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.

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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