Does the Bookafy agent actually execute tasks?

Yes. Unlike a copilot that just gives suggestions, DoMyWork executes the tasks. It reads meeting details, updates your CRM, drafts emails, and moves data across 1,500+ apps.

How is this different from native Bookafy AI features?

Native AI features in Bookafy are limited to the app itself. DoMyWork acts as a bridge, executing multi-step workflows across Bookafy, your CRM, your email, and your project management tools.

Is this better than using Zapier for Bookafy?

Zapier requires you to build logic step by step. With DoMyWork, you describe the goal in plain English and the agent handles the execution, including reasoning and multi-step logic.

Can the agent monitor my Bookafy account 24/7?

Yes. By setting up an 'Autopilot' job, the agent watches for new bookings or cancellations in Bookafy and acts on them instantly, without you needing to trigger anything.

Is my data safe with the Bookafy agent?

Yes. DoMyWork uses secure, encrypted connections to interact with your apps. We only access the data required to complete the specific tasks you assign to the agent.

Can the agent connect Bookafy to multiple apps at once?

Absolutely. You can give the agent a single instruction to handle tasks across Bookafy, HubSpot, Slack, and Gmail simultaneously, ensuring all your systems stay updated.

AI Agent for Bookafy

Qualify, route, and follow up on every meeting booked automatically. DoMyWork AI agents work with Bookafy and 1,500+ apps to turn every appointment into a clear next step.

Find all meetings from last week and update my CRM

Draft follow-up emails for today's meetings

Move no-shows to a re-engagement campaign

Summarise my upcoming appointments for tomorrow

Check if meeting attendees are already in my database

Send a reminder email to my 2 PM attendee

Agent for

Bookafy

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn every booked meeting into a resolved business outcome

Update your CRM, draft follow-up emails, qualify new leads, and sync meeting notes across your apps.

12 CRM records updated

Catch up on last week's meetings that need CRM updates

"Find all meetings from last week in Bookafy, check if the attendee exists in HubSpot, and update their record with the meeting date and notes. Post a summary to Slack."

Send Message

Draft tailored follow-ups for today's meetings

"Get my Bookafy meetings for today, pull the attendee's company website, and draft a follow-up email in Gmail that mentions their industry."

Send Message

Identify leads that missed their scheduled call

"Find meetings in Bookafy marked as 'no-show', look up the lead's email, and send a re-engagement message."

Send Message

Prepare a briefing for my upcoming meetings

"List my Bookafy meetings for tomorrow, find each attendee on LinkedIn, and summarise their recent activity."

Send Message

Route high-value leads to the right account manager

"Check my Bookafy meetings for today, identify leads from companies with over 500 employees, and assign them in Salesforce."

Send Message

Got a different task in mind? Describe it

Send Message

Organise notes from my client discovery calls

"Find my discovery calls from this week in Bookafy, extract the key pain points, and save them to a Notion document."

Send Message

Send project kickoff materials after booking

"Identify new project kickoff meetings in Bookafy and email the relevant onboarding deck from Google Drive."

Send Message

Sync client meeting times to my project tracker

"Find all meetings with 'Project' in the title and update the corresponding task in Asana with the date."

Send Message

Request feedback after project milestones

"Find meetings tagged 'Milestone' from yesterday and send a feedback survey link to the client."

Send Message

Update my availability based on project deadlines

"Check my project deadlines in Trello and block out time in Bookafy for deep work."

Send Message

Got a different task in mind? Describe it

Send Message

Flag high-risk accounts based on meeting frequency

"Find accounts with no meetings in Bookafy for 30 days and add them to a 'Churn Risk' list in Zendesk."

Send Message

Prepare health check reports for upcoming calls

"Find my client health check meetings in Bookafy and pull their latest usage data from my database."

Send Message

Send proactive check-in emails to silent clients

"Find clients who haven't booked a Bookafy meeting in 45 days and draft a check-in email."

Send Message

Log meeting outcomes to support tickets

"Find my support-related meetings in Bookafy and attach the meeting summary to the relevant Zendesk ticket."

Send Message

Schedule quarterly business reviews automatically

"Find accounts due for a QBR this month and send them a Bookafy link to pick a time."

Send Message

Got a different task in mind? Describe it

Send Message

Analyse meeting volume for the sales team

"Count the number of Bookafy meetings per rep last month and create a report in Google Sheets."

Send Message

Identify bottlenecks in the booking process

"Check for Bookafy meetings that were cancelled and find the most common time slots."

