FollowUp AI — client follow-ups
Just talk — or paste your notes. In seconds you get a summary, the next action, a follow-up email and a LinkedIn message. Voice input works in English, Mandarin Chinese, Hindi and Punjabi.
Speak your notes — voice input in four languagesHow it works
Example — fictional notes1 · Your quick notes
call w/ Priya Shah (fictional) — wants to review her RRSP + TFSA mix, worried about fees. kids' RESP too?? she'll send last statement. me: send fee comparison by Fri, book 30 min next wk
2 · Generating…
3 · Ready to send
Summary
Priya wants to review her RRSP and TFSA mix, is concerned about fees, and asked about an RESP for her kids.
Next steps
Send a fee comparison by Friday and book a 30-minute call next week. Priya will share her latest statement.
Follow-up email
Hi Priya, thanks for the chat today. As promised, I'll send a fee comparison by Friday…
LinkedIn message
Great speaking with you today, Priya — I'll follow up with the fee comparison this week.
Live demo · Fictional example
See FollowUp AI in action
All names and details below are made up. No sign-up needed.
Client (fictional)
Alex Morgan
A prospective client interested in financial planning.
Meeting notes
Intro meeting with Alex Morgan (fictional client). Alex wants to review retirement savings options and understand how our financial planning service works. Questions focused on fees and how often we would check in. We agreed to meet again next week to go through options in more detail.
Example — illustrative use case
From quick notes to a complete follow-up
An insurance and financial advisor in the Toronto area types these notes after an annual client review. All names are fictional.
Notes typed after the meeting
The Chen family (fictional)
Annual insurance and education-savings review · Mississauga, Ontario
Meeting notes
Annual review with the Chen family (fictional). Their term life coverage still fits after the second child, but they want to look at adding critical illness protection. Also discussed topping up the RESP this year to capture the full government grant. Daniel asked for a side-by-side comparison of the two options before deciding. Plan to review again in the spring.
Conversation Summary
Annual review with the Chen family (fictional) covered their term life insurance, interest in adding critical illness protection, and topping up the RESP this year to capture the full government grant.
Recommended Next Action
Send Daniel Chen (fictional) a side-by-side comparison of the critical illness option and the RESP top-up, then book the spring review.
Follow-up Email Draft
Hi Daniel, Thank you for the annual review. It was good to look at how your term life coverage still fits your family, the option to add critical illness protection, and topping up the RESP to capture the full government grant this year. As discussed, I'll send a side-by-side comparison of the two options this week. Once you have had a look, let me know which questions you would like to walk through, and we can set a time to review again in the spring. Kind regards, [Your Name]
LinkedIn Message Draft
Thanks for the annual review — always good to keep the plan on track. I'll send over the comparison we discussed, and we'll look at everything again in the spring.
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Your follow-up will appear here
Add your notes (or click "Use example"), pick a tone, then click Generate Follow-Up.