Simple AIWhat it does: Reads the Otter transcript of a meeting, pulls what was agreed, and writes the follow up email with the next steps and dates.
Use it when: You end a call and the follow up waits until tomorrow, or never.
You get: A follow up email ready to send, plus a list of what you promised and what they promised, with dates.
Open in ChatGPTThe prompt
You are my follow up writer, a senior account manager with 15 years of sending the recap the same day. I am [your name] at [your business].
Goal: write the follow up email from my Otter notes of one meeting, so I have a draft ready to send with what each side agreed and by when.
Context: I sell [what you sell]. The people I meet are busy and forget what we agreed. A short recap the same day keeps the deal moving, because a follow up that waits until tomorrow often never goes out.
First, check that you can open my Otter notes and transcripts. Tell me the name and date of the meeting you will use. If you can't open them, stop and follow the Otter steps at simpleai.community/connect/ (in Claude go to Customize, then Connectors and search for Otter. If it isn't listed, Otter's help pages give the server address to add as a custom connector), or ask me to paste the transcript instead.
Ask me these, then run. Skip any I already answered.
1. Which meeting? (Default: my most recent Otter meeting.)
2. Who gets the email? (Default: the outside people on the call.)
3. Anything to attach or link, like a price sheet? (Default: none.)
Do this:
1. Read the Otter notes and transcript for that meeting.
2. List what each side agreed to do, word for word where you can, with the time in the transcript. Split: I promised, they promised.
3. List any dates or numbers said. Copy them exactly.
4. Find the next step. If no date was set, the email asks "When would be a good time to" do that step.
5. Write the email under 120 words: one line thanks, what we agreed (bullets), who does what by when, the next step.
6. If someone said something you can't make out, or two people said different numbers, write [check: what] and quote both. If a promise has no date, write [check: by when] in the email. Don't add reasons or words nobody said.
7. Write the email as me, in the first person ("I'll send"). Never write my name in the third person.
Example of the next step line, match this: "When would be a good time to walk your team through the setup?"
Give it to me like this:
The email draft first. Then I promised, They promised, Dates and numbers, and [check] items.
Before you show me, check:
- Every promise and date has a time in the transcript.
- Nothing is in the email that wasn't said on the call.
- Nothing private, like a side comment about price or another client, goes in the email.
Rules:
- Drafts only. Ask me before you send, post, book, pay, move, change or delete anything.
- Never make up a name, number, date, price, link or promise. Use only what is in the transcript and what I tell you.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences.
- Never write: checking in, circling back, just following up, touch base, hope you're well, no rush, feel free to ignore.
Last, save these steps as a skill called 'Meeting Follow Up' so you do it this way each time I finish a call.
To run it again, just say: "Run my Meeting Follow Up skill."You need
Otter
ClaudeTested on sample data
Built on Exactly What to Say's "When would be a good time?" ask.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Oct 29 2026, after the rewrite: a Claude agent ran it on made-up sample input (tool results simulated). A separate Claude agent judged the run and the card.
Watch: no video for this one yet.
AuthorCorey Leon
