Built for Consulting Teams
Are you still juggling calendars, writing intro emails, and digging through spreadsheets just to book expert-client calls? Is manual coordination slowing things down and leaving room for mistakes?
This AI-powered workflow reads client requests, finds the best matching expert from structured profiles, and handles scheduling, follow ups, and confirmations automatically so the entire booking process runs smoothly without manual effort.
Built for expert networks and consulting teams who want hands free, reliable matchmaking.
It listens for new form submissions, parses the data, and stores it neatly in Google Sheets. Then it checks for a qualified match based on your criteria, drafts a custom intro using ChatGPT, and sends it out to both parties. Once confirmed, it handles scheduling automatically, right down to the calendar invite and timezone detection.
You get a clean, end to end expert client matching flow without ever opening your inbox.
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Runs the workflows that handle intake, matching, and booking from start to finish.
Stores expert profiles, client requests, and confirmed bookings in organized tabs.
Reads client briefs, picks the right expert, and drafts custom introductions.
Sends personalized intros and confirmation emails to both expert and client.
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Books the call, adds both participants, and includes the Meet link automatically.
You don’t need to set up or learn how automation works.
Our AI agents are built to run fully hands-off, like a clone that handles the repetitive tasks for you.
Need something custom? We’ll handle it all including:
Just send us an email and tell us the task that is wasting your time and we’ll design the agent and run it in the background.
Or, enter your email and we'll send you how to get started.
We’ve covered the usual questions. Got a unique one? Send us an email
No problem. Just change the form questions and labels. The matching logic still works.
Nope. It’s all n8n flows, Google Sheets, and OpenAI. If you’ve used Zapier or Airtable before, you’ll be fine.
Absolutely. The emails use HTML, and calendar invites can include any fields you want, project, timezones, agenda, whatever.
ChatGPT said:This expert matching system is fully built and easy to copy. You can plug in your own rules and repurpose it for freelancers, coaches, internal roles, or whatever your use case.
If you're spending too much time sorting through submissions or struggling to pair the right people, this solves that in minutes.
The setup is already live. You just duplicate it, adjust the criteria, and it is ready to go.
Need help getting it live? Just ask. Fill the form or Send us an email
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