27 Mar 202611:00
Follow up email summary framework for sales

A new Follow-up email framework is now available in the Sales group when generating an AI data summary. It produces a single, ready-to-copy email body from your call notes — no extra sections or subject line — so you can paste it straight into your email client.
To use it, open a project, click Summary, and select Follow-up email from the Sales framework group alongside SPICED, MEDDIC, and SPIN.