Help Center

Meeting Follow-Up Email Drafts

When Draft follow-up email is enabled in your calendar settings, LeadCenter automatically creates a follow-up email draft after each recorded and transcribed meeting. The draft is saved for you to review, edit, and send.

This allows you to quickly follow up with meeting participants without writing emails from scratch.

What Is a Meeting Email Draft?

A meeting email draft is an AI-generated follow-up email based on what was discussed during a video meeting. The draft typically includes:

• A thank-you message for attending the meeting
• A recap of key discussion points
• Action items for the client and/or advisor
• Next steps or follow-up plans
• A professional closing

The email is created as a draft so you can personalize it before sending.

How Meeting Email Drafts Are Created

Email drafts are generated automatically when the feature is enabled in calendar settings.

1. Go to Calendar in the main menu.
2. Click the Settings (gear icon) for the calendar.
3. Scroll to the Claudia AI (meeting assistant) section.
4. Enable Draft follow-up email.
5. Select an email template from the dropdown.
6. Click Save.

Once enabled, a follow-up email draft will be created automatically after each recorded and transcribed meeting on that calendar.

Where to Find Your Email Drafts

Meeting email drafts are saved under the contact’s email drafts.

1. Open the contact associated with the meeting.
2. Go to the Emails tab.
3. Open the Drafts section or filter.
4. Locate the draft related to the meeting.
5. Click the draft to open and review it.

The most recent draft created for a meeting will typically appear at the top of the list.

Working With Your Draft

Review the Draft

Before sending, review the draft to confirm:

• The information is accurate
• The tone matches your communication style
• Action items are correctly captured
• Any personal context is included

Edit the Draft

Email drafts are fully editable. You can:

• Change the subject line
• Add or remove content
• Adjust tone or wording
• Add attachments if needed

Send the Email

1. Click Send.
2. The email is sent to the contact.
3. The message moves from Drafts to Sent emails.

Email Notification

When a meeting email draft is created, you’ll also receive a notification email indicating that the draft is ready. The notification includes:

• A preview of the email content
• Details about the related meeting
• A link to open and send the draft

Creating Email Draft Templates

Email templates control how follow-up emails are written.

1. Click the Marketing Dashboard button in the top navigation.
2. Select AI Templates.
3. Choose the Meeting email draft category.
4. Click New Template.

Templates use written instructions (not placeholders) to tell the AI what to include and what tone to use.

Troubleshooting

• Can’t find the draft?
  Make sure you’re viewing the correct contact and looking under Emails → Drafts.
• No draft was created?
  Verify that Draft follow-up email is enabled and that an email template is selected in calendar settings.
• The draft looks too generic?
  Improve your email template by adding clearer instructions and tone guidance.
• No email templates available?
  Create one under Marketing Dashboard → AI Templates → Meeting email draft.
• The meeting wasn’t transcribed?
  Transcription is required. Ensure Meeting transcription is enabled in your calendar settings.