Calendly Meeting Prep Brief: walk into every call already knowing who you're talking to
An n8n workflow that fires the moment someone books through Calendly, enriches the invitee from their email and company domain, has an AI write a one-page prep brief, and drops it in your inbox and calendar event 30 minutes before the call.
- 1
Connect the Calendly webhook
Add a
Webhooknode in n8n and register its URL in Calendly under Integrations → Webhooks for theinvitee.createdevent. Every new booking now hits the workflow with the invitee's name, email, event time, and any questions you asked at booking. - 2
Enrich the invitee
A
Codenode extracts the email domain, then anHTTP Requestnode calls your enrichment provider (Clearbit/Apollo) for company, role, size, and industry. If the provider returns nothing, the flow falls back to a simple domain-based web lookup so the brief is never empty. - 3
Write the one-page brief
An
OpenAInode gets the enrichment JSON plus the booking answers and produces a tight brief: who they are, what the company does, why they likely booked, three smart questions to ask, and one thing to avoid. The prompt marks anything unverified asunconfirmed. - 4
Deliver it before the call
A
Waitnode holds until 30 minutes before the event start, then aGmailnode sends you the brief with the join link. Flip on the disabledSlackbranch if you'd rather get it as a DM. You show up ready.
Frequently asked questions
Where does the enrichment data come from?
The workflow pulls what Calendly already collects (name, email, any custom question answers), then does a light company lookup from the email domain and an optional Clearbit/Apollo call for role and company size. If you don't want a paid enrichment provider, the AI brief still works from the domain, the answers to your booking questions, and a quick web search — just thinner.
What if the brief is wrong or hallucinated?
The prompt is instructed to label anything it can't verify as 'unconfirmed' and to never invent specifics like revenue or headcount. It works from the enrichment JSON and the invitee's own answers, not free imagination. Treat it as a fast starting point, not gospel — but for a 30-minute sales or discovery call it's dramatically better than nothing.
Can it post to Slack or a CRM instead of email?
Yes. The final node is just a delivery step — swap the Gmail node for Slack (DM yourself), Notion (create a page linked to the deal), or an HTTP node that writes the brief into the CRM contact. The workflow file ships with the email path enabled and a disabled Slack path you can flip on.