FollowUp AI email generator
Turn quick notes from a client conversation into a follow-up email, a short summary, a suggested next action and a LinkedIn message. Type or paste your notes, or dictate them where your browser supports speech recognition.
From meeting notes to a follow-up
1. Add your notes
Include the topics discussed and any agreed next step. Leave out unnecessary sensitive client details.
2. Choose tone and language
Choose Professional, Friendly or Concise. Input and output language options are English, Mandarin Chinese, Hindi and Punjabi; voice availability depends on your browser.
3. Review your drafts
Check the summary, action, email and LinkedIn message for accuracy. Edit before sending; FollowUp AI does not send messages for you.
Example — fictional client conversation
Maya Chen is a fictional client; this is illustrative content, not a customer testimonial.
Quick notes
Review meeting with Maya Chen. Discussed life insurance and RESP options. Maya asked for general information. I will send an overview by Friday. No further meeting confirmed.
Summary
Maya reviewed life insurance and RESP options and requested general information.
Next action
Advisor: send the requested overview by Friday.
Follow-up email
Hi Maya,
Thank you for the conversation. We reviewed your coverage and education savings questions.
I’ll send the overview of life insurance and RESP options by Friday. Feel free to share any questions you’d like me to include.
Best regards,
Your advisor
LinkedIn message
Hi Maya, thank you for the conversation. I’ll send the overview by Friday. Please let me know if any other questions come to mind.
Try it with your own notes
The illustrative homepage demo needs no signup and makes no AI request. Generating from your own notes requires an account. Free includes 5 AI generations per account each calendar month; Pro is CA$9.99/month, plus applicable taxes.
See plans and pricing