LEAD GENERATION
Auto-book meeting replies and send venue logistics confirmation
Watches for attendee replies to meeting requests, books the chosen slot as a confirmed calendar event, releases the unused hold.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound reply to meeting-request threadGmail
- LogicDetect which offered slot was chosen
- ActionConfirm calendar event and invite attendeeGoogle Calendar
- ActionRelease the unused tentative holdGoogle Calendar
- ActionEmail confirmation with booth and directionsGmail
- OutputMark lead Booked with final time in AirtableAirtable
What it does
Closes the loop on outreach. When an attendee replies picking one of the two proposed times, it converts the tentative hold into a confirmed calendar invite, releases the other hold so it frees up, and sends a confirmation email with booth number, venue map, and arrival directions.
When to use it
Run this continuously alongside the meeting-request sequence so replies get handled within minutes instead of sitting in an inbox. Essential when reps are traveling and cannot babysit email during event week.
How it works
- 1The run triggers on each new inbound Gmail reply matching a meeting-request thread.
- 2A logic step parses the reply to detect which of the two offered slots the attendee chose.
- 3The chosen tentative hold is upgraded to a confirmed Google Calendar event with the attendee invited.
- 4The unused tentative hold is deleted to free the slot.
- 5A confirmation email is sent with booth location, venue address, and directions.
- 6The Airtable record is updated to Booked with the final meeting time.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect AirtableBases, tables, views, automations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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