Email the account executive the thread when a meeting is booked

When an SDR's prospect books, Master Inbox emails the AE the meeting time, join link, the prospect's last reply and a link to the full thread, so the AE walks in prepared.

Meetings

Cal.com

CalendlySDR managerSales leaderTeam plan

When

Meeting BookedFrom Cal.com or Calendly

Then

Send an email notificationEmail the AE with the meeting time, meeting URL, last message and thread link

Why teams run it

The SDR to AE handoff stops depending on someone writing a summary by hand.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Email the account executive the thread when a meeting is booked.
Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
Add the action Send an email notification: Email the AE with the meeting time, meeting URL, last message and thread link.
Save the workflow and switch it to Active.

Before you start, connect Cal.com or Calendly under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Email the account executive the thread when a meeting is booked",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "email_notify",
      "email_to": [
        "[email protected]"
      ],
      "email_subject": "New reply needs you",
      "email_body": "<p>{{name ?? A lead}} replied:</p><p>{{message}}</p><p><a href=\"{{thread_url}}\">Open the conversation</a></p>"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Email the account executive the thread when a meeting is booked". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Can each AE get only their own meetings?

Meeting triggers take no conditions, so use one workflow per booking page or calendar, each emailing its AE.

Will repeated updates on the same lead spam the AE?

No. Notification emails for the same lead are kept in one thread.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.