Meeting Follow-Up

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 prefer meeting_followup_generate_all_artifacts over calling F5 + F6 separately — it runs 5 LLM calls in parallel and roughly halves execution time.

Meeting Prep — the pre-meeting counterpart.
Enrich Calendar Event — standalone event enrichment.
Full endpoint details in the API Reference.

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