StacksGPT
Sales & Leads

Qualify Appointment Requests with AI Forms

Screen meeting requests with an AI classifier in a multi-step form and send worthwhile ones to an admin for approval.

The Problem

Open booking links fill calendars with calls that did not need a meeting. Screening requests by hand means reading every enquiry and emailing back and forth.

How This Template Solves It

A consultant replaces a plain booking link with a form. The AI decides whether the enquiry is relevant, relevant requesters accept terms and pick a date, they get an acknowledgement email, and the consultant gets an email with confirm and decline buttons before anything reaches the calendar.

How It Works

  1. 1A form collects the enquiry and an AI text classifier decides whether it needs a meeting.
  2. 2Relevant requests continue to further form pages for terms and a preferred date and time.
  3. 3The requester gets an acknowledgement email while an approval request goes to the admin in a separate run.
  4. 4Gmail's send and wait for approval step pauses until the admin confirms or declines.
  5. 5Confirmed requests are added to Google Calendar.

What You Need

  • Gmail and Google Calendar accounts
  • An OpenAI API key

What Stays Under Your Control

  • The admin approves or declines every request.
  • You define what counts as a relevant enquiry.

Watch Out For

  • The classifier turns away enquiries it judges irrelevant. Review its decisions early so good leads are not lost.

Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.

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