Post-meeting automations run after a meeting ends. They are designed to turn raw conversation context into useful follow-up work while the meeting is still fresh.
Post-meeting processing and Deal or Account refresh have different responsibilities. Post-meeting work produces meeting artifacts such as the summary, action items, Scorecards, Trackers, categories, and chapters. The built-in refresh separately maintains Deal and Account Frameworks, Deal warnings, the rolling Deal summary, and CRM suggestions.
#Purpose
Use post-meeting automations to summarize conversations, identify action items, draft follow-ups, update meeting-related context, review scorecards, track keywords, assign categories, or coach reps on what happened in the call.
#When it runs
The automation uses the After a meeting ends trigger. Bigmind provides meeting context such as the transcript, meeting context, summary instructions, scorecard context, todos, tracked keywords, categories, custom vocabulary, and user notes.
#Common templates
- Post-meeting follow-up: Summarizes the conversation and proposes follow-up actions.
- Extract action items from a meeting: Pulls commitments from both sides, assigns owners and timelines, and formats them for CRM follow-up.
- Call coaching review: Scores discovery, talk-time balance, objection handling, and next-step clarity after customer calls.
#Recommended setup
- Keep meeting-summary and action-item instructions specific to your sales process.
- Add skills for meeting reflection, follow-up writing, or coaching when the automation should follow a repeatable framework.
- Keep Deal and Account Framework updates out of the post-meeting prompt; the built-in refresh will use the finished meeting as evidence.
- Use Run now with a real meeting to confirm the output before activating it broadly.