Call/Meeting Follow-up

In this guide, we will walk you through the steps to get started, explore the features, and provide helpful tips

Overview

The tool is designed to help you create detailed and actionable follow-ups from your conversations.

By processing your call or meeting notes or transcript, it generates a clear and concise follow-up, capturing the essence of the discussion and outlining the next steps.

Getting Started

To access the tool, sign up for a subscription plan*. After completing the registration process, log in using your credentials.

* here is more about Pro and Free versions. 

Follow these steps to use the tool effectively:

  1. Select the desired AI model (Basic GPT-3.5 or Premium GPT-4) from the dropdown menu.

    model-select

    Suitable for basic tasks and quicker results, GPT-3.5 consumes fewer tokens and offers faster processing. 

    For more advanced tasks and higher-quality output, select GPT-4 which provides the best results but requires 5x the tokens and has a slower processing speed.

  2. Input your notes or transcript: paste your call or meeting notes, or a complete transcript into the provided text field.

  3. Click Generate to initiate the process. The tool will analyze your input and generate a follow-up summary.follow-up-main
  4. Review the generated text. follow-up-result

    Once satisfied with the result, click "Copy to Clipboard" or "Save to a Document" to store your rewritten content.

Tips for Effective Follow-up

  • Ensure the notes or transcript you provide are clear and detailed for a more accurate follow-up.
  • Include important details such as names, dates, and specific tasks for better context.