Pre-meeting Slack briefs the second a Calendly booking lands
When a prospect books on Calendly, get an instant Slack DM with their company snapshot, talking points, hiring signals, and 3 lookalike accounts.
Calendly
CompanyEnrich
SlackSalesMeeting WorkflowsLead EnrichmentNotifications & AlertsBuild me an agent that fires the moment a prospect books a meeting on my Calendly and drops a pre-call briefing into my Slack DMs, so I never walk into a sales call blind.
Trigger: a Calendly webhook subscription on the invitee.created event. Use Calendly's Create Webhook Subscription to set this up at my user or organization scope so every new booking lands as soon as the prospect confirms.
For each booking, do the following:
1. Pull the invitee's name and email from the webhook payload, then derive the company domain from the email. If the domain is a personal-email provider (gmail.com, googlemail.com, outlook.com, hotmail.com, live.com, yahoo.com, yahoo.co.uk, icloud.com, me.com, mac.com, aol.com, proton.me, protonmail.com, gmx.com, zoho.com, fastmail.com, hey.com, msn.com, ymail.com), skip enrichment entirely and send a short DM that just says who booked, when, and that no company could be derived. This avoids burning CompanyEnrich credits on consumer email bookings.
2. Otherwise, call CompanyEnrich Enrich Company by Domain for that domain to get firmographics: industry, company size band, revenue band, HQ location, social links, and a short company description.
3. Call CompanyEnrich Get Company Workforce on the same domain for headcount trend and department breakdown. Specifically call out any hiring surge or contraction in the last 90 days (which departments grew or shrank, and roughly by how much) so I have a real opener.
4. Call CompanyEnrich Find Similar Companies on that domain to surface 3 lookalike accounts I might also want on my radar. Return their name, domain, and a one-line reason they look like the booked account.
5. Synthesize everything into one tight Slack DM to me. Use Slack Open a Conversation to open a DM channel with my own user ID, then Slack Send a Message into that channel. The message should be formatted with Slack mrkdwn and include, in this order:
- Header line: who's coming (invitee name, title if available, company name) and the meeting time in my timezone.
- One-liner about the company (industry, size band, HQ, what they do).
- 3 to 5 talking points grounded in the enriched data, not generic. Tie each point to a specific signal (industry trend, a product the company sells, a recent funding round if present, a tech stack item, etc.).
- A short "workforce signals" section: any hiring surge or contraction in the last 90 days worth opening the call with.
- A P.S. listing the 3 lookalike companies as bullet points (name, domain, one-line reason).
Keep the message under roughly 15 short lines so it's scannable on mobile. If any CompanyEnrich call fails or returns no data, gracefully degrade and still send a brief with whatever did come back, calling out what was missing so I know to do a quick manual check.
Send the DM the moment the booking lands so it's waiting in my Slack well before the call starts.
What does this prompt do?
- Watches your Calendly for new bookings and fires the second a prospect confirms a slot.
- Looks up the prospect's company from their work email and pulls a fresh snapshot: industry, size, revenue band, HQ, and a short description.
- Surfaces hiring signals from the last 90 days so you have a real opener (which departments are growing, which are shrinking).
- Drops everything into your Slack DMs as one tight brief, ending with 3 lookalike accounts worth knowing about.
What do I need to use this?
- A Calendly account (any plan that supports webhooks).
- A CompanyEnrich account with API credits for company enrichment, workforce, and similar-company lookups.
- A Slack workspace you can sign into, so the brief can be sent to your own DMs.
How can I customize it?
- Change where the brief lands. Send it to a sales channel for your whole team, or DM a specific rep based on which Calendly event type was booked.
- Tighten or loosen the personal-email skip list. Add company-specific freemail providers you keep seeing in low-intent bookings.
- Reshape the brief. Add fields like recent funding rounds, headcount by office, or tech stack, or trim it down to a 3-line one-glance version for busy reps.
FAQs
How fast does the Slack brief arrive after someone books?
What happens if the prospect books with a personal email like gmail.com?
Can I send the brief to a Slack channel instead of my DMs?
Will this work for my whole sales team, not just me?
What if CompanyEnrich can't find the company?
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Stop walking into sales calls blind.
Connect Calendly, CompanyEnrich, and Slack once, and every new booking shows up in your DMs with a ready-to-read prep brief.