Route bookings to the right rep

Every booking lands with the rep who owns that segment.

Paste this into AgentBand

Whenever a new Calendly meeting is booked, look at the invitee's company and event type, and DM the rep who owns that segment on Slack with the booking details.

Tools
CalendlySlack
Runs Every 15 minutes

Bookings should reach their owner instantly, not sit in a shared calendar. Forge reads each new Calendly invitee, matches them to the right rep by segment or event type, and sends that rep a Slack DM, so the handoff is immediate and nothing waits for a manual assignment.

How it works

  1. 1 Check Calendly for newly booked meetings
  2. 2 Match the invitee to the right rep by segment
  3. 3 DM that rep on Slack with the booking details

Build this agent

Connect Calendly, paste the sentence above, and let it run. You can have it working in a couple of minutes.

Get started free

Common questions

What does the Route bookings to the right rep agent do? +

Bookings should reach their owner instantly, not sit in a shared calendar. Forge reads each new Calendly invitee, matches them to the right rep by segment or event type, and sends that rep a Slack DM, so the handoff is immediate and nothing waits for a manual assignment.

Which tools does this Calendly agent need? +

It uses Calendly and Slack. You connect each account once in AgentBand, and the agent acts through them. Your credentials are never exposed to the model.

How often does it run? +

Every 15 minutes. You can also run it on demand at any time, or change the schedule by chatting with it.

Do I need to write any code? +

No. You describe the agent in a sentence, connect the tools it needs, and AgentBand runs it. There is nothing to code or deploy.

Related Calendly agents