# Post-call follow-up: recap email, next steps and a CRM update

Source: https://mcpforgtm.com/recipes/post-call-follow-up (StackMCP, independent directory of official MCP servers)

## Goal

AEs who want the recap email drafted and the CRM updated within minutes of a call, without retyping their notes. Granola can be swapped for Fireflies or Gong, HubSpot for Salesforce or Attio, and Gmail for writing the draft yourself.

## Connected tools

- Granola: https://mcp.granola.ai/mcp (setup: https://mcpforgtm.com/tools/granola)
- HubSpot: https://mcp.hubspot.com (setup: https://mcpforgtm.com/tools/hubspot)
- Gmail: https://gmailmcp.googleapis.com/mcp/v1 (setup: https://mcpforgtm.com/tools/gmail)

## Guardrails

- Use only what's in the call notes. Quote the notes for every next step.
- Never put private or internal notes in the customer email.
- Show me the email and the CRM changes before making them, and make them only after I approve.
- Create an email draft only. Never send email.

## Steps

1. Find my most recent Granola meeting with {company}. Tell me the date, time and attendees, then list what was agreed, open questions, and next steps with owners and dates. Quote the notes for each next step.
2. Find the matching deal and contacts in HubSpot. Show me the deal's current stage, next step and close date next to what changed on the call. Don't change anything yet.
3. Write a short recap email to the attendees: thanks, what we agreed, next steps with dates, and one open question. Use only the shared summary, not my private notes. Show me the text, and create it as a Gmail draft only after I approve it. Don't send it.
4. After I approve, log a four-line call note on the HubSpot deal and set the next step to the one we agreed. Show me the old and new values first.

## Expected output

Recap email draft and the CRM changes waiting for approval. Example (all names fictional):

```
Call: Quarry Lane Analytics (fictional), Tue 2:00 pm, with Sam Whitlock and Priya Raman

Draft email (not created yet):
Subject: Recap: security review and next steps

Hi Sam, Priya,

Thanks for the time today. What we agreed:
- We'll send the completed security questionnaire by Friday (owner: me)
- Priya will confirm whether the Toronto team is in scope by Oct 24
- We'll hold a 30-minute pricing review the week of Oct 27

One open question: who signs off once procurement approves?

Best,
Jordan

CRM changes (not made yet):
- Deal 'Quarry Lane renewal + upsell': next step -> "Pricing review week of Oct 27"
- Note on the deal: 4-line call summary

Each next step above is quoted from the call notes. Reply 'approve email', 'approve CRM' or both.
```

## Watch for

- The wrong meeting: Recurring meetings and calls with the same company look alike. Start by asking for the meeting's date, time and attendees, and confirm before anything is drafted.
- Invented or misassigned commitments: The model may turn 'we could' into 'we will', or give your task to the customer. Require a quote from the notes for every next step, and fix anything without one.
- Private notes leaking into the email: Granola can read your private notes as well as the summary. Tell it to use only the shared summary for the email, and read the draft for anything internal before you approve it.
- Overwriting the CRM next step: An approved update replaces what's there. Have it show the old and new value side by side, and skip the update if the deal already has a later next step.