Meeting Follow-Up + Action Items
Send a meeting follow-up with a recap and action items after a client meeting.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follows up after a meeting with a summary of key points discussed and agreed-upon action items.
- Post-meeting follow-up
- Action items recap
- Meeting notes delivered
Fields your team can fill in
To
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Cc
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Bcc
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Subject
Follow-Up — meeting_topic
Hi client_first_name,
Thank you for making time for our meeting_topic session on meeting_date. It was a productive conversation, and I wanted to get a quick written recap out while the details are still fresh.
KEY DECISIONS & OUTCOMES
We aligned on the project direction and addressed several open questions that had been on the table. The decisions made in today's session will allow us to move forward with confidence on the next phase.
ACTION ITEMS
• action_items
Please review the items attributed to your team and let me know if anything looks incorrect or needs clarification. Keeping these moving is critical to maintaining our schedule, so don't hesitate to flag anything that might cause a delay on your end — we'd rather know early.
NEXT STEPS
Our next scheduled touchpoint is next_meeting_date. In the meantime, we'll be working through the items on our side and will reach out if anything requires your input before then.
If you have additional thoughts or questions that came up after the meeting, please send them along — it's often easier to address them now rather than letting them pile up for the next session.
Appreciate the continued collaboration. I'm at me::phone if you need me.
Workflow context
When to use this workflow
Use this workflow after a client meeting when the team needs to send a written recap, action items, and next meeting details.
What this replaces
This replaces drafting follow-ups from scratch, forgetting action items, and sending inconsistent meeting recap language across client teams.
Why teams standardize this email
Meeting follow-ups keep work moving. Standardizing them helps teams capture decisions, clarify ownership, and reduce confusion after important client conversations.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the meeting follow-up email in Outlook
- Prompts for client name, meeting topic, meeting date, action items, next meeting date, and phone number
- Adds a meeting topic-specific subject line
- Keeps action items visible in the draft
- Leaves the email editable before sending
FAQ
Does Toggles create action items automatically?
No. The user enters the action items, and Toggles places them into the approved email structure.
Can the recap be edited before sending?
Yes. The email is prepared as an editable Outlook draft.
Is this for internal or client meetings?
This workflow is written for client-facing meeting follow-ups, but teams can adapt similar workflows for internal use.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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