The Generate Follow-up Email action now automatically populates recipient emails from the Meeting Playbook's related records and meeting attendees. Your advisors review the recipients and email content, and then send follow-up emails to clients without leaving the app. Previously, advisors copied and pasted recipient information manually before sending.
Where: This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services (formerly Financial Services Cloud).
When: Meeting Concierge enhancements are available on a rolling basis starting September 2026.
How: In Meeting Concierge, select the Generate Follow-up Email action. Review the content and then send the email.