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Expert Dossiers
Meetings

Follow-up Drafting

Draft a concise follow-up message from decisions, actions, owners, and review flags.

Purpose

Move from meeting intelligence to communication while preserving human approval.

When to use it

  • Participants need a same-day recap.
  • Action owners need explicit confirmation.
  • A customer or stakeholder needs a polished next-step email.

Inputs

  • Action items
  • Decision notes
  • Audience list
  • Tone preference

Outputs

  • Draft follow-up
  • Open questions
  • Reviewer warnings

Steps

  1. Select audience and tone.
  2. Summarize decisions and next steps in priority order.
  3. Keep uncertainties out of confident prose.
  4. Add open questions and review warnings outside the sendable draft.

Quality checks

  • The sendable draft contains no private reviewer notes.
  • All owners and dates match extracted action items.

Failure modes

  • The draft implies agreement that did not happen.
  • Sensitive internal context leaks to an external audience.

Privacy notes

  • Never auto-send.
  • Separate internal notes from external follow-up copy.

Example prompt

Draft a short follow-up email for the attendees using only confirmed actions and decisions. Put uncertainties below the draft.

Example structured output

{"subject":"Follow-up: order guide routing","draft":"Thanks everyone. We aligned on...","reviewNotes":["Confirm whether Morgan should be copied."]}