Today's Agent Skill: Client Follow-Up Drafter

What It Does

The follow-up email after a client meeting is where deals advance or stall. This skill drafts a professional follow-up within minutes of the meeting ending, while the details are still fresh.

How It Works

The Client Follow-Up Drafter takes meeting notes or a transcript summary and generates a personalized follow-up email that recaps key discussion points, confirms next steps, and includes any promised deliverables or deadlines. It matches professional tone without sounding templated — because every email is generated from the actual conversation.

How to Deploy It

Invoke after any client call by feeding it your meeting notes. For semi-autonomous use, chain it with the Meeting Summary Generator skill — the summary feeds directly into the follow-up drafter, producing a send-ready email within 60 seconds of the meeting ending.

SKILL.md — Ready to Deploy

# Client Follow-Up Drafter

## Description
Draft professional follow-up emails after client meetings using meeting notes or transcript summaries.

## Trigger
"draft follow-up for", "write a follow-up email", "send recap to client"

## Input
- Meeting notes or summary (text, or output from Meeting Summary Generator)
- Client name and email
- Your name and title
- Optional: specific tone (warm, formal, brief)

## Steps
1. Parse meeting notes for: discussion topics, decisions, action items, deadlines
2. Draft email with: greeting, brief recap of discussion, confirmed next steps, any deliverables promised
3. Close with clear call-to-action or timeline
4. Keep under 200 words — respect the client's time
5. Present for review before sending

## Output Format
```
Subject: Following up — [Meeting Topic] — [Date]

Hi [Client Name],

[Brief personal touch — reference something specific from the meeting]

[1-2 sentence recap of key decisions]

Here's what we agreed on for next steps:
- [Action item 1] — [owner] by [date]
- [Action item 2] — [owner] by [date]

[Closing with clear next touchpoint]

Best,
[Your Name]
```

## Notes
- Never auto-send — always present for human review and approval

Copy the full SKILL.md file and drop it into your agent's skills directory to activate this skill.

← Back to Agent Skills | Home — AZ AI Tools