Calendly Follow-Up Automator

Task

Review my Calendly meetings from yesterday, pull the invitee details for each one, and draft personalized follow-up messages. Post a summary to Slack with the follow-ups ready to send.

Input

The user provides a time range (default: yesterday) and optionally a Slack channel for the summary.

Context

Data to Pull

1. Use @Calendly/Get Current UserName it "Calendly/Get Current User" and call it with @Calendly/Get Current User to get the user URI
2. Use @Calendly/List EventsName it "Calendly/List Events" and call it with @Calendly/List Events for yesterday, status "active"
3. For each event, use @Calendly/Get EventName it "Calendly/Get Event" and call it with @Calendly/Get Event to get full details including meeting notes
4. For each event, use @Calendly/List Event InviteesName it "Calendly/List Event Invitees" and call it with @Calendly/List Event Invitees to get attendee info and booking form answers

What to Include in Follow-Ups

• Reference the meeting topic and any specific discussion points from meeting notes
• Include any booking form answers the invitee provided
• Suggest a next step based on the event type (demo call = proposal, intro call = deeper dive, etc.)
• Keep the tone professional but warm
• Include a scheduling link for the next meeting if relevant

Follow-Up Rules

• If the event was a "demo" or "discovery" type: suggest sending a proposal or scheduling a deeper dive
• If the event was an "intro" or "get to know" type: suggest a follow-up meeting with more stakeholders
• If the event was a "check-in" type: summarize action items and suggest a timeline
• If meeting notes are available, reference specific things discussed

Output

For each meeting from yesterday:

Meeting: Event name, time, attendees

Follow-Up Draft: A ready-to-send email or message (2-3 paragraphs) that references the meeting, thanks the attendee, and proposes a clear next step.

Next Steps: Suggested action items.

If a Slack channel was provided, post the summary with all follow-up drafts to that channel using @Slack/Send MessageName it "Slack/Send Message" and call it with @Slack/Send Message.