# Calendly Follow-Up Automator

> Never forget to follow up after a meeting again. Automatically draft personalized follow-ups from your Calendly data and post them to Slack.

Source: https://cotera.co/solutions/customer-success/calendly-follow-up-automator

---

- **Team:** Customer Success
- **Tools:** Calendly, Slack
- **Difficulty:** easy
- **Setup time:** 5 min
- **Time saved:** 15 min/meeting

## How it works
1. **Review Yesterday** — Pulls all meetings from yesterday's Calendly schedule
2. **Get Meeting Context** — Fetches event details, notes, and invitee responses
3. **Draft Follow-Ups** — Writes personalized messages based on meeting type
4. **Post to Slack** — Sends a summary with all drafts to your team channel

## Example requests
- Draft follow-ups for all of yesterday's Calendly meetings
- What meetings did I have yesterday? Write follow-up emails for each.
- Review my Calendly meetings from Monday and create follow-up drafts, post to #sales

## Prompt

```markdown
## 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 User to get the user URI
2. Use @Calendly/List Events for yesterday, status "active"
3. For each event, use @Calendly/Get Event to get full details including meeting notes
4. For each event, use @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 Message.
```

## Related reading
- [Calendar Automation: Why AI Agents Beat Zapier for Scheduling Workflows](https://cotera.co/articles/calendar-automation-ai-agents.md)
- [How to Automate Your Calendly Workflow with AI Agents](https://cotera.co/articles/calendly-workflow-automation.md)
- [Turn Your Calendly Meetings Into Sales Intelligence](https://cotera.co/articles/calendly-sales-intelligence.md)