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Workflow starter brief

Keep rep availability current from their calendars

Checks each rep's calendar every day and updates the availability column your lead routing reads.

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Proposed workflow

A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.

When

Every day at 07:00 AM UTC, check each sales rep's Google Calendar for an out-of-office event or a day with no free slot left.

Then

  1. Decide Available or Away for today.
  2. Write it into that rep's existing row on the Google Sheets spreadsheet id and tab name you choose in setup, overwriting today's value instead of adding another row, so lead assignment only picks reps who can take a lead.

Before you publish

Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.

Runtime limits, account access and AI usage

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