Step 2: Connect Google Sheets and Calendar

These nodes log bookings and create calendar events, so ensure your Google credentials are connected and the sheet IDs are correct.

1. Open Append Booking Log and set Document ID to YOUR_DOCUMENT_ID and Sheet Name to Bookings.
2. Confirm column mappings in Append Booking Log, such as Date → {{ $json.formattedDate }} and Status → Confirmed.
3. Open Append Cancellation Log and set the same Document ID and Sheet Name to Bookings, with Status → Canceled.
4. Open Append Reschedule Log and set the same Document ID and Sheet Name to Bookings, with Status → Rescheduled.
5. Open Generate Calendar Entry, set Calendar to primary, Start to {{ $('Parse Scheduling Payload').item.json.startTime }}, and End to {{ $('Parse Scheduling Payload').item.json.endTime }}.
6. Set Summary to {{ $('Parse Scheduling Payload').item.json.meetingName }} - {{ $('Parse Scheduling Payload').item.json.name }} and Description to Meeting with {{ $('Parse Scheduling Payload').item.json.name }} ({{ $('Parse Scheduling Payload').item.json.email }}) with the join link appended.
7. Credential Required: Connect your Google Sheets credentials for Append Booking Log, Append Cancellation Log, and Append Reschedule Log.
8. Credential Required: Connect your Google Calendar credentials for Generate Calendar Entry.

Step 3: Set Up Parsing and Routing

These nodes normalize the inbound payload and route the event to the correct flow.

1. Open Parse Scheduling Payload and review the JavaScript parser that outputs fields like eventCategory, formattedDate, and meetingUrl.
2. In Route Event Type, set Value 1 to {{ $json.eventCategory }}.
3. Ensure Route Event Type has three rules for created, canceled, and rescheduled.
4. Confirm the flow: Incoming Scheduling Webhook → Parse Scheduling Payload → Route Event Type.

Step 4: Configure the Booking (Created) Flow

This path logs the booking, creates a calendar event, posts to Slack, and sends a confirmation email.

1. Verify the sequence: Route Event Type → Append Booking Log → Generate Calendar Entry → Slack New Booking Alert → Build Confirmation Email → Dispatch Confirmation Email → Complete Confirmation Flow.
2. In Slack New Booking Alert, set Text to :calendar: *New Meeting Booked*.
3. In Build Confirmation Email, customize the CONFIG values like companyName, primaryColor, and footerText to match your brand.
4. In Dispatch Confirmation Email, map Send To to {{ $json.to }}, Subject to {{ $json.subject }}, and Message to {{ $json.htmlContent }}.
5. Credential Required: Connect your Slack credentials for Slack New Booking Alert.
6. Credential Required: Connect your Gmail credentials for Dispatch Confirmation Email.

Step 5: Configure the Cancellation Flow

This path logs cancellations, alerts Slack, and sends a cancellation email.

1. Verify the sequence: Route Event Type → Append Cancellation Log → Slack Cancellation Notice → Build Cancellation Email → Dispatch Cancellation Email → Complete Cancellation Flow.
2. In Slack Cancellation Notice, set Text to :x: *Meeting Canceled*.
3. In Build Cancellation Email, update companyName and calendlyUrl in the CONFIG block.
4. In Dispatch Cancellation Email, map Send To to {{ $json.to }}, Subject to {{ $json.subject }}, and Message to {{ $json.htmlContent }}.
5. Credential Required: Connect your Slack credentials for Slack Cancellation Notice.
6. Credential Required: Connect your Gmail credentials for Dispatch Cancellation Email.

Step 6: Configure the Reschedule Flow

This path logs reschedules, alerts Slack, and sends a reschedule email.

1. Verify the sequence: Route Event Type → Append Reschedule Log → Slack Reschedule Notice → Build Reschedule Email → Dispatch Reschedule Email → Complete Reschedule Flow.
2. In Slack Reschedule Notice, set Text to :arrows_counterclockwise: *Meeting Rescheduled*.
3. In Build Reschedule Email, update the CONFIG block with your brand settings.
4. In Dispatch Reschedule Email, map Send To to {{ $json.to }}, Subject to {{ $json.subject }}, and Message to {{ $json.htmlContent }}.
5. Credential Required: Connect your Slack credentials for Slack Reschedule Notice.
6. Credential Required: Connect your Gmail credentials for Dispatch Reschedule Email.

Step 7: Add Error Handling (Optional Utility Nodes)

These utility nodes can be used to route errors to Slack, even though the workflow does not currently include an error branch.

1. Review Utility: Format Error Report to ensure it formats error details like errorMessage and errorNode.
2. Review Utility: Slack Error Alert with Text set to :rotating_light: *Workflow Error*.
3. If you want automated error handling, add an error workflow or error branch that routes into Utility: Format Error Report and then to Utility: Slack Error Alert.
4. Credential Required: Connect your Slack credentials for Utility: Slack Error Alert.

Step 8: Test and Activate Your Workflow

Run a full test for each event type to verify the logs, notifications, and emails work as expected.

1. Click Execute Workflow and send a test payload to Incoming Scheduling Webhook.
2. Confirm a booking event appends a row in Append Booking Log, creates an event in Generate Calendar Entry, and sends a Slack alert and email.
3. Repeat with cancellation and reschedule events to verify Append Cancellation Log/Append Reschedule Log and the corresponding Slack and Gmail nodes.
4. When successful, toggle the workflow to Active for production use.