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.
Try it on a local sample booking.
Booking / contact / preparation
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
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.
Three questions. A prepared meeting.
Draft · not yet put together
- The trigger
- Still open
- The meeting owner
- Still open
- The preparation
- Still open
From booking to conversation
One booking. Everything needed beside it.
The order makes sure nothing needs copying before the meeting.
- 01Case
The booking arrives.
WhenSomeone 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 - 02Action
Preparation gets planned.
ThenCreate 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 - 03Result
Into the meeting, prepared.
After the meetingOutcome 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 AutomationsPeak 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
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.