In-person meeting check-in automations run after external customer meetings that happened in person. They help capture context when Bigmind may not have a transcript.
#Purpose
Use this automation to ask the rep how the meeting went, what changed, what follow-up is needed, and whether Bigmind should help create next steps. It is especially useful for field sales, events, executive visits, and onsite customer meetings.
#When it runs
The automation uses the After in-person customer meeting trigger. It can use calendar event context and meeting location to decide when to check in.
#Recommended setup
- Keep the check-in short and friendly so reps respond quickly.
- Ask for the few details that are hardest to recover later: decision changes, risks, commitments, and next steps.
- Use location matchers if the automation should only run for certain external meeting locations.