> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Follow-Up

> Turn meeting transcripts into coaching, follow-up artifacts, CRM notes, and emails.

## 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

```mermaid theme={null}
graph LR
  A[Past Meeting<br/>Trigger] --> B[select_past_meeting]
  B --> C[load_followup_context]
  C --> D[enrich_meeting_event]
  D --> E[analyze_transcript]
  E --> F[generate_all_artifacts]
  F --> G[render_followup_html]
  G --> H[Send Message]
```

## 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.

## Related

* [Meeting Prep](/agent-packs/meeting-prep) — the pre-meeting counterpart.
* [Enrich Calendar Event](/actions/enrich_calendar_event) — standalone event enrichment.
* Full endpoint details in the [API Reference](/api-reference).