Step 2: Connect OpenAI for Email Generation

The AI step uses OpenAI to generate the follow-up email content.

1. Add the OpenAI Chat Engine node and set the Model to gpt-4.1-mini.
2. Credential Required: Connect your openAiApi credentials.
3. Ensure OpenAI Chat Engine is connected as the language model for Compose Email Agent.
4. Attach Structured Response Parser to Compose Email Agent as the output parser; no credentials are needed for the parser itself.

Step 3: Set Up Invite Mapping and AI Prompting

Map invite details into a clean structure, then pass those details into the AI agent for email drafting.

1. Add the Map Invite Details node and configure the assignments:
   • payload.email → ={{ $json.payload.email }}
   • payload.questions_and_answers[0].answer → ={{ $json.payload.questions_and_answers[0].answer }}
   • payload.name → ={{ $json.payload.name }}
   • payload.scheduled_event.start_time → ={{ $json.payload.scheduled_event.start_time }}
2. Add the Compose Email Agent node and set Text to =Name: {{ $json.payload.name }} About: {{ $json.payload.questions_and_answers[0].answer }} Start Time: {{ $json.payload.scheduled_event.start_time }}.
3. Set Prompt Type to define and enable Has Output Parser.
4. In System Message, use: You are a helpful assistant. Write an email to the user. Elaborate on how we can help them with their topic and give my fake phone number for now 111-111-1111. Write the email in html. also put the meeting date in there. output like this. { "email": "html email" }

Step 4: Configure the Email Delivery

Send the AI-generated HTML email using Outlook.

1. Add the Dispatch Outlook Email node.
2. Set Subject to Calendly Details.
3. Set Body Content to ={{ $json.output.email }}.
4. Set To Recipients to ={{ $('Map Invite Details').item.json.payload.email }}.
5. Set Body Content Type to html.
6. Credential Required: Connect your microsoftOutlookOAuth2Api credentials.

Step 5: Test and Activate Your Workflow

Validate the end-to-end flow from Calendly to Outlook and then activate the workflow.

1. Click Execute Workflow and trigger a test Calendly invitee event.
2. Confirm the execution flow: Calendly Invite Trigger → Map Invite Details → Compose Email Agent → Dispatch Outlook Email.
3. Verify the Outlook message arrives with HTML formatting and the correct recipient email.
4. Once verified, toggle Active to enable the workflow in production.