Booking a meeting is the obvious one. These are the next-best sixteen — mid-flight moves, shortcuts that skip a step, and the Business-plan tricks you can do once teammates are in the workspace.
New here? Connect Heldly to Claude first. Two minutes.
Things you'll reach for once a meeting is in motion — Heldly handles the calendar cleanup so you don't.
Sara wants Tuesday instead of Friday. Heldly deletes the booked event, holds three new slots, emails a 'moved to...' picker. Same URL keeps working.
You
Sara wants to move to Tuesday afternoon. Find a new time.
Moved. I deleted the Friday booking on your calendar, held three Tuesday afternoon slots, and emailed Sara a “moved to” picker. Her original confirmation link still works.
If she had co-attendees on the invite, they'll get the new time too once she picks.
Tell Claude to cancel. Heldly emails the invitee and deletes every tentative across every host's calendar in one shot. No tabs to open.
You
Cancel the Acme call. They pushed to next quarter.
Cancelled.Sara was emailed; the held slots are released on Heldly's side and the reason (“pushed to next quarter”) is logged.
I'm also deleting the tentative placeholders I placed on your calendar last week. Your calendar's clean.
Spotted a wrong topic or agenda after sending? Heldly updates the meeting (and the Google event) quietly — the invitee doesn't get a confusing re-send.
You
I made a typo on Sara's meeting — the agenda should say “Acme renewal” not “Acne renewal.” Fix it but don't re-email her.
Fixed. The agenda now reads “Acme renewal” on both the meeting record and the Google Calendar event Sara already has on her calendar. No re-send — she'll just see the corrected text next time she looks at the invite.
Same trick works for the topic, the host’s message, and the invitee name. Calendar updates silently.
Claude checks first. If the picker is still unopened, it resends to the same link. No new URL, no duplicate hold on anyone's calendar.
You
Did Marcus pick yet? If not, resend the picker.
Not yet.The picker went out yesterday and Marcus hasn't opened it. Resending now. Same link, no double-up.
Invitee says they never got the email? Heldly hands you the picker URL — paste it into Slack, LinkedIn, or DM them directly. Same single-use token.
You
Sara says she never got the picker email. Can you give me the link so I can DM it to her?
Here's the picker for Sara at Acme:
https://heldly.io/c/k8a2-mq7v
Paste it wherever — Slack, LinkedIn, SMS. Single-use, expires Friday 5pm same as the original picker. If she also wants the email re-sent, just say the word.
Quick asks that skip a step you'd normally do by hand — looking up an email, opening a tab, paging through your week.
Heldly checks your calendar, holds three afternoon slots, emails Sara a one-click picker. Same shape for discovery, follow-up, QBR — anything.
You
Book a 30-min discovery with sara@acme.com for Thursday or Friday afternoon.
I'll find free times Thursday and Friday afternoon and place tentative holds on your calendar. Then I'll email Sara a picker.
| Field | Details |
|---|---|
| Topic | Discovery call |
| Invitee | Sara (sara@acme.com) |
| Duration | 30 minutes |
| Window | Thu / Fri afternoon |
| Holds proposed | 3 tentative events |
Done. Sara has the picker; the tentative holds are on your calendar so you can see what's offered.
Ask me later “did Sara book?” and I'll check.
No app to open. Claude tells you which meeting, what state it's in, and what expires when.
You
What's the status of the Acme meeting?
The Acme discovery call with Sara is awaiting her pick. Sent yesterday; the picker expires Friday 5pm CET.
Want me to resend the picker, or wait until closer to the expiration?
Seven-day sweep across every meeting — confirmed, in flight, expired. Useful for a Friday status update or a Monday standup.
You
What did I book last week?
