Create meeting follow-up emails from meeting summary
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Aug 20, 2024 |
Business value
This feature saves your time and enhances your efficiency by automating post-meeting follow-ups. Increased transparency and alignment among stakeholders are expected to boost deal velocity, as everyone remains informed and accountable. The tailored sales-specific summaries and actions can provide significant advantages over generic summaries.
Feature details
As a seller, you often face challenges with post-meeting follow-ups, needing to manually remember to send meeting recaps and next steps to all stakeholders. To streamline this process, a proactive nudge within the Teams meeting recap prompts sellers to send an AI-drafted "Thank You and Next Steps" email, including a meeting summary and action items. The seller can then open the draft in Outlook with the subject, recipient, and generated text prepopulated, make any desired changes, and send the email with a single click. This feature aims to keep deals progressing by ensuring all stakeholders are informed, aligned, and accountable.