Notion meeting prep briefs when a prospect books on Calendly

By General Input

When someone books on Calendly, build a one-page Notion prep brief with their bio, company snapshot, peer decision-makers to ask about, and tailored discovery questions.

Integrations

  • Calendly
  • Findymail
  • Notion

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build me an agent workflow that creates a one-page Notion meeting prep brief every time a prospect books on Calendly, so the seller walks into the call already knowing the buyer.

Trigger: a Calendly outgoing webhook for the invitee.created event. When a new booking comes in, the agent should run end to end without any human input.

Steps the agent should take:

1. Read the webhook payload and use Calendly's Get Event Invitee to pull the full booking details: the invitee's name, email, scheduled time, event type, timezone, and any questions and answers they filled in on the booking form.

2. Run Findymail Reverse Email Lookup on the invitee's email to confirm their name, current job title, company, and LinkedIn profile URL. If the lookup fails, continue but note in the brief that the attendee could not be enriched.

3. Run Findymail Enrich Company on the company domain inferred from the email (or from the reverse lookup) to get firmographics: employee count, industry, headquarters, funding, and a short description.

4. Decide which peer and senior titles matter for this attendee based on their role. For example, if the invitee is a Director of Marketing, pull the CMO or VP Marketing plus a couple of marketing managers. If they are a Head of Sales, pull the CRO plus a few AEs or sales managers. Then call Findymail Find Employees at Company with the company website and that title filter so we have real names to ask about during discovery.

5. Draft three to five tailored discovery questions for this specific buyer. The questions should reference what we know about their role, their company, and (if present) the answers they gave on the Calendly booking form. They should not be generic; they should sound like a senior AE wrote them after doing real research.

6. Use Notion Create a Page in my Meeting Prep database. The page title should be the attendee name and company. The page body should have clear sections for: attendee bio (name, title, LinkedIn, short summary), company snapshot (industry, size, funding, description), suggested decision-makers to ask about (the peer and senior names from step 4 with their titles), and tailored discovery questions (the list from step 5). Also include the booking details (meeting time, event type, any intake answers) at the top so the seller has everything in one place.

Integrations to use: Calendly (webhook trigger plus Get Event Invitee), Findymail (Reverse Email Lookup, Enrich Company, Find Employees at Company), Notion (Create a Page).

Notes: Use the agent's judgement on which peer titles to pull and how to phrase the discovery questions, since this varies a lot by buyer. Personal email domains like gmail.com or outlook.com should skip the company enrichment and employees lookup, and the brief should note that the attendee booked from a personal email. Keep the Notion page tight and scannable, not a wall of text.

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