Meeting follow-up

The follow-up email and CRM update are the work nobody wants to do after the call.

Free Sonic account, no card. The skill and worked example are open; worksheets come with the account.

You give it

A transcript or notes.

You get

A recap email, next steps with quoted evidence, and a CRM checklist.

Three ways to use it

1. Step 1

   Use it now

   Paste your notes right after the meeting and edit the draft before you send it.

2. Step 2

   Use it live in Sonic

   Sonic’s AI notes capture the call so you start from the transcript. Check any generated text before you send it.

3. Step 3

   Use it connected

   Planned: letting your AI tool work with Sonic directly. Not available yet.

You use your own AI tool; its account, access and usage charges apply. Only share call notes and transcripts you are authorised to use. Notify participants and obtain required permission before using live coaching on a call.