Follow-up email templates
Follow-up email templates let you write the structure of a follow-up once and reuse it on any call. When you generate a follow-up from a call, you can use the standard template or one of your own, so every follow-up reads the way your team wants.
Create a template
- Go to Manage > Follow-up Templates and click Add Template.
- Under Template details, enter a Template name (for example, "Post-call follow-up").
- Add Tags to keep your templates organized. Type a tag and press Enter.
- Under Email prompt, enter the Subject and the Body. Write the body as instructions for the email you want, and Outdoo AI drafts the follow-up from the call using it.
- Click Save.
Templates are available to everyone in your company.
Personalize with placeholders
Use placeholders to fill in details automatically. In the body editor, click Add placeholders and pick from the list. You can search for a placeholder by name.
Placeholders are available for both the recipient and the sender:
- Name
- Company
- Job title
- Phone
You can also use the call's details in the subject, for example "Our meeting {MEETING_TITLE} tomorrow".
Generate a follow-up from a call
- Open a call and click Generate Follow-Up Email.
- Under Template, choose Default for the standard template, or pick one of your own. Start typing to search.
- If the template uses recipient placeholders, choose a Recipient from the people on the call.
- Click Generate.
- Review the draft, then click Copy, or open it in your email provider with Open in.
If you change the template or recipient after generating, click Regenerate to update the email.
Manage your templates
On the Follow-up Templates page, search by name and use the ⋮ menu on any row to:
- Edit a template
- Duplicate it, which creates a copy named "[template name] - Copy" that you can adjust
- Delete it. Deleting is permanent, and your team can no longer use that template.
Who can use this
Managing templates requires the Follow-up Templates permission, and generating follow-ups requires permission to generate follow-up emails on the call. Admins can set both in Settings > People Settings > Permission Profiles.
Hope this article was helpful. For any queries, please write to support@outdoo.ai