Integrations · Marketing
Put an AI employee to work in Calendly.
Online scheduling links for meetings. Your AI employee connects to it over Calendly's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in Calendly
- Your intake agent researches each Calendly booking before the meeting and writes a short brief.
- It follows up with the people who opened the link but never booked.
- It records every booked meeting on the lead in your CRM.
An example in Calendly
A commercial cleaning company uses a Calendly Event type for walk-through visits. An office manager books a walk-through through the Routing form and notes the building has three floors. The agent looks up the company, checks whether the CRM already knows them, and writes a short brief for the estimator: the building, the questions answered on the form and what the prospect cares about. If the Invitee cancels, the agent calls to offer another time. The Scheduled event, the brief and any reschedule land on the lead in the CRM.
What stays with your people
Your estimator walks the building, sets the price and decides whether the job is a fit.
The connection
- How it connects
- Over Calendly's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Calendly
- Event type, Scheduled event, Invitee, Routing form, Workflow.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Calendly is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Calendly
Questions about Calendly
- Does the agent change our Calendly availability?
- No. Your people keep control of their calendars and event types. The agent works with the bookings that come in.
- What does it do when someone books the wrong event type?
- It contacts the invitee, explains the right option and offers to rebook them, then records the change on the lead.
- Can it answer questions before the meeting?
- Yes. It can answer common questions from what you have written down and pass anything else to your team.
