Kickoff new HoneyBook clients with email, calendar, and Slack

By General Input

When a project books in HoneyBook, draft a personalized welcome email, hold the milestone dates on your calendar, and post a one-glance summary in Slack.

Integrations

  • HoneyBook
  • Gmail
  • Google Calendar
  • Slack

Type

Agentic Task

Categories

  • Operations
  • Sales

Build me an agent workflow that runs every time a new project is booked in HoneyBook and kicks off the client experience across Gmail, Google Calendar, and Slack.

Trigger: a HoneyBook webhook for the project_booked event. The payload includes the client name, project type (wedding, corporate, portrait, brand shoot, etc.), event date, budget, and any notes that were captured during the inquiry.

When the workflow fires, the agent should do four things in the same run:

1) Read the HoneyBook payload and figure out the project type, the event date, the client's first name, and any specifics worth referencing (budget, notes, location if present).

2) Use Gmail Create a Draft to compose a personalized welcome email addressed to the client. Match the tone to the project type: warm and excited for a wedding, polished and professional for a corporate event, friendly and casual for a portrait or family session. Reference the actual event date and at least one detail from the inquiry notes so it does not feel templated. Save it as a draft, do not send. Include a sign-off in the owner's voice.

3) Use Google Calendar Create Event three times to put milestone holds on the owner's primary calendar, all tied to the event date:

- A 30-minute kickoff call within the first week after the booking. Title it "Kickoff call with [Client Name]".

- A 60-minute planning checkpoint two to four weeks before the event date (closer to two weeks for short timelines, closer to four for longer ones). Title it "Planning checkpoint with [Client Name]".

- The event day itself, blocked end to end (default all-day if no specific time is in the payload). Title it "[Project Type]: [Client Name]".

Be smart about edge cases: if the event date is less than two weeks out, tighten or skip the planning checkpoint rather than scheduling it in the past, and skip the kickoff call slot if it would fall in the past.

4) Use Slack Send a Message to post a short kickoff summary to a channel I pick (default to #client-onboarding). The Slack message should include the client's name, the project type, the event date, a one-line teaser of the welcome email, and direct links to the Gmail draft and the three calendar events so I can review everything from one place.

Tone-matching the welcome email and spacing the milestones based on the event date are the two pieces of judgment I want the agent doing on each run. Everything else is straightforward field mapping.

Nothing should be sent to the client automatically. The email lives as a Gmail draft until I review and send it, and the calendar events are mine to share or keep private.

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