Intelligent Workflow Process

1. Automated Detection: Scheduled trigger identifies past sales meetings in Google Calendar

2. Communication Analysis: Gmail search determines if follow-up has occurred since the meeting

3. AI Recommendation: For leads needing follow-up, AI analyzes calendar and suggests optimal meeting slots

4. Human Approval: System sends suggested times to sales rep for review via Gmail

5. Natural Language Response: Rep approves, modifies, or declines in conversational language

6. Automated Booking: When approved, AI handles calendar scheduling automatically

This human-in-the-loop approach combines the efficiency of automation with the strategic judgment of sales professionals—the perfect balance of technology and human expertise.