Pre-showing prep brief in Slack for new Calendly bookings

By General Input

Whenever a buyer books a showing or consultation, get a one-message Slack brief pulling their full history from Follow Up Boss so you walk in already knowing them.

Integrations

  • Calendly
  • Follow Up Boss
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Build me an agent workflow that prepares me before every showing or consultation by combining Calendly, Follow Up Boss, and Slack.

Trigger: poll Calendly for a new scheduled event. Each fire passes the agent the new booking, including the invitee's name, email, the event type, the start time, and any answers they gave to the booking questions.

When the trigger fires, the agent should do the following:

1. Use Follow Up Boss List People to look up the invitee by email. Match on the booked invitee's email address. Treat the first match as the contact for the rest of the run.

2. If a person is found, gather their history: call Follow Up Boss List Events filtered to that person to get prior activity and any property of interest, and call Follow Up Boss List Deals filtered to that person to get open and recent deals (pipeline, stage, value). Also pull any tags, stage, source, and last activity that come back on the person record itself. Optionally include the most recent notes if they are readily available.

3. Create a matching appointment in Follow Up Boss using Create Appointment. Link it to the contact, set the start and end time from the Calendly booking, set a clear title (for example "Showing with <name>" or "<event type> with <name>"), include the event type and the Calendly event link in the description, and invite me (the authenticated FUB user) so it syncs with my calendar.

4. If no person is found in Follow Up Boss, fall through to Follow Up Boss Create Event instead so the lead is captured properly with the platform's dedupe logic and so any action plans fire. Use the invitee's name, email, the Calendly event type as the source description, and a source of "Calendly". Then still create the appointment on the newly-created contact.

5. Post a single Slack message to my showings channel using the Slack Bot Send a Message action. The message is the prep brief and should include: who they are (name + email + phone if available), what they booked (event type + start time in my timezone), their stage and tags in Follow Up Boss, the original lead source, any open deals with pipeline and stage, the last few touchpoints from the events list (most recent first, 3-5 of them), and a direct link to their Follow Up Boss profile. Format it cleanly with Slack mrkdwn (use *bold* for section headers, bullet points for lists). Keep it scannable: I want to read it on my phone walking up to the property.

6. If the contact was brand new (created via Create Event in step 4), prepend the Slack message with a clear callout like ":sparkles: New contact - no prior history in Follow Up Boss yet" so I know to introduce myself fresh rather than reference past conversations.

Inputs I should be asked for at setup: the Slack channel ID to post to, my Follow Up Boss user id (or email) so appointments are assigned to me, and optionally a list of Calendly event type names to limit the workflow to (default to all event types if I leave it blank).

Behavior notes: be resilient if a section is empty (no open deals, no prior events) and just omit that section from the Slack message rather than printing an empty header. If the Follow Up Boss lookup or appointment creation fails, still send a Slack message with whatever was gathered and a short note that something failed, so I am never left walking into a showing blind.

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