Automation library · CRM

Recover missed demos with Calendly and Zoom

Started by another system calling it, and works across Email, HubSpot, Slack and n8n data table. It hands the judgement calls to OpenAI. 26 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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26 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 5Model 1Logic 10Service 10

The steps in the order they run, from what starts it.

  1. 1Calendly Booking WebhookWebhookStarts it
  2. 2Zoom Meeting Ended WebhookWebhookStarts it
  3. 3Manual Setup TriggerManual triggerStarts it
  4. 4Zoom Validation Webhook (Duplicate)WebhookStarts it
  5. 5Extract Booking DataCodeLogic
  6. 6Filter: Meeting Ended EventsFilterLogic
  7. 7Get Calendly OrganizationHttp RequestService
  8. 8Zoom Webhook ValidatorCodeLogic
  9. 9Filter: Demo Events OnlyFilterLogic
  10. 10Extract Meeting ID from ZoomCodeLogic
  11. 11Extract Organization URICodeLogic
  12. 12Send Validation Response to ZoomRespond To WebhookStarts it
  13. 13Save Booking to DatabaseData TableService
  14. 14Get Zoom Access TokenHttp RequestService
  15. 15Get Booking from DatabaseData TableService
  16. 16Create Calendly WebhookHttp RequestService
  17. 17Merge Access Token with Booking DataMergeLogic
  18. 18Show Setup SuccessCodeLogic
  19. 19Get Zoom ParticipantsHttp RequestService
  20. 20Check if Attendee Showed UpCodeLogic
  21. 21Update Attendance StatusData TableService
  22. 22Filter: No-Shows OnlyFilterLogic
  23. 23AI Generate Follow-Up MessagesOpen AiModel
  24. 24Notify Team in SlackSlackService
  25. 25Update CRM Deal (Optional)HubspotService
  26. 26Send Recovery EmailEmail SendService

How it's built

Starts on
Another system calling it
Steps
26
Size
Large: read it before trusting it with anything live
Connects to
Email, HubSpot, Slack, n8n data table
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, HubSpot and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 26 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 26 steps before you point it at anything that matters.