--- title: "Sales workflow with Cal.com, Gmail, Google Calendar, Read AI and Plaud | Kylon" description: "Watch a sales team and its AI agent take a Cal.com booking to a signed deal: research with sources, prep note and proposal drafted in Gmail, call reminder, Read AI and Plaud recap. Set it up with one prompt." url: "https://kylon.io/use-cases/sales-inquiry-to-deal" language: "en" --- Connection series ยท From customer inquiry to closed deal # Every booking, from first call to signed deal. A booking on your website opens a lead in your sales Room. The agent researches the company, drafts the prep note and the proposal, reminds you before the call and writes the recap. Your sales lead reads every email before it goes out. [Start free](https://app.kylon.io/sign-up) [Book a demo](https://kylon.io/demo?from=workflow-hero&page=%2Fen%2Fuse-cases%2Fsales-inquiry-to-deal) ## Who runs it - **Alex**, sales lead. Takes the call and sends every email. - **Sage**, agent. Researches, drafts, reminds and keeps the deal board current. ![Cal.com](https://kylon.io/v2/integrations/cal-com.png) ![Gmail](https://kylon.io/v2/integrations/gmail.png) ![Google Calendar](https://kylon.io/v2/integrations/google-calendar.png) ![Read AI](https://kylon.io/v2/integrations/read-ai.png) ![Plaud](https://kylon.io/v2/integrations/plaud.png)5 connections Fernwood Studio, Northgate Coffee and everyone in the video are fictional, and so are the links and numbers. [All six films on YouTube](https://www.youtube.com/playlist?list=PLTv_r3jinR0U) Connections ## What each tool does here. Each person signs in to their own account. The agent works with what that account can already see. Step 01 **Cal.com** Each new booking opens a lead in the sales Room, with the form answers on it. Steps 03 and 06 **[Gmail](https://kylon.io/integrations/gmail)** The agent drafts the prep note and the proposal in Gmail. Alex reads each one and sends it. Step 04 **Google Calendar** An hour before each call, the agent posts a reminder with the meeting link. Step 05 **Read AI** The meeting report and action items become the recap in the lead's thread. Step 05 **[Plaud](https://kylon.io/integrations/plaud)** Notes recorded on Plaud go into the same recap. The workflow ## 7 steps, one Room. The same steps as the film. Each one shows what the agent does in the Room and, where it matters, who signs it off. 1. _01_Booked ### Booking comes in In Kylon **Sage**A lead opens in the sales Room with the form answers. ![Booking comes in: A lead opens in the sales Room with the form answers.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-1.webp) 2. _02_Researched ### Company and contact In Kylon **Sage**Web research, with a source on every fact. ![Company and contact: Web research, with a source on every fact.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-2.webp) 3. _03_Prep sent ### Prep note In Kylon **Sage**Two questions so the call starts prepared. Who decides **Alex reads it.** He sends it from Gmail himself. ![Prep note: Two questions so the call starts prepared.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-3.webp) 4. _04_Call ### Call reminder In Kylon **Sage**Meeting link posted an hour before. ![Call reminder: Meeting link posted an hour before.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-4.webp) 5. _05_Recap ### Call recap In Kylon **Sage**Read AI report and Plaud notes, in the thread. ![Call recap: Read AI report and Plaud notes, in the thread.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-5.webp) 6. _06_Proposal ### Proposal drafted In Kylon **Sage**Scope, price and date from the call. Who decides **Alex reviews.** The deal moves to Proposal on the board. ![Proposal drafted: Scope, price and date from the call.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-6.webp) 7. _07_Won ### Won In Kylon **Sage**Onboarding gets the notes and the launch date. ![Won: Onboarding gets the notes and the launch date.](https://kylon.io/assets/integrations/workflows/steps/sales-inquiry-to-deal/step-7.webp) **Say it once in the thread**When Alex wants a lead handled differently, he says so in the thread. The agent keeps it as a rule, and the next lead follows it. Set it up ## Four steps to your own version. 1. 1**Connect your tools**In Connections, sign in to Cal.com, Gmail, Google Calendar, Read AI and Plaud. 2. 2**Open a sales Room**Add your agent and the people who take sales calls. 3. 3**Paste the set-up prompt**The agent asks for your rules one at a time. 4. 4**Approve the first draft**When the next booking comes in, the agent drafts the prep note. You send it. Set-up prompt Set up our sales workflow in this Room. 1. When a new Cal.com booking comes in, open a lead here with the form answers. Research the company and the person, with a source on every fact. 2. Draft a prep note in Gmail before each call. Never send anything without my OK. 3. An hour before each call, post a reminder with the meeting link from Google Calendar. 4. After each call, turn the Read AI report and my Plaud notes into a recap, then draft the proposal in Gmail. Before you start, ask me for our rules one at a time. [Use this in Kylon](https://app.kylon.io/launch/workflows:sales-inquiry-to-deal) ## Run it in your own workspace. Connect the tools you already use, add your team, and paste the prompt. Your agent asks before anything goes out. [Start free](https://app.kylon.io/sign-up) [Book a demo](https://kylon.io/demo?from=workflow-closing&page=%2Fen%2Fuse-cases%2Fsales-inquiry-to-deal) ## More workflows [**From project files to tasks with owners**](https://kylon.io/integrations/workflows/project-delivery) [**From client welcome to contract renewal**](https://kylon.io/integrations/workflows/client-care) [**From daily ad report to budget changes**](https://kylon.io/integrations/workflows/how-we-run-ads) [**From finding creators to paying them**](https://kylon.io/integrations/workflows/how-we-run-creators) [**From first video cut to live on the site**](https://kylon.io/integrations/workflows/how-we-run-content) [Browse all integrations](https://kylon.io/integrations)