After every meeting
Meeting Follow-up
Summarizes the call, drafts the follow-up, and turns commitments into tasks.
- 1Read the meeting from Xoria's memory
- 2Ground the account in what Xoria already knows
- 3Summarize the call and extract commitments with owners
- 4Log the summary and next steps to Xoria's memory — and the HubSpot deal, if connected
- 5Send the follow-up emailWaits for your approval
- 6Create a task for every commitment, assigned with due dates
- 7Report what got done, what didn't, and why