Here's your last 7 days:
| Invitee | Topic | Host | Status |
|---|---|---|---|
| Sara at Acme | Discovery call | You | Awaiting invitee |
| Priya at Lumens | Q3 QBR | You | Confirmed |
| Marcus at Northwind | Demo follow-up | You | Awaiting invitee |
| Jin at Tessera | Renewal review | You | Confirmed |
| Lin at Bookward | Discovery call | You | Expired |
To keep an eye on:
Team-plan tricks for panels, intros, and managers who want a number.
The BDR asks Claude to schedule on the AE's calendar. The AE gets a heads-up email so the invite isn't a surprise.
You
I'm booking a discovery for my AE Anna. Prospect is jordan@stripe.com, 30 min, this Friday afternoon. Anna's calendar is the one to check.
Got it. I read Anna's calendar, held three Friday afternoon slots, and emailed Jordan a picker. Anna got a heads-up email so the invite isn't a surprise when Jordan picks.
The picker reply-to goes to Anna, not you, so Jordan can reach her directly if anything comes up.
Three customer-side attendees. The champion picks; the others are CC'd on the picker and added to the calendar invite once she picks.
You
Book a 45-min demo with sara@acme.com. Add her director mike@acme.com and procurement lisa@acme.com to the invite. Next week, mornings.
Holding three morning slots next week and emailing Sara the picker. Mike and Lisa are CC'd on the picker so they know the meeting is being set up. When Sara picks, all three land on the Google Calendar invite.
Only Sara can pick the time. The others ride along.
Loop in your CRO. Heldly intersects both calendars, holds three times that work for both, emails the customer-side champion.
You
Get our CRO Daniel in front of priya@northwind.com. 30 min, this month.
I intersected your calendar with Daniel's and found three times that work for both of you this month. Holding all three and emailing Priya the picker. Daniel got a heads-up so he isn't surprised when the invite lands.
Q3 renewal with the champion. Heldly holds three slots next week, sends the picker, confirms on pick.
You
Set up a 45-min Q3 renewal review with priya@northwind.com next week.
Looking at your calendar for next week. Three free 45-min slots: Tue 10am, Wed 2pm, Thu 11am. Holding all three and emailing Priya.
Picker sent.Priya gets a one-click email; you'll get a confirmation as soon as she picks.
Three customer-side stakeholders attend. The champion picks; everyone else lands on the calendar invite.
You
Schedule a 60-min Q3 QBR with the Lumens team. Main contact is priya@lumens.io; add ben@lumens.io and amy@lumens.io to the invite. Pick three times next week, afternoons only.
Holding three afternoon slots next week and emailing Priya the picker. Ben and Amy are CC'd so they know the meeting is being set up. When Priya picks, all three land on the calendar invite.
Heldly counts proposed, picked, and still-in-flight across every host in the workspace. Team admins only.
You
What did the team book last week?
Last 7 days across the workspace: 42 proposed, 31 picked, 11 still in flight.
Of the in-flight, three expire this week. Sara at Acme expires Friday, Marcus at Northwind expires Saturday, Priya at Lumens expires Sunday.
Want a per-host breakdown?
Of the meetings you proposed last quarter, how many got picked? Heldly returns the funnel from proposed to opened to picked to confirmed.
You
What's our pick rate this quarter?
Q3 across the workspace:
| Field | Details |
|---|---|
| Proposed | 412 |
| Picker opened | 386 (94%) |
| Picked | 318 (77%) |
| Confirmed | 311 |
| Expired without pick | 94 |
| Cancelled | 7 |
Median time from picker sent to pick: 1h 14min. P90 is 23h.
Want this split by host or by week?
Median and p90 from picker-sent to picked across your team's recent meetings. Spot the slow-moving accounts.
You
How fast are invitees picking?
Across your team's last 30 days: median 1h 12min from picker sent to pick. P90 is 23h. Sample is 318 picked meetings.
Six pickers expired without a pick in the same window. The slowest pickers tend to be intros where the invitee is forwarding the email internally first.
Want me to list the expired ones?
Names above are illustrative.
Connect Heldly to Claude → and ask any of these in your own words.