<aside> 🎯 Following up after sales meetings often involves juggling transcripts, CRM updates, and email drafts — and it's easy to miss key details. Here’s how Dust can help streamline your post-call workflow.

In this guide, you’ll learn how to build an assistant that:

• Analyzes meeting transcripts to extract key points and action items
• Updates your CRM (HubSpot) with structured follow-up data
• Drafts a personalized follow-up email and prepares calendar invites if needed </aside>

Step 1: Add the Hubspot& Gmail tools

<aside> ⚠️

You need admin right to add new tools at the workspace level

</aside>

Add the tools Hubspot, Gmail & Gcal to your workspace by clicking on Spaces > Tools > Add Tools.

Follow the instructions to set up each tools for your workspace.

• HubSpot
• Google Calendar / Gmail

Step 2: Create your @MeetingFollowUp agent

1/ Give it instructions

• Instructions

<aside> 💡 Pro Tips

• Give context about your business / role to help the agent understand what information you need in your meeting prep notes.
• Give examples to help the agent understand the ideal format output.
• List tools available and when/how to use each tools. </aside>

2/ Add tools