Post-meeting AI-generated summary emails for customer follow-up
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | Nov 2024 |
Business value
Following up after meetings takes a lot of time and effort, creating summarized notes to send to customers. With this feature, you can send a follow-up email with a single click, leveraging high-quality AI-generated meeting notes and making post-meeting follow-up a breeze.
Feature details
This release for Copilot for Sales will enhance your productivity by improving the following aspects of the thank-you email generated after a Teams meeting:
- Enhanced email draft quality: AI-generated email drafts are now better aligned with the meeting action items and notes with improved tone for effective customer communications.
- Key details from the meeting: Info such as participants’ email addresses will be automatically added to the To and Cc fields, streamlining the steps for sellers to just click Send.
- Improved email draft management experience: The email draft opens in the seller’s default email client, which makes it easier to quickly edit and send.