Calendly to Notion meeting prep brief with Findymail enrichment

Build me an agent workflow that creates a one-page Notion meeting prep brief every time a prospect books on Calendly, so the seller walks into the call already knowing the buyer.

Trigger: a Calendly outgoing webhook for the invitee.created event. When a new booking comes in, the agent should run end to end without any human input.

Steps the agent should take:

1. Read the webhook payload and use Calendly's Get Event Invitee to pull the full booking details: the invitee's name, email, scheduled time, event type, timezone, and any questions and answers they filled in on the booking form.

2. Run Findymail Reverse Email Lookup on the invitee's email to confirm their name, current job title, company, and LinkedIn profile URL. If the lookup fails, continue but note in the brief that the attendee could not be enriched.

3. Run Findymail Enrich Company on the company domain inferred from the email (or from the reverse lookup) to get firmographics: employee count, industry, headquarters, funding, and a short description.

4. Decide which peer and senior titles matter for this attendee based on their role. For example, if the invitee is a Director of Marketing, pull the CMO or VP Marketing plus a couple of marketing managers. If they are a Head of Sales, pull the CRO plus a few AEs or sales managers. Then call Findymail Find Employees at Company with the company website and that title filter so we have real names to ask about during discovery.

5. Draft three to five tailored discovery questions for this specific buyer. The questions should reference what we know about their role, their company, and (if present) the answers they gave on the Calendly booking form. They should not be generic; they should sound like a senior AE wrote them after doing real research.

6. Use Notion Create a Page in my Meeting Prep database. The page title should be the attendee name and company. The page body should have clear sections for: attendee bio (name, title, LinkedIn, short summary), company snapshot (industry, size, funding, description), suggested decision-makers to ask about (the peer and senior names from step 4 with their titles), and tailored discovery questions (the list from step 5). Also include the booking details (meeting time, event type, any intake answers) at the top so the seller has everything in one place.

Integrations to use: Calendly (webhook trigger plus Get Event Invitee), Findymail (Reverse Email Lookup, Enrich Company, Find Employees at Company), Notion (Create a Page).

Notes: Use the agent's judgement on which peer titles to pull and how to phrase the discovery questions, since this varies a lot by buyer. Personal email domains like gmail.com or outlook.com should skip the company enrichment and employees lookup, and the brief should note that the attendee booked from a personal email. Keep the Notion page tight and scannable, not a wall of text.

Additional information

What does this prompt do?

Watches Calendly for new bookings and kicks off automatically the moment a prospect picks a time.
Looks up the invitee from just their email to confirm their name, title, and LinkedIn profile, then pulls a company snapshot with employee count, industry, funding, and a short description.
Finds peer and senior decision-makers in the same function at the company so the seller can ask about the wider team and surface more stakeholders on the call.
Writes a one-page Notion prep brief in a Meeting Prep database with attendee bio, company snapshot, suggested people to ask about, and three to five tailored discovery questions written for that specific buyer.

What do I need to use this?

A Calendly account with permission to add outgoing webhooks for new bookings.
A Findymail account for the email lookup, company enrichment, and employee search.
A Notion workspace with a Meeting Prep database the agent can add new pages to.

How can I customize it?

Change which peer and senior titles get pulled based on the attendee's role, for example pulling CMO and VP Marketing when a Director of Marketing books.
Adjust the tone, length, and number of discovery questions, or swap in your own sales framework like MEDDIC or SPICED.
Send the brief to a different Notion database per team, event type, or sales pod, or route VIP bookings to a separate database the manager watches.

Frequently asked questions

When does the brief get created?

The moment a prospect confirms a time on your Calendly link. The brief is usually waiting in Notion within a minute or two of the booking.

What if Findymail cannot identify the person from their email?

The agent still creates the Notion page with the booking details and any company info it can infer from the email domain, and notes that the person could not be enriched so the seller knows to do a quick manual check.

How does it pick which peer titles to look up?

It reads the attendee's job title and asks for the senior and peer roles in the same function. For a Director of Marketing it would pull the VP Marketing or CMO plus a couple of marketing managers, so you have names to ask about during discovery.

Can I use this with my existing Notion meeting database?

Yes. Point the workflow at any Notion database you already use for meeting notes or prep, and the agent will create a new page for each booking with the fields you have.

Does this work for every Calendly event type or just sales demos?

You can scope it to specific event types, for example only your discovery call link, or run it on every booking and have the agent skip internal meetings.