Automate Calendly account setup and removal with HR approval

New hire forms trigger an AI-drafted approval email, and once HR approves, Calendly access is created or removed.

How the work actually flows

It branches. Exactly one path is taken; a person has to approve before it continues.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new hire or departure form submitted"]:::trig s0[("log request to spreadsheet")]:::store s1["draft approval email"]:::svc s2["create or remove Calendly account"]:::task s3[("update spreadsheet status")]:::store trig --> s0 s0 --> s1 s2 --> s3 hg(("HR approves the request")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 gx{"× new hire or departure"}:::gate s1 --> gx p00["create Calendly account"]:::task gx -->|"new hire"| p00 p10["remove Calendly account"]:::task gx -->|"departure"| p10 jn{"○ update status"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"Calendly access created or removed"/]:::out pay{{"no forgotten access changes for staff"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database OpsSurvey & FeedbackHR & Recruiting
Connects
Google SheetsGmailOpenAICalendly

The problem it solves

Setting up and removing Calendly access for every new hire or departing employee is easy to forget and tedious to do by hand. You end up either giving access too late or leaving old accounts active long after someone has left.

Who it fits

HR teams and operations managers responsible for provisioning employee tools.

How it works

  1. A new hire or departure is submitted through a simple form
  2. The request is logged in a Google Sheet
  3. AI drafts a professional approval email for HR to review
  4. Once HR approves, the system creates or removes the Calendly account automatically
  5. The Google Sheet is updated to reflect the final status
What you get

Approvals you send in seconds, not typed from scratch

New hire and departure requests arrive with a ready-to-send approval email and clean status tracking in one place.

What you get

An up-to-date record of who has Calendly access, with accounts created or removed automatically after approval.

What you need

A Google Sheets account, a Gmail account, an OpenAI account, and a Calendly account with API access.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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