A client dossier for every booked meeting

When a client books a meeting, the scenario gathers data on them and their company, outlines their pain points and emails you a ready report — before the meeting.

  • A ready dossier before the meeting
  • A profile of the person and the company
  • Likely pain points and what to offer
  • The report arrives in your inbox

How it works

To connect Mandrill and Cal.com, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Cal.com Trigger
  2. Then: Google Sheets
  3. Check: Filter
  4. Then: Scrape Profiles + Posts - Relevance AI
  5. Then: Posts
  6. Then: Experiences
  7. Then: Education
  8. Then: Perplexity
  9. Then: Citations
  10. Then: Person + Company Profile
  11. Then: Pain Points + Solutions
  12. Then: Create HTML Report
  13. Then: Email Report
  14. Then: Google Sheets1
  15. Then: Google Sheets2
  16. Then: Google Sheets3

You can launch this Mandrill + Cal.com integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.