Ping the owner in Slack when the AI agent needs approval to book a meeting

When the reply agent wants to book a meeting but calendar approval is required, Master Inbox posts the request to Slack, so a person approves it while the prospect is still engaged.

AI agentsSlackCalendlyCal.comFounderSDR managerTeam plan
When
Draft HeldHold reason: calendar approval pending
Then
Notify in SlackPost the proposed time, prospect and thread link to the owner's channel

Why teams run it

Nothing reaches a prospect's calendar without a click, and the click happens fast.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Ping the owner in Slack when the AI agent needs approval to book a meeting.
  3. Set the trigger to Draft Held and choose Hold reason: calendar approval pending.
  4. Add the action Notify in Slack: Post the proposed time, prospect and thread link to the owner's channel.
  5. Save the workflow and switch it to Active.

Before you start, connect Slack 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": "Ping the owner in Slack when the AI agent needs approval to book a meeting",
  "trigger_type": "draft_held",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "slack_notify",
      "payload_variables": [
        "name",
        "company_name",
        "label_names",
        "text",
        "thread_url"
      ],
      "show_draft": true
    }
  ]
}'

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: "Ping the owner in Slack when the AI agent needs approval to book a meeting". 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

Where do I approve the booking?

Open the thread from the Slack link and approve or reject the pending booking.

How do I require approval?

Turn on calendar approval in the reply agent's settings.

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.

Learn more

Related workflows

Browse all 177 workflows

Run this on your own inboxes

Free 7-day POC. Unlimited users on every plan.

Start your free 7-day POC