This n8n automation notifies you whenever someone books a meeting with you via Calendly. It sends a customized email via Outlook and a Slack message using details from the event.
📌 What This Workflow Does
- Listens for new Calendly meeting bookings (
invitee.created).
- Extracts key details (name, email, reason for meeting, start time).
- Uses an AI agent to generate both:
- A HTML email sent to you via Outlook.
- A Slack message sent to your chosen channel.
⚙️ Step-by-Step Setup Instructions
1. 🔗 Calendly API Setup
- In n8n: Go to Credentials → Add Credential → Calendly API.
- Connect your account with the personal access token.
- In the Calendly Trigger node, set event to
invitee.created.
2. 📧 Microsoft Outlook Credential
- Add Microsoft Outlook credentials via OAuth2 in n8n → Credentials.
- Select it in the "Send a message" node.
3. 💬 Slack Setup
- Add Slack OAuth2 credentials.
- Select your Slack workspace and choose the channel (e.g.,
#leads).
4. 🧠 Configure the AI Agent (OpenAI)
- Provide your OpenAI API key under Credentials → OpenAI API.
- The AI Agent node is pre-configured to:
- Format a custom Slack message
- Format a custom Outlook HTML email
5. 🛠 Node Details
- Calendly Event (Trigger): Listens for new bookings
- Edit Fields : Extracts values like name, email, start time, and form answers
- Email Generator (AI Agent): Creates formatted email + Slack message
- Send a message (Outlook): Sends the formatted email to your inbox
- Slack Message : Sends the AI-generated Slack alert
🧪 Example Output
Slack Message :
