The ShareBuilder Assistant is expanding its scheduling ecosystem with a new Connector that brings Calendly directly into the Assistant Skills platform. With the Calendly Connector, media teams can turn meeting scheduling into an automated workflow, so inbound interest, follow-up calls, and internal coordination move forward without manual back-and-forth.
About Calendly
Calendly is a leading scheduling platform that helps teams automate meeting booking based on real-time availability, custom event types, routing rules, reminders, and scheduling links embedded across websites, landing pages, and emails.
For media organizations, Calendly can play a central role in booking discovery calls, advertiser meetings, proposal walkthroughs, renewal discussions, and internal handoffs between teams.
This is the Calendly Connector
The Calendly Connector brings scheduling directly into your Assistant Skills so your team can react automatically when meetings are booked, changed, or completed. Instead of treating scheduling as a separate task, the Assistant can make it part of the larger workflow.
Turn inbound interest into booked meetings
Calendly is especially powerful for capturing interest and converting it into action. When a prospect books time from a website, email, or campaign landing page, the Assistant can launch the next steps automatically.
That can include creating or updating CRM records, assigning the right rep, notifying internal stakeholders, preparing meeting context, and starting a follow-up workflow before the conversation even happens.
This helps teams move faster while interest is still high.
Streamline internal handoffs
Not every scheduled meeting is external. Calendly can also support cleaner handoffs between sales, pricing, fulfillment, leadership, and support.
For example, a Skill could use a booked meeting to trigger:
A pricing review handoff
A proposal walkthrough with stakeholders
A campaign planning session after close
A renewal strategy call before contract expiration
An internal escalation meeting for high-priority deals
Instead of chasing calendars manually, the Assistant can treat the meeting as the next structured step in the process.
Route the right meetings to the right people
Scheduling is more valuable when it is informed by context. The Assistant can combine Calendly activity with CRM data, Pricing data, Data Enrichment, and other connectors to decide who should own the meeting, what type of meeting should be booked, and what should happen next.
That means the workflow is not just “someone booked time.” It becomes “the right meeting was booked with the right person, and the rest of the process is already moving.”
Keep follow-up and coordination on track
Meetings should not disappear into a calendar. With Calendly connected, Skills can coordinate the work around each booking, including reminders, internal notifications, preparation steps, and post-meeting follow-up.
That can mean creating tasks before a meeting, notifying Teams or email when a key session is booked, pausing until the meeting happens, and then triggering the next action based on the outcome.
The result is better continuity from first touch through next step.
Use scheduling as a controlled front door into your workflow
Calendly links can act as a simple entry point into a much larger process. A booked call can become the trigger for qualification, account research, stakeholder prep, proposal creation, or internal approvals.
This makes Calendly a strong fit for use cases like:
Inbound lead qualification calls
Discovery meetings for new advertisers
Proposal presentations
Renewal and upsell reviews
Customer onboarding sessions
Internal handoff and approval meetings
The Assistant turns a booked time slot into coordinated execution.
Calendly Connector abilities today
Triggers
Meeting booking activity
Schedule changes and cancellations
Event-based scheduling updates
Actions
Retrieve scheduling details
Use meeting activity inside downstream workflows
Coordinate follow-up across CRM, communication, and operational systems
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.
For more information
To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit https://www.share-builders.com/assistant/skills/ or contact ShareBuilders at:
chris.koller@share-builders.com
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.
