Meeting follow-up

Overview

After each meeting, drafts a follow-up email and logs the meeting notes to the CRM.

How it works

1. 1Runs after a calendar meeting ends, or on schedule.
2. 2Draft the follow-up with Gmail.
3. 3Read the meeting with Google Calendar (optional).
4. 4Update the CRM with HubSpot (optional).

How to set this up

1. 1Use it for freeAgenta creates the agent from this template in your workspace.
2. 2Connect Gmail, Google Calendar and HubSpotEach app connects from the setup screen.
3. 3Test, then let it runRun it once to check the result. Then the trigger takes over.