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Business value
This feature saves your time and enhances your efficiency by automating post-meeting follow-ups. When stakeholders enjoy increased transparency and alignment, deal velocity improves because everyone stays informed and accountable. Tailored sales-specific summaries and actions offer significant advantages over generic summaries.
Feature details
As a seller, you often face challenges with post-meeting follow-ups because you need to manually remember to send meeting recaps and next steps to all stakeholders. To streamline this process, a proactive nudge within the Teams meeting recap prompts sellers to send an AI-drafted "Thank You and Next Steps" email that includes a meeting summary and action items. The seller can open the draft in Outlook with the subject, recipient, and generated text prepopulated, make any desired changes, and send the email with a single click. This feature helps keep deals progressing by ensuring all stakeholders are informed, aligned, and accountable.