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Claude workflow

Book a client meeting with Claude

Check your calendar, offer three open times in one message, and book the meeting on the right contact.

Elsa Lindqvist
Elsa L.
Editor

What does this workflow do?

Claude finds the contact, reads your free time for the next ten working days within your working hours and drafts a message offering three slots. You approve the message before it goes out. When the contact picks a time, Claude books it in your calendar on their record.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Find [contact] with fetch_contacts.
2. Call get_calendar_availability for the next ten working days, duration 30 minutes, working hours only.
3. Pick three slots and write the message offering them as plain text. Do not call any tool that sends yet.
4. Show me the slots and the message. After I approve, send it with propose_meeting_times. When they reply with a time, book it with schedule_meeting on their contact.

Run it as /book_meetings in Claude.

Fields you can fill in

  • contact (required): Who you want to meet.
  • duration_minutes (optional): Meeting length. Default 30.

Tools it calls

In the order the prompt uses them.

  1. List contacts · Read

    Fetch contacts from the CRM with optional filters.

  2. Get calendar availability · Read

    Get free/busy times and suggested open slots from the user's connected calendar (Google or Outlook).

  3. Propose meeting times · Send

    Propose a meeting when no time has been agreed yet: sends the contact a contextual message offering up to three times that are genuinely open on the user's calendar, inside the user's own working hours, and always carrying the user's booking link so the contact can pick something else.

  4. Schedule meeting · Write

    Schedule a calendar meeting via the user's connected Google or Outlook calendar.

What to check before you approve

  • The three slots are inside your working hours and really free.
  • The message goes to the right contact.
  • The booked meeting has the right length and attendees.

Common questions

Your connected Google or Outlook calendar.

Yes. The message carries your booking link so they can pick something else.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

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