Demo Request Handler
A demo request becomes a booked meeting — no back-and-forth, no manual calendar lookups.
What this recipe does
- Enrich the requester's company and role
- Check your team's calendar for the next open slot
- Book the demo and send a calendar invite
- Send a confirmation email with prep materials
How Demo Request Handler works, step by step
Attach this recipe to any form and every new submission runs through these steps automatically — no prompts to write, no workflow to maintain.
Enrich the request
The moment a demo is requested, the agent enriches the submission with the requester's company, role, and size — giving your team context before the meeting is even booked.
Check calendar availability
The agent checks your team's calendar for the next available slot that matches the requester's stated timezone and preferences, instead of relying on a generic booking link.
Book and confirm
The demo is booked directly on the calendar and a confirmation is sent to the requester — no manual coordination, and no risk of double-booking.
Send prep materials
A confirmation email with relevant prep materials — case studies or guides matched to the requester's industry or use case — is sent automatically, so the meeting starts from a position of context.
See it in action
One submission to a form with this recipe attached — here's what happens before a human even sees it.
Full Name
Short text
Work Email
Company
Short text
Preferred Time
Multiple choice
What would you like to see?
Long text
Who Demo Request Handler is for
Sales teams that want every demo request booked, not just collected
Founders who don't have an SDR to qualify and schedule
Agencies booking discovery calls for client services
Frequently Asked Questions
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