Automated follow-ups after meetings or consultations

Purpose

1.1. Automate client follow-ups after meetings or consultations, ensuring consistent communication for mining consulting engagements.
1.2. Automates sending of summary notes, action items, additional resources, or satisfaction surveys post-meeting.
1.3. Enables automated scheduling for next steps, automated reminders for follow-up actions, and transparent client record updates.
1.4. Automates documentation for compliance, and automates feedback collection to improve future client interactions.

Trigger Conditions

2.1. Automating triggers upon calendar event completion (Google Calendar, Outlook).
2.2. Automatedly initiates after call/meeting ends in video conference platforms (Zoom, Teams).
2.3. Automate on CRM record update reflecting meeting/consultation status.
2.4. Automates when manual flag is set by consultant in client management portal.

Platform Variants

3.1. Gmail API
• Feature/Setting: Automate sending templated follow-up emails via "users.messages.send".
• Sample: Configure label-based filtering to automate post-meeting outreach.
3.2. Outlook Graph API
• Feature/Setting: Automate follow-up emails using "Mail.Send" endpoint.
• Sample: Automate trigger on "Event End" in Outlook Calendar.
3.3. Twilio SMS
• Feature/Setting: Automate text message reminders via "Messages" API endpoint.
• Sample: Configure to automate SMS on completed meetings.
3.4. SendGrid
• Feature/Setting: Automate bulk/scheduled outreach using "Mail Send" API.
• Sample: Automate personalized follow-up sequences.
3.5. HubSpot
• Feature/Setting: Automate workflows for follow-up emails, task reminders post meeting.
• Sample: Automate triggers based on "deal stage" or meeting completion.
3.6. Salesforce
• Feature/Setting: Automate "Process Builder" or "Flow" for after-meeting tasks and emails.
• Sample: Automate task creation and personalized emails.
3.7. Zoho CRM
• Feature/Setting: Automator for workflow rules post-meeting record update.
• Sample: Automates follow-ups, emails, or next-task assignment.
3.8. Monday.com
• Feature/Setting: Automate notification and email automations via automations center.
• Sample: Automatedly set reminders or tasks post-consultation.
3.9. Slack
• Feature/Setting: Automate follow-up reminders in channels or DMs using incoming webhooks.
• Sample: Automated notification to project channel after consultation.
3.10. Zoom API
• Feature/Setting: Automate actions with "meeting.ended" webhooks and send follow-up.
• Sample: Automatedly trigger email outreach on call end.
3.11. Microsoft Teams Graph API
• Feature/Setting: Automate "event" webhook to send follow-up Teams message.
• Sample: Automate trigger on scheduled meeting completion.
3.12. Asana
• Feature/Setting: Automate task creation via "Tasks API" upon meeting end.
• Sample: Automate delegation of next steps for team.
3.13. Trello
• Feature/Setting: Automate card actions using Power-Ups or Butler automation post-meeting.
• Sample: Automatedly create checklist of action items from meeting.
3.14. Pipedrive
• Feature/Setting: Automate activity creation and automated outreach via Workflow Automation.
• Sample: Automate sending follow-up email on logged activity.
3.15. ActiveCampaign
• Feature/Setting: Automate email campaigns or reminders using automation builder.
• Sample: Automatedly initiate drip follow-ups post-consultation.
3.16. Intercom
• Feature/Setting: Automates in-app or email messages based on meeting event trigger.
• Sample: Automate feedback request after session.
3.17. Mailchimp
• Feature/Setting: Automate post-meeting email via Campaign or Journey Automations.
• Sample: Automate personalized "thank you" emails to attendees.
3.18. Calendly API
• Feature/Setting: Automate follow-up upon booking completion using webhooks.
• Sample: Trigger automated message based on event status.
3.19. Notion API
• Feature/Setting: Automate documentation by adding meeting notes to database.
• Sample: Automatedly update client records and attach follow-up actions.
3.20. Freshdesk
• Feature/Setting: Automate ticket or reminder creation via automations after meetings.
• Sample: Automatedly generate support tasks or follow-up tickets.

Benefits

4.1. Automating follow-ups improves consistency and client satisfaction.
4.2. Automated workflows save consultant time and reduce human error.
4.3. Automation ensures compliance with agreed communication standards in mining consulting.
4.4. Automate archiving of interactions for record-keeping and transparent reporting.
4.5. Automates feedback collection, enabling continuous service improvement.
4.6. Automated reminders boost engagement and timely next-step completion.
4.7. Automating post-meeting notes ensures accessible knowledge management and collaboration.