NEW: Use Meeting Template Shortcuts to Schedule Over Slack

x.ai’s Slack app makes it easy to schedule meetings from any channel or directly.

Once you’ve installed the free x.ai Slack app, you can initiate any meeting in one sentence. Type out the Slack command /scheduler along with your Meeting Template shortcut, then @mention your guests and send the message.

/Scheduler Book an /onboarding with @liying @dennis

Similar to when you schedule over email, you’ll receive an immediate confirmation message in Slack that is only visible to you.

use meeting shortcuts to schedule over Slack

When you schedule a meeting with someone in your network, x.ai can immediately find a time that works for everyone and book the meeting instantly.

Note: If you don’t specify a template shortcut in your Slack message, x.ai will automatically use the presets from your default meeting template.

Narrow Down Your Availability Automatically 

You can always include additional date and time details when you use a Meeting Template shortcut over Slack and x.ai will adjust your availability accordingly. You can write these out in natural language.

/Scheduler, book /onboarding with @liying @dennis at 3:15pm on Tuesday.

You can also set a specific date and time for the meeting, which can be especially useful when your guest has already shared their availability. Scheduling with your Meeting Template ensures all of your preferences are applied, including your customizations for Record & Transcribe, Pre-Meeting Reminders, and Post-Meeting Actions.

/Scheduler, book /onboarding with @liying @dennis at 3:15pm on Tuesday.

When you set a date and time, x.ai skips the step of sending time options to your guests. Instead, Scheduler will send your guest(s) a confirmation email letting them know that you’ve scheduled the meeting.

Schedule Meetings with External Guests Over Slack

You can schedule meetings with people outside your organization over Slack — and you can mix-and-match internal and external guests, too. Simply include their full email addresses in the message:

/Scheduler Book a /phone meeting with jeff@spotify.com next week

schedule with external guests over Slack

You’ll receive an immediate confirmation message in Slack, only visible to you, that gives you the option to make additional changes to the request on my.x.ai or to “Schedule as is.” When you click the latter, Scheduler will immediately email a selection of your available times to your guests.

x.ai emails times to your guest

Your guests will each receive an email with clickable date/times based on your availability. From the email, they can choose a time and confirm their information on my.x.ai to book the meeting. They can also click a link to view more times, which brings them to a calendar page where they can see a broader range of your availability. When your guest(s) confirms a time, x.ai sends out the event invite to everyone on your behalf.

Change the Meeting Details Automatically 

You can also change the meeting title, duration, and location when you use a Meeting Template shortcut. Simply include those details in your Slack message:

/Scheduler, find 45 minutes for a /onboarding meeting over Zoom and call it “Product Education Session 1”

In this example, you are overriding the /onboarding Meeting Template settings which are set for a 60 minute meeting over Microsoft Teams.

You can also indicate whether any guests should be optional in the meeting:

Scheduler, find 45 minutes for a /onboarding meeting over Zoom and call it “Product Education Session 1”. Josh is optional.

Simplified Scheduling With Meeting Templates

Meeting Templates are the foundation of x.ai scheduling. In addition to using them to schedule over Slack, you can also use your Meeting Templates to schedule over email and with our Meeting Creator tool.

Looking for Meeting Template inspiration? Visit our Meeting Template Library to see examples of real templates that you can easily add to your account and customize.