Calendly meeting prep briefs in Slack with Snov.io campaign context

Build an agent workflow that produces a sales meeting prep brief in Slack every time a new prospect books a meeting on Calendly.

Trigger: a Calendly outgoing webhook on the invitee.created event. Use the webhook trigger type. The payload contains the invitee email, name, scheduled event time, the event type, and any intake question answers.

Step 1. Take the invitee email from the Calendly payload and call Snov.io Get Prospect by Email to check whether this person is already in one of our prospect lists.

Step 2. If the prospect is found, use the prospect record to gather job title, company, location, and any known phone or social fields. Then call Snov.io List Campaigns to enumerate every drip campaign in the account. For each campaign whose prospect list contains this person, call Snov.io Get Campaign Replies and filter for replies whose sender email matches the invitee. Keep the most recent reply and its full message body. If the prospect has not replied to anything, fall back to whichever campaign most recently sent to them.

Step 3. If Snov.io Get Prospect by Email returns no record, fall back to Snov.io Find Prospects by Domain using the company domain extracted from the invitee email. Pull a short list (5 to 10) of other people at the same company so the rep can see the broader buying committee. Do not call Find Emails by Name and Domain here; that operation requires a known first and last name and is not appropriate when we are trying to surface unknown contacts.

Step 4. Generate a meeting prep brief in Slack mrkdwn formatting with these sections: (a) Who they are: name, title, company, location, scheduled meeting time. (b) Where they came from: name of the Snov.io campaign that touched them, sent date, and whether they have opened or clicked. (c) What they said: a direct quote of the most recent reply body, trimmed to two or three sentences. (d) Three talking points the rep should lead with, written based on the content of that reply (objection raised, feature interest, timing signal, etc.). (e) Red flags: if the reply contains negative sentiment, a complaint, an unsubscribe ask, or any pricing pushback, surface it explicitly under a Red Flags heading. If there are no red flags, omit the section. If the invitee was not in Snov.io, replace sections (b) through (e) with a Net New Contact section listing the other people found at the same company domain via Find Prospects by Domain.

Step 5. Post the brief to a private Slack channel using Slack Bot Send a Message. The channel ID should be configurable; default to a channel called sales-prep. Make sure the bot has been invited to the channel before the workflow runs.

Operational notes for the workflow author: Snov.io credentials are an API User ID plus API Secret which the platform exchanges for a one-hour Bearer token automatically. List Campaigns, Get Campaign Replies, and Find Prospects by Domain are all free operations; Get Prospect by Email costs credits. Snov.io rate limit is roughly 60 requests per minute, so when iterating campaigns prefer the campaign analytics shortcut where possible and short-circuit as soon as a matching reply is found. Find Prospects by Domain is asynchronous: start the task, then poll the result endpoint until status is completed.