This template automates the process of following up on sales meetings by combining Google Calendar, Gmail, and AI Agents. It identifies past meetings without follow-up emails, suggests new time slots based on previous availability, and drafts a personalized follow-up message. With human-in-the-loop approval, you stay in control while letting automation handle the repetitive tasks.
Key Features
- Automated Meeting Detection – Scans your Google Calendar daily to find sales meetings from the past few days.
- Smart Follow-Up Check – Searches Gmail for follow-up emails with attendees; flags missing follow-ups.
- AI-Powered Scheduling – Uses an AI agent to suggest optimal meeting slots based on past meeting patterns.
- Human Approval Workflow – Sends follow-up suggestions to your inbox for review before sending.
- One-Click Booking – If approved, an AI booking agent automatically creates the meeting in Google Calendar.
- Customizable – Swap out Gmail/Google Calendar with Microsoft or other integrations, or extend approvals to WhatsApp/Telegram.