Send Message

Sync investor meeting notes to my dashboard

"Find all investor meetings in Bookafy and add the key takeaways to my Airtable investor tracker."

Send Message

Review my time allocation for the week

"Categorise my Bookafy meetings by type and show me how much time I spent on sales vs product."

Send Message

Draft responses to partnership requests

"Find partnership meetings in Bookafy and draft a standard response in Gmail for those I cannot take."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Bookafy AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Bookafy AI Agent

🛸 Autopilot

Act on every meeting the moment it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new bookings, update your records, and trigger follow-ups before you even open your calendar.

Setting up an autopilot is too easy

New meeting is booked in Bookafy

Describe...

1. Qualify new leads the moment they book

WhenNew meeting is booked in Bookafy

Then

Read the attendee's company domain, check their size in LinkedIn, and add them to HubSpot with a 'Qualified' tag if they meet our criteria.

Put on Autopilot

2. Send immediate confirmation with resources

WhenNew meeting is booked in Bookafy

Then

Identify the meeting type, grab the relevant case study from Google Drive, and email it to the attendee.

Put on Autopilot

3. Log every meeting to the CRM instantly

WhenNew meeting is booked in Bookafy

Then

Find the contact in Salesforce and create a new event record with the meeting details.

Put on Autopilot

4. Alert the team to high-value bookings

WhenNew meeting is booked in Bookafy

Then

Check if the meeting is with a C-level executive and post an alert in the #sales-wins Slack channel.

Put on Autopilot

5. Update lead status after a cancellation

WhenMeeting is cancelled in Bookafy

Then

Find the lead in HubSpot and change their status to 'Reschedule Needed'.

Put on Autopilot

1. Create project folders for new clients

WhenNew meeting is booked in Bookafy

Then

Extract the client name, create a new folder in Google Drive, and share the link via email.

Put on Autopilot

2. Send intake forms before the call

WhenNew meeting is booked in Bookafy

Then

Send a Typeform link to the attendee so they can provide project details.

Put on Autopilot

3. Add new clients to my billing system

WhenNew meeting is booked in Bookafy

Then

Create a new client profile in Xero using the name and email from the booking.

Put on Autopilot

4. Track meeting time for billing

WhenMeeting is completed in Bookafy

Then

Log the duration of the meeting to a Harvest project entry.

Put on Autopilot

5. Update project status after a check-in

WhenMeeting is completed in Bookafy

Then

Add a note to the Trello card for this client with the current project status.

Put on Autopilot

1. Assign support tickets to the right lead

WhenNew meeting is booked in Bookafy

Then

Search for open tickets from the attendee in Zendesk and link them to the meeting.

Put on Autopilot

2. Notify the account manager of new bookings

WhenNew meeting is booked in Bookafy

Then

Find the account owner in the CRM and send them a Slack notification about the meeting.

Put on Autopilot

3. Send post-meeting satisfaction surveys

WhenMeeting is completed in Bookafy

Then

Wait 1 hour, then email a feedback link to the attendee.

Put on Autopilot

4. Flag churn risk after a cancellation

WhenMeeting is cancelled in Bookafy

Then

Check the client's recent activity and alert the CS team if they have cancelled 3 times.

Put on Autopilot

5. Add meeting notes to the client profile

WhenMeeting is completed in Bookafy

Then

Summarise the meeting notes and save them to the client's Salesforce profile.

Put on Autopilot

1. Send a personal welcome to new partners

WhenNew meeting is booked in Bookafy

Then

Draft a personal welcome email in Gmail for any meeting with 'Partnership' in the title.

Put on Autopilot

2. Update my daily agenda in Slack

WhenEvery day at 08:00 AM

Then

Get my Bookafy schedule for today and post a summary to my personal Slack channel.

Put on Autopilot

3. Log investor meetings to my tracker

WhenNew meeting is booked in Bookafy

Then

Add the investor name and meeting date to my Airtable tracker.

Put on Autopilot

4. Send thank you notes for networking calls

WhenMeeting is completed in Bookafy

Then

Draft a 'nice to meet you' email in Gmail for the attendee.

Put on Autopilot

5. Archive old bookings to save space

WhenEvery month at 01:00 AM

Then

Export meetings older than 6 months to a Google Sheet and delete them from Bookafy.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Bookafy

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Lead Details

Lead Details

Fill fields below 👇

Name *

Email *

Company *

AI AgentExecute agent from playbook

2. Enrich Lead

Agent

Research {{Company}} and score the lead based on ICP.

AI AgentExecute agent from playbook

3. Score Lead

Agent

Determine if lead is high-value and write a reason.

