How do I generate a follow-up email?

Last updated: February 7, 2026

Answer

Open a conversation and click the arrow next to "Generate follow-up email" in the Flows sidebar. Focal generates an email using your configured template, auto-filled with the client's name, meeting summary, and action items.

Steps

  1. Go to Conversations and open the conversation
  2. In the right sidebar under Flows, click the arrow next to "Generate follow-up email"
  3. Review the generated email
  4. Click "Copy" to copy it or "Open in mail" to open it in your email client

Good to know

  • The email uses your template from Settings > AI customization > Email templates.
  • Dynamic variables like {{CLIENTS}}, {{SUMMARY_AND_TASKS}}, and {{ADVISOR}} are automatically filled in.
  • This flow may not appear on all conversation types.