Create and update event types

Cal.com organizes scheduling around event types such as an intro call, a demo, or an intake session, each with its own duration and availability window. A Beam agent creates a new event type when a team adds an offering, or updates an existing one when hours or duration change, reading the current setup before making an edit. It confirms the change went through and logs what was updated. When a requested change would overlap with another event type or an existing rule, the agent leaves it alone and routes the request to whoever owns the calendar.

Read bookings and attendee records

Every meeting booked through Cal.com carries attendee details, the selected time, and any notes collected at booking. A Beam agent reads new and upcoming bookings on a schedule or as they arrive, checks attendee information against records in a CRM or support tool, and updates those records so the booking is reflected elsewhere. It can also mark a booking as confirmed once related conditions are met. When attendee details look incomplete or a booking conflicts with another commitment, the agent leaves it for a person to resolve rather than guessing.

Trigger reminder and follow up workflows

Cal.com workflows send reminders and follow ups tied to a booking, such as a message before a call or a note afterward. A Beam agent reads the booking status and applies the rule the team approved, triggering a workflow at the right point, for example once a booking is confirmed or after a meeting has passed. It logs when each workflow fires and whether it completed. If a booking is rescheduled or canceled mid-sequence, the agent stops the workflow and flags the change to the meeting owner instead of sending a reminder for a meeting that no longer exists.