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How to customize Follow-Up prompt and auto-generate emails

Learn how to alter the default follow up prompt and use that to auto generate your follow up emails

Written by Rafiki Customer Success Team

How to Customize Your Follow-Up Prompt

  1. Log in to Rafiki AI.

  2. Navigate to Settings > General > Customize Prompts.

  3. Clone the default prompt, edit sections as needed (for example, the default prompt includes sections to generate timestamped key moments from the call -- you can remove this if you do not want timestamped key moments), and save it under a new name.

You can use the default follow-up prompt as-is, or customize it to match your needs.

How to Use Your Prompt and Auto-Generate Emails

  1. Navigate to the Meetings dashboard.

  2. Open the meeting detail view for a processed meeting.

  3. You will see a Generate Follow Up Email with AI button if you are the host of that meeting and have a Premium Rafiki AI license.

  1. Click the button and select the prompt you want to use from your Prompt Library.

  2. The AI generates the follow-up email based on the transcript and your prompt instructions. Relevant portions of the conversation are automatically included.

  3. Review the generated email, edit if needed, and copy or send.

Tips

  • Create different prompts for different meeting types (demos, discovery calls, QBRs).

  • Include instructions about tone, structure, and specific elements you want highlighted.

  • Check our example prompts for inspiration.

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