Import Calendly events as 'meeting_details.json'
Automated Meeting Prep
Automatically prepare meeting briefs from Calendly event details using AI.
Import new client info as 'client_data.csv'
Export briefs to 'meeting_briefs.docx'
Client Onboarding Automation
Streamline client onboarding by scheduling through Calendly and managing data.
Classify and sort client information
Export sorted data to 'client_profiles.xlsx'
Import lead details as 'lead_info.json'
Lead Qualification Process
Qualify leads from Calendly events before CRM entry.
Analyze and score lead quality