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This guide takes you from a new account to an agent working in your calendar and inbox. You install the Meeting Follow-ups template. Every weekday evening it looks at the meetings you had that day and saves a thank-you and next-steps email to each meeting’s attendees as a draft in Gmail. It never sends anything, so it’s safe to try with your real accounts. It takes about ten minutes, and you need no code and no AI account of your own.

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Before you begin

  • A Google account with Google Calendar and Gmail.
  • To see a draft today: a meeting earlier today in your calendar with at least one attendee outside your company.

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Create your account

1

Sign up

Go to dash.servflow.io and sign up. A short setup opens.
2

Answer the setup questions

Tell ServFlow your role and company size, then create your team. Your team owns every agent and connection you make. The Team identifier forms part of your agents’ web addresses and can’t be changed later.You can skip connecting apps and picking a first agent during setup. This guide does both in the next steps.
3

Give your agents a model

A model is the AI that does the thinking. On Choose how your agents use a model, pick one of these:
  • Use our model. Paid for with credit from a plan, or credit you buy. The Starter and Pro plans include monthly credit.
  • Bring your own key. Use your own OpenAI, Claude, OpenRouter, LiteLLM, or Qwen account.

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Install the template

1

Open the templates

In the sidebar under Build, click Agents, then click New Agent. Choose Use a template. The Templates gallery opens.
The Templates gallery, a grid of ready-made agents, each with the apps it uses and an Install button
2

Choose Meeting Follow-ups

Find Meeting Follow-ups and click Install. The Details page shows what the agent does, the apps it uses, and the settings you fill in.
The Details page for Meeting Follow-ups, listing Google Calendar and Gmail under Apps it uses
Click Set up.
3

Connect your apps

Under Apps, click Connect Google Calendar. Sign in to Google in the window that opens, and allow access. Then do the same with Connect Gmail. The group reads 2 of 2 connected.The agent only reads your calendar, and it only saves drafts in Gmail. You connect each app once, and every agent on your team can then use it.
The Set up page with AI model, Apps, Memory, and Settings groups, and Connect buttons for Google Calendar and Gmail
4

Check the model

AI model shows ServFlow’s models, which uses your credit. To use your own account instead, click Change and choose a provider.You can leave Memory as it is. This agent doesn’t need to remember anything between runs.
5

Fill in the settings

Click Settings to open it, and fill in the fields:
  • Instance name names the agent. The default is fine.
  • Hour to draft is when each weekday’s drafts are written, on the 24-hour clock in UTC. For example, 18 is 18:00 UTC.
  • Your name signs each email. The emails are written in your voice.
  • Sign-off is the line before your name, such as Best regards.
  • Meetings to skip says which meetings get no follow-up. By default, the agent skips meetings with only your own colleagues, and meetings with nobody but you.
The Settings group open, with Instance name, Hour to draft, Your name, Sign-off, and Meetings to skip
6

Install it

Click Install, then click Done. The agent opens in the editor.
7

Turn it on

A new agent is off until you turn it on. In the editor’s top bar, switch Disabled to Enabled. A message confirms Agent enabled, and the agent will now run every weekday at the hour you chose.
The editor's top bar with the Disabled switch, the settings button, Saved, and Run
If ServFlow can’t start the agent, the message says why, such as an app that isn’t connected, and the switch stays off.

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Try it now

You don’t have to wait for the evening. In the editor’s top bar, click Run, then click Run again in the dialog that opens. The agent runs once, straight away, and the Run panel shows each step as it happens. When the run shows Completed, open Gmail and look in Drafts. You should see one follow-up email for each meeting today that the agent didn’t skip. Edit them as you like, and send them yourself. If you had no meetings today, or every meeting matched Meetings to skip, the agent saves nothing. Its final response says why.

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See what your agent did

Every time an agent runs, ServFlow records it.
  1. In the sidebar under Build, click Agents. The agent’s card shows its last run: OK if it finished, or Failed if something went wrong.
  2. To see each step the agent took, in the sidebar under Account, click Traces, then click the run. It shows what started the run, each tool the agent used, how long each part took, and any error.

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Change it later

The template installed an ordinary agent, so you can change anything about it. To change how the emails are written, open the agent from the Agents page and click the Follow-up writer box on the canvas.

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Next steps

What ServFlow does

What agents are made of, and what else you can build.

Create an agent

Build an agent of your own from scratch.