choose who is invited: Employee, Buddy, HRBP, Manager or Skip-level Manager.
Under Event, select Select a calendar event and pick the event from the connected calendar.
Under Invite to:, choose which occurrence they are invited to: Next occurrence after the scheduled send time, Next occurrence after the reference date, or All occurrences.
Select Publish on the automation.

What you should see

The step card shows the event’s name. When it runs, the invitation arrives in the recipient’s calendar from the connected account and the event on that calendar lists them as a guest. Under Enrollments the step’s delivery reads Invite To: with the event and the occurrence. If the series has been deleted from the calendar, the delivery reports Event Not Found.

Google Workspace and Microsoft 365 to connect a calendar and choose which one Pyn uses.
Schedule a step for the send-time options.
Delivery statuses for what each status means.