Calendly + Caddi: Turning Booked Meetings into Finished Work with AI Agents

Caddi now integrates with Calendly, the scheduling platform independent professionals already run their calendars on. Anyone who books meetings through Calendly can train a Caddi agent on what happens after a booking, the way they would train a new hire, and let it run after every meeting from then on.

Calendly made getting a meeting on the calendar a one-link job. The work after the meeting never got that simple. A call ends, and someone opens the transcript, writes the notes, updates the CRM, drafts the follow-up, sends the agreement, files the signed copy, and opens the account. Six tabs and twenty minutes, after every call, which is why it slips on the busy days and why the CRM is always a week behind.

Getting started matches Calendly's own pace. Sign up free, connect Calendly and the tools around it with an ordinary sign-in (Caddi acts as you, with the access you already have), and show Caddi the follow-up once on your own screen. It writes the steps down, builds the agent, and runs it the moment the next call ends. There is no workflow builder to learn.

Here is what the loop looks like at an independent advisory firm, where the intro call is the front door:

• The trigger. A prospect books an intro call on Calendly. The call happens on Google Meet or Zoom and ends.
• The note. Caddi reads the transcript and writes the meeting note in the firm's format: what they came in with, what was discussed, what was decided, what happens next.
• The CRM. It updates the household in Wealthbox: the note, the tasks with dates, the pipeline stage.
• The follow-up. It drafts the follow-up email in Gmail and leaves it in Drafts for the advisor to read and send.
• If the prospect said yes. It sends the advisory agreement through Docusign, files the signed copy to the client folder in Google Drive, and opens the account in Altruist.
• If not yet. A follow-up only. No paperwork goes to anyone who has not said yes. That was the one rule the advisor typed, and the agent keeps it every time.

Consultants and solo practitioners run the same shape with different tools. A discovery call becomes a proposal draft in Google Docs, a deal in HubSpot, and a follow-up. A consultation with a solo attorney or accountant becomes intake answers in the practice system, an engagement letter out for signature, and a filed copy when it comes back.

The division of labor is clean. Calendly is where the meeting gets booked, confirmed, and rescheduled, with the invitee's answers attached. Caddi provides the agents that do the work the booking sets in motion, consistently, with every run logged and reviewable.

See what firms automate on the Calendly + Caddi integration page, find Caddi in Calendly's integration directory, or sign up free and train your first agent on the follow-up you do after every call.