Send introduction presentation for new Calendly bookings

Streamline your meeting preparation process by automatically sending a personalized introduction presentation to your invitees 48 hours before their scheduled Calendly events. This integration ensures that all meeting participants are well-informed and ready, enhancing the overall efficiency and professionalism of your client interactions.

Key Features:

• Automatic Trigger: Activates whenever a new meeting is scheduled in Calendly.
• Time Calculation: Automatically calculates the time 48 hours before the event.
• Personalized Email: Splits the invitee’s name and customizes the email message.
• File Search and Attachment: Searches OneDrive for the introduction presentation file and attaches it to the email.
• Scheduled Email Dispatch: Sends a personalized email with the attached presentation to the invitee and additional guests.

What You’ll See:

When a new meeting is scheduled in Calendly, you will see:

• A personalized email sent to the invitee 48 hours before the event.
• The email will include a customized greeting, an attached introduction presentation, and any additional information.

Benefits:

• Increased Efficiency: Automates the process of sending introduction presentations, saving time and reducing manual effort.
• Improved Organization: Ensures all invitees receive necessary information well in advance, keeping your meeting preparations streamlined.
• Enhanced Communication: Provides invitees with important details, ensuring they are well-prepared for the meeting.

Ideal For:

• Sales Teams
• Customer Success Teams
• Business Development Teams
• Any organization using Calendly for scheduling meetings

How It Works:

1. Event Trigger: A new meeting is scheduled via Calendly.
2. Time Calculation: The system calculates 48 hours before the event start time.
3. Personalization: The invitee’s full name is split for a personalized email.
4. File Search: The introduction presentation file is located in OneDrive.
5. Email Dispatch: A personalized email with the attached presentation is sent to the invitee and any additional guests 48 hours before the meeting.

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