Calendly Inbound Demo Router
Every inbound meeting goes to the right owner.
Prevents high-intent demos from getting buried by turning Calendly bookings into structured sales routing decisions.
Turns Calendly event data into a routing queue for sales teams, with handoff notes and recommended next steps for each booked lead.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Call verslay_recall to retrieve prior demo routing rules, lead scoring thresholds, and historical no-show patterns stored in memory. Then scan all pending Calendly inbound bookings via the calendly-meeting-automation-agent tool to extract attendee name, company, email, and meeting type. Produce a raw attendee list as Phase 1 output.
scheduling scannerFetch full event details for each inbound booking: event type, scheduled time, custom intake answers, and UTM source fields. Join with the scheduling-scanner attendee list to produce an enriched booking manifest passed to Phase 2.
calendly meeting automation agentFor each attendee company in the Phase 1 manifest, call verslay_news_search to surface recent funding rounds, product launches, and hiring signals. Call verslay_web_search for company website and LinkedIn overview. Produce a company-signal card per attendee.
web researcherIn parallel with web-researcher, call verslay_exclusive_linkedin_profile on each attendee to retrieve job title, seniority, tenure, and decision-maker status. Cross-reference attendee role against ideal-customer-profile criteria and produce a seniority-fit score per attendee.
competitive intelConsume Phase 2 company-signal cards and LinkedIn seniority-fit scores. Score each inbound demo lead on a 0–100 scale using company size, funding stage, seniority, and intent signals. Segment leads into Hot / Warm / Cold tiers and produce a ranked lead scorecard.
lead scorerConsume Phase 3 ranked scorecard. For Hot and Warm leads, write a one-page pre-demo brief per account: company background, attendee profile, open questions to ask, and competitive context. Call verslay_chart_create to generate a tier-distribution chart. Call verslay_memorize to store updated routing rules and lead tier thresholds in memory.
executive briefing writerReceive pre-demo briefs and tier scorecard from Phase 4. Route Hot leads directly to the AE's calendar slot confirmation and Slack channel. Send Warm lead briefs to the sales team email. Log Cold leads for nurture sequence. Confirm all deliveries.
distributorRequired Agents
7- scheduling-scanner
- calendly-meeting-automation-agent
- web-researcher
- competitive-intel
- lead-scorer
- executive-briefing-writer
- distributor
Connections
Required
What it does
- New booking detection
- Invitee answer parsing
- Lead fit scoring
- Owner routing
- Handoff summary
Example prompt
Route all new demo bookings from the last 24 hours. Prioritize enterprise leads and summarize why each one matters.
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