Sending Meeting Follow-Ups

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Management

Sending Meeting Follow-Ups

Noty.ai application enables you to create meeting follow-ups in just a couple of clicks. This feature uses the Summary generated from the call transcript. Let's see how to send meeting summaries in Noty.ai.

  1. Go to the Noty.ai app. Find the meeting or a call and click on it to open.

  2. In the upper horizontal menu, go to Summary and then Share Summary:

Setting a primary workspace is important as all your conversation transcriptions will be stored there. If you need to store certain conversations in the workspace that is not your primary, you need to change the settings.

Important: For users on Pro plan, primary workspace is assigned by default. It's the paid workspace on your account.


Keep in mind that you need to change your primary workspace before the meeting that you want to store in another workspace. To assign a primary workspace, follow these steps:

1. As you sign in to the Noty.ai application, the primary workspace will open by default. In the left menu panel, click on your current workspace name. In the drop-down list, select the workspace that you want to make primary:

sending follow ups
  1. Copy the meeting Summary and make necessary edits as needed. Enter the Summary into the message field Body:

sending follow ups
sending follow ups
  1. You can edit the list of follow-up message recipients. To remove any recipient, click the "trash can" icon next to their email:

send conversation follow up
send conversation follow up
send conversation follow up

Once you are happy with the follow-up message, choose the sending method. You can send the follow-up:

  • Directly from Noty,ai (this way, it will be sent to your workspace members only)

  • Open in Gmail: send using the traditional Gmail interface

  • Open in system email sender: use the pre-configured email agent on your computer.

Keep in mind that the number of conversations stored in your Workspace depends on your subscription. Make sure to upgrade your plan to retain access to your conversations and work seamlessly with your team.

Testimonials

See what our users say about us

Robert Schmidt

Saves me 20 minutes after each Zoom meeting!

Since integrating Noty.ai with our Zoom meetings, the post-meeting workload has reduced significantly. The AI-generated summaries capture every essential detail, making follow-ups a breeze!

Robert T., Project Manager

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