Email-based scheduling
Add [email protected] to an email thread and Callie can suggest times, coordinate replies, and book a meeting without moving the conversation into another tool.
Calendly
Calendly now includes Notetaker and Callie, two AI tools for email scheduling, notes, recaps, and follow-up materials in one workflow.
Overview
Calendly is a scheduling platform that now extends beyond booking links with two AI products: Notetaker and Callie. Together, they are designed to handle work before, during, and after meetings, rather than only managing the booking step.
Callie helps schedule meetings over email and can assist inside Calendly with preparation and meeting-related questions. Notetaker joins supported video meetings, records and transcribes them, and turns the conversation into recaps, action items, and follow-up drafts.
Core capabilities
Context-aware scheduling changes
Callie can work with default meeting details, then adapt to one-off changes such as a different time, duration, location, or availability window.
In-app meeting assistance
Inside Calendly, Ask Callie can help with meeting prep, recall details from past conversations, and surface next steps using your schedule, contact profiles, meeting history, and prior notes.
Automated meeting capture
Notetaker can join Zoom, Google Meet, and Microsoft Teams meetings, record and transcribe them, and produce a recap with summary, key points, and action items.
Recaps and follow-up materials
After a meeting, Calendly can generate a pre-drafted follow-up email and share recaps through passcode-protected links, with downloadable transcripts on supported plans.
Connected meeting workflow
On Standard Plus and Teams Plus, the product is positioned as part of a broader Calendly workflow that also includes scheduling, meeting handling, and post-meeting follow-up in one place.
Where it fits
Sales scheduling and follow-up
Sales reps can ask Callie to find a time over email, then use Notetaker recaps and drafted follow-up emails to move quickly after the call.
Handling exceptions to standard scheduling
Managers or operators who handle many recurring meetings can use Callie for one-off scheduling changes without rebuilding their setup or switching tools.
Cross-platform meeting notes
People who join meetings across different platforms can use Notetaker to capture notes and action items even when the meeting was not created in Calendly.
Meeting preparation in one place
Individual users can rely on Ask Callie in Calendly to prepare for a meeting by surfacing context from contact profiles, meeting history, and past notes.
End-to-end meeting workflow for teams
Teams on paid plans can keep meetings moving by combining scheduling, notes, transcripts, and post-meeting follow-up in a single Calendly workflow.
Pros and Cons
Pros
- Covers multiple meeting stages in one workflow, from scheduling to notes to follow-up.
- Works through email as well as inside Calendly, which reduces tool switching.
- Notetaker supports Zoom, Google Meet, and Microsoft Teams meetings, including meetings not originally scheduled in Calendly.
- Plans include downloadable transcripts, shareable recaps, and pre-drafted follow-up emails.
- Enterprise buyers can route to sales and ask about access, while smaller teams can self-serve on paid plans.
Cons
- Notetaker and Callie are only available on paid Standard Plus and Teams Plus plans, not on the free tier.
- The source says both products are currently available in English only.
- Some capabilities are still plan-gated, and the pricing page marks Callie as beta.
FAQ
Which plans include Notetaker and Callie?
Calendly says Notetaker and Callie are available on the paid Standard Plus and Teams Plus plans. The pricing page also notes that Callie and Notetaker are not included on Free, Standard, or Teams unless upgraded to the Plus plans.
How does Callie fit into a normal scheduling workflow?
Callie works from email and inside Calendly. You can add [email protected] to an email thread to help schedule a meeting, or use Ask Callie in Calendly for meeting prep and follow-up tasks.
What does Notetaker do after a meeting?
Notetaker joins meetings on Zoom, Google Meet, and Microsoft Teams, including meetings that were not scheduled with Calendly. After the meeting, it provides a recap with a summary, key points, action items, and a pre-drafted follow-up email.
Are there any language or availability limits?
The source says Notetaker and Callie are available in English only at this time. It does not describe broader language support or exact regional availability.
Do invitees need a Calendly seat or account?
The pricing page indicates that seats are required for users who connect calendars and host Calendly meetings, but invitees do not need a seat or account. Enterprise starts at 50 seats and uses a sales process.
Quick Facts
- Category
- Scheduling / AI meeting assistant
- Source domain
- calendly.com
- Primary workflow
- Schedule meetings, capture notes, and draft follow-up in one platform
- Supported meeting apps
- Zoom, Google Meet, Microsoft Teams
- Availability
- Paid Standard Plus and Teams Plus plans; English only at time of source
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