Complete in a clickSend data to 1500+ apps

4. Add to HubSpot

Create ContactinHubSpot

5. Notify Slack

Send MessageinSlack

Lead Qualification Playbook

Qualify and route new leads instantly.

Clone This Playbook

Meeting Follow-up Playbook

Draft follow-ups after meetings.

Clone This Playbook

CRM Cleanup Playbook

Update missing CRM data.

Clone This Playbook

Meeting Rescheduling Playbook

Handle rescheduled meetings.

Clone This Playbook

Competitor Research Playbook

Research meeting attendees.

Clone This Playbook

Project Intake Playbook

Onboard new project clients.

Clone This Playbook

Discovery Call Prep Playbook

Prepare for discovery calls.

Clone This Playbook

Billing Playbook

Generate client invoices.

Clone This Playbook

Meeting Summary Playbook

Summarise client meetings.

Clone This Playbook

Feedback Loop Playbook

Collect client feedback.

Clone This Playbook

Churn Risk Playbook

Identify at-risk clients.

Clone This Playbook

Onboarding Playbook

Guide new clients.

Clone This Playbook

Expansion Playbook

Identify upsell opportunities.

Clone This Playbook

Support Escalation Playbook

Escalate urgent issues.

Clone This Playbook

Renewal Playbook

Manage contract renewals.

Clone This Playbook

Investor Update Playbook

Send monthly updates.

Clone This Playbook

Hiring Playbook

Manage new applicants.

Clone This Playbook

Partnership Playbook

Vet new partnerships.

Clone This Playbook

Expense Tracking Playbook

Log monthly expenses.

Clone This Playbook

Social Media Playbook

Draft social content.

Clone This Playbook

1500+ App Integrations

Connect Bookafy + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New meeting is booked in Bookafy

Then

Recurring Work on autopilot

Autopilot

Meeting Preparation

Enter meeting ID

Research attendee

Update CRM record

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Bookafy

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Bookafy AI Agent

An AI agent for Bookafy is a digital worker that connects your scheduling to your other business apps. It performs tasks like qualifying leads, updating CRM records, and sending follow-ups automatically.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Bookafy

Turn every booked meeting into a resolved business outcome

Catch up on last week's meetings that need CRM updates

Draft tailored follow-ups for today's meetings

Identify leads that missed their scheduled call

Prepare a briefing for my upcoming meetings

Route high-value leads to the right account manager

Got a different task in mind? Describe it

Organise notes from my client discovery calls

Send project kickoff materials after booking

Sync client meeting times to my project tracker

Request feedback after project milestones

Update my availability based on project deadlines

Got a different task in mind? Describe it

Flag high-risk accounts based on meeting frequency

Prepare health check reports for upcoming calls

Send proactive check-in emails to silent clients

Log meeting outcomes to support tickets

Schedule quarterly business reviews automatically

Got a different task in mind? Describe it

Analyse meeting volume for the sales team

Identify bottlenecks in the booking process

Sync investor meeting notes to my dashboard

Review my time allocation for the week

Draft responses to partnership requests

Got a different task in mind? Describe it

How Does a Bookafy AI Agent Work

Act on every meeting the moment it lands — with agents on autopilot

1. Qualify new leads the moment they book

2. Send immediate confirmation with resources

3. Log every meeting to the CRM instantly

4. Alert the team to high-value bookings

5. Update lead status after a cancellation

1. Create project folders for new clients

2. Send intake forms before the call

3. Add new clients to my billing system

4. Track meeting time for billing

5. Update project status after a check-in

1. Assign support tickets to the right lead

2. Notify the account manager of new bookings

3. Send post-meeting satisfaction surveys

4. Flag churn risk after a cancellation

5. Add meeting notes to the client profile

1. Send a personal welcome to new partners

2. Update my daily agenda in Slack

3. Log investor meetings to my tracker

4. Send thank you notes for networking calls

5. Archive old bookings to save space

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Meeting Follow-up Playbook

CRM Cleanup Playbook

Meeting Rescheduling Playbook

Competitor Research Playbook

Project Intake Playbook

Discovery Call Prep Playbook

Billing Playbook

Meeting Summary Playbook

Feedback Loop Playbook

Churn Risk Playbook

Onboarding Playbook

Expansion Playbook

Support Escalation Playbook

Renewal Playbook

Investor Update Playbook

Hiring Playbook

Partnership Playbook

Expense Tracking Playbook

Social Media Playbook

Connect Bookafy + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Bookafy AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Bookafy AI Agent