Start an n8n meeting prep flow when a prospect books
When a prospect books through Cal.com or Calendly, a webhook sends the meeting time, prospect and thread link to n8n, which can build a prep doc, research the account and post it to the AE.
n8n
Cal.com
CalendlyRevOpsSales leaderTeam planWhy teams run it
AEs show up prepared without spending an hour on research.
Set it up in Master Inbox
- In Master Inbox, open Settings, then Workflows, and click Add a workflow.
- Name it Start an n8n meeting prep flow when a prospect books.
- Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
- Add the action Send a webhook: Send the prospect, company, meeting time, meeting URL and thread URL to your n8n webhook.
- 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": "Start an n8n meeting prep flow when a prospect books",
"trigger_type": "meeting_booked",
"trigger_config": {},
"action_configs": [
{
"action_type": "webhook",
"webhook_url": "https://hooks.example.com/master-inbox",
"webhook_payload_variables": [
"name",
"email",
"company_name",
"label_names",
"thread_url",
"text"
]
}
]
}'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: "Start an n8n meeting prep flow when a prospect books". 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
Is the meeting time in the payload?
Yes. Meeting Booked webhooks can include the meeting time and meeting URL.
Can n8n save notes on the thread?
Yes. Use the create-note API endpoint to add the prep summary as a note.
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
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Run this on your own inboxes
Free 7-day POC. Unlimited users on every plan.