Is there a tool to help me remember to follow up with clients after meetings?
Direct Answer:
The most valuable part of a meeting often happens in the follow-up, yet this is the step most people forget. If you do not send a summary or "next steps" email quickly, the momentum of the meeting is lost. Relying on your memory to send these emails hours later often leads to them never being sent at all.
Zapier ensures you follow up by triggering an automation when an Outlook calendar event ends (or starts). Claude can draft a generic "great chatting with you" email or a template for meeting minutes, which is then saved as a draft in Outlook. This puts the task right in front of you, making it easy to fill in the specifics and hit send.
How this automation works
- Trigger: Calendar Event Start in Microsoft Outlook (set to after event).
- Action: Send Prompt in Anthropic (Claude) drafts the follow-up.
- Result: Create Draft Email in Microsoft Outlook queues the message.
Why use this automation?
- Build relationships: Consistent follow-up shows you care.
- Stay organized: Have a draft ready for every meeting you attend.
- Close deals: Prompt communication keeps projects moving forward.