EmailBefore you send
- Replace every bracketed field and check all facts before sending.
- Use only the version that matches your situation; confirm attachments, dates and permissions.
Three ways to say it
01
Summary and next steps: [Topic]
Subject
Summary and next steps: [Topic]
Message
Hi [Name], Thank you for meeting on [Date]. We agreed on [Decision]. The next action is [Action], owned by [Owner], due by [Deadline]. Please let me know if this summary misses or misstates anything. Kind regards, [YourName]
02
Open questions after our meeting
Subject
Open questions after our meeting
Message
Hi [Name], Thank you for the discussion about [Topic]. We still need to resolve [Question] before proceeding. Could you share your input by [Deadline]? I will then circulate a proposed next step for confirmation. Kind regards, [YourName]
03
Documents from our meeting
Subject
Documents from our meeting
Message
Hi [Name], As promised after our meeting on [Date], here is [Document]. It covers [Details] and supports the next steps we discussed. Please review it before [Deadline] and flag any corrections or concerns. Kind regards, [YourName]
Make it yours
[Action]- Specific next action
[Date]- Relevant calendar date
[Deadline]- Response or completion deadline
[Decision]- Decision agreed or required
[Details]- Accurate supporting details
[Document]- Document name and accessible location
[Name]- Recipient name
[Owner]- Person responsible
[Question]- Unresolved question
[Topic]- Discussion topic
[YourName]- Your name