Calendly + Caddi: turning booked meetings into finished work with AI agents. Independent advisors, consultants, and solo practitioners use Calendly to get the meeting on the calendar. Caddi picks up where the booking ends: the notes, the CRM, the follow-up, and the paperwork, done the same way after every call. Caddi now integrates with Calendly, the scheduling platform independent professionals already run their calendars on. Anyone who books meetings through Calendly can train a Caddi agent on what happens after a booking, the way they would train a new hire, and let it run after every meeting from then on. Calendly made getting a meeting on the calendar a one-link job. The work after the meeting never got that simple. A call ends, and someone opens the transcript, writes the notes, updates the CRM, drafts the follow-up, sends the agreement, files the signed copy, and opens the account. Six tabs and twenty minutes, after every call, which is why it slips on the busy days and why the CRM is always a week behind. Getting started matches Calendly's own pace. Sign up free, connect Calendly and the tools around it with an ordinary sign-in (Caddi acts as you, with the access you already have), and show Caddi the follow-up once on your own screen. It writes the steps down, builds the agent, and runs it the moment the next call ends. There is no workflow builder to learn. Here is what the loop looks like at an independent advisory firm, where the intro call is the front door: * The trigger. A prospect books an intro call on Calendly. The call happens on Google Meet or Zoom and ends. * The note. Caddi reads the transcript and writes the meeting note in the firm's format: what they came in with, what was discussed, what was decided, what happens next. * The CRM. It updates the household in Wealthbox: the note, the tasks with dates, the pipeline stage. * The follow-up. It drafts the follow-up email in Gmail and leaves it in Drafts for the advisor to read and send. * If the prospect said yes. It sends the advisory agreement through Docusign, files the signed copy to the client folder in Google Drive, and opens the account in Altruist. * If not yet. A follow-up only. No paperwork goes to anyone who has not said yes. That was the one rule the advisor typed, and the agent keeps it every time. Consultants and solo practitioners run the same shape with different tools. A discovery call becomes a proposal draft in Google Docs, a deal in HubSpot, and a follow-up. A consultation with a solo attorney or accountant becomes intake answers in the practice system, an engagement letter out for signature, and a filed copy when it comes back. The division of labor is clean. Calendly is where the meeting gets booked, confirmed, and rescheduled, with the invitee's answers attached. Caddi provides the agents that do the work the booking sets in motion, consistently, with every run logged and reviewable. See what firms automate on the Calendly + Caddi integration page, find Caddi in Calendly's integration directory, or sign up free and train your first agent on the follow-up you do after every call.

Tech Moves: T-Mobile appoints CFO; Microsoft and Blue Origin VPs depart; AZX and Caddi name leaders. - Telecom giant T-Mobile announced that Jessica Uhl will join as chief financial officer-designate later this month, and succeed Peter Osvaldik as CFO in February. Uhl served as CFO of Shell and worked for the global oil and energy giant for more than 17 years. She joins T-Mobile from GE Vernova, where she was president. "I am thrilled to welcome Jessica to T-Mobile," Srini Gopalan, president and CEO of T-Mobile said in a statement. "She brings deep financial and strategic acumen, capital allocation expertise and an innovative growth mindset that is a perfect fit for T-Mobile's next era." Osvaldik will transition to strategic advisor and retire from T-Mobile in July. He joined the company in 2016 and became chief financial officer in 2020. Osvaldik's tenure "has been defined by disciplined financial stewardship, consistent financial outperformance, and an unwavering commitment to T-Mobile's mission," the company said. The move marks the latest leadership shakeup at the Bellevue, Wash.-based company. Mike Katz, T-Mobile's chief business and product officer, announced his departure in July, and Chris Sambar was named chief enterprise officer. T-Mobile has cut 470 jobs in its home state this year and closed numerous retail locations. - Brent Colburn, Microsoft's vice president of global public affairs, is resigning after three years, effective mid-October. "Stepping away from Microsoft is not a decision that I made lightly, but ultimately it is the right one for me and my family," said Colburn, who has been commuting weekly between his home in Oakland, Calif., and Microsoft's Redmond, Wash., headquarters. Colburn's career has spanned leadership roles in government, academia and philanthropy. That includes serving as principal advisor to the secretary of defense for communications and chief of staff to then-Secretary Shaun Donovan. More recent roles include communications vice president for the University of California in Oakland, Princeton University and the Chan Zuckerberg Initiative. - After nearly 13 years, Audrey Powers has left Blue Origin, the aerospace company founded by Jeff Bezos that develops reusable rockets, spacecraft and rocket engines. She was on Blue Origin's October 2021 spaceflight that also carried "Star Trek" star William Shatner and two others. "Hopefully, I've helped change peoples' impressions of rockets (they land, too), astronauts (they are everyone), and our Earth," Powers said, adding that she was sad to leave, but grateful that she took a chance on "a little startup no one had heard of." Powers held the title of deputy and vice president of the New Shepard Business Unit, which is the program that carries people and research payloads into suborbital space. She is an attorney who has previously worked at NASA as a flight controller and as a senior systems engineer at Lockheed Martin. - Michael Levi has joined AZX as chief commercial officer of the Bellevue-based startup, which works with utilities and other industries to build in-house AI technologies supporting their missions. Levi is based in San Francisco and was previously vice president of marketing and growth for KloudGin, where he helped reposition the company's field service software into an AI-native platform for utilities and the public sector. He earlier founded L1CG, a go-to-market advisory, and has held leadership roles in energy, renewables, supply chain and fintech. - Jason Alafgani was named head of marketing for Caddi, a Seattle startup that launched out of AI2 Incubator and is automating basic business operations with generative AI. Alafgani is the co-founder of startups including the podcast company Jellypod and worked as marketing leader for Appwrite, Dodgeball, Mode and others. - Dr. Amir Iravani has joined Los Angeles-based UCLA Health as director of the theranostics program, which focuses on treating cancer using targeted radiation therapy. Iravani previously served as theranostics clinical director at Fred Hutchinson Cancer Center in Seattle and was an associate professor of radiology at the University of Washington School of Medicine. - Portland Metro Region Innovation Hub has hired Kelly Lyons as director of the organization, which provides networking, coaching, funding and other support to entrepreneurs. Lyons is the founder of two startups and has served in leadership at Core Education, Umpqua Bank and Development House, a social services nonprofit. - DigiStor, a Vancouver, Wash.-based provider of secure data-at-rest protection solutions, appointed Michael Callahan to its board of directors. Callahan co-founded Awake Security and PolyServe, which was acquired by HP.