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AI Sales & CRM · Revenue Ops

AI agent that preps your team before every booked call

When a meeting is booked, an AI agent writes a prep brief, drops it into a Google Doc, posts the highlights to Slack, and emails the attendee a friendly confirmation.

CalendlyCalendly AI AgentAI Agent Google DriveGoogle Drive SlackSlack EmailEmail
~8 min setup used by 664 sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Calendly → AI Agent → Google Drive
5 steps
Calendly
TRIGGER
Calendly · Invitee Created
The workflow starts automatically when someone books a meeting in Calendly. FlowMattic captures that data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (Google Drive, Slack) to complete the task. Connect an AI provider on import.
Google Drive
TOOL
Google Drive · Create File From Text
A tool the AI agent can call — Google Drive — create a new file from plain text. The agent uses it only when the task needs it; connect your Google Drive account on import.
Slack
TOOL
Slack · Send Channel Message
A tool the AI agent can call — Slack — post or Schedule a new message to a specific #channel. The agent uses it only when the task needs it; connect your Slack account on import.
Email
ACTION
Email · Send Email
Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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