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What this agent does

Create meeting summaries and follow-ups that match your style—and get smarter with every meeting.

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When to use this agent

Use this agent after meetings to quickly turn conversations into clear summaries, action items, and follow-up communication. It’s useful when you want to capture what was discussed, keep track of next steps, and send polished follow-up emails without doing it manually.

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Setup

  1. Connect your calendar so the agent can access meeting details.
  2. Optional customization settings can be configured in agent preferences.
  3. After meetings are completed, the agent generates follow-up summaries and drafts.

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Inputs

  • Calendar connection
  • Optional customization inputs set in agent preferences
Tips for better resultsUsing the Agent.ai meeting notetaker is highly recommended so the agent has full conversation context. Optional customization settings can help tailor summaries and follow-ups to your preferred style.

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Output

Meetingfollowupoutput
A meeting follow-up report, including:
  • Follow-up email draft
  • CRM summary notes
  • Your action items
  • Internal team update
  • Coaching insights
Questions about the Meeting Follow-up agent? Reach out to our support team here.