Summarize meeting notes sent to Gmail and draft a follow-up

Keeping track of follow-ups after every sales call can be a headache, especially when juggling multiple clients and conversations. This Playbook steps in to draft a Gmail follow-up email automatically, based on the call recording summary sent to Gmail after each sales call. Instead of having to sift through notes and craft individual responses, you’ll have a personalized draft ready to review and send. The automation will let you know in Slack when your follow-up email is ready!

Whether you're nurturing leads or closing deals, this automation helps ensure timely and relevant communication without the manual effort. By focusing on key points from the call, it guarantees that nothing important slips through the cracks, keeping your sales cycle moving efficiently.

Say goodbye to the stress of missed follow-ups and inconsistent messaging—this tool makes staying on top of post-call tasks effortless.

Let’s set it up!

Step 1: Integrate Gmail, OpenAI and Slack

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Gmail, OpenAI and Slack.

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card.

The automation will ask you to specify the subject line of the emails that will trigger it when an email is received. 

Remember to toggle on the automation. 

Step 2: Run the automation to summarize meeting notes sent to Gmail and draft a follow-up

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard). 

The automation will prompt a Gmail draft with a follow-up based on the call recording summary that is sent to Gmail after every sales call. It will then let you know in Slack, so that you can send your follow-up email. 

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