Sales & Outbound

Meeting Scheduler Agent

Negotiates times and books sales calls automatically.

Booking a sales call can take five emails and two days, and every hour of delay costs momentum. The Meeting Scheduler Agent handles the negotiation: it reads availability, proposes times, handles counter-proposals, and gets the meeting onto the calendar.

It knows from the team's memory which rep owns the deal, what stage it is at, and how long this kind of call usually needs. The team receives booked meetings with deal context attached, and every scheduling reply and calendar invite is approved by a human before it is sent.

What it does

  • Proposes meeting times drawn from the deal owner's real calendar availability.
  • Drafts replies to scheduling emails, including counter-proposals when the first slots do not work.
  • Books the call and prepares the calendar invite once times are agreed.
  • Attaches deal context from memory to every invite so the rep walks in prepared.
  • Handles reschedule requests by proposing new times without the rep re-entering the thread.
  • Records booked, moved, and cancelled meetings into the team's memory.

How it works

  1. 1Install the agent into your team's memory and choose which pipelines it schedules for.
  2. 2Connect your calendar, email, and CRM integration categories through OAuth.
  3. 3When a prospect agrees to talk, the agent drafts a scheduling reply with times from the owner's calendar.
  4. 4Scheduling replies and invites queue for human approval before anything is sent.
  5. 5Once approved and accepted, the meeting lands on the calendar and the booking is recorded in memory.

Works with

Calendar & scheduling:Google CalendarCalendlyCal.comReading availability and booking meetings.
CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

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