Reply to Gmail form submissions with a Calendly link

By General Input

When a form submission lands in Gmail, draft a friendly reply with your Calendly booking link and pause for a human to approve before sending.

Integrations

  • Gmail

Type

Agentic Task

Categories

  • Operations
  • Sales

Build me an agent-based workflow that handles form submission emails landing in our shared Gmail inbox. Today our Director of Ops manually reads each one and sends a templated response with our Calendly link. I want the agent to draft that response automatically and pause for human approval before it sends.

Trigger: Gmail poll trigger on the new_email event, scoped to a specific Gmail label (for example 'form-submissions') or a sender pattern that identifies form submission emails. The user will configure the exact label or sender filter when they set this up.

What the agent should do for each new email:

1. Parse the email body as a form submission. Extract the submitter's first name (or full name if first name isn't available), email address, and any other relevant fields the form captured. If a name field can't be found, fall back to a friendly generic greeting.

2. Compose a templated reply. Personalize the greeting with the submitter's name. Keep the body faithful to our existing template (the user will paste the template copy into the workflow when they configure it). Always include our Calendly booking link in the body. Sign it from the Director of Ops with the configured signature.

3. Use Gmail's Create a Draft operation to save the draft as a reply on the source message (set threadId, In-Reply-To, and References so it threads correctly with the submitter's original email). The draft should land in the same Gmail account so the Director of Ops can open it from their drafts folder.

4. Pause for human-in-the-loop approval. Notify the Director of Ops that a draft is ready to review, and wait until they approve (or edit and approve) the draft before continuing. The approval step is required.

5. Once approved, use Gmail's Send a Draft operation to send the draft. If the reviewer edited the draft in Gmail before approving, the latest version of that draft should be the one that sends.

Calendly is referenced only as a link in the email body. Do not call any Calendly API or operation. The only integration is Gmail.

Keep the workflow scoped to one Gmail account and one label or sender filter. Make the template copy, Calendly link, signature, and trigger filter all editable from the workflow's configuration so we can tweak them without rebuilding.

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