Calendly → Prep & Recap

Calendly Prep & Recap

Create Prep Docs And Recap Notes From Bookings

Create Prep Docs And Recap Notes From Bookings

Create meeting briefings and recaps automatically from Calendly bookings. Stay prepared before calls and aligned after them.

Create meeting briefings and recaps automatically from Calendly bookings. Stay prepared before calls and aligned after them.

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How it works
This sequence explains what the automation is doing behind the scenes so every step runs reliably without manual work:

  1. Trigger from Calendly booking: Each new Calendly event booking fires the workflow.

  2. Send briefing via Gmail: A pre-meeting briefing email is sent automatically.

  3. Generate talking points with Gemini: Gemini drafts discussion points tailored to the meeting.

  4. Send recap after call: A post-meeting recap is generated and shared via email or Slack.

Keep this workflow as your baseline and extend it as needed. Explore more:
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