SDR that books meetings from inbound email

You’ll build an agent with its own email inbox that reads inbound interest, answers common questions from your sales material, proposes meeting times, and posts a heads-up to the sales channel in Slack.

The plan

1. Create the SDR agent and write its instructions
2. Give it a knowledge base of sales material
3. Package the qualify-and-reply behavior as a skill
4. Give it an email inbox with agent mail
5. Post booked-meeting alerts to Slack
6. Trigger replies on new inbound mail

Step 1 — Create the agent

Open Agents and create a new agent. In System instructions, describe the role: respond to inbound leads, stay on-message, qualify lightly (company, use case, timeline), and offer two or three meeting slots. Pick a model in Picking provider & model.

Step 2 — Add a sales knowledge base

Create a knowledge base and upload your one-pager, pricing summary, FAQ, and case studies. Attach it to the agent so replies cite your real positioning instead of guessing.

Step 3 — Capture the behavior as a skill

A skill lets you reuse the qualify-then-offer-times routine without bloating the system prompt. Write the skill once with the qualifying questions and reply structure, then attach it.

Step 4 — Give the agent an inbox

Publish the agent, then add agent mail so it has a real address (for example sdr@…). Forward or alias your inbound-sales address to it. Each incoming email becomes a conversation the agent can answer.

Step 5 — Alert the team in Slack

Connect Slack as a channel so the agent can post to your sales channel when it proposes or books a meeting, giving a human the chance to jump in.

Step 6 — Run automatically on new mail

Use a trigger so the agent acts on each new inbound message instead of waiting for someone to open it. Test the whole loop from the builder preview before publishing.

Where to go next

• Lead qualifier for scoring leads with structured output
• Account research brief to enrich a lead before the call
• Agent email channel