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Automate scheduling with AI: Connect AI Agent to TidyCal to qualify leads and book meetings automatically based on custom criteria. Latenode's visual editor and affordable execution pricing simplify sophisticated lead management.
Connect AI Agent and TidyCal in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and TidyCal
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or TidyCal will be your first step. To do this, click "Choose an app," find AI Agent or TidyCal, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the TidyCal Node
Next, click the plus (+) icon on the AI Agent node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.
AI Agent
β
TidyCal
Authenticate TidyCal
Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.
Configure the AI Agent and TidyCal Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and TidyCal Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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TidyCal
Trigger on Webhook
β
AI Agent
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, TidyCal, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the AI Agent and TidyCal integration works as expected. Depending on your setup, data should flow between AI Agent and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
TidyCal + AI Agent + Slack: When a new booking is made in TidyCal, use an AI Agent to summarize the meeting details. Then, send the summary to a designated Slack channel for the team to quickly review the upcoming meeting.
TidyCal + AI Agent + Google Sheets: When a new booking is created in TidyCal, extract the relevant information and use an AI Agent to categorize the meeting topic. Finally, add the booking details and the categorized topic as a new row in Google Sheets.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About TidyCal
TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.
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How can I connect my AI Agent account to TidyCal using Latenode?
To connect your AI Agent account to TidyCal on Latenode, follow these steps:
Can I automate personalized meeting follow-ups using AI and scheduling?
Yes, you can! Latenode lets you trigger AI Agent to generate follow-up emails after TidyCal meetings, ensuring every interaction is tailored, boosting engagement and saving time.
What types of tasks can I perform by integrating AI Agent with TidyCal?
Integrating AI Agent with TidyCal allows you to perform various tasks, including:
Can AI Agent analyze TidyCal meeting topics within Latenode?
Yes, Latenode allows AI Agent to analyze TidyCal meeting topics, providing automated insights and preparation materials for upcoming discussions.
Are there any limitations to the AI Agent and TidyCal integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: