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Video Walkthrough

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1. Open the Email tab

Inside any conversation, click Email above the transcript.

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2. Create a template (one‑time setup)

  1. Click Edit templates → New.
  2. Name the template and assign the Team it belongs to.
  3. In the editor, write your prompt in a single gray block—for example:
    Open with one‑line thanks, list 3 pain points we discussed, 3 ways Attention solves them, and end with next steps in one sentence. Keep it ≤ 50 words, casual tone.
  4. Click Insert AI to wrap the text in the gray box, then Save.

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3. Generate the email

  1. Back in the conversation, refresh if needed and open Email.
  2. Select your template from the dropdown.
  3. Click Save—Attention fills the prompt with details from the call and drafts the email.

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4. Send or copy

  • Share to Gmail → Opens a draft in Gmail ready to send.
  • Copy to clipboard → Paste wherever you like.

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Tips

  • Be explicit in the template prompt about tone, length, and structure.
  • Create separate templates for first touch, demo recap, renewal follow‑up, etc.