What does this Calendly automation do?
A named agent reviews each new booking and creates a task only when the lead matches your criteria.
What can you do with it?
- Review booking answers immediately
- Create work only for qualified bookings
- Keep the qualification reasoning with the task
The Steps
This automation runs in 4 steps:
- When Calendly — Any Event Scheduled
- Then Taskade AI — Ask Agent ("Booking Qualifier")
- Then Filter — continue only when the booked lead matches your qualification criteria
- Then Taskade — Add Task
What makes this different from a Zapier-style flow?
The "Booking Qualifier" step is not a one-off model call. It is a Taskade AI agent that knows your ideal customer profile and booking questions, remembers which booked leads became customers, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by your other automations.
Who is this automation for?
Built for sales teams using Calendly for discovery calls. A named agent reviews each new booking and creates a task only when the lead matches your criteria.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Any Event Scheduled" from Calendly.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Booking Qualifier".
- Add a Filter step: Filter — continue only when the booked lead matches your qualification criteria.
- Add the action "Add Task" from Taskade.
- Connect your Calendly account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.