SalesAutomation
Calendly Meeting Prep
Set up an automation that triggers when a new Calendly meeting is booked. Leoparo researches the attendee, pulls context from your CRM and email, and creates a prep doc in Google Docs — so you're ready before every call.
Calendly
Gmail
GoogledocsExample prompt
“When a Calendly meeting is booked, research the attendee and create a prep doc”
More Templates
Sales
Client Research Across All Apps
Gather everything about a client from Gmail, Slack, Jira, and Notion.
Sales
Sales Meeting Prep
Research attendees and prepare notes before a sales meeting.
Sales
Inbound Lead Qualification
When a new lead emails you, automatically research and qualify them.
Sales
Auto Follow-Up Emails
When a lead doesn't reply within 3 days, automatically send a follow-up.
Sales
Generate Proposal from Brief
Turn a client brief into a polished proposal in Google Docs.
Sales
Networking Follow-Up Emails
After an event, draft personalized follow-up emails for each new contact.