Automation recipe · Intermediate · 45 min
Meeting booked to prep note: automation recipe
Build meeting booked to prep note as a Make automation: when a prospect books a call, research their company and post a prep note to the rep before the meeting.
- ChatGPT
- Claude
- Any assistant
- Make
- sales
- automation
- make
Inside this automation recipe
- Trigger: New calendar event created from the booking link.
- 1. Calendar
- 2. Enrichment service
- 3. OpenAI or Anthropic
- 4. Slack
- Platform
- Make
- Actions
- 4
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