# Meeting follow-up

Drafts a follow-up email and logs notes to the CRM.

Canonical HTML page: <https://agenta.ai/marketplace/meeting-followup>

[Use it for free](https://cloud.agenta.ai/?template=meeting-followup)

- Category: Sales
- Author: [Agenta team](https://agenta.ai/creators/agenta)
- Trigger: Meeting ends
- Tools: 2 Gmail tools
- Version: 1.0.0

## Overview

After each meeting, drafts a follow-up email and logs the meeting notes to the CRM.

## How it works

1. Runs after a calendar meeting ends, or on schedule.
2. Draft the follow-up with Gmail.
3. Read the meeting with Google Calendar (optional).
4. Update the CRM with HubSpot (optional).

## How to set this up

1. Use it for free. Agenta creates the agent from this template in your workspace.
2. Connect Gmail, Google Calendar and HubSpot. Each app connects from the setup screen.
3. Test, then let it run. Run it once to check the result. Then the trigger takes over.

## What it needs

- Gmail account
- Google Calendar account (Optional)
- HubSpot account (Optional)

## Apps

Gmail, Google Calendar, HubSpot

## Related templates

- [Lead qualifier](https://agenta.ai/marketplace/lead-qualifier)
- [CRM updater](https://agenta.ai/marketplace/crm-updater)
- [Outreach drafter](https://agenta.ai/marketplace/outreach-drafter)

## 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.

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## Machine-readable

- [Sitemap](https://agenta.ai/sitemap-index.xml)
- [llms.txt](https://agenta.ai/llms.txt)
- [OpenAPI specification](https://agenta.ai/openapi.json)
- [Documentation](https://docs.agenta.ai)

Every page on https://agenta.ai serves this representation when requested with
`Accept: text/markdown`.