This simple step-by-step tutorial will show you how to set up and customize follow-up emails for different types of meetings in your Notetaker's settings.
Steps to Set Up and Customize E-Mail Follow-Ups
Step 1: Open Settings
Click on the gear icon at the top of the toolbar to access the settings.
You'll see two tabs: the Admin Tab and the User Tab. Regardless of your role, go to the User Tab.
Step 2: Locate E-Mail Follow-Up Templates
Scroll down in the User Tab until you find the E-Mail Follow-Up Templates section.
Here, you can add a template for each type of meeting.
Step 3: Add Templates for Different Meeting Types
Add a template for each type of meeting, such as Customer Success or Onboarding meetings.
The Notetaker will automatically use the appropriate template after each meeting and customize it based on the content discussed.
Step 4: Automatic Customization of E-Mail Follow-Ups
If you have multiple meetings of the same type, the Notetaker will automatically adjust the follow-up emails according to the templates you have defined.
It will consider what was discussed in the meetings and follow the structure of the saved template.
Step 5: Customize Follow-Up Emails
If you're not completely satisfied with the automatically generated follow-up, you can customize it.
Click on the Adapt E-Mail button located in the upper right corner of the email template.
Here, you can change the wording of the email or add additional instructions for the Notetaker, such as inserting a new section.
Step 6: Copy and Send the Follow-Up Email
You can also easily copy the follow-up email by clicking the copy button.
Paste the email into your email program and send it directly to the recipient.
Conclusion
By following these steps, you can quickly and easily set up and customize your follow-up emails after meetings to ensure they are perfectly tailored to your needs.