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Template · 2 to 3 daysSales teamsAgenciesCoaches

Appointment Router

Calendly fires the invitee.created event. Clay enriches the email (company, headcount, tech stack, LinkedIn). Claude Haiku picks the right rep from your round-robin config using tier rules (enterprise → enterprise AE, under 10 seats → PLG rep). HubSpot gets the contact plus deal in one upsert. The rep Slack DM lands with the prospect company, 3-bullet context, and the two most recent LinkedIn posts. All inside 18 seconds.

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Tool-interchange map · every layer is swappable

Appointment RouterTEMPLATE · 2 TO 3 DAYS · SWAP ANY TOOL01 · SOURCE02 · ENRICH03 · DECIDE04 · UPDATE CRM05 · NOTIFY● DEFAULT● DEFAULT● DEFAULT● DEFAULT● DEFAULTGoHighLevelDEFAULTClayDEFAULTClaude SonnetDEFAULTHubSpotDEFAULTSlackDEFAULTOR SWAP IN vOR SWAP IN vOR SWAP IN vOR SWAP IN vOR SWAP IN vCalendlyCal.comHubSpotSavvycalTidyCalGoogle CalendarApolloClearbitHunterSnovContactOutRocketReachOpenAI GPT-4Gemini 2.5MistralDeepSeekLlama 3Ssimple-ruleSalesforcePipedriveAttioCloseCopperAirtableEEmailWwebhookDiscordTeamsSSMSTelegramANY OF THESE 6ANY OF THESE 6ANY OF THESE 6ANY OF THESE 6ANY OF THESE 6EVERY LAYER IS SWAPPABLE · THE ARCHITECTURE IS NOTRoute every booking to the right rep, CRM stage, and Slack channel.

What it does

A booking lands in GoHighLevel, Calendly, or Cal.com. n8n intercepts it instantly, enriches the contact through Clay, and asks Claude which rep should own the call and what priority tier the prospect sits in. HubSpot is updated. Slack gets the ping.

The prospect never waits. The rep never has to read through a calendar alert to figure out who they are talking to. Everything they need is already in the CRM before the call starts.

Works with any scheduling tool. CRM-agnostic by design. Used in the Arcus compliance enquiry pipeline and the Lock and Quay client intake system.

Real-world use cases

Who actually uses this, and what changes for them.

Teams that recognise the pain

Calendly fires the invitee.created event. Clay enriches the email (company, headcount, tech stack, LinkedIn). Claude Haiku picks the right rep from your round-robin config using tier rules (enterprise → enterprise AE, under 10 seats → PLG rep). HubSpot gets the contact plus deal in one upsert. The rep Slack DM lands with the prospect company, 3-bullet context, and the two most recent LinkedIn posts. All inside 18 seconds.

Before

Today, appointment router is a manual ritual. Someone owns the spreadsheet, the inbox, or the doc. The work is repetitive and rarely the highest-leverage thing they could be doing.

After

Appointment Router runs as a wired pipeline. Triggers fire automatically, the model picks the right move, and the output lands in the tool the team already opens every day.

What changes for your team

  • The repetitive part of the job goes away. The judgement part stays.
  • Owner of the workflow gets a real job back instead of a copy-paste loop.
  • Outputs are consistent because the pipeline runs the same way every time, not the way someone happens to feel that morning.

Default tool stack

CalendlyCalendlyClayClayCClaude SonnetHubSpotHubSpotSlackSlack

Sample prompts

Time + scope

2 to 3 days

To ship

Fixed

Pricing model

Included

Source JSON

14 days

Tweak window

Live in these engines

Engine

arcus

Compliance enquiry routing system

→

Engine

lock and quay

Client intake pipeline

→

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