Calendly prospect briefs in Slack, enriched with RocketReach

By General Input

When a prospect books on Calendly, get a one-page Slack brief with their role, company snapshot, and tailored talking points about an hour before the call.

Integrations

  • Calendly
  • RocketReach
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me a pre-meeting prospect research workflow that fires the moment a prospect books time on my calendar.

Trigger: a Calendly webhook subscription on the invitee.created event. When the payload arrives, pull the invitee's email and name, the scheduled event's start time and end time, the public Calendly event link, the event type name, the meeting host (the Calendly user who owns the event type), and any custom question/answer pairs the invitee submitted on the booking form.

Then enrich the prospect:

1. Call RocketReach Person Lookup using the invitee's email to retrieve their current title, seniority, recent work history, and LinkedIn URL. Person lookups can be async, so wait for status to be complete before using the result.

2. Extract the domain from the invitee's email. If the domain is a known free email provider (gmail.com, yahoo.com, outlook.com, hotmail.com, icloud.com, aol.com, proton.me, etc.), skip the company lookup. Otherwise call RocketReach Company Lookup on the domain to fetch headcount, industry, funding stage and most recent round, growth signals, and tech stack.

Now compose a tight one-page meeting brief with these sections:

- Who they are: name, current role, tenure in role, one line on prior roles, LinkedIn link.

- Company snapshot: size, industry, funding stage and last round, anything notable in recent growth or tech stack.

- Three plausible pain points or talking points tied to their stack, headcount, or funding stage.

- Two open-ended discovery questions tailored to their role and company stage.

- Anything they shared in the Calendly booking form answers that the rep should know before the call.

- The Calendly event link and the scheduled start time in the host's timezone.

Delivery: send the brief as a Slack direct message to the meeting host. Timing should be at least one hour before the event start time. If the booking happens more than an hour before the meeting, schedule the Slack message so it lands roughly sixty minutes before the start. If the booking happens inside the one-hour window, send the brief immediately.

Graceful degradation:

- If RocketReach Person Lookup returns no match, send a short note saying the person could not be matched, plus whatever company data was found, plus the booking form answers.

- If the email domain is a free email provider or the Company Lookup returns no match, skip the company snapshot section and note that the company could not be identified from the email domain.

- If both lookups fail, still deliver a minimal brief built from the invitee name and the booking form answers, with the Calendly event link, so the rep at least sees the booking context in Slack.

Use Slack's mrkdwn formatting (single asterisks for bold) so the brief reads cleanly inside a Slack DM.

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