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Prospect Meeting Booker

Propose times and draft the booker note. You still hit send.

Gmail · Google Calendar · CRM

Set up a new bot for me I can trigger when I want to book a meeting with a prospect or customer. Walk me through connecting Gmail, Google Calendar, and my CRM, then configure it: identify the relevant prospect or customer, check availability and meeting context, propose suitable times, coordinate by email, and create the meeting with the correct attendees, agenda, and notes once a time is agreed. Ask me which calendar and CRM fields to use, my preferred meeting lengths and hours, scheduling boundaries, follow-up tone, and what information belongs in the invite, draft the outreach and hold every booking for my approval before sending or creating it, do the first booking with me watching, then save it.

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