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How to Draft a Follow-Up Email to Meeting Attendees

Use Zeplyn to draft a follow up email to your client with notes and action items from your meeting.

To automatically draft a follow-up email for a meeting:

  1. Select the meeting note you would like to send the email summary for

  2. Click on the "Draft follow-up email" icon in the top right corner.

  3. A window will open and a draft email will appear titled: "[DRAFT] Follow-up email for <meeting name>"

  4. Copy and paste the email preview into your preferred email provider

💡 Note that the follow-up email will never be sent directly to your clients. You can copy and paste the email draft to use in whatever platform you’d like!

Want to customize your follow-up emails?
We can tailor your follow-up emails to better fit your firm’s voice and workflow. Just reach out to your Customer Success Manager, and they’ll help get the process started.

Note: Follow up emails are customizable per organization. Your firm may have a different list of follow up emails than what is shown in the examples above. If you have questions about your organization's specific follow up emails, please contact your administrator.

For additional questions, please reach out to support@zeplyn.ai.