Overview
The Meeting Follow-Up pack closes the loop after a meeting. Given a past calendar event with a recording/transcript, it analyzes what happened, extracts signals and action items, generates personalized coaching, and produces multi-channel follow-up artifacts (email draft, CRM note, task list, team update) — all delivered as a ready-to-send HTML email. Use cases- Automatic post-meeting coaching for AEs and managers
- CRM hygiene without rep effort
- Consistent follow-up emails within minutes of a call
Pack actions
| Stage | Action | Purpose |
|---|---|---|
| F1 | meeting_followup_select_past_meeting | Pick the target meeting from a past events list. |
| F2 | meeting_followup_load_followup_context | Load role classification and user goals (infers from profile if missing). |
| F3 | meeting_followup_enrich_meeting_event | Hydrate the event with transcript, attendees, and AI insights. |
| F4 | meeting_followup_analyze_transcript | Extract key moments, action items, signals, and performance analysis. |
| F5 | meeting_followup_generate_coaching | Personalized strengths/improvements + strategic recs. |
| F6 | meeting_followup_generate_followup_artifacts | Email draft, CRM notes, task list, team update — all in parallel. |
| F5+F6 | meeting_followup_generate_all_artifacts | Optimized combo — ~50% faster than calling F5 and F6 separately. |
| F7 | meeting_followup_render_followup_html | Render the HTML email (no LLM required, Jinja2 templates). |
Typical flow
Performance tip
Always prefermeeting_followup_generate_all_artifacts over calling F5 + F6 separately — it runs 5 LLM calls in parallel and roughly halves execution time.
Related
- Meeting Prep — the pre-meeting counterpart.
- Enrich Calendar Event — standalone event enrichment.
- Full endpoint details in the API Reference.