action item from the call
Automate meeting follow-ups
Every call ends with the recap sent and the action items already tracked — not a transcript you'll get to later.
Following up after a meeting means turning a messy transcript into a recap and a task list — and the action items you don't capture right away slip.
Relay.app does the follow-up so nothing slips after the call: when a Granola transcript is ready, Claude pulls the decisions and action items, drafts a recap, the meeting owner approves it, Gmail sends it, and a task is created in Asana for every item.
Here's how it works, step by step
Follow-up starts the moment the transcript is ready
- The call ends and Granola finishes the transcript, and the workflow fires on its own.
- Relay.app pulls the full transcript, the attendee list, and the meeting title — no copy-paste, no "I'll write it up later".
AI pulls the action items and drafts the follow-up email
- Claude reads the transcript and extracts the decisions, the action items with owners, and a short recap.
- It then drafts a follow-up email from that summary: a short recap paragraph and a clear list of action items with their owners.
The meeting owner approves, then the recap goes out
- Relay.app DMs the meeting owner the draft in Slack — a quick chance to fix a name or soften a line.
- Once approved, Gmail sends the recap to everyone on the call.
For each action item, create a task automatically
- For each action item from the call, Relay.app creates a task in Asana — title, owner, and due date already filled in.
- The loop runs once per item, so nothing gets dropped between the call and your tracker.
Log the call notes back to the CRM
- Relay.app writes the recap and decisions onto the right contact or deal in HubSpot, so the account history stays current without anyone touching the CRM.
- The next person to open the account sees what was discussed and what was decided, right alongside the deal.
Make it yours in Relay.app
Start from this template — describe what you want in plain English and Relay.app's copilot builds it for you, then swap any app, change the AI model, or tweak any step until it fits your team.
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