Prospect Meeting Booker

Sales 0 copies Based on this post by @benln · scouted by @elie2222 · View source

The prompt

Help me when I want to book a meeting with a prospect or customer. Walk me through connecting Gmail, Google Calendar, and my CRM, then configure it: identify the relevant prospect or customer, check availability and meeting context, propose suitable times, coordinate by email, and create the meeting with the correct attendees, agenda, and notes once a time is agreed. Ask me which calendar and CRM fields to use, my preferred meeting lengths and hours, scheduling boundaries, follow-up tone, and what information belongs in the invite, draft the outreach and hold every booking for my approval before sending or creating it, do the first booking with me watching, then save it.

Connect first

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

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