Workflow with Beagle
CalendlyNotionMicrosoft Teams

Route a new lead.

Beagle watches Calendly for when a booking comes in or cancels, update the page and write the recap in Notion, then posts it to Microsoft Teams - and waits for your nod before anything goes out.

01

How it runs.

One teammate across every tool. No zaps to build, no tabs to switch.

01Calendly
Watch Calendly

Watches Calendly for when a booking comes in or cancels.

02Notion
Act Notion

Update the page and write the recap in Notion.

03Microsoft Teams
Tell Microsoft Teams

Posts it to Microsoft Teams and holds for your nod.

02

What it feels like.

01

When a booking comes in or cancels

Beagle runs the whole route a new lead for you - update the page and write the recap in Notion, then posts it to Microsoft Teams and holds for your nod. You review it in Microsoft Teams and approve in one tap.

02

Ask across the whole stack, in plain language

"Where did this one get stuck?" Beagle answers from Calendly, Notion and Microsoft Teams together, in the channel, with the receipts attached.

03

Nothing fires without you

Beagle drafts every step and holds the final send in Microsoft Teams for your nod. Correct it once and it remembers for next time.

03

Common questions.

Can Beagle run this route a new lead across Calendly, Notion and Microsoft Teams?

Yes. Connect each tool with OAuth and Beagle runs the steps for you from Slack or Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

Do I need Zapier, Make or a workflow builder?

No. There is no canvas to wire up. You describe the job once in plain language, or let Beagle run it on a schedule, and it handles the steps as a teammate would.

Is it secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing posts to Microsoft Teams until you approve it.

Can I change the steps or the tools?

Yes. Swap any tool, add a step, or tell Beagle to do it differently. The flow works the same in Slack and Microsoft Teams.

04

Same job, your tools.

Browse every workflow

Route a new lead,
handled.

Route a new lead with Calendly, Notion and Microsoft Teams - Beagle