Prepare accurate customer follow-ups
Workflow: Prepare and coordinate.
Information to use
An available meeting transcript or uploaded notes and selected customer correspondence.
Output
An Outlook draft covering confirmed requirements, unresolved questions and proposed next steps.
Capabilities to enable
M365 Tools for email and available transcript retrieval, with draft email creation enabled.
Example prompt
Use this meeting transcript and the selected email thread to prepare a follow-up. Separate agreed requirements from open questions, include next steps and create an Outlook draft for me to review.
Review and access
Review recipients, commitments and wording before sending through Outlook. The documented customer email action creates a draft; direct email delivery is limited to email-to-self.
