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Smart FollowUp™ powered by GPT

Rafiki AI's ChatGPT integration allows you to automatically generate post-call follow up emails

Written by Rafiki Customer Success Team

Smart Follow-Up: AI-Generated Follow-Up Emails

Rafiki AI automatically generates a personalized follow-up email for every meeting using AI. Once a call has been processed, Rafiki AI analyzes the transcript and produces a professional follow-up email that captures the key discussion points, action items, and next steps from the conversation.

How It Works

  1. Rafiki AI records and transcribes your meeting.

  2. After processing, the AI generates a follow-up email based on the transcript content.

  3. Navigate to the meeting in the Meetings dashboard and open the meeting detail view.

  4. Click the Generate Follow Up Email with AI button to view the generated email.

  5. Select a prompt from your Prompt Library or use the default prompt.

  6. Review, edit if needed, and send directly or copy to your email client.

What the AI Includes

The generated follow-up email typically includes:

  • A thank-you message referencing the meeting

  • Summary of key topics discussed

  • Action items and next steps agreed upon

  • Relevant key moments from the call

  • A professional closing with a call to action

Customizable Prompts

You can customize how follow-up emails are generated by creating prompts in your Prompt Library. Define the tone, structure, and focus areas for your follow-up emails. Navigate to Settings > General > Customize Prompts to manage your prompts.

Requirements

  • You must be the host of the meeting to generate a follow-up email.

  • A Premium license is required for this feature.

  • The meeting must be fully processed (transcription complete) before the follow-up can be generated.

For more on customizing prompts, see Customize Smart Follow-Up Prompt.

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