{
  "for_llm": "This page documents ONE automation inside The Makenzie House's Sales & Booking System. To assess it: read the visible tabs, then use this manifest. You can answer what is safe to change (change_policy), what breaks if a 'red' item changes, how it connects to sibling pages (edges), and its known issues. Sibling pages live alongside this one.",
  "system": "Sales & Booking System",
  "unit": {
    "index": 3,
    "of": 6,
    "node": "Sales Calls (Calendly)"
  },
  "platform": "make.com",
  "scenario": {
    "id": 4754545,
    "team": 624531,
    "zone": "us2",
    "name": "Sales Calls (Calendly)",
    "modules": 46
  },
  "trigger": {
    "type": "calendly_watch_invitees",
    "registered_to": "Consultation and Package Customization Virtual Meeting"
  },
  "reads": [
    {
      "airtable": "Team Members",
      "why": "match the Calendly scheduler's email to the assigned rep"
    }
  ],
  "writes": [
    {
      "airtable": "Leads",
      "why": "create or update the lead matched by lowercased email"
    },
    {
      "airtable": "Sales Calls",
      "why": "create a new call record on booking; update status on reschedule/cancel"
    }
  ],
  "notifies": [
    {
      "slack": "C08HVHASHHB"
    }
  ],
  "edges": {
    "upstream": [
      {
        "node": "First Message",
        "unit": 2,
        "via": "lead texted, then books on Calendly"
      }
    ],
    "downstream": [
      {
        "node": "Sip & See Tours",
        "unit": 4,
        "via": "client who's had a consult books a tour"
      }
    ]
  },
  "capabilities": [
    "Catches new bookings, reschedules, and cancellations for the consult event type",
    "Matches leads by email, case-insensitive, and upserts the Leads record",
    "Assigns the call to the team member whose email matches the Calendly event membership",
    "Aggregates all Calendly form Q&A into the call record",
    "Notifies the team's Slack channel on booked, rescheduled, and cancelled events"
  ],
  "boundaries": [
    "Only watches the 'Consultation and Package Customization Virtual Meeting' event type \u2014 other Calendly event types are ignored",
    "Team-member assignment depends on Calendly event membership email matching Team Members exactly; a domain change breaks it silently (call still logs, unassigned)",
    "Does not create the initial lead relationship (Dubsado/First Message) or manage the next stage (Sip & See Tours)"
  ],
  "change_policy": {
    "green": [
      "slack message text",
      "slack channel id"
    ],
    "amber": [
      "team member emails in Team Members table",
      "which Sales Calls fields map from the Calendly payload"
    ],
    "red": [
      "the event-name filter",
      "the Calendly trigger connection",
      "the lowercase email search/match logic"
    ]
  },
  "known_issues": [
    "Team-member assignment breaks silently if Calendly scheduler emails are consolidated to a shared inbox (e.g. info@themakenziehouse.com) \u2014 calls still log, just unassigned"
  ],
  "recovery": {
    "blueprint_backup": "build/backups/bp_4754545.json"
  }
}