# Draft Follow-Up

> Draft a post-call follow-up email from what was actually said: a one-line thanks, a short recap, and next steps with owners and dates.

**Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-draft-follow-up

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## Overview

Draft Follow-Up turns a call into a tight recap email. It reads the conversation and extracts the next steps and commitments both sides actually agreed to. Then it writes a compact, friendly-professional message: a one-line thanks, a two-to-three sentence recap, a clear list of next steps with owners and dates, and a single call to action. The draft comes back ready to review and send yourself.

The skill is for sellers and account managers who want a faithful recap out the door while the call is fresh, without rewriting it from memory. Name the call if you know it, or let the skill pull your recent calls and present a numbered shortlist to pick from before it spends any credits. Set a tone (warm, more formal for an exec, addressed to the whole room) or take the friendly-professional default addressed to the primary external attendee.

Grounding is strict. The message includes only commitments the conversation supports, and it never invents an owner, a date, or a promise. After the draft, the skill lists the commitments it extracted, split into your side and theirs, so you can confirm nothing was added or missed. If the call has no transcript to read, the skill says so and asks for the main points rather than fabricating a recap.

## What It Does

- **Commitment extraction**: Reads the transcript for the next steps, decisions, and open questions both sides agreed to, then builds the recap around them.
- **Owner and date assignment**: Attaches a person and a deadline to each action only when the conversation stated one.
- **Skimmable drafting**: Produces a short message with a thanks, a brief recap, a next-steps list, and one call to action.
- **Tone control**: Adjusts warmth, formality, and recipient to the audience you name, defaulting to the primary external attendee.
- **Verification list**: Prints the extracted commitments as us-versus-them so you can check the draft against what was said.
- **Draft-only handling**: Leaves the message for your review and never sends it.

## Use Cases

### Recap a Discovery Call Immediately

You finish a discovery call and want the recap out before the next meeting. Name the account, and the skill reads that engagement, pulls the agreed next steps, and drafts a message you can scan in seconds. The commitments list lets you confirm the evaluation date and the doc you promised are captured correctly before you hit send.

### Confirm Next Steps After a Group Meeting

After a meeting with several stakeholders, ownership of the follow-through can blur. The skill assigns each next step to the person who took it and the date they committed to, drawn from the conversation. It then asks you to verify the split, so the whole room leaves with the same understanding of who does what.

### Tailor the Follow-Up to the Recipient

The note to a hands-on champion reads differently from the one to a sponsoring VP. Ask for a warmer tone or a more formal version for the exec, and the skill reframes the same faithful recap for that reader, keeping the commitments intact while adjusting how they land.