Calendly to Slack meeting prep briefs with UpLead enrichment

Build me an agent workflow that posts a meeting prep brief to Slack whenever someone external books a call on my Calendly. The brief should land before I have a chance to switch tabs and look the person up myself.

Trigger: a Calendly webhook for the invitee.created event. When the webhook fires, treat the invitee payload as the agent's input.

What the agent should do, in order:

1. Call Calendly's Get Event Invitee operation using the invitee URI from the webhook so we have the full record: email, name, the event type, the scheduled time, and any intake question answers.

2. Inspect the invitee's email domain. If it is a free or consumer provider (gmail.com, yahoo.com, hotmail.com, outlook.com, icloud.com, aol.com, proton.me, protonmail.com, msn.com, live.com, gmx.com), skip enrichment entirely and post a short Slack note that includes the person's name, the meeting time, the event type, and any intake answers. Do not call UpLead in this case so we don't burn credits on consumer leads.

3. Otherwise, call UpLead's Search Combined (Person + Company) operation with the invitee's email. This single lookup returns the person's title and seniority alongside the company's employee count, industry, technologies, and recent firmographic context, which keeps us at one billable credit per booking.

4. Use Slack's Send a Message operation to post the brief. Default the destination to a dedicated prep channel, and make it easy for me to swap to the meeting owner's DM instead. Format the message with Block Kit so the sections render cleanly with headers and dividers.

Brief format, three sections:

• About the person: name, title, seniority, LinkedIn if UpLead returns one, plus the Calendly intake question answers.

• About the company: company name, employee count, industry, headline technologies, and any notable firmographic context (recent funding, growth stage, etc.) from UpLead.

• Talking points: two or three short bullets the agent writes from the enrichment, tailored to the Calendly event type. Reference the prospect's stack, headcount stage, or a recent change. These are conversation openers, not a script.

Keep the whole brief readable in under thirty seconds. Do not dump the raw UpLead payload. Pick the three or four most useful fields per section. Include the Calendly event link at the bottom so I can jump straight to the meeting details.

Additional information

What does this prompt do?

Watches Calendly for new bookings the moment a guest confirms a time.
Enriches the invitee with their title, seniority, company size, industry, and tech stack so you know who is walking in.
Posts a clean Slack message with sections for the person, the company, and two or three talking points to open with.
Skips enrichment for personal addresses like gmail or hotmail so you do not burn lookup credits on consumer signups.

What do I need to use this?

A Calendly account that can send out new-booking notifications.
An UpLead account with API access and credits available for lookups.
A Slack workspace, and a channel or person you want the briefs delivered to.

How can I customize it?

Change where the brief lands. A shared prep channel, the meeting owner's direct message, or both.
Edit the free email skip list to add or remove consumer domains you do not want to enrich.
Tune the talking points. Make them tighter, more questions-heavy, or focused on one product line.

Frequently asked questions

Will this slow down or interfere with my Calendly bookings?

No. The workflow runs in the background after the booking is confirmed. Your guest sees nothing different and the brief arrives in Slack a few seconds later.

What happens if UpLead does not have data on the person?

The brief still goes out with whatever Calendly knows about them. The person and intake sections render normally, just without the enrichment details.

Does this use a credit on every booking?

Only when the invitee books with a work email. Personal addresses like gmail or yahoo are skipped automatically, so your UpLead balance only gets spent on real prospects.

Can I send the brief to a private channel or a direct message?

Yes. You can point it at any public channel, private channel, or a person's direct message. Many teams use a shared prep channel by default and switch to the meeting owner's DM for sensitive accounts.

How quickly does the brief arrive?

Usually within seconds of the booking. As long as the call is more than a minute or two out, you will have a brief ready before the meeting starts.