Auto-route Calendly bookings to volunteers in Slack

By General Input

When a client books on Calendly, post the appointment to a volunteer Slack channel so the first available person can claim it.

Integrations

  • Calendly
  • Slack
  • Google Calendar

Type

Deterministic Code

Categories

  • Operations
  • HR & People

Build a workflow that turns new Calendly bookings into claimable shifts for a team of volunteers in Slack.

Trigger: new booking in Calendly. When an invitee books any event on my account, fire the workflow.

Step 1: pull the full invitee and event details from Calendly (invitee name, email, any intake questions, event type, start time in the invitee's timezone, the Calendly event URL, and the location or join link).

Step 2: post a message in our Slack #volunteers channel with the appointment summary. The message should clearly show the client name, the date and time, the appointment type, and any notes the client left when booking. End the message with an instruction line: "First volunteer to reply with the word 'claim' in this thread takes this one. Reply with your email so I can add you to the calendar event. If nobody claims it within 24 hours, it stays on my calendar."

Step 3: also send me a short direct message in Slack confirming the booking was posted, with a link back to the volunteer thread so I can follow along.

For the claim resolution half: assume a companion workflow listens for the first thread reply containing the word "claim" plus an email address, then patches the original Google Calendar event to add that email as an attendee and DMs me that the appointment was claimed. If that companion piece can be built inside this same workflow, do it. If not, scaffold the announcement workflow first and leave clear notes on how the claim listener should be wired up.

Keep the Slack message friendly and easy to scan. Don't include any sensitive details beyond the client's first name unless it was explicitly volunteered in the booking form.

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