Draft Meeting Follow-up Emails (Fathom)
Automatically analyzes meeting transcripts from the Fathom API and uses AI to generate concise, professional follow-up email drafts, complete with action items and next steps.
This automation streamlines your post-meeting workflow by eliminating the need to manually write follow-up emails. Here's how it works:
- Fetches Meetings: Every run, the automation connects to your Fathom account using your API key and retrieves all meetings recorded on the previous day.
- Filters for Transcripts: It intelligently filters the list to find meetings that have a complete transcript available for analysis.
- AI-Powered Analysis: For each relevant meeting, the full transcript is sent to a powerful AI model. The AI is given very specific instructions to read the conversation and extract only the most important, actionable items and key discussion points.
- Drafts a Follow-Up Email: Based on its analysis, the AI crafts a clean, professional email draft. The email includes a personalized opening, a bulleted list of real action items, and a concise closing sentence.
- Sends for Review: The completed draft is sent directly to your email address. This gives you a chance to review, edit, and approve the email before forwarding it to the meeting attendees.
Usage Ideas
- Client Management: Automatically generate follow-ups after client calls to confirm next steps and maintain project momentum.
- Internal Team Syncs: Ensure everyone is on the same page after project meetings by circulating a clear list of action items.
- Sales Demos: Follow up with prospects after a demo with a summary of their key interests and agreed-upon actions.
- User Research: Quickly summarize user interviews and extract key feedback and action points for the product team.
- Recruiting: Send follow-up notes to candidates after an interview, summarizing the discussion and outlining the next steps in the hiring process.
Customization Ideas
This template is a powerful starting point that you can easily tailor to your specific needs. You have the flexibility to:
- Set the Tone: Use the
emailToneparameter to define the style of your emails, from "professional but warm" to "formal and concise." - Configure Your Signature: Automatically append your personal email signature to every draft.
- Control Content: Decide whether to include a brief summary of the transcript or focus purely on action items.
- Change the Destination: While it defaults to sending a draft via Google Mail, you can ask the Agent Builder Assistant to send the content to a different destination, like a Slack channel or another task management tool.
- Adjust the AI's Brain: The core AI prompt can be modified. You can instruct the AI to extract different information, format the email differently, or adopt a completely unique writing style.
- Modify the Time Frame: Instead of just processing yesterday's meetings, you can ask the assistant to adjust the code to look at meetings from the last week or any other time window.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
apiKey | string | None |
Your Fathom API key (from your Fathom dashboard settings) | ||
recipientEmail | string | None |
Your email address where follow-up email drafts will be sent (e.g., 'user@example.com') | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
emailSignature | string | Your Name, Your Title |
Your signature line for the follow-up emails | ||
emailTone | string | professional but warm |
Tone and style for follow-up emails (e.g., 'professional but warm', 'formal and concise', 'friendly and accessible') | ||
includeTranscriptSummary | boolean | false |
Whether to include a brief transcript summary in the follow-up email | ||
maxMeetings | number | 5 |
Maximum number of meetings to process. Use -1 to process all available meetings | ||
