After each conversation, diio automatically generates a follow-up email draft in the Email Proposal tab. The email already has recipients, subject, and body pre-loaded. You review it, edit what you need, and diio sends it for you. Only the meeting participants can see the email proposal.
What the draft includes
diio pre-loads the email with:
Recipients. The conversation participants (counterpart). You can add or remove recipients.
Subject. Generated automatically based on the conversation content and playbook.
Email body. A summary of the conversation, agreed commitments, and next steps. Ready to send or customize.
How to edit and send
Open the Email Proposal tab in the detail view.
Review recipients, subject, and body. Edit what you need directly in the field.
If you want to include the meeting content, turn on the "Attach Recording, Minutes, Commitments and Chat" switch.
Choose how to send it: "Send via diio" so it goes out from [email protected], or "My Account" so it goes out from your connected email account.
Click send.
diio does send the email directly (via diio or from your connected account); your email client does not open.