Meeting Follow-up Email agent

  • Updated

Meeting Follow-up Email is an Optimizely Opal agent that takes meeting notes, a summary, or a transcript and produces a structured follow-up email with decisions, action items, and next steps.

  • Challenge – Teams spend time writing follow-up emails after meetings and often miss key decisions or action items.
  • Agent outcome – The agent produces a ready-to-send follow-up email with the meeting title, date, attendees, key decisions, owned action items, and next steps.
  • Value – Faster post-meeting communication ensures accountability and keeps projects moving forward.

Required Optimizely products

None.

Install agent

Opal Administrators, Agent Builders, and Opal Users with the Add, edit, and install specialized agents  attribute for a custom role can add agents to their organization's Optimizely Opal instance. See Add users and set permissions.

Install the agent from the Opal Agent Directory.

  1. Go to Agents > Agent Directory.
  2. Select Meeting Follow-up Email.

  3. Click Install Agent to add it to your Opal instance.

    Screenshot of the Agent Directory with the Meeting Follow-up Email agent selected with Install Agent highlighted.

Use the agent

In Opal Chat, enter @meeting_followup_email and provide the following details:

  • (Optional) Meeting Info – Attach meeting notes, upload a transcript or summary file, or add meeting details as text.
  • (Optional) Tone – Set the tone for the email. For example, formal, casual, or professional.

Provide at least meeting notes, a transcript, or a meeting name so the agent can identify the meeting and draft the follow-up email.

The agent delivers a plain-text follow-up email in chat, structured with a subject line, recipients, key outcomes, action items with named owners, and next steps.

To use the Meeting Follow-up Email agent in a workflow agent, drag and drop it into your workflow. See Create a workflow agent.

Details

These are the default details for the Meeting Follow-up Email agent. After you install the agent in your Opal instance, customize these details for your organization's needs. See Manage agents for instructions.

Input variables

The Meeting Follow-up Email agent takes the following input:

  • (Optional) Meeting Info
  • (Optional) Tone

Tools

The Meeting Follow-up Email agent uses the following tools internally to process your request:

  • create_canvas
  • edit_canvas
  • teams_transcripts_get_content
  • teams_transcripts_list
  • outlook_calendar_list_meetings

The Meeting Follow-up Email agent uses optional external tools from Microsoft. See Microsoft 365 connector tools for information.

Additional details

The agent uses the following default configuration:

  • Inference level – Balanced. Provides reliable answers with additional reasoning.
  • Files – None.
  • Output – Text.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.

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