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.