Send a guest prep packet the moment you approve them
The gap between 'approved' and 'prepped' is where guests go cold. Sending the whole packet on approval keeps momentum and saves a round of manual emails.
Zapier
intermediate- 1 Catch Hook receives guest.approved with the guest name, email and profile URL.
- 2 Gmail sends the prep packet with a Calendly booking link.
- 3 Airtable updates the guest's status to 'prepped'.
Setup notes
guest.approved carries the public profile_url but no episode, booking the recording slot is exactly what the Calendly link is for.
Make
intermediate- 1 PodView fires guest.approved to your Make Custom Webhook.
- 2 Google Docs builds a personalised prep doc from a template.
- 3 Gmail sends it with the release form and booking link attached.
Setup notes
Map guest_name into the Docs template so each prep doc is addressed to the guest by name without any manual editing.
Outbound webhooks are a Producer feature
Connect this recipe in minutes once you're on Producer.