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Follow-Up Email Drafter

The Follow-Up Email Drafter automatically converts meeting notes into concise, client-ready follow-up emails. It captures decisions, owners, and due dates for clear next steps.

This professional services Super Agent is part of our ClickUp Accelerator package. ClickUp Accelerator is a department-focused offering designed to empower teams to get started quickly, move fast, and work smarter. 

If you're interested in purchasing or have questions about ClickUp Accelerator, contact your Account Executive or sales@clickup.com. 

Learn more about Super Agents. 

Learn how to create a Super Agent with our no-code builder.

Use the Agent

If you contact the Agent in a location containing the required info, it will use that context.

You can also:

  • DM the Agent.
  • In a Chat Channel message or task comment, @mention the Agent.
  • Assign the Agent to a task.

Required info

Provide this info in your triggering message, comment, or task:

  • Meeting content or transcript
  • Meeting title
  • Meeting date
  • Participant names and roles
  • Decisions and action items, including owners and due dates
    • If the Agent isn’t provided with this info, it will use placeholders such as [Client Name] or [Your Name | Your Company, Title] and generic terms like “Our recent meeting.”

The Agent's data sources

These are the locations where the Agent is instructed to look for the info it needs to do its job:

  • The provided task
  • Linked attachments

The Agent's response

The Agent will respond where it was triggered with an email in this format:

Subject: Follow-up: [Meeting Title] – [MM/DD/YYYY]

Greeting to the client

Thank-you message and meeting recap

Key Action Items:

  • Task or decision summaries with owners and due dates

Closing and signature using the name and company of the triggering user or placeholder if not available.