After a meeting ends, Coffee automatically creates a follow-up to help you take action right away.
You’ll find your past meetings in your Today page. From there, you can review what happened and follow up with your team or clients.
Accessing past meetings
Go to your Today page (left sidebar).
Use the date picker (top right) to find the meeting you want to review.
Click Meeting Follow-Up
Meeting Follow-Up
Notes: Internal notes you can write before or during the meeting to prepare talking points or reminders. The note will automatically be associated with the people and company in the meeting.
Summary: AI-generated summary with relevant talking points and next steps. You can leave it as is or apply our ready-made templates by accessing them on the bottom right.
Transcript: AI-generated transcript along with the meeting recording. You can easily share the meeting transcript by clicking share (top right) and decide whether you want to be notified when it's viewed.
If you need to remove Coffee's recording bot from meetings, visit this article.
Follow-Up: AI-generated follow-up email with dedicated comments to send to the meeting invitees. You can open it as a draft in your email to send right away.
Tasks: AI-generated tasks that you can add to your tasks list.
👉 Note: If there are 2 Coffee users in the same meeting, only one Coffee bot will join for both.