Appointment Confirmation Follow-Up & Sales Notification Agent

Sales

Appointment Confirmation Follow-Up & Sales Notification Agent

Starts from a booked Google Calendar event and automatically sends the customer a confirmation follow-up. Notifies your sales team about the booking and follow-up status, so every cleaning appointment on your calendar gets confirmed without manual outreach.

Appointment Confirmation Follow-Up & Sales Notification Agent

How it works

1. Trigger: The workflow checks your primary Google Calendar every minute for a new event whose title matches "Cleaning". 2. Retrieve event details: The full calendar event is pulled from Google Calendar. 3. Prepare the appointment: The times are put into plain language and the customer is picked out of the attendee list, skipping you and the organiser. 4. Confirm with the customer: The confirmation email goes to that attendee, with the service, the times in plain language, and the address. 5. Notify sales: The same details go to your sales address, so the team sees the booking without opening the calendar.

What's included

The key things this template does for you.

Watches your primary Google Calendar for new events titled "Cleaning"

Sends a confirmation email to the client

Notifies sales the moment an appointment is booked

Picks the customer out of the attendees, skipping you and the organiser

No manual confirmation emails needed

Installation

What setting this up involves.

Deploy the template.

Connect Google Calendar so the agent can detect new bookings.

Connect Gmail to send client confirmations and sales notifications.

Test the flow by creating a calendar event with "Cleaning" in the title — that word is what the trigger looks for. To watch for something else, change the search on the Google Calendar trigger node.

~5 min to launch

Free to start. You will sign in first, then set it up.

Connect 2 tools, fill in a few details, and install it. No coding.

FUNCTION

Sales