Schedule complex meetings without the coordination headache

Once you know when to meet and who needs to be there, creating the actual calendar invite becomes another administrative task. You need to add each person's email, write an agenda, include relevant context, and often send a separate email explaining what the meeting will cover.

For meetings that involve both team members and external contacts, you're pulling email addresses from different systems, making sure everyone has the background information they need, and ensuring the meeting gets logged in your CRM.

Creating complete meeting invites immediately

Tell Quin when to schedule the meeting, who should attend, and what you'll be discussing. The calendar invite includes everyone automatically, follow-up emails provide additional context, and client meetings appear in your CRM without extra steps.

What this looks like in practice

After deciding on a client presentation:

Schedule project review meeting for next Thursday at 2pm. Include Jennifer and Mark from TechStart, plus our team - Sarah from design and David from strategy. We'll be reviewing the initial concepts and getting feedback on direction. Send Jennifer an email letting her know we'll have mockups ready and want to discuss timeline.

Result: Calendar invite includes all attendees, meeting appears in TechStart's CRM record, and an email draft explains to Jennifer what materials will be ready and what input you need from their team.

Planning a multi-stakeholder meeting:

Set up contract review meeting for Tuesday at 10am with our legal team, Mike and Rachel from the client side, and include our account manager Lisa. Meeting is to finalize terms before signing. Draft an email to Mike explaining what contract sections we'll focus on.

Result: Meeting schedules with all parties invited, event includes agenda details, and an email outlines the contract sections and decisions needed from Mike's team. A task appears to prepare the contract review materials before Tuesday.

Quick team coordination:

Schedule presentation prep meeting tomorrow at 3pm with Jake, Emma, and Alex. We need to align on final slides and talking points before the client call. Also send them the latest version of the deck.

Result: Team meeting schedules with agenda noted, and a message to the team includes the latest presentation materials attached. Voice notes from your planning session become part of the meeting agenda automatically.

Making meeting creation automatic

Describe the meeting you want to schedule, including attendees, timing, and purpose. Quin creates the calendar invite with everyone included and handles the related communication automatically.

For client meetings, the event appears in the appropriate CRM records. You can include specific instructions about what information to share with different attendees - internal team members might need different context than external clients.

‍

Turn meeting coordination into a single conversation. Try Quin free for 14 days.