cotera

Calendly Invitee Enrichment

Turn your Calendly booking list into a qualified lead database. Enrich every invitee with company data and export to Google Sheets.

Lead enrichmentCRM syncMeeting analyticsPipeline building

The Challenge

People book time on your Calendly every day, but the only data you get is a name and email. You have no idea who they are, what company they work for, or how big the opportunity is. Manually looking up every invitee in Apollo or LinkedIn before adding them to your CRM is tedious and usually falls through the cracks.

What This Prompt Does

Pull Meeting History

Fetches all Calendly meetings from the past week

Extract Invitees

Gets names, emails, and booking form answers

Enrich with Apollo

Adds company name, size, industry, and title

Export to Sheets

Logs enriched data to Google Sheets for CRM import

The Prompt

The Prompt

Task

Pull all Calendly meetings from the past week, extract every invitee, enrich them with company and contact data, and log the results to a Google Sheet for CRM follow-up.

Input

The user provides a time range (default: last 7 days) and optionally a Google Sheets spreadsheet ID.

Context

Research Strategy

  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 the past 7 days with status "active"
  3. 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
  4. For each invitee, use @Apollo/Enrich PersonName it "Apollo/Enrich Person" and call it with @Apollo/Enrich Person with their email
  5. Compile a row per invitee with: name, email, company, title, company size, industry, meeting date, event type, and any booking form answers
  6. If a Google Sheet ID is provided, use @Google Sheets/Append RowName it "Google Sheets/Append Row" and call it with @Google Sheets/Append Row to log each row

What to Capture

  • Full name and email from Calendly invitee data
  • Company name, size, and industry from Apollo
  • Job title and seniority level
  • Any custom question answers from the booking form
  • Meeting type and date for context
  • LinkedIn URL if available

Output

Summary: Total meetings, total unique invitees, breakdown by event type.

Enriched Invitee List: For each invitee:

  • Name, email, title, company
  • Company size and industry
  • Booking form responses
  • Meeting date and event type

If a Google Sheet was provided, confirm rows were appended with a link to the sheet.

Example Usage

Try asking:

  • →"Enrich all my Calendly invitees from this week and add them to my leads sheet"
  • →"Who booked meetings with me last month? Get their company data."
  • →"Pull my Calendly meetings from the past 2 weeks and build a lead list"