When you finish a call with 10 things to remember, /call-summary turns it into action items and a follow-up email in 30 seconds.
ClaudeYou finish a discovery call. The prospect mentioned three priorities, raised two concerns, and you agreed on next steps. You open CRM — 12 empty fields. By end of day, you've forgotten 64% of what was said. 79% of opportunity data from calls never makes it into CRM.
“If I'm spending 20 minutes after every call updating CRM fields and writing follow-ups, what's the point?”
— r/sales discussion (30+ comments) Source →Paste notes or transcript — get structured summary, action items with owners, and a ready-to-send follow-up email. Connected to CRM? It logs the activity and creates tasks automatically.
Who this is for
You own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.
See skills for this role10 calls a day — every one captured, every follow-up sent, every prospect researched. These skills handle the admin so you close deals.
See skills for this rolePipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.
See skills for this roleCRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
See skills for this roleResearch done, emails drafted, meetings booked. These skills multiply your output without sacrificing personalization.
See skills for this roleInput options
Just paste whatever you have — bullet points, rough notes, stream of consciousness. The skill structures it.
Example
Marcus confirmed Q2 budget $50K, needs Jira integration POC. Looking at Monday.com too. Main concern: data migration from Google Sheets, 200 users. