Send Follow‑Up Emails with Templates

An email template mixes your own text with AI blocks. When you use it on a call, Attention fills each AI block with text written from that call, so you get a follow-up email ready to send.

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1. Open Email Templates

Click your name at the bottom of the sidebar, then Settings, then Email Templates. The list shows every template you can use. Under each name you see where the template lives: Personal, the names of its teams, or Organization.

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2. Choose where a template lives

Every template has a scope that decides who can use it: The person who created a template edits it, and admins can edit any template. Admins can also change the scope of any template, and managers can change the scope of the templates they created (see step 7).

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3. Create a template

1. Click Add template.
2. Enter a Name.
3. Under Scope, pick where the template lives. Personal (only you) is selected by default. For Team (select teams below), choose one or more teams under Teams.
4. Click Create. The template opens in the editor.

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4. Write the template

The editor has a Title and a Content area. Content is made of two kinds of text:

• Plain text goes into the email exactly as you write it. Use it for greetings, a sign-off or links you always include.
• AI blocks hold a prompt. When you use the template on a call, Attention replaces each block with text written from that call.

To add an AI block:

1. Click on an empty line, or on a line you want to turn into a prompt.
2. Click Insert AI. The line turns into a gray AI block.
3. Write your prompt in the block: what the email should cover, the tone and the length.

Click Insert AI again to turn a block back into plain text. To keep typing plain text below a block, press Enter three times at the end of it. To add a link, select some plain text, click the link icon that appears, paste the URL and press Enter. When the template has at least one AI block and every block has a prompt, click Save.

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5. Use a template on a call

1. Go to Conversations → All Calls and open a call.
2. Click the Email tab.
3. Under Template, pick a template from the list. You can search it by name.

Attention writes the email from the call and shows it under Email Preview. You can edit the text there before you send it. To generate the email again, or with another template, pick a template from the list again. Edit templates, above the list, takes you to Email Templates.

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6. Send the email

Use the buttons just above the email:

• Create Gmail Draft saves the email as a draft in your Gmail and opens it in a new tab. Add the recipients and a subject, then send it.
• Share to Gmail opens a new Gmail message in a new tab with the email in the body.
• Copy To Clipboard copies the email so you can paste it anywhere.

You see one of the two Gmail buttons. A new account shows Share to Gmail, because each person links their own Gmail. Once you link Gmail in your personal settings and grant the permissions Attention asks for, the button reads Create Gmail Draft.

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7. Change a template’s scope or delete it

In Email Templates, open the ⋯ menu next to a template:

• Change scope: pick the new scope in the Change scope dialog and click Save.
• Delete: click Delete again in the Delete email template dialog.