Question 1

Not Getting Meeting Summary Emails Anymore?

Kim LaRocca · Accepted Answer

If you are not receiving Equal Time meeting emails, or you unsubscribed by accident, please email us to let us know!

Question 2

How can I draft follow up emails automatically with Equal Time?

Rachel Dowling · Accepted Answer

Drafting followup emails is super simple with Equal Time. Let our AI do the work for you.

Here is a video that explains exactly how to do it:
Automate your Meeting Followup Emails with AI

Hi. So, I'm going to make a really quick and I hope helpful video to show you how I follow up from my meetings, draft an email uh with AI and save a lot of time. So, this will add up over time. Um, so every time after a meeting, I'm not like spending 10 minutes drafting something. So, what I do is I use equal time to take notes during my meeting. Then, when my meeting's over, I go over to my meeting archive. This is a list of all my past meetings. I'm going to click on the last one that I had. It has the video there. It has a summary there and all that. But now I'm going to go here. I'm going to click on ask a question. And the first pre-written question is draft a follow-up email. So, we just do that. And then it's going to use AI and draft a follow-up for me. Here it is. So, it says, "Hey, Sean. I hope this message finds you well." Blah blah blah. um even has like a subject line. So I will copy paste this into my Gmail and send it off. If I need to tweak it, of course um I can do that. Another thing that you can do is you can change this prompt a little bit. So, if you want to say draft a follow-up email um that lets him know I'm not interested in doing a trial. Um you you know you can do that, right? And then it'll modify it'll make a new draft for your email. So, if you want to do that, right? And then that's it's right there. And it uses the full meeting transcript from the meeting that we just had to reference um what we're talking about. So, hope that's helpful. Um and good luck and let us know in the comments if you have any feedback and how it's helping you. Thanks.

Question 3

Does Equal Time integrate with tools like Salesforce, Hubspot, or Jira?

Kim LaRocca · Accepted Answer

Yes. Equal Time offers CRM integrations including Salesforce, Hubspot, ZohoCRM, and productivity tools like Jira, Confluence, Notion, and more. One a Company License you get access to webhooks which means you can automatically send all your meeting notes into other tools, saving you tons of time from copy-pasting.

https://youtu.be/ATlzBgRM-jM

Transcript of video:

Hey everyone, my name is Rachel and I am one of the co-founders of Equal Time and I wanted to share with you how I am using AI and our product Equal Time to save myself on average about 10 hours a week I’m estimating. Um, and I’m going to show you exactly how I do that. So, the main ways that I use equal time is everything around my meetings. Um, so that means I can use it to help prepare for my upcoming meetings. I can use it to take notes during my meetings. Um, send a follow-up email after the meetings and store those notes that it took into our CRM so I never lose track of that. So all the copy pasting, all that work is taken care of. So I’m going to show you a little bit of how that works. So here’s um my upcoming meetings that are coming up. So let’s say I want to prepare for my next weekly team meeting. So I’m going to click prep. And what it’s doing is it’s looking at the last weekly team meeting that I had and it is going through the notes and analyzing and figuring out what are the topics that need to be discussed. What did people commit to doing and that I should follow up on and ask them did you actually do this? Um also reminders to myself did I actually do what I said I was going to do. So let’s take a look. So key focus areas. So it’s going to it’s talking about all the technical updates um and the product discussions and marketing discussions that we had talked about the action items that we had um talked about doing and then considerations and reminders for for what we have to do in the next steps. So that’s really helpful. Um then the other thing that I do is after the meeting has happened. So this was let’s say like a meeting notes that has already happened. Um, I will usually ask it to help me draft a follow-up email. You can tweak this around a little bit, but we have a prompt that’s already written to just write a basic follow-up email and it will do that for you. So, you can uh use that directly, copy paste it into your Gmail or Outlook and use that or tweak it if you need. Um, but that’s that’s kind of takes away a a lot of the work. So, especially if I’m having client calls or customer meetings, that’s really helpful to send them a recap and send them um a really nicely worded email afterwards. Um and then the the like the other piece of this as well is we have a web hook integration. Um so that allows me to send meeting notes automatically to our CRM. Um, so whether you’re using like HubSpot or Salesforce or Pipe Drive or Attio or really any anything that um is out there that’s connected to Zapier um or that can take a direct web hook integration um you can use that.

Question 4

How does Equal Time save managers time in preparing for recurring meetings?

Kim LaRocca · Accepted Answer

Equal Time allows you to Meeting Prep emails that recap prior discussions and suggest talking points.

Question 5

Not Getting Meeting Summary Emails Anymore?

Kim LaRocca · Accepted Answer

If you are not receiving Equal Time meeting emails, or you unsubscribed by accident, please email us to let us know!