Generate Follow-up
Zero can automatically generate and send follow-up emails for all your meetings to summarize action points and keep your deals moving forward — right from the Home View, so you always stay on top of things.
When a follow-up is available
After you have completed a meeting, the home view will indicate that a follow-up is ready to be generated.
Follow-ups can be generated when the following conditions are met:
The meeting is completed.
External participants participated (anyone with a different email domain).
The meeting has notes or transcripts in Zero.
Transcripts and notes can be added automatically to Zero if you use our own botless notetaker (currently in alpha), or if you integrate an external notetaker like Circleback or Fathom. See Call Recorders for more details on how to connect your notetaker.
How to generate, edit, and send a follow-up
Open the Home View in Zero.
Find any past external meeting with notes. Zero indicates when the notes / transcripts are ready and a follow-up can be generated.
Click the meeting to generate the follow-up.
You can further edit the email after it's generated, or request AI's assistance to further adjust the tone of the email.
Once you are happy with the results, send the email directly from within Zero.
What the follow-up includes
Zero compiles the follow-up from the following sources:
Any context from the meeting notes and meeting transcripts.
Past email history with the participants.
If none of the participants are saved as contacts in Zero, the follow-up is based only on past emails.
Contact and company information (when available).
If participants are saved as contacts in Zero, the follow-up may also include details like title, location, and company context.
Your custom instructions.
You can provide additional guidance (e.g., goals, talking points, desired outcomes) to tailor the prep.
Add custom instructions for the follow-up
You can add custom instructions for the follow-up by clicking on the three dots in the Home View.
Simply add your follow-up instructions to the pop-up window and click "Save".
NOTE! Custom Instructions are stored for each user separately!
You can find the instructions used in this example below:
- language and tone: clear, direct, startup-friendly
- avoid corporate-speak
- never start an email with "I hope this finds you well" or similar
- focus on the action points - do not recap the meeting
- never use the "—" dash. Instead, use a hyphen "-"Last updated