Agenta team
Overview
After each meeting, drafts a follow-up email and logs the meeting notes to the CRM.
How it works
- WhenRuns after a calendar meeting ends, or on schedule.
- Step 1 · GmailDraft the follow-up.
Read meeting notes, draft the follow-up 
Step 2 · Google Calendar · OptionalRead the meeting.Read the meeting- Step 3 · HubSpot · OptionalUpdate the CRM.
Update the CRM
Tools it can use
Read threadRead the recap or notes email for the meeting.Create draftDraft the follow-up email to attendees.
Set it up
- 1Use it for freeAgenta creates the agent from this template in your workspace.
- 2Connect Gmail, Google Calendar and HubSpotEach app connects from the setup screen.
- 3Test, then let it runRun it once to check the result. Then the trigger takes over.
Agenta team
Agenta team
Meeting follow-up FAQ
What does the Meeting follow-up template do?
After each meeting, drafts a follow-up email and logs the meeting notes to the CRM.
When does the Meeting follow-up agent run?
Runs after a calendar meeting ends, or on schedule.
Which apps does Meeting follow-up connect to?
It connects to Gmail. Google Calendar and HubSpot or Salesforce or Attio are optional.
Which tools can the Meeting follow-up agent use?
It can use Read thread and Create draft.
Is the Meeting follow-up template free?
Yes. Every template runs on any Agenta plan, including the free plan.
Can I customize the Meeting follow-up agent?
Yes. Every skill is a versioned SKILL.md. Edit it in the playground, evaluate the change, then deploy.