What Can You Do With This Automation?
Collect detailed intake information when booking
Store responses for meeting preparation
AI-generate personalized meeting agenda
Create preparation document for consultant
Send pre-meeting questionnaire if needed
Automation Flow
Trigger: Calendly Invitee Created (with intake form)
Actions:
- Parse intake form responses
- Create client profile in CRM
- AI Generate meeting agenda based on intake
- Create prep document with client details
- Send confirmation with what to expect
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click โAdd automation โก choose this template
Configure Calendly with intake questions
Set up AI agenda generation prompts
Enable the toggle to activate