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If you hold various types of meetings, each requiring specific follow-up emails, Email allows you to create customised templates. This enables your team to automatically generate effective emails tailored precisely to your workflow, streamlining your entire follow-up process.
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PiperAI can turn any meeting, call or chat into a polished follow-up email in seconds. By creating reusable Email Templates you decide the structure, tone and language, so every rep sends on-brand messages without starting from scratch. The AI simply merges the live meeting notes with your template.
| Challenge | How Email Templates help |
|---|---|
| Reps writing emails from scratch | One-click generation from call notes |
| Inconsistent tone across teams | Centralised templates everyone can re-use |
| Multiple meeting types | Separate templates for demos, discovery calls, QBRs, renewals, etc. |
| Multilingual outreach | Template-level language selector (English, Spanish, French, …) |
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Tip: Use your pre-existing static templates from other sources like your CRM and use them as examples in the settings section.
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| Field | What it does | Best practice |
|---|---|---|
| Template name | Internal label only | Keep it action-oriented, e.g. “Short Follow-Up after Demo”. |
| Subject | Static email subject line | Keep it relevant to the conversation but general. e.g. “Next Steps Company Name”. |
| Email language | Tells Piper which language to use | You can keep it in ‘Automatic’ and Piper will generate the email in the language of the meeting. |
| Email prompt | A short set of instructions for the AI | Write in the second person: “Greet by first name, summarise 2 key points, propose next step” |
| Example | A sample email body | Show the desired tone, formatting and content you want Piper to create |
Steps