Run your follow-up

This page covers turning meeting minutes into follow-up emails and tasks. It takes about 10 minutes.

Draft a follow-up email from the minutes

1. Open the meeting from Meetings and review the minutes.
2. The AI prepares a follow-up email draft based on the minutes.
3. Edit the draft, check the content, and send.

The flow is draft → ready to send → sent. Nothing goes out while still a draft, so a person always reviews the content before it is sent.

File tasks

From the action items (to-dos) in the minutes, you can file entries in Tasks with due dates and owners. Turning meeting homework into tasks the same day means nothing slips through.

Make chasing replies systematic

When a sent email gets no reply, you can plan the chase with a follow-up plan. Deciding in advance "how many days to wait, then what to do" means following up no longer depends on someone's memory.

So nothing is fire-and-forget

• You can check delivery status of follow-up emails in Email
• Meetings, emails, and tasks are linked, so from a Deal you can trace how far the follow-up on that opportunity has progressed

Next step

Manage deals and customers →