Calendly → Claude → Gmail: Smart Scheduling Follow-Ups

Set up Calendly webhooks for both new bookings and completed events. Capture attendee information, meeting type, custom form responses, and scheduling context to provide the AI with full meeting context for generating relevant communications. Pull in the attendee's company information and role from the booking form fields.

Use Claude to create pre-meeting preparation briefs that include attendee research, suggested talking points, and relevant materials. For post-meeting follow-ups, generate thank-you emails with personalized next steps based on the meeting type and attendee details. Claude adapts the tone and depth of content based on whether the meeting is a first call, demo, or recurring check-in.

Schedule pre-meeting briefs to send 24 hours before the meeting and follow-up emails within one hour after the scheduled end time. Use Gmail templates with dynamic personalization fields and track open rates to refine messaging over time. Log all sent communications back to your CRM as activities so the full interaction history is preserved.