Draft Follow-up Email from Call Summary

Relay.app screenshot of: Draft Follow-up Email from Call Summary
Relay.app screenshot of: Draft Follow-up Email from Call SummaryRelay.app screenshot of: Draft Follow-up Email from Call Summary
Tyler Crandall
Tyler Crandall
Customer Success Leader

Draft Follow-up Email from BuildBetter.ai Call Summary.

Steps in this workflow

1
Email received
2
Extract with GPT-4o
3
Find event(s)
4
Extract with Claude 3.5 Sonnet
5
Prompt Claude 3.5 Sonnet
6
Wait for a time
Path A
Path B
Path rules
7
Create draft

How it works

Relay.app screenshot of: Trigger
1
Email received
App Gmail
Trigger Email received
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 2: Extract with GPT-4o
2
Extract with GPT-4o
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 3: Find event(s)
3
Find event(s)
Documentation
descriptionActions 101
Relay.app screenshot of: Step 4: Extract with Claude 3.5 Sonnet
4
Extract with Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 5: Prompt Claude 3.5 Sonnet
5
Prompt Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 6: Wait for a time
6
Wait for a time
Documentation
descriptionActions 101
Path A
Path B
Relay.app screenshot of: Path A
Path A
Paths let you create sophisticated, multi-outcome workflows with unparalleled ease and flexibility.
Documentation
Relay.app screenshot of: Step 7: Create draft
7
Create draft
Documentation
descriptionActions 101
Author picture (Tyler Crandall)

I'm a Customer Success Leader and Product person at BuildBetter.ai. We help product teams turn untapped data—like call recordings or other customer interactions—into your company's most valuable deliverables.

This automation is triggered when I receive an email from BuildBetter.ai with a summary of the call. The email always comes from the same email address, so I filter on sender address to use as a trigger.

Once the Email arrives, the automation extracts the meeting event name from the Title and the meeting summary from the body.

Then the automation drafts a follow-up email, so that I can follow-up on time with less effort. This is especially helpful on customer success calls, where I often have a large volume of calls and want to provide the best experience possible for our customers.

Tyler Crandall
Customer Success Leader