Pre-meeting briefing in Slack from every Calendly booking

By General Input

The moment a prospect books time, deliver a short research brief to the rep's Slack so they walk in prepared, not scrambling.

Integrations

  • Calendly
  • LeadMagic
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that generates a pre-meeting briefing in Slack every time a new Calendly meeting is booked, so the sales rep has research in hand before the call.

Trigger: a Calendly webhook on the invitee.created event. When a booking comes in, extract the invitee's name, email, the event type, the scheduled start time, the Calendly event link, the meeting host (the rep), and any answers the invitee gave on the booking form.

Then enrich the invitee with LeadMagic:

1. Use LeadMagic Profile Search on the invitee's email (or profile URL if provided) to pull their current title, past roles, and education.

2. Use LeadMagic Company Search on the invitee's company (derived from the work email domain or booking answers) to pull firmographics: employee count, revenue range, funding, industry, and headquarters.

3. Use LeadMagic Mobile Finder to grab a direct-dial mobile number as a fallback if the invitee no-shows. Include it in the brief only if it comes back.

If LeadMagic returns not_found or an error on any of these, skip that piece cleanly and continue. Do not fail the whole run. Note in the brief which parts of the research were unavailable.

Then draft a concise Slack-friendly briefing with these sections, kept short and useful:

- Who they are (name, title, one line of background)

- What the company does (one sentence plus size, revenue or funding, and HQ)

- Likely reason for booking (infer from the event type and any booking form answers)

- Two suggested talking points tied to their role and company

- One relevant recent signal (funding round, new role, hiring push, product launch, whatever LeadMagic surfaces)

- Fallback mobile number, if we found one

- The Calendly event link so the rep can jump straight to the meeting details

Post the briefing to Slack using Send a Message. Default target is the meeting host's DM (use Open a Conversation to resolve the DM channel from the host's email). Also support posting to a shared #meeting-prep channel if the workspace prefers that. Deliver the message at least 30 minutes before the scheduled meeting start.

Keep the tone concise and useful. No filler, no marketing language, no long intros. Reps should be able to scan it in under 30 seconds.

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