Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
Complete Calendly automation that handles confirmations, cancellations and reschedules in a single workflow. WHAT IT DOES: Logs all meetings to Google Sheets automatically Creates events in organizer's Google Calendar Sends professional HTML emails to guests Notifies your team on Slack (#meetings) Handles errors with Slack alerts (#errors) INCLUDED FLOWS: New booking: Sheets + Calendar + Slack + Confirmation email Cancellation: Sheets (updates status) + Slack + Cancellation email Reschedule: Sheets + Slack + Email with new date/time SETUP: Connect Google Sheets (create sheet with columns: Event ID, Date Logged, Name, Email, Meeting Type, Date, Time, Status, Meeting URL, Timezone) Connect Google Calendar Connect Slack (create channels #meetings and #errors) Connect Gmail Configure webhook in Calendly > Integrations > Webhooks CUSTOMIZABLE: Emails include professional HTML design with editable colors and text directly in the code nodes. IDEAL FOR: Consultants, coaches, agencies and sales teams using Calendly.
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