Scheduling
Scheduling books Meetings between Workers and Contacts from shared availability and keeps the notes, Decisions and Tasks they produce.
Scheduling books Meetings between Workers and Contacts from shared availability, and keeps the notes, Decisions and Tasks each Meeting produces. An Agent attends with a transcript; a Human attends when the Meeting needs one.
Summary
| Part | This System |
|---|---|
| Group | Sales |
| Status | Beta: it works, and its Verbs may still change |
| Shelf | Front: offered from a Startup’s first days |
You can ask:
- “Book a call with this lead”
- “Send them my booking link”
- “Move tomorrow’s call to Friday”
- “What did we agree on the last call?”
What you get
| Part | This System |
|---|---|
| Starts | On for every Startup at creation, with nothing to install. |
| Built from | Email delivery, Integrations, AI gateway, Workflows, Schedules |
Nouns it owns
| Noun | Definition |
|---|---|
| Meeting | A Meeting is a scheduled time when Workers and Contacts meet about one or more Things, producing notes, Decisions, and Tasks. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Meeting.book | Meeting | None | Meeting.booked |
| Meeting.update | Meeting | None | Meeting.updated |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Meeting.booked | By Meeting.book |
| Emits | Meeting.updated | By Meeting.update |
States
None.
Who operates it
| Part | This System |
|---|---|
| Accountable | Customer Lead |
| Team | Customer Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
| Also calls its Verbs | Sales Engineer |
Approvals and limits
None.
Processes that use it
| Process | How it uses it |
|---|---|
| Inbound sales | A step calls Meeting.book |
Rail underneath
None.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| The Customer Lead’s view | The Metrics its accountable Role answers for. | Month-3 retention, Net revenue retention, Logo churn, Repeat purchase rate, First response time, First responses on time, Resolution time, Agent resolution rate |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (6) |
admin | Every Verb (6) |
member | Every Verb (6) |
viewer | Read only (2 of 6) |
Import and export
None.
Fees and pricing
None.
Availability and limits
| Part | This System |
|---|---|
| Status | Beta: it works, and its Verbs may still change |
Compliance notes
Controls it carries:
Related Systems
Example
A Licensed-human marketplace of nutritionists lets clients book a 45-minute first session at /book. Scheduling offers only times both sides have open and sends the reminders. After the session, it files the nutritionist’s follow-ups as Tasks with due dates.