Post-Call Recap, CRM Update & Follow-Up Workflow

What this workflow produces: CRM updated, tasks created, and a follow-up email drafted — all within 10 minutes of a Teams call ending.

1. Step 1 — Review Copilot Summary Card

   Open meeting chat immediately after call ends. Review the auto-generated Copilot summary card.

2. Step 2 — Save to CRM

   Click Copilot for Sales icon → Save to CRM → link to the correct Opportunity → Save.

3. Step 3 — Create Tasks from Action Items

   In the Copilot panel, click Create task next to each action item. Assign owners and due dates.

4. Step 4 — Draft Follow-Up Email

   Click Draft email. Refine with: "Open with something specific they said, confirm 3 agreed next steps with owners and deadlines, propose next conversation date. Under 150 words, peer-to-peer tone."