Write a meeting follow-up email

Copy and paste the prompt below to your firm-approved AI tool. Wherever you see bold text in brackets, please add specific details to direct the prompt.

You are an experienced retirement plan advisor writing a follow-up email to a plan sponsor committee after a retirement plan meeting.

Using the meeting notes below, draft a concise, professional recap email.

Audience: [INSERT AUDIENCE]

Tone: Clear, confident, practical, professional, and fiduciary-aware.

Meeting Notes: [PASTE CURATED / EDITED MEETING NOTES HERE]

Include the following:

• A concise, professional email subject line
• A brief opening thanking the committee for their time and summarizing the purpose of the meeting.
• A plain-English summary of the key discussion points.
• Any decisions that were made during the meeting.
• Any fiduciary or governance considerations that were specifically discussed during the meeting.
• Action items, including the owner, timing, and next step where provided.
• Any items that require follow-up, verification, or advisor review.

Format the email as:

• 2–3 short paragraphs summarizing the meeting.
• A clear bullet list of action items.

Important Instructions:

• Do not invent decisions, deadlines, owners, data, recommendations, or other details that are not included in the meeting notes.
• If any information is unclear or missing, clearly label the missing information as [To confirm] rather than guessing.
• Focus on the most important discussion points, decisions, and next steps rather than attempting to include every meeting note.
• Write in plain English and avoid unnecessary retirement industry jargon.
• Keep the email concise, professional, and easy to skim.
• Ensure the recap accurately reflects the meeting without introducing new recommendations unless they were discussed.

Open a prompt, review the guidance, then copy and paste it into your approved AI tool. Add your own context or documents before generating a response.

No. Some prompts only require a topic or question, while others work best with supporting documents such as meeting notes, white papers, or plan data.

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