Google Calendar and Google Chat automations — Sales & Leads

Ready-made scenarios where Google Calendar and Google Chat work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

15 scenarios

A booked meeting — a CRM task and a reminder
Client meeting prep: the gift, the place, and their preferences
High-value lead alerts — to chat, sheet and calendar
Client onboarding from an intake form — checklist, consultant and kickoff
Morning briefs for your meetings — who and where from
Intake and routing of service requests with appointment booking
Leads: a personal reply, a nudge and a booked call
A brief on your contact before the call
Client onboarding after a won deal
Attendee briefings before every meeting
A pre-meeting brief: last notes, open tickets, recent changes
A pre-meeting brief: past agreements and what changed, sent to every attendee
Daily meeting brief with attendee research
A brief for every external meeting — in the morning, before your day starts
Meeting prep — a briefing on each attendee, sent ahead of time