# Pre-meeting briefing in Slack from every Calendly booking

> The moment a prospect books time, deliver a short research brief to the rep's Slack so they walk in prepared, not scrambling.

- Workflow type: agent
- Services: Calendly, LeadMagic, Slack
- Categories: Sales
- Published: 2026-07-02

## What it does

- Watches for new Calendly bookings and kicks off the moment an invitee confirms.
- Researches the person and their company: title, background, company size, revenue, funding, and headquarters.
- Adds a direct mobile number as a fallback in case the meeting no-shows.
- Writes a short brief with who they are, what the company does, likely reason for the meeting, two talking points, and one recent signal.
- Posts the brief to the rep's Slack, with the Calendly event link, well before the meeting starts.

## What you'll need

- A Calendly account for the sales team.
- A LeadMagic account for people and company research.
- A Slack workspace where briefs will be posted (rep DM or a shared meeting-prep channel).

## Prompt

Build me an agent workflow that generates a pre-meeting briefing in Slack every time a new Calendly meeting is booked, so the sales rep has research in hand before the call.

Trigger: a Calendly webhook on the invitee.created event. When a booking comes in, extract the invitee's name, email, the event type, the scheduled start time, the Calendly event link, the meeting host (the rep), and any answers the invitee gave on the booking form.

Then enrich the invitee with LeadMagic:

1. Use LeadMagic Profile Search on the invitee's email (or profile URL if provided) to pull their current title, past roles, and education.

2. Use LeadMagic Company Search on the invitee's company (derived from the work email domain or booking answers) to pull firmographics: employee count, revenue range, funding, industry, and headquarters.

3. Use LeadMagic Mobile Finder to grab a direct-dial mobile number as a fallback if the invitee no-shows. Include it in the brief only if it comes back.

If LeadMagic returns not_found or an error on any of these, skip that piece cleanly and continue. Do not fail the whole run. Note in the brief which parts of the research were unavailable.

Then draft a concise Slack-friendly briefing with these sections, kept short and useful:

- Who they are (name, title, one line of background)

- What the company does (one sentence plus size, revenue or funding, and HQ)

- Likely reason for booking (infer from the event type and any booking form answers)

- Two suggested talking points tied to their role and company

- One relevant recent signal (funding round, new role, hiring push, product launch, whatever LeadMagic surfaces)

- Fallback mobile number, if we found one

- The Calendly event link so the rep can jump straight to the meeting details

Post the briefing to Slack using Send a Message. Default target is the meeting host's DM (use Open a Conversation to resolve the DM channel from the host's email). Also support posting to a shared #meeting-prep channel if the workspace prefers that. Deliver the message at least 30 minutes before the scheduled meeting start.

Keep the tone concise and useful. No filler, no marketing language, no long intros. Reps should be able to scan it in under 30 seconds.

## How to customize

- Change where briefs go: post to each rep's DM, a #meeting-prep channel, or both.
- Tune the brief format: length, tone, which sections to keep (talking points, recent news, mutual connections).
- Adjust the lead time so the message lands 15, 30, or 60 minutes before the meeting.
- Filter which bookings get a brief: only new logos, only certain event types, or only meetings above a size threshold.

## FAQ

### Does this work for any Calendly event type?

Yes. It runs on every new booking by default, and you can narrow it to specific event types (like discovery calls or demos) if you only want briefs for certain meetings.

### What happens if the research comes back empty?

If we cannot find the person or company, the brief is still posted with whatever the invitee filled in on the booking form and a note that enrichment was not available. Nothing fails silently.

### Can the brief go to a specific rep instead of a shared channel?

Yes. It can route to the meeting host's Slack DM, a shared channel like #meeting-prep, or both at once.

### How far ahead of the meeting does the Slack message arrive?

By default the brief is delivered at least 30 minutes before the meeting starts. You can move that earlier or later during setup.

### Do the invitee's booking form answers show up in the brief?

Yes. Anything the invitee typed into custom questions on the Calendly form is included in the brief so reps see intent alongside the research.

Use this prompt in General Input: https://www.generalinput.com/prompts/pre-meeting-briefing-in-slack-from-every-calendly-booking