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← Rize + Calendly integration

Scheduled routine

Calendly MCP: Plan Client Meeting Time with Rize

Prepare a client-time plan from accessible Calendly bookings and Rize history.

A planning brief for client meetings, not an automatic calendar sync.

How to set it up

1

In Rize, open Settings → Integrations and select the MCP filter. Find Calendly, connect with your own account and approve access. Available tools depend on your account and connector permissions.

2

Open Routines, create a routine, and select Calendly as a connector. Paste the example prompt below and specify the clients, projects and date range you want reviewed.

3

Choose a daily or weekly schedule and your preferred run time. Save and enable the routine. You can also run it manually to check the first result.

4

Review the finished brief in Rize. Check source matches and missing context before making changes. These example prompts request read-only reviews, not unattended writes.

What should your routine ask?

This prompt requests a read-only review. Replace the date range and project scope before you save it.

Use the Calendly connector to read today's available bookings and invitees. Match them to list_clients and list_projects in Rize and use list_my_time_entries for recent client context. Prepare a brief of booked client time and preparation tasks. Flag unknown invitees. Do not create calendar events or time entries; booked time is not time worked.

Connector tools are discovered when the routine runs. Access depends on your connected account. Routines use AI credits.

Frequently Asked Questions

Open Settings → Integrations, select the MCP filter, and connect Calendly. Then select it in your routine. The routine can use only the connected tools your account permits.

No. This example prompt asks for a review brief without record changes. Routines can run write tools where supported, so review any prompt changes before enabling a schedule.

Check the connection and account permissions, then narrow the prompt to information the connector exposes. Missing context should be flagged in the brief, not filled in with guesses. Scheduled runs use AI credits.

Need help with this integration? Contact support

Routines for Calendly

Use a scheduled Rize brief to review your work with context from Calendly.

Calendly Integration: Review Booked and Tracked Time with Rize

Check past bookings against the meeting time recorded in Rize.

Read the routine setup →

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