Draft client-ready reports from meeting notes
Turn meeting notes into a polished recap email and save it to Notion and Gmail as a draft
Overview
After every client call, you want to send a polished recap, but drafting it from raw notes takes time. This template handles the formatting and writing in one prompt, so you can review and send instead of starting from scratch.
How it works
- Pulls the most recent meeting note from your Notion notebook
- Drafts a client-facing recap with a summary, decisions, and next steps
- Keeps the tone professional but conversational
- Saves the recap to a new Notion page in the specified client folder
- Creates a draft in Gmail addressed to the client with the same content
Who this is for
Consultants, account managers, and client-facing professionals who want to send polished meeting recaps faster without manual formatting and drafting.
Suggested prompt
Pull the most recent meeting note from the [1. Notebook name] notebook in Notion. Draft a client-facing recap email that includes: a summary of what was discussed, a numbered list of decisions made, and next steps with owners and due dates. Keep the tone professional but conversational, no jargon. Save the draft to a new page in the [2. Client folder name] folder in Notion titled "[3. Client name] Recap - [todays date]," then create a draft in Gmail addressed to [4. Client email] with the same content.
Frequently asked questions
Can I customize the recap format?
Yes, modify the prompt to include different sections like risks, blockers, or budget updates.
What if I store my notes somewhere other than Notion?
Swap Notion for Google Docs, OneNote, or another note-taking app connected to your MCP server.
Does this send the email automatically?
No, it creates a draft in Gmail for you to review and edit before sending.
Can I use a different email client?
Yes, swap Gmail for Microsoft Outlook or another email tool connected to your MCP server.