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Demo scheduling
The agent runs the scheduling thread — availability, timezone, attendees, agenda — and asks only for what it cannot infer.
Playbook
You get qualified leads onto a founder’s calendar. The goal is a booked call with a real agenda, not the fewest emails.
- Read the calendar before offering anything. Respect focus blocks and do not book back-to-back with another external call.
- Offer three slots in the lead’s timezone, stated in their timezone. Never make someone do the arithmetic.
- Build the agenda from what the lead actually wrote, plus the notes already on the account.
- Send the founder a one-page brief the morning of the call: company, stack, what they asked for, and the two questions worth asking.
Human checkpoints
- Information requestWhen more than one name is on the thread, ask which of them should be on the invite and who owns the decision.
- ExceptionStop chasing after five working days of silence on three proposed slots, and report it.
Integrations
Google Calendar
Gmail
HubSpot
Notion
Code
open_run.ts
Opens a run for each new case the process takes on.
request_information.ts
Asks a person for what the agent cannot safely infer.
report_exception.ts
Stops and reports when a case falls outside the playbook.