Draft a follow-up email after every tl;dv meeting
When tl;dv finishes a transcript, an agent writes a polished recap email in your voice and saves it as a Gmail draft for one-click review.
Build me an agent workflow that drafts a polished follow-up email in Gmail every time tl;dv finishes generating a meeting transcript.
Trigger: poll tl;dv for the new_transcript event. The trigger payload will include the meeting id.
Integrations the agent should use: tl;dv (Get Meeting, Get Meeting Notes, Get Meeting Transcript) and Gmail (Create a Draft).
On each run the agent should:
1. Call tl;dv Get Meeting using the meeting id from the trigger to fetch metadata: organizer, invitees (with email + domain), title, start time, and whether it is part of a recurring series.
2. Determine internal vs external attendees by comparing each invitee's email domain to the organizer's domain. Anyone on a different domain is external. If there are zero external attendees, OR the meeting is part of a recurring internal-only series, the agent should skip drafting and exit cleanly with a short log line explaining why.
3. Call tl;dv Get Meeting Notes to retrieve the structured AI summary (topics + markdown summary). Use this as the backbone of the recap.
4. Call tl;dv Get Meeting Transcript to pull the full time-stamped transcript. Use this only to extract one or two short verbatim quotes when something specific needs reinforcing (a commitment, a number, a decision). Do not paste large chunks of transcript into the email.
5. Compose a concise recap email in my voice. Structure: a one-line thank-you, three or four key decisions as bullets, action items grouped by owner with a target date when one was mentioned, and a clear proposed next step or follow-up meeting. Keep it under ~250 words. No marketing fluff, no em dashes.
6. Call Gmail Create a Draft. To: every external attendee. Cc: the meeting organizer (and any internal attendees who were active speakers, if easy to detect from the transcript). Subject line: "Recap: <meeting title>" or similar. Body: the recap from step 5, plain text or lightweight HTML.
Hard rules: ALWAYS create a draft, NEVER send. Never include internal-only meetings. If any tl;dv call fails or the transcript is empty, exit gracefully without creating a half-baked draft.
During setup, ask me for a short writing-style sample (a recap I have sent before, or a few sentences describing my tone) and bake that into the agent's instructions so every draft sounds like me.
Additional information
What does this prompt do?
- Watches your tl;dv account and runs the moment a new meeting transcript is ready.
- Pulls the meeting summary, attendee list, and verbatim quotes so the recap reflects what was actually said.
- Writes a concise email with the key decisions, action items grouped by owner, and a clear next step.
- Saves the message as a Gmail draft addressed to external attendees with the organizer on cc, so you always review before sending.
- Skips recurring internal-only meetings so your inbox stays focused on customer and partner calls.
What do I need to use this?
- A tl;dv account that records your meetings
- A Gmail account where the draft should land
- A short note about your tone or signature so the email sounds like you
How can I customize it?
- Adjust the tone (warmer, more formal, more concise) or paste in a sample of your own writing for the agent to mirror.
- Change who lands on the To and cc lines, for example cc your account executive or include teammates from the call.
- Tighten the skip rules, for example only run for meetings longer than 20 minutes or only for calls that include someone outside your domain.
Frequently asked questions
Will it ever send the email automatically?
How does it know who is internal versus external?
What about recurring internal team meetings?
Can it quote things people actually said?
Will the recap reflect my voice?
Stop owing every customer a recap email.
Connect tl;dv and Gmail once, and Geni drafts the follow-up the moment your transcript is ready.