- notesTues 10:00, partner check-in, 42 min
- transcriptAuto-transcript, speaker labels
- calendarAttendees and next week's free slots
- crmAccount record and last 3 emails
AI meeting follow-up that waits for your approval
Good meetings end with a list of things to do. By Friday, half of them are still in someone's notebook.
A follow-up agent reads the notes and transcript, writes a short summary, lists each action with an owner, drafts the follow-up emails and proposes times for the next conversation. Everything waits for approval, and unclear dates or owners are flagged rather than guessed.
Who it suits: Partnership, development and account teams that run many meetings with funders, partners or clients.
This is an example workflow, an illustration of what gets built. Its numbers are examples, not client results.
Follow-up after a client meeting
Meeting notes become action items, draft emails and calendar holds. Nothing is sent or booked until someone approves it.
In this example: Seven action items, three draft emails and two calendar holds, all waiting for the account lead's OK.
Example workflow. After a 42-minute partner meeting, the agent reads the notes, the transcript, the attendees' calendars and the account record. It writes a one-page summary, pulls out seven action items with owners and flags one with an unclear date, drafts three follow-up emails and proposes two calendar holds. Everything waits for the account lead, who approves the three emails and moves one hold. An inspection step checks that names and dates match the notes, that the emails use the right tone, and that no internal notes leaked into anything external. The emails are then sent, the holds booked and the tasks added to the tracker.
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- drawing
- wf-05 · client follow-up
- status
- example workflow
- stations
- 5, one sign-off
- run
- waiting
- The problem
- Good meetings end with a list of things to do. By Friday, half of them are still in someone's notebook.
- What the agent does
- Reads the notes and transcript, writes a short summary, lists each action with an owner, drafts the follow-up emails in your voice, and finds times for the next conversations.
- Where people stay in the loop
- Nothing is sent or booked until the account lead approves it. Unclear dates and owners are flagged, not guessed.
Common questions
- Will it send emails without me?
- No. Drafts and calendar holds wait for your approval. Sending happens from your own inbox and calendar once you say so.
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