Draft follow-up emails after every Read AI meeting

When a Read AI meeting ends, an agent drafts a personalized follow-up email in Gmail for each external attendee, ready for you to review and send.

Agentic Task
Read AIGmailSalesPersonal ProductivityMeeting WorkflowsEmail AutomationContent Generation
PromptCreate

Build me an agent workflow that drafts personalized follow-up emails in Gmail after every Read AI meeting. The point: I spend about 20 minutes after every customer call rewriting my notes into emails for each person who was in the room, and I want that work done for me, left as drafts I can review and send myself.

Trigger: a Read AI webhook on the meeting_end event. The webhook payload includes the meeting id. As soon as we receive it, run the rest of the workflow.

Step 1. Fetch the meeting from Read AI. Use the Get Meeting operation with expand set to summary, action_items, key_questions, and chapter_summaries. The response gives us the meeting title, the participants list (each with email and an is_internal flag after expansion), the summary, the decisions and action items, the key questions discussed, and chapter-level summaries we can mine for quote-worthy moments.

Step 2. Split the participants into external and internal. Use the is_internal flag from Read AI as the source of truth. Skip anyone marked internal entirely. If is_internal is missing for someone, fall back to comparing their email domain against the list of internal domains the user will configure on the workflow (default to the connected Gmail account's own domain). The output of this step is a clean list of external attendees with their name and email.

Step 3. Group the decisions and action items by who they involve. For each action item, identify the owner (me, the recipient, or someone else) and the target date if Read AI captured one. For each decision, identify which external attendees were part of the conversation. This grouping is what makes each email feel written for that person and not a generic recap blast.

Step 4. For every external attendee, call Gmail Create a Draft. The subject should read like 'Following up on our [topic] conversation' where [topic] is a short phrase pulled from the meeting title or the dominant chapter summary, not the literal word 'topic'. The body should be a short, plain-text email in my voice with this shape: a one-line opener that references something specific the recipient said on the call (pull a real moment from the transcript or a chapter summary, do not invent a quote); two or three lines on the decisions we reached together; a clean list of the action items I committed to with target dates where available; and a closing line inviting them to flag anything I missed. Keep it under 200 words. No marketing fluff, no em dashes, no 'I hope this finds you well'.

Step 5. Leave every message as a Gmail draft. Do not send anything. The whole point is that I review and click send myself rather than firing automated emails on my behalf. If you cannot find anything specific the recipient said (for example they were quiet on the call), still create the draft but skip the personalized opener and lead with the decisions and action items instead.

Edge cases to handle. If every participant on the meeting is internal, do nothing and exit quietly. If Read AI returns no action items or decisions, still draft a short 'thanks for the time, here is a quick recap' note for each external attendee using the summary and key questions, so I am not left empty-handed. If the meeting has no external attendees with email addresses (some Read AI participants only have names), skip those and only draft for people we can actually email.

Make the internal email domains, the maximum word count, and the optional signature block configurable on the workflow so I can adjust without editing the agent instructions.

What does this prompt do?

  • Watches for Read AI to signal that a meeting has ended, then pulls the summary, decisions, action items, and key questions from that call.
  • Skips your internal teammates and writes one personalized email per external participant, using something specific they said and the decisions you reached together.
  • Lists the next steps you committed to with target dates, so the person on the other end sees exactly what you owe them and when.
  • Leaves every message as a Gmail draft so you can skim, tweak, and click send rather than firing automated emails on your behalf.

What do I need to use this?

  • A Read AI account with the notetaker joining your meetings on Zoom, Google Meet, Microsoft Teams, or Webex.
  • A Gmail account you can connect for draft creation.
  • A rough idea of which email domains count as internal for your company, so the agent knows who to skip.
  • A few minutes after each call to review the drafts before sending.

How can I customize it?

  • Tweak the subject line format or the tone of the body to match how you usually write follow-ups.
  • Change who counts as internal, for example by adding partner or parent-company domains so they get skipped too.
  • Decide whether to include a calendar link, a deck, or a standard signature block at the bottom of every draft.

FAQs

Does this send the emails automatically?
No. Every message is left as a Gmail draft so you stay in control. You review what was written, edit anything that needs to change, and click send yourself.
How does it know which attendees are external?
Read AI marks each participant with their email and whether they are internal to your organization. The agent skips internal teammates and writes one draft per external attendee.
What if no one external was on the call?
If every participant is internal, the agent writes nothing. You will not see empty drafts cluttering your Gmail.
Can I personalize the email beyond just the recipient's name?
Yes. The agent references something specific the person said on the call, the decisions you reached together, and the action items you committed to. It is not a mail merge with a swapped first name.
Will this work for Zoom, Google Meet, and Microsoft Teams calls?
Yes. Read AI captures meetings across Zoom, Google Meet, Microsoft Teams, and Webex, so any call the notetaker joined will flow through this workflow.

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Stop spending 20 minutes after every call rewriting your notes into emails.

Connect Read AI and Gmail once, and Geni leaves a personalized follow-up draft for every external attendee the moment your meeting ends.