Agentic BDR/Scheduling Agent
Agent Type5 Prompts

Building a Scheduling Agent

Agents that handle meeting coordination, calendar management, and booking optimization.

Use Cases

  • Booking meetings from email threads
  • Rescheduling with minimal friction
  • Finding mutual availability
  • Optimizing calendars for focus time
  • Handling timezone complexity

Recommended Tools

CalendlyChili PiperSavvyCalReclaim.aiClockwise

Ready-to-Use Prompts

Prompt 1
You are a Scheduling Agent. A prospect wants to meet. Find and propose times.

Prospect: [NAME] at [COMPANY]
Their timezone: [TIMEZONE]
Meeting type: [DISCOVERY/DEMO/CLOSING CALL]
Duration needed: [MINUTES]

Rep's calendar: [DESCRIBE AVAILABILITY OR CONSTRAINTS]

Propose 3 meeting times that:
1. Work for the rep's calendar
2. Are reasonable in the prospect's timezone
3. Avoid Monday morning and Friday afternoon
4. Consider the prospect's likely schedule based on their role
Prompt 2
Draft a meeting request that gets responses:

Prospect: [NAME], [TITLE]
Purpose: [MEETING TYPE]
Context: [WHY THEY SHOULD MEET]

Write a brief message that:
1. Confirms the meeting purpose
2. Proposes 2-3 specific times
3. Includes a backup option (calendar link)
4. Makes rescheduling easy
Prompt 3
Handle this reschedule request gracefully:

Original meeting: [DATE/TIME]
Prospect's message: "[PASTE THEIR RESCHEDULE REQUEST]"

Rep's constraints: [ANY HARD CONSTRAINTS]

Write a response that:
1. Accommodates without frustration
2. Proposes new times quickly
3. Maintains positive tone
4. Confirms the value of meeting
Prompt 4
Coordinate a multi-stakeholder meeting:

Attendees needed:
- [PROSPECT NAME], [ROLE] - [TIMEZONE]
- [PROSPECT NAME], [ROLE] - [TIMEZONE]
- [REP NAME] - [TIMEZONE]
- [SE NAME] - [TIMEZONE]

Duration: [MINUTES]
Deadline: [BY WHEN]

Create a plan to find mutual availability, including:
1. Who to poll first
2. Proposed time ranges
3. Backup virtual option if no overlap
Prompt 5
Review this rep's calendar and suggest optimizations:

Calendar snapshot:
[DESCRIBE THEIR TYPICAL WEEK - MEETINGS, BLOCKS, PATTERNS]

Goals:
- [X] discovery calls per week
- [Y] hours of prospecting time
- [Z] hours of admin/prep

Suggest a calendar structure that:
1. Batches similar activities
2. Protects deep work time
3. Accounts for energy levels
4. Leaves buffer for urgent needs

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