Draft Follow-up Email from Call Summary

Created by
Tyler Crandall
Tyler Crandall
Customer Success Leader
Relay.app screenshot of: Draft Follow-up Email from Call Summary

Steps in this workflow

1
Gmail logo
Email received
2
OpenAI logo
Extract with GPT-4o
3
Google Calendar logo
Find event(s)
4
Anthropic logo
Extract with Claude 3.5 Sonnet
5
Anthropic logo
Prompt Claude 3.5 Sonnet
6
Relay.app logo
Wait for a time
Paths
A
Path A
7
Gmail logo
Create draft

Draft Follow-up Email from BuildBetter.ai Call Summary.

1
Gmail logo
Email received
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Relay.app screenshot of: Email received
2
Extract with GPT-4o
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Relay.app screenshot of: Extract with GPT-4o
4
Extract with Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Relay.app screenshot of: Extract with Claude 3.5 Sonnet
5
Prompt Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Relay.app screenshot of: Prompt Claude 3.5 Sonnet
Paths
APath A
BPath B
This path will be taken when the rules below match.
Relay.app screenshot of: Path A
Steps in Path A
Author picture (Tyler Crandall)

I'm a Customer Success Leader and Product person at BuildBetter.ai. We help product teams turn untapped data—like call recordings or other customer interactions—into your company's most valuable deliverables.

This automation is triggered when I receive an email from BuildBetter.ai with a summary of the call. The email always comes from the same email address, so I filter on sender address to use as a trigger.

Once the Email arrives, the automation extracts the meeting event name from the Title and the meeting summary from the body.

Then the automation drafts a follow-up email, so that I can follow-up on time with less effort. This is especially helpful on customer success calls, where I often have a large volume of calls and want to provide the best experience possible for our customers.

Tyler Crandall
Customer Success Leader