SEchedule — SE Scheduling Automation

Schedule an SE

Book a Sales Engineer for your next customer call.

Salesforce Opportunity Synced from Salesforce

Call Type

When are you thinking? e.g. 'next Tuesday at 3pm', 'anytime Thursday or Friday'

An AE drops the Salesforce opportunity, picks the call type, and describes when they're thinking — in plain English. SEchedule handles the rest.

Available Times

Showing availability · next week

Mon

Apr 7

Tue

Apr 8

Wed

Apr 9

—

Thu

Apr 10

Fri

Apr 11

SEchedule finds every open window across all SEs — cross-checked against the AE's calendar and the customer's contacts. Pick a time and SEchedule handles the SE assignment automatically.

Review & Book

Title

When

Thursday, Apr 3 · 2:00 – 3:00 PM

Sales Engineer

JL James Liu assigned by SEchedule

SEchedule picked the best available SE based on calendar availability — no Slack thread needed.

Attendees

AT You (AE) JL James Liu (SE)

☁ Customer contacts from Salesforce

Sarah Mitchell VP Engineering Marcus Webb CTO Lisa Reyes Product Lead

Customer contacts are pulled from the Salesforce opportunity — pick which ones to include. You and the SE are always on the invite.

Integrations

📹 Zoom zoom.us/j/8472930154

☁ Salesforce Acme Corp — Q1 Enterprise Deal

A Zoom link is generated automatically and the meeting is linked back to the Salesforce opportunity — no manual entry on either side.

Scheduling

Pre-call sync

30 min · Wed Apr 2 · 1:45 PM

Post-call debrief

30 min · Thu Apr 3 · 3:15 PM

Optionally add a 15-minute AE + SE pre-call sync and a 30-min post-call debrief. Then book — SEchedule handles everything from here.

✓

Meeting booked.

SEchedule handled everything. Here's what was created.

📅

Calendar

Acme Corp — Technical Deep-Dive

Thu, Apr 3 · 2:00 – 3:00 PM

James Liu, Sarah Mitchell, Marcus Webb + 2

☁

Salesforce

Next Meeting updated

Acme Corp — Q1 Enterprise Deal

🔗

Zoom

Meeting link sent to all attendees

zoom.us/j/8472930154

Calendar invites sent, Salesforce updated, Zoom link distributed — all from one booking. Zero follow-up required.

⏱

Pre-call Sync

Acme Corp — Pre-call Sync

Apr 2, 1:45 PM · James Liu + you

💬

Debrief

Acme Corp — Debrief

Apr 3, 3:15 PM · James Liu + you

Pre-call sync and post-call debrief are booked automatically — the team is aligned before and after every customer touchpoint.