AI sales assistant: qualifies leads and books meetings

The assistant chats with the customer, works out whether they're a fit, books a meeting in Action Network and sends confirmation via SendGrid.

  • Answers every customer in the chat instantly
  • Works out whether the lead is a fit
  • Books a meeting in Action Network and sends an email
  • Every contact logged in таблица
ChatGoogle Calendar ToolGmail ToolGoogle Docs ToolGoogle Sheets Tool
Add it to your accountScriptera

How it works

To pass leads from Action Network to SendGrid automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: When chat message received
  2. Then: AI Agent
  3. Then: Code
  4. Then: Google Calendar1
  5. Then: Send a message in Gmail
  6. Then: Simple Memory2
  7. Then: Get a document in Google Docs
  8. Then: Append or update row in sheet in Google Sheets
  9. Then: Get booked Appointments from Google Calendar
  10. Then: Check Calander & Book Meeting and send email
  11. Then: OpenRouter Chat Model4
  12. Then: Checking History
  13. Then: Simple Memory
  14. Then: OpenRouter Chat Model

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

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