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Peak Automations / Appointment booking

The meeting is booked.Now the copying begins.

A booking often starts manual work: create the contact, write a note, plan the preparation. When someone books through your connected Calendly, Peak creates the contact in the CRM or finds it by e-mail, creates a preparation task and notifies the team. When someone enters a meeting's outcome in Peak Booking, the next step can follow from it.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
See the booking flow

Try it on a local sample booking.

Booked is booked. The rest follows.

Booking / contact / preparation

01When02Then03After the meeting
Working example / booking

What happens after the booking.

When
Someone books a meeting through Calendly
Then
Create or find the contact, preparation task
After the meeting
Outcome in Peak Booking starts the follow-up
Editorial structure sketch · not the product interface

Your booking flow

From three answers to a prepared meeting.

Fill in the example with a made-up booking and see how trigger, meeting owner and preparation fit together. Everything stays in this preview.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. A prepared meeting.

Draft · not yet put together

The trigger
Still open
The meeting owner
Still open
The preparation
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From booking to conversation

One booking. Everything needed beside it.

The order makes sure nothing needs copying before the meeting.

  1. 01Case

    The booking arrives.

    When

    Someone books a meeting through Calendly

    Calendly is linked through your workspace's connection; one person connects it in settings. Name, e-mail, meeting type and start time come along.

    Booking → contact in the CRM
  2. 02Action

    Preparation gets planned.

    Then

    Create or find the contact, preparation task

    Peak creates a task that concerns the contact and can also add the meeting to the connected Google Calendar.

    Working tool → task, calendar entry
  3. 03Result

    Into the meeting, prepared.

    After the meeting

    Outcome in Peak Booking starts the follow-up

    The history shows every run. In the local example you get a booking note with the next step.

    Sample artifact → booking note

The next proof is the product

Connect Calendly and test the first booking.

Describe the automation in one sentence and start the test run. It shows which contact would have been found or created and which task made.

Start Peak Automations

Peak Automations / Your next step

The booking is the start, not the end.

Try the example with the meeting type that creates the most follow-up work for you.

See the booking flow
Local working example

Into the meeting, prepared.

Outcome in Peak Booking starts the follow-up

Frequently asked questions

Which booking tools work?

Calendly through your workspace's connection and meeting outcomes from Peak Booking. Other booking tools are not connected today.

Can Peak send a reminder before the meeting?

A trigger relative to the meeting's start is planned and not available today.

Does the automation go live immediately?

No. It only goes live once the test run of the current version has passed.

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