Instant Slack pre-call briefs the moment a Calendly meeting is booked
When a prospect books on Calendly, post a one-screen Slack brief with company logo, industry, location, socials, their booking answers, and talking points.
Integrations
Calendly
Context.dev
Slack Bot
Type
Categories
- Sales
- Operations
Whenever a prospect books time on my Calendly link, I want an agent to push a one-screen pre-call brief into Slack so my reps walk into every demo prepared.
Trigger: a Calendly webhook on the invitee.created event. Fire as soon as a booking is confirmed.
Step 1. Read the booking. Pull the invitee's email, full name, the event type, the scheduled start time, and any answers to booking-form questions straight from the webhook payload. If any of those fields are missing, fall back to Calendly's Get Event Invitee using the invitee URI on the payload.
Step 2. Enrich the company. Call Context.dev's Retrieve Brand Data by Email with the invitee's email to resolve the company brand record: logo, one-line description, NAICS industry, headquarters location, and social links. Context.dev rejects free and disposable email providers (Gmail, Yahoo, Outlook, etc.) with a 422 — when that happens, skip enrichment gracefully and continue. If the brand record comes back without an industry, optionally call Context.dev's Classify NAICS Industries on the domain to fill it in.
Step 3. Post the brief. Use Slack Bot's Send a Message to post a compact briefing card into the channel #sales-briefs (or DM the meeting host, depending on the event type). The message should include: company name and logo, the one-line description, industry and location, social links, the prospect's name, their answers to the booking-form questions, and two or three talking points drafted from the company's brand description and what they wrote on the form.
Fallback behavior: if the brand lookup is skipped (free email) or returns no match, still post the message with the raw Calendly details (name, email, event type, time, booking answers) and a clear "no brand match" note at the top so nothing silently drops.
Keep the Slack message short enough to read at a glance and use Slack's mrkdwn formatting so the brand name and section headers stand out.
What it does
- Fires the instant someone books time on your Calendly link, so reps see the brief before they accept the calendar invite.
- Looks up the prospect's company by their work email and pulls logo, one-line description, industry, location, and social links.
- Posts a compact briefing card to your sales Slack channel (or DMs the meeting host) with the prospect's name, their booking-form answers, and two or three talking points drafted from the company's brand description.
- Still posts the raw Calendly details with a clear no brand match note when the email is a personal address, so a booking never silently drops.
What you’ll need
- A Calendly account with permission to install webhooks on your scheduling link.
- A Context.dev account for the brand lookup (free and personal email addresses are skipped by design).
- A Slack workspace and the channel or person you want the brief posted to.
How to customize it
- Change where the brief lands: a shared sales channel, the meeting host's DM, or a per-rep channel.
- Tweak which fields show up on the card (drop the socials, add the event type, hide the industry, etc.).
- Adjust the talking-point voice so it matches how your team actually opens a discovery call.
Use cases
- Lead Enrichment
- Meeting Workflows
- Notifications & Alerts
