Send personalized Calendly follow-up emails from Granola notes

By General Input

When a Granola meeting note lands, an agent matches the Calendly booking, weaves in the invitee's intake answers, and sends a personalized follow-up email.

Integrations

  • Granola
  • Calendly
  • Gmail

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Build me an agent workflow that sends a personalized follow-up email after every external Calendly meeting, using the meeting recap I get from Granola.

Trigger: poll Granola for new_note. Each fired event hands the agent a meeting note id.

What the agent should do, in order:

1. Pull the full Granola note with Get Note so it has the title, attendees, calendar event, summary, action items, decisions, and (if available) the transcript. If the note has no external attendees or no clear next steps, stop and do nothing. If the meeting looks purely internal (only same-domain attendees as me), stop and do nothing.

2. Find the matching Calendly booking. Call Calendly's List Scheduled Events with min_start_time and max_start_time set to a tight window (about 30 minutes before and after the Granola note's meeting start time) and a status of active. Pick the event whose name and start time best match the Granola note's title and timing. If nothing matches confidently, stop and do nothing.

3. Get the invitee. Call Calendly's List Event Invitees on the matched event, then call Get Event Invitee for full details on the primary invitee. Capture their name, email, timezone, and every question/answer pair they filled out when booking.

4. Write the follow-up email. It should: open with a warm, specific thank-you that references something concrete from the conversation (a quote, a commitment, or a topic from the Granola summary); recap the 2-4 most important points discussed; list next steps as a clean bulleted list with owners and dates pulled from the action items; explicitly answer any open questions the invitee raised on the Calendly booking form or during the meeting; close with a clear next touchpoint. Match my voice: warm, direct, no corporate filler, no em dashes.

5. Send it. Default behavior is to call Gmail Send a Message to the invitee's email with a subject like "Follow-up from our {meeting topic} call" and the body composed above. If I tell you I want a review step, call Gmail Create a Draft instead so I can read it before sending.

Guardrails: never send if the invitee email is missing, never send if the Granola note has fewer than two action items or decisions, never invent commitments that are not in the note, and never include the raw transcript in the email. If the agent skips a meeting, log a one-line reason so I can see why.

Inputs I can configure: my Gmail send-from address, send vs. draft mode, an optional CC list, a signature block, and a list of internal email domains that should always be treated as internal.

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