AI Agen for Calendly

Put Your Meeting Workflow on Autopilot with AI Agents

Let your scheduling and meeting prep handle themselves. Assista’s AI agents work with Calendly and your CRM to automatically manage your entire meeting lifecycle, from booking to follow-up, freeing you to focus on the conversation.

For busy founders, consultants, and sales teams, scheduling is just the first step. Manually preparing for each call, updating your CRM with the meeting details, and remembering to send a follow-up is a time-consuming, multi-step process where important details can easily get missed.

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Automate Your Calendly Workflows Without Writing Code

With Assista, you can build powerful scheduling automations in minutes using simple, natural language. You don’t need any technical expertise. Just tell your AI agent how you want to handle your meetings, and it will connect Calendly and your CRM to create powerful, automated workflows.

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Why Should You Automate Your Calendly Workflows with Assista?

• Keep Your CRM Instantly in Sync: Your AI agent can monitor Calendly for new events. When someone books a meeting, your agent can automatically create or update a contact in your CRM, like HubSpot or Pipedrive, and log the upcoming meeting as an activity.
• Prepare for Meetings Effortlessly: Eliminate the manual work of gathering context for your calls. Before a scheduled meeting, your agent can automatically find the contact in your CRM, summarize their recent activity, and send you a briefing document so you walk into every meeting prepared.
• Automate Your Follow-Ups: Ensure no action item is ever forgotten. After a meeting ends, your AI agent can automatically send a personalized follow-up email, create a new deal in your CRM, and assign follow-up tasks to the right team members.

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Ready to build a smarter scheduling and meeting process? Getting started is simpler than you think. We have prepared several ready-to-use automations designed specifically for connecting your Calendly events with your CRM.