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- Ready to Run
Add Video Meeting Links
Add meeting links to client bookings and update invitations
Use this Agent instantly or customize it - no programming needed
- Client appointmentClient appointment
Your new booking starts the run; its latest details show whether it needs a link.
- Chosen appointment typesChosen appointment types
You choose which video appointment types should get a new meeting room.
LeadConnector shares new bookings and sends revised invitations when their locations change.
- Booking to correctBooking to correct
You get a flagged booking when its host, guest, or appointment time is missing.
- Video joining linkVideo joining link
Your new room has one link that the host and guest can use to join.
Your video meeting tool creates a fresh room and returns its joining link.
- Updated appointmentUpdated appointment
Your appointment shows the new joining link as its location.
- Updated invitationsUpdated invitations
The host and guest receive revised invitations with the same joining link.
This Agent starts when a client books a video appointment. It checks the booking and creates a meeting room if needed. You and your client receive updated invitations with the joining link.
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LeadConnectorUsed as:
- Booking calendar
LeadConnector shares new bookings and sends revised invitations when their locations change.
ZoomUsed as:
- Video meeting tool
Zoom creates a fresh room and returns its joining link.
DialpadUsed as:
- Video meeting tool
Dialpad creates a fresh room and returns its joining link.
Made for your industry
Add Video Meeting Links is made for businesses in these industries.
- Consulting
Add a video room to each booked client consultation.
Show all Agents for the Consulting industry - Financial Services
Add video links to booked financial consultations.
Show all Agents for the Financial Services industry - Healthcare
Put a video link in invitations for remote patient visits.
Show all Agents for the Healthcare industry - Real Estate
Add video links to booked buyer and seller consultations.
Show all Agents for the Real Estate industry - Legal Services
Add video links to booked client consultations and update invitations.
Show all Agents for the Legal Services industry - Insurance
Add meeting links to booked policyholder consultations.
Show all Agents for the Insurance industry - Management Consulting
Put a joining link on booked strategy sessions with clients.
Show all Agents for the Management Consulting industry - Accounting and Bookkeeping
Add video links to booked client review appointments.
Show all Agents for the Accounting and Bookkeeping industry - Coaching
Add video links to booked one-on-one coaching sessions.
Show all Agents for the Coaching industry
Made for your role
Add Video Meeting Links is made for people in these roles.
- Administrative Assistant
Add meeting links to client appointments on the booking calendar.
Show all Agents for the Administrative Assistant role - Sales Representative
Add video links to booked client sales calls.
Show all Agents for the Sales Representative role - Scheduling Coordinator
Add video rooms and updated invitations to client appointments.
Show all Agents for the Scheduling Coordinator role - Account Manager
Add joining links to booked client account reviews.
Show all Agents for the Account Manager role - Real Estate Agent
Add video links to booked buyer and seller calls.
Show all Agents for the Real Estate Agent role - Receptionist
Put a joining link in booked remote visit invitations.
Show all Agents for the Receptionist role - Consultant
Add a joining link to each booked client consultation.
Show all Agents for the Consultant role - Insurance Agent
Put joining links in booked policyholder meeting invitations.
Show all Agents for the Insurance Agent role - Financial Advisor
Add video links to booked financial planning sessions.
Show all Agents for the Financial Advisor role - Attorney
Put a video link in booked client consultation invitations.
Show all Agents for the Attorney role - Customer Success Manager
Add video links to booked customer check-ins.
Show all Agents for the Customer Success Manager role - Mental Health Counselor
Add video links to booked remote counseling sessions.
Show all Agents for the Mental Health Counselor role
Made for your department
Add Video Meeting Links is made for people in these departments.
- Client Services
Add video links to booked client consultations.
Show all Agents for the Client Services department - Administration
Add joining links to client appointments in shared calendars.
Show all Agents for the Administration department - Scheduling
Add joining links to booked video appointments and update invitations.
Show all Agents for the Scheduling department - Front Desk
Put video links in invitations for booked remote visits.
Show all Agents for the Front Desk department - Customer Success
Add joining links to booked customer check-ins.
Show all Agents for the Customer Success department - Account Management
Add video links to booked account review meetings.
Show all Agents for the Account Management department
How Add Video Meeting Links works
4 steps, in order, on every run.
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Check the new bookingRead the appointment and check its status and location. Continue only for selected video types without a usable link.
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Create a meeting roomCreate a new room for the appointment and collect its joining link.
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Update the appointmentPut the joining link in the booking location. Let the booking calendar send updated invitations to the host and client.
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Confirm the linkRead the booking again and verify its location matches the new joining link.
How to Get Started
Connect the tools you already use, such as LeadConnector, Zoom or Dialpad.
3 tools
- Choose the appointment types that should receive a new video meeting room.
- Connect the booking calendar with permission to read appointments and update their locations, and enable its booking and location update emails for hosts and guests.
- Connect the video meeting account with permission to create rooms, and subscribe the Agent to new booking notifications.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Video Meeting Links:
You choose the appointment types that need video rooms. The Agent leaves pending, canceled, in-person, and already linked bookings alone.
Yes, when you enable booking and update emails for hosts and guests. Your booking calendar sends the revised invitation after the Agent adds the link.
You can correct a booking missing a host, guest, or appointment time. The Agent leaves it unchanged and flags it for you.
The Agent leaves the location unchanged if room creation fails and flags the booking for you. If the update fails, it retries with the same link.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.