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Wrap-Up Nudge for Google Tasks
Every client call ends with a task to wrap it up.
When a client call ends, a 'Wrap up' task named after the call lands in your Google Tasks list, due that day and linked to the event.
What you'll get
A copy link that puts the Zap straight into your Zapier account
A video walkthrough of the full setup
Written setup notes, including what to have ready before you start
A copy in your inbox, so you can find it again later
You're in
Here's your walkthrough, there
Wrap-Up Nudge for Google Tasks
. Watch the video first, then keep the notes open while you set it up.
How it works
When this happens
A call with a guest ends on your Google Calendar
Zapier does this
Adds a Wrap up task to your Google Tasks list, due that day
What you'll need
- A paid Zapier plan, because the Zap uses a filter step
- Google Calendar, with the calendar your client calls are on
- Google Tasks, with the task list you want to use
Setup notes
Opens Zapier in a new tab.
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Pairs well with
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