Post meeting follow up
Builds a post-meeting follow-up journey that creates tasks with owners and due dates from action items you provide, and can send a structured follow-up email to attendees.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon5 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Pull the meeting apart
Coming soonBlu builds a step
- 2
Write the recap email
Coming soonBlu builds a step
- 3
File it and raise the tasks
Coming soonBlu builds a step
- 4
Send it within 30 minutes
Coming soonBlu builds a step
- 5
Check nothing goes unanswered
Coming soonBlu builds a step
About this recipe
When to use it
The window for a sharp follow-up closes fast, and manual notes rarely get turned into action items in time. This extracts the summary and sends the follow-up within minutes of the call ending.
What it delivers
When a meeting completes, auto-extracts an AI summary and action items, updates the linked deal with decisions and next steps, creates a task for each action item, and sends a structured follow-up email to attendees within minutes.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Builds a post-meeting follow-up journey that creates tasks with owners and due dates from action items you provide, and can send a structured follow-up email to attendees.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Pull the meeting apartCreate an AI-derived attribute on the Meeting object called 'meeting_summary'. Computed at meeting_completed from the transcript. Output: structured object with (a) one-paragraph executive summary; (b) decisions reached (list); (c) action items (list of {assignee, due, description}); (d) objections raised (list); (e) sentiment score; (f) next step proposed (free-text). Falls back to gracefully partial output if transcript is incomplete or short.
- 02Write the recap emailGenerate a follow-up email template that renders the meeting_summary attribute. Structure: thank-you opening referencing meeting subject and attendees, recap of decisions, bulleted action items with owners and due dates, link to recording if available, signature with proposed next step and a scheduling link. Tone: professional but warm; reflects the rep's voice based on prior outbound style if available. Send-from address: the meeting host's email. Use the result of "Pull the meeting apart".
- 03File it and raise the tasksCreate a workflow firing on meeting_completed. Step sequence: (1) compute meeting_summary attribute; (2) update the linked deal record with the AI-extracted next step, objections, sentiment, and the meeting note; (3) for each action item in the summary, create a CRM task assigned to the named owner with the due date; (4) trigger the follow-up journey to send the recap email. If meeting_summary computation fails (no transcript, processing error), still create a task for the host to manually follow up and notify them via Slack. Use the result of "Pull the meeting apart", "Write the recap email".
- 04Send it within 30 minutesBuild a 1-touch journey that sends the follow-up email to all meeting attendees (excluding internal users) within 30 minutes of meeting_completed, when triggered by the post-meeting workflow. Personalize per attendee: the body stays the same but the salutation and signature adapt. Use the result of "Pull the meeting apart", "Write the recap email", "File it and raise the tasks".
- 05Check nothing goes unansweredCompose a dashboard tracking post-meeting follow-up health: median time from meeting_completed to follow-up email sent (target: under 30 min), % of meetings with completed follow-ups vs missed, action-item completion rate (tasks created vs tasks completed), and reply rate to follow-up emails. Break down by meeting type and rep. Flag any meeting older than 4 hours without a follow-up sent. Use the result of "Pull the meeting apart", "Write the recap email", "File it and raise the tasks", "Send it within 30 minutes".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /post-meeting-followup in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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