LEAD GENERATION
Send personalized pre-event meeting requests with calendar holds
For each Hot lead in Airtable, sends a personalized meeting-request email proposing two booth time slots and places tentative holds on the rep's calendar so double-booking is…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule during pre-event window
- ActionPull uncontacted Hot leads from AirtableAirtable
- LogicFind two open rep slots via free/busyGoogle Calendar
- ActionPlace tentative calendar holdsGoogle Calendar
- ActionSend personalized meeting-request emailGmail
- OutputMark lead Contacted with offered slots in AirtableAirtable
What it does
Drives the actual outreach: it emails each high-fit attendee a personalized note proposing two specific time slots to meet at your booth or a nearby cafe, and simultaneously creates tentative holds on the assigned rep's calendar so two attendees never get offered the same slot.
When to use it
Run in the two weeks before the conference once your Airtable pipeline is enriched and scored. Best when you have limited rep availability on-site and want to fill a meeting schedule without manual back-and-forth.
How it works
- 1The run is triggered on a schedule each morning during the pre-event window.
- 2It pulls Hot leads from Airtable that have not yet been contacted.
- 3A filter checks the assigned rep's free/busy via Google Calendar and selects two open slots.
- 4Tentative holds are placed on the rep's calendar for those two slots.
- 5A personalized email is drafted referencing the attendee's company and sent via Gmail with the two proposed times.
- 6The Airtable record is updated to Contacted with the offered slots logged.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 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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