Calendly meeting prep briefs in Slack, enriched with UpLead

By General Input

When a prospect books on Calendly, post a tight Slack prep brief enriched with UpLead so you walk into the call already knowing who they are.

Integrations

  • Calendly
  • UpLead
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that posts a meeting prep brief to Slack whenever someone external books a call on my Calendly. The brief should land before I have a chance to switch tabs and look the person up myself.

Trigger: a Calendly webhook for the invitee.created event. When the webhook fires, treat the invitee payload as the agent's input.

What the agent should do, in order:

1. Call Calendly's Get Event Invitee operation using the invitee URI from the webhook so we have the full record: email, name, the event type, the scheduled time, and any intake question answers.

2. Inspect the invitee's email domain. If it is a free or consumer provider (gmail.com, yahoo.com, hotmail.com, outlook.com, icloud.com, aol.com, proton.me, protonmail.com, msn.com, live.com, gmx.com), skip enrichment entirely and post a short Slack note that includes the person's name, the meeting time, the event type, and any intake answers. Do not call UpLead in this case so we don't burn credits on consumer leads.

3. Otherwise, call UpLead's Search Combined (Person + Company) operation with the invitee's email. This single lookup returns the person's title and seniority alongside the company's employee count, industry, technologies, and recent firmographic context, which keeps us at one billable credit per booking.

4. Use Slack's Send a Message operation to post the brief. Default the destination to a dedicated prep channel, and make it easy for me to swap to the meeting owner's DM instead. Format the message with Block Kit so the sections render cleanly with headers and dividers.

Brief format, three sections:

• About the person: name, title, seniority, LinkedIn if UpLead returns one, plus the Calendly intake question answers.

• About the company: company name, employee count, industry, headline technologies, and any notable firmographic context (recent funding, growth stage, etc.) from UpLead.

• Talking points: two or three short bullets the agent writes from the enrichment, tailored to the Calendly event type. Reference the prospect's stack, headcount stage, or a recent change. These are conversation openers, not a script.

Keep the whole brief readable in under thirty seconds. Do not dump the raw UpLead payload. Pick the three or four most useful fields per section. Include the Calendly event link at the bottom so I can jump straight to the meeting details.

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