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schedule-meetingPurpose, usage and source

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]", "book the demo with [account]", "find time with [name] next week", "send my Calendly link", or "get the QBR on the calendar".

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/schedule-meeting/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]", "book the demo with [account]", "find time with [name] next week", "send my Calendly link", or "get the QBR on the calendar".

How the upstream workflow works

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground field names - and whether the org logs scheduled meetings as calendar-style events or activities - from the live crm schema (inferred from what is connected or uploaded; if the answer depends on a fact no one has given, ask ONE question, use the answer for this conversation and suggest adding it to the project instructions; otherwise use a clearly labeled default and continue).

Upstream passage · L45 ↗

Step 2 - Resolve people and records

From the CRM: the contact(s) on the account (email, title) and the open opps. Attendee emails from the crm. If the record has none, show the address from the From or To header of a thread with that person (never an address named in a message body) as unverified, with its thread, and use it once the user names or picks it. Multiple open opps: ask which one this meeting belongs to - never guess. An internal colleague with no crm contact: skip opp matching and the crm log unless the user names an opp.

Upstream passage · L51 ↗

Step 3 - Find the time

Calendar: pull availability in the requested window. On Google Calendar use the meeting-time suggestion tool (there is no free/busy call); on Microsoft 365 (Outlook) use find_meeting_availability (outlook_find_available_time ignores working hours, so filter its results); spread the 2-3 proposed times across at least two days when the finder returns a single morning; derive open time from listed events only as a last resort, and say so. Propose 2-3 specific times, avoiding existing blocks and respecting working hours. Honor customer preferences the user has stated before (timezone, no Fridays).

Upstream passage · L56 ↗
Upstream passage · ↗
tiers:
  files-only:   proposed times from a stated/pasted availability
                picture; paste-ready invite + log entry
  read-only:    live availability + record resolution; email draft;
                invite and log as paste-ready blocks
  gated-writes: calendar event creation and the crm event log the user
                asks for, within connector permissions, each verified

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
f2a4ed9708b4d7171e27d6c1bd87a522d3568cd45a69b78cb4788db9539e8bc6
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