Sending a follow-up email after a meeting is an integral part of anyone's workflow. It's a great way to stay top-of-mind with your recipient, reinforce key takeaways from the meeting, and move next steps forward. With Grain, you can easily generate a custom follow-up email with just a few clicks.
Generate a custom follow-up Email
Grain makes it easy to generate and send follow-up emails. Here's how:
Go to the meeting notes page for the meeting you want to follow up on.
Click the "Send follow-up email" button.
Select the type of follow-up email you want to send: "Customer follow-up email" or "Team follow-up email."
Grain will generate a follow-up email for you. You can edit the email directly in the pop-up window or you can copy the email text or open it in your default email app.
Add any additional details or attachments to the email.
Click "Send" to send the email.
Important Notes: The "Customer follow-up" email is intended to be used for external meeting participants. When you select "Draft in email app," Grain will automatically include the emails of all external meeting participants.
The "Team follow-up email" is intended to be used for internal meeting participants. When you select "Draft in email app," Grain will automatically include the emails of all internal meeting participants.