SALES
Auto-schedule the CSM kickoff call from a handoff conversation
When a Front handoff is assigned to a CSM, this reads the customer contacts, books a kickoff call on the CSM's calendar, and replies in the thread with the invite details.
How it runs
The automated pipeline, trigger to output.
- TriggerHandoff conversation assigned to a CSMFront
- ActionRead customer contacts and assigned CSMFront
- ActionFind next open slot on CSM calendarGoogle Calendar
- ActionCreate kickoff event with agendaGoogle Calendar
- OutputReply in thread and tag kickoff-bookedFront
What it does
Closes the gap between "deal won" and "first CSM call" by booking the kickoff automatically. It identifies the right customer attendees from the Front conversation, creates a calendar event with the CSM, and confirms it back in the shared inbox.
When to use it
Use it when kickoff scheduling slips for days after close because nobody owns sending the invite. This guarantees a calendar hold within minutes of handoff assignment.
How it works
- 1A handoff conversation is assigned to a CSM in Front, firing the trigger.
- 2The flow pulls the conversation's customer contacts and the assigned CSM from Front.
- 3It checks the CSM's Google Calendar for the next available 45-minute slot inside business hours.
- 4A calendar event is created inviting the CSM and the customer's primary contacts with a kickoff agenda in the description.
- 5The flow posts the confirmed date, time, and meeting link as a reply in the Front conversation.
- 6It tags the conversation "kickoff-booked" so the handoff status stays visible to the team.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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