Generate AI follow-up emails from Claap recordings
Learning objective
By the end of this tutorial, you'll know how to generate a personalized follow-up email from a Claap recording, configure it using a template, customize the tone and format to match your style, and send it directly from your email client.
Prerequisites
You should already have:
A Claap account with at least one completed recording
Access to the [Overview] tab on a Claap recording
A default email client configured on your device (required to open the draft in your inbox)
If the [Edit in Email App] button isn't working, you may need to configure your browser's email handler first. See Edit in Email App button not working.
Open the email generator from your recording
Open the recording you want to follow up on
Go to your Claap workspace and open the recording for the meeting you want to send a follow-up about. The AI Follow-up Email feature generates email content based on that specific recording's transcript and context.
Click [Generate email follow up] in the Overview tab
Inside the recording, navigate to the [Overview] tab and click [Generate email follow up].
This opens the template selection screen, where you choose how the AI should structure and tone the email.
Choose or create an email template
Select a template that matches your meeting type
On the template selection screen, you'll see two categories: Claap default templates and your own custom templates.
Claap default templates cover the following meeting types:
Demo meeting
Discovery meeting
Onboarding meeting
Proposal meeting
Partnership meeting
Interview follow-up
Internal project review
Select the template that most closely matches your meeting. Each template is pre-configured with structure and tone appropriate for that meeting type.
Step 4: (Optional) Create a custom template
If none of the default templates fit your needs, click [Add Template] to build your own. A custom template gives you full control over how the AI approaches the email.
Configure the following options:
Context : Describe the email's objective so the AI understands the purpose
Tone : Choose Informal or Formal
Length : Choose Short, Medium, or Long
Format : Choose Text or Rich text
Language : Set the language of the email
Meeting Link : Toggle on or off to include or exclude the Claap recording link and recording Overview
To personalize further:
Subject personalization : Write a custom subject line or let the AI generate one
Tone of Voice personalization : Paste up to 3 examples of your own emails so the AI can match your writing style
Generate and refine your email draft
Generate the email
After selecting or creating your template, click the template to start generation. While the AI processes the recording, you'll see a "Generating email" message. Once complete, a draft appears with email content drawn from your meeting recording.
Add recipients and edit the subject line
In the draft view, fill in the [To], [CC], and [BCC] fields with recipient email addresses. Edit the auto-generated subject line if needed.
Edit the email body
Review the generated email body and make any adjustments:
Select text to access formatting tools (bold, italics, bullet points)
Use the sidebar options to change the Tone, Length, Format, or Language
Edit the body text directly to add, remove, or modify content
Regenerate if needed
If the draft doesn't meet your needs after adjustments, click [Regenerate] to produce a new version using your updated sidebar settings. Regenerating replaces the current draft, so copy anything you want to keep before clicking.
Verify: Before moving to the next phase, confirm the email body accurately reflects the meeting check that dates, next steps, and action items are correct.
Send the email from your email client
Click [Edit in Email App]
When you're satisfied with the draft in Claap, click [Edit in Email App]. Claap opens your device's default email client and pre-fills all fields recipients, subject line, and body with the content from your draft.
Review and send
Make any final edits in your email client, then send.