Meeting Followup

Meeting Follow-up

Overview

The follow-up IS the meeting's output. Same-day minutes, owned actions, and an email that keeps momentum.

The three deliverables

1. Minutes (internal)

## CR - <meeting> <date>
Participants: ...
### Décisions
### Points discutés (facts, verbatim for commitments)
### Actions
| Action | Owner | Deadline |
### Points ouverts / risques

2. Follow-up email (external, within 24h)

• Thanks (one line, specific)
• "Ce que nous avons retenu" - 3-5 bullets confirming their needs (mirrors their words)
• Agreed next steps with dates and owners
• The ONE attachment/link promised (not five)
• Confirm the next meeting date

3. System updates

• CRM activity + stage/next-step (crm-update-agent)
• Account sheet update (account-research)
• Reminders for each action deadline (cron)

Workflow

1. Input: raw notes, transcript, or voice memo transcription; plus the meeting context.
2. Extract: decisions ≠ discussions ≠ actions - keep them separated.
3. Draft minutes + email; the email is shorter and warmer than the minutes.
4. User validates the external email before sending (human-approval); log everything.
5. J+3: if a counterpart's action is pending silently, draft the gentle nudge.

Rules

• Ambiguous commitments get clarified in the email ("sauf erreur, vous revenez vers nous sur X d'ici vendredi").
• Never put internal commentary in external documents.
• Actions without owner+date don't exist.