Step 1: To get started with configuring post meeting emails, lets navigate to the 'My Meetings' tab under 'Account Settings'
From here we can select which meeting participants we would like to send automatic emails to
Only send recap to workspace participants
only will email workspace participants who were in the meeting
Only send recap to internal participants
only will email internal participants who were in the meeting
Only send recap to external participants
only will email external participants who were in the meeting
Send recap to all participants
Will email everyone in the meeting
Don't send recap emails
will not send a recap email
After this these settings will automatically apply and take effect on your next meeting!
Step 2: Generate a custom follow-up Email
Grain makes it easy to generate and send follow-up emails. Here's how:
Head over to the Summary tab on the meeting page for the meeting you want to follow up on.
Click the "Send follow-up email" button.
Grain will generate a follow-up email for you. You can edit the email directly in your default mail client.
Add any additional details or attachments to the email.
Click "Send" to send the email.
Important Notes:
This feature is only available on the Business Plan.
It is exclusively for external calls.
When you select "Draft in email app," Grain will automatically include the emails of all external meeting participants.
Next up: