Daily Calendly to Constant Contact follow-up drafts

Every weekday morning at 9am in my timezone, sweep yesterday's Calendly meetings and turn each one into the right Constant Contact follow-up. The point is to close the loop that the native Calendly to Constant Contact connection leaves open: tag contacts at the point of import, and stage tailored draft follow-up copy that marketing can review before sending.

Trigger: cron, every weekday at 9am local time.

Step 1. Pull yesterday's meetings from Calendly. Call List Scheduled Events with min_start_time and max_start_time covering the prior calendar day in my timezone. If the response is empty, log a short note and exit gracefully. Do not stage anything, do not send any notifications.

Step 2. For each scheduled event, call List Event Invitees and pull each attendee's name, email, the event type (for example demo, intro call, consultation), and any answers they gave to booking questions (company size, use case, vertical, anything meaningful). Skip cancelled events and skip internal teammates if their email matches our domain.

Step 3. Bucket each invitee by event type plus any meaningful signal from the booking answers. The default buckets I want are demo, intro call, and consultation, but if an answer like 'team size 50+' or 'use case: customer support' is present, fold that into the bucket name so the follow-up copy can speak to it.

Step 4. In Constant Contact, call List Contact Lists once at the start of the run so you know which list each bucket should map to. Use a mapping I describe at setup (for example: demo bucket goes on the 'Sales Demos' list, intro call goes on 'Discovery', consultation goes on 'Consultations'). Call List Tags once at the start of the run too, so you have a fresh inventory of existing tags. If a bucket's tag does not exist (for example 'demo-followup-2026-06-20' or whatever convention I pick), use Create Tag to create it before any contacts are upserted.

Step 5. For each invitee, call Create or Update Contact (Sign-up Form). Include the matching list membership for their bucket and ensure the right tag is applied via the taggings field on the contact. This endpoint is the right one for net-new and returning attendees because it upserts by email.

Step 6. After every invitee for the day is routed, group them by bucket and use Create Email Campaign to stage one draft post-meeting follow-up per bucket. The subject and body should reference what was actually discussed in that meeting type (for demo: thank-you plus offer to share the recording and next steps; for intro call: a short summary of the call's purpose and an invite to book a working session; for consultation: a recap-and-recommendations frame). Target each draft at the freshly tagged contacts from that bucket. Leave every campaign in draft so marketing can review the copy and audience before sending. Do not schedule or send.

Step 7. At the end of the run, log a short summary I can scan: number of meetings processed, number of invitees routed, which buckets were active, which tags were created, and the IDs of the draft campaigns staged. If no invitees were found, just say so and exit.

Guardrails. Never send a campaign automatically: drafts only. Never overwrite an existing tag that already has the right name. Be tolerant of meetings with zero invitees and event types that are not in my bucket map (fall back to a generic 'other' bucket and a generic follow-up draft). Skip days with zero meetings without staging anything.