SchedulingAgency starter
New booking welcome flow
Welcome email, CRM contact and a Slack heads-up for every new call. Free to use and change.
The command
“When someone books a call on Calendly, send them a welcome email from Gmail with what to prepare, add them as a contact in HubSpot, and post their name and call time in Slack #sales.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
New contact research brief
A short company brief on Telegram before you reply to a new sender.
Friday weekly wrap-up
A client-ready summary of the ClickUp tasks finished this week.
Overdue invoice reminders
Monthly reminders for past-due Stripe invoices, with the total in Slack.Tiered invoice follow-up
Gentle or firm reminders depending on how late each invoice is.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.