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SimplyMeet.me - Create PDF, Word, Excel Documents
SimplyMeet.me connects with Documentero to automatically create professional documents whenever meetings are scheduled, rescheduled, or cancelled. With this integration, you can generate custom PDFs, Word files, or Excel sheets based on meeting details. It helps teams and individuals keep accurate records, send confirmations, or prepare agendas without manual work.
SimplyMeet.me
Documentero
Triggers
Watch Meeting Cancelled — Triggers when a meeting is cancelled.
Watch Meeting Rescheduled — Triggers when a meeting is rescheduled.
Watch Meeting Scheduled — Triggers when a meeting is scheduled.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SimplyMeet.me using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SimplyMeet.me using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF meeting confirmations from SimplyMeet bookings
Create Word agendas from SimplyMeet scheduled meetings
Export cancelled meeting details into Excel reports
Generate reschedule notices in PDF when meetings change
Create custom client-facing documents from SimplyMeet events
Automatically build Excel logs of all SimplyMeet meeting activity
Generate branded Word documents for SimplyMeet meeting invitations
Create PDF summaries of daily SimplyMeet schedules
Export SimplyMeet booking data into formatted Excel templates
Automatically generate follow-up documents from SimplyMeet meeting records
How you can use SimplyMeet.me + Documentero
Meeting Confirmation PDF
Generate a branded PDF confirmation document each time a new meeting is scheduled in SimplyMeet.me.
Reschedule Notice
Automatically create a Word document notice with updated meeting details whenever a meeting is rescheduled.
Cancellation Report
Produce a cancellation report in Excel format whenever a meeting is cancelled, including participant details and reasons.
Client Agenda
Create a professional agenda document in PDF format for clients as soon as a meeting is booked.
Internal Tracking Sheet
Update an Excel tracking sheet with all scheduled, rescheduled, and cancelled meetings to maintain team records.
Setup Guides
Zapier Tutorial: Integrate SimplyMeet.me with Documentero
- Create a new Zap in Zapier.
- Add SimplyMeet.me to the zap and choose one of the triggers (Watch Meeting Cancelled, Watch Meeting Rescheduled, Watch Meeting Scheduled). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SimplyMeet.me trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SimplyMeet.me with Documentero
- Create a new scenario in Make.
- Add SimplyMeet.me to the scenario and choose one of the triggers (Watch Meeting Cancelled, Watch Meeting Rescheduled, Watch Meeting Scheduled). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SimplyMeet.me trigger.
- Run or schedule your scenario and verify the output.
