Structured Call Follow-Up Summaries with Mutual Action Plans

Create consistent, action-focused call follow-up summaries in Notion using structured templates that highlight next steps and mutual action plans.

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Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Notion sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Create a new page for your call follow-up template

Step 2Add a 'Call Summary' section with bullets

Step 3Create a structured 'Next Steps' section

Step 4Add example action rows to the 'Next Steps' section

Step 5Build a 'Mutual Action Plan' section with milestones

Step 6Add example milestones to the 'Mutual Action Plan'

Step 7Create a 'Call Details' section for key metadata

Step 8Copy your structured layout for reuse

Step 9Turn the page into a reusable template with a button

Step 10Configure the internal template page content

Step 11Refine template text to emphasize actions and alignment

Step 12Return to the main template page with the button

Step 13Generate a new call follow-up from the template

Step 14Fill in call details and summary notes

Step 15Capture next steps and mutual action plan items

Get started with Trinity

What happens when you click "Start with Trinity"