November 7, 2023
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How to
#workflows #calendars

How to use Morgen's Calendar Propagation workflow

Brenna
Marketing @Morgen

Morgen Assist's Calendar Propagation Workflow is a simple way to block time in one calendar for an event that is marked in another calendar. For instance, you can set this up with a personal and work calendar so that events on your personal calendar will be blocked on your work calendar.

These events, once blocked on that secondary calendar, will be marked as 'Private Event', with no details listed.

Note that at this time, only Outlook and Google Calendars are supported by the Calendar Propagation Workflow. Support for additional calendars will be added soon.

How to set up Calendar Propagation

From the Morgen Assist Workflow Gallery, click on +Create for the Calendar Propagation workflow to get started.

You will the configure the workflow by:

  • Identifying your source calendar (the calendar from which events will be blocked).
  • Identifying the destination calendar (where private events will be added).
  • Determine which events should propagate (all or only those marked busy).
  • You can then Save the workflow.

The ready-built Calendar Propagation workflow takes 1 minutes to configure and deploy.

Alternatively, you can opt to customize the way in which calendar propagation is executed by toggling on Nerd Mode. In doing so, you are exposing the workflow's code, which you can then edit.

(Before digging in, you can opt see the code as applies to an example event from your own calendar so you can see how it applies to a concrete example.)

Some examples of how people are using Nerd Mode to tailor the workflow include only propagating events that:

  • take place during business hours
  • are marked as #important. #medical, #personal
  • have at least one invitee

Optionally customize the way Calendar Propagation is deployed across your calendars using Nerd Mode.

For assistance on Nerd Mode, you can review Morgen's SDK for more guidance on nerd mode or troubleshoot with others on our Discord.

How Calendar Propagation works

Once you save your Calendar Propagation workflow, you will see it listed and active in your workflows. Here's what you can expect:

  • The workflow will run daily at 6:00 pm and will propagate events in the upcoming 14 days. If you want to trigger it at another time, do so manually by clicking Run from My Workflows.
  • Propagated events will appear as 'Private Event (from Morgen)' in the destination calendar. To see event details you will need to look at the source calendar.
  • Events that are cancelled or moved will be updated in the destination calendar. However, there will be a lag as the workflow runs daily at 6pm.
  • Buffer time and travel time, unless specified otherwise in Nerd Mode, will also propagate across calendars.
  • If you use Morgen as your calendar app, we recommend turning on Merge Duplicate Events to declutter your merged calendar views. Otherwise you will see the same event in both the source and destination calendars.

How to test Calendar Propagation

Like all Morgen Assist workflows, we recommend that after deploying it, you test Calendar Propagation to get a feel for how it will impact your calendars.

To do so:

  • Create a test event to your source calendar.
  • If you selected that only busy events be propagated, make sure your test event is marked as such.
  • Manually trigger the workflow by clicking on Run in My Workflows.
  • Check your destination calendar to see the corresponding private event added.
  • Delete the test event from your source calendar.
  • Once more, Run the workflow again to see that it is removed from the destination calendar.

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