Meet in Penticton — Follow-up Generator

Event & Batch Context

Event / Show Name

Event Date

Signature — who is signing these emails?

Batch Context — plain English instructions that shape every email in this batch

ℹ️ Context is saved in your browser and persists until you change it. Set this once at the start of each trade show follow-up session. Lead-specific notes always take priority over batch context.

Single Lead

Contact Name

Company / Organization

Email Address

Title / Role (optional)

Your Notes — paste raw notes, typos are fine

Prep Spreadsheet

ℹ️ Upload any trade show lead spreadsheet (.xlsx). The tool will scan for headers (even if not on row 1), auto-detect columns, merge duplicate contacts, and send the clean lead list to Batch Generate.

📊

Click to upload spreadsheet

.xlsx or .xls — drag & drop also works

Batch Generate

📋

No leads loaded

Go to Prep Spreadsheet to upload a lead list, or add leads manually via Single Lead.

Transcripts

ℹ️ Upload a combined .docx transcript file. The tool splits on Transcript_ markers and extracts each conversation. Transcripts are truncated to ~12,000 characters before sending to the API.

📄

Click to upload combined transcripts .docx

Splits automatically on Transcript_ headers

Asset Index — assets

All assets available for email attachments and links. The DEFAULT assets are included in every email automatically.

ℹ️ More assets (venue PDFs, incentive program, etc.) can be added to the ASSETS array in the script section of this file as they become available.