Microsoft Outlook · Sales follow-up
Turn meeting notes into an Outlook-ready follow-up
Oz structures scattered notes into a professional follow-up with confirmed outcomes, explicit next steps, and a tone suitable for the customer.
Built for: Microsoft 365 sales teams following up after customer meetings.
The workflow
From source context to a reviewable action.
- 01
Bring the relevant context
Start with a public input now. After signup, authorize the minimum source access needed for the connected version.
- 02
Oz separates fact from inference
The result organizes evidence, gaps, and suggested next steps instead of hiding uncertainty behind a generic summary.
- 03
You review the output
Save the result, connect the workflow, and keep customer-facing or system-changing actions behind approval.
Example output
What a useful first pass looks like
Oz drafts an Outlook message that recaps the agreed pilot scope, calls out one unresolved integration question, and assigns the next meeting to the seller.
Limitations
What Oz will not pretend to know
- Mailbox and calendar context require a permitted Microsoft connection.
- Sensitive or regulated information should not be pasted into the public tool.
Run it now
See the output before you create an account.
The matching public tool is free, requires no login, and returns the result on-page.
Write the follow-up