Meeting Follow-Up
Draft follow-up communications and capture action items after meetings.
[GOAL]
Create comprehensive follow-up materials including thank-you emails and action item tracking.
[PROCESS]
1. Gather meeting context
- •Read any meeting notes provided
- •Check Cockpit/memory/topics/ for related context
- •Review the original meeting prep if available
2. Extract action items
For each action:
- •What needs to be done
- •Who owns it
- •Due date (if mentioned)
3. Draft follow-up email
markdown
Subject: Follow-up: [Meeting Topic] - [Date]
Hi [Name],
Thank you for [the conversation / your time / meeting today].
[1-2 sentences on key outcomes or agreements]
**Next Steps:**
- [Action 1] - [Owner] - [Date]
- [Action 2] - [Owner] - [Date]
[Optional: Additional context or offers]
Best,
{USER_NAME}
4. Update memory if needed
- •Add significant decisions to relevant topic file
- •Update project status if applicable
[IMPORTANT]
- •Draft-before-send: Present email for user's review
- •Keep emails concise and actionable
- •Include specific next steps with owners
- •Match tone to relationship (formal for new contacts, casual for known)