Client meeting prep: the gift, the place, and their preferences

The scenario spots the meeting in your calendar, pulls the client's preferences from your knowledge base, finds nearby places, and sends a ready prompt to chat.

  • The gift is chosen from what you already know about them
  • Cafés and shops are found near the meeting spot
  • The prompt arrives ahead of time, not en route
  • Nothing has to be dug up by hand
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Google Calendar Trigger
  2. Then: Workflow Configuration
  3. Check: Filter Client Visit Events
  4. If yes: Extract Company Name
  5. Then: Get Customer Preferences from Notion
  6. Then: Search Nearby Cafes
  7. Then: AI Gift Recommendation
  8. Then: Send Slack Notification
  9. Then: Search Gift Shops

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

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