Follow-ups
Follow-ups is one of the four automations that comes turned on when you create your Mutiny account. After a meeting wraps, the agent builds a same-day recap tailored to the session so you can send a thorough follow-up without piecing it together from memory.
What the automation does
- Runs after your meetings and sends a same-day recap, including after onboarding kickoffs and training sessions.
- Includes a recording setup checklist, done and open items, and relevant help docs.
- Builds the recap per customer session using a consistent follow-up pattern.
- Adds next steps and flags any open gaps back to you so nothing gets dropped.
Because this runs out of the box, there’s no setup to work through. As long as Gmail and your call tool are feeding Mutiny meeting context, the automation can draft the recap.
Viewing the guidance
Open the Assistant dropdown in the left sidebar, select Automation, and click into the Follow-ups card. Select View guidance in Brain to see exactly what the agent is following when it drafts a recap. Edit the guidance in the Brain if you want to change the pattern, add a section, or point at different help docs.
Permissions
Follow-ups uses the same four permission controls as every other out-of-the-box automation:
- Mutiny: auto-allowed.
- Read connected apps: auto-allowed.
- Write to connected apps: Ask me first, Allow without asking, or Don’t allow.
- Mode: Review first or Draft first.
See Mutiny Automations for a full breakdown of how each permission behaves.