---
title: Meeting Follow-up Email agent
slug: agent-platform/docs/meeting-follow-up-email-agent
docTags: 
createdAt: 2026-08-12T15:37:08.000Z
---

**Meeting Follow-up Email** is an Optimizely Agent Platform agent that takes meeting notes, a summary, or a transcript. It produces a structured follow-up email with decisions, action items, and next steps.

- **Challenge** – Teams spend time writing follow-up emails after meetings and often miss key decisions or action items.
- **Agent outcome** – The agent produces a ready-to-send follow-up email. The email includes the meeting title, date, attendees, key decisions, owned action items, and next steps.
- **Value** – Faster post-meeting communication ensures accountability and keeps projects moving forward.

## Install agent

:::hint{type="info"}
**Note**

**Mark Administrators**, **Agent Builders**, and users with the **Add, edit, and install specialized agents** attribute for a custom role can add agents to their organization's Optimizely Agent Platform instance. See [Add users and set permissions.](../../get-started/get-started-with-optimizely-opal-for-administrators.mdx)
:::

Install the agent from the **Directory**.

1. Go to **Directory > Agents**.
2. (Optional) Begin entering *Meeting Follow-up Email* or use the drop-down list filters to narrow the list.
3. Click **Install** on **Meeting Follow-up Email** to add it to your Agent Platform instance.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/e3EI8OYswcMtTwHNIuniJ_install-agent-in-opal-meeting-follow-up-email.png" size="100" isUploading="false" width="2394" height="1150" darkWidth="2394" darkHeight="1150" showCaption="false" indent="1"}

## Use the agent

In [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), enter `@meeting_followup_email` and provide the following details:

- (Optional) `Meeting Info` – Attach meeting notes, upload a transcript or summary file, or add meeting details as text.
- (Optional) `Tone` – Set the tone for the email. For example, *formal*, *casual*, or *professional*.

:::hint{type="info"}
**Note**

Provide at least meeting notes, a transcript, or a meeting name. The agent uses one of these to identify the meeting and draft the follow-up email.
:::

The agent delivers a plain-text follow-up email in chat. The email includes a subject line, recipients, key outcomes, action items with named owners, and next steps.

To use the **Meeting Follow-up Email** agent in a [workflow agent](docId:2HD0fUsIsfdek516VtN9l), drag and drop it into your workflow. See [Create a workflow agent](docId\:KWaI2TBwD38sN7p74exoy).

## Details

These are the default details for the **Meeting Follow-up Email** agent. After you [install the agent in your Agent Platform instance](docId\:wlJ53bKy6-w7-jdotCnAy), customize these details for your organization's needs. See [Manage agents](docId\:SSeNiblVMXwVvDR_lhtvI) for instructions.

### Input variables

The **Meeting Follow-up Email** agent takes the following input:

- (Optional) `Meeting Info`
- (Optional) `Tone`

### Tools

The **Meeting Follow-up Email** agent uses the following tools internally to process your request:

- `create_canvas`
- `edit_canvas`
- `teams_transcripts_get_content`
- `teams_transcripts_list`
- `outlook_calendar_list_meetings`

The **Meeting Follow-up Email** agent uses optional external tools from Microsoft. See [Microsoft 365 connector tools](docId\:FUOBMwrc4g1minCknm3zn) for information.

### Additional details

The agent uses the following default configuration:

- **Inference level** – Balanced. Provides reliable answers with additional reasoning.
- **Files** – None.
- **Output** – Text.

:::hint{type="info"}
**Note**

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj).
:::