Post-meeting follow-up agent: Granola to HubSpot to Outlook draft

By General Input

When a new Granola note lands, log the recap on the HubSpot contact and drop a personalized follow-up email into Outlook drafts for review.

Integrations

  • Granola
  • HubSpot
  • Microsoft Outlook

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Build me a post-meeting follow-up agent that turns a fresh Granola note into a logged CRM record and a ready-to-send Outlook draft.

Trigger: poll Granola for a new note (event type new_note). When one appears, call Granola Get Note to retrieve the full meeting summary, attendees, calendar event, and action items.

Then the agent should write a personalized follow-up email that recaps the conversation in a couple of short paragraphs, lists each commitment with the owner and due date as a bulleted action-items section, and includes any links to next steps that came up in the meeting. Match the tone of a professional but friendly account owner.

For each external attendee on the note (anyone whose email domain is not my own), look them up in HubSpot using Search Contacts filtered by email. If a contact is found, call HubSpot Create Note to log the meeting summary onto that contact record so it shows up in the contact timeline. Include the meeting title, date, attendee list, the recap, and the action items in the note body. If the contact is not found, skip the HubSpot step for that person and keep going.

After CRM logging, if there is at least one external attendee, call Microsoft Outlook Create Draft Message addressed to all external attendees (To field) with a clear subject line like "Follow-up: <meeting title>" and the follow-up email body. Leave the draft in my Drafts folder so I can review and send it manually. Do not send automatically.

If there are no external attendees (internal-only meeting), skip the Outlook draft entirely and just log the HubSpot notes for any internal contacts that happen to exist in HubSpot. Otherwise the workflow ends silently.

Make sure the agent handles edge cases gracefully: missing action items section, attendees without emails, contacts not in HubSpot, and Granola notes that arrive before the meeting summary is fully populated.

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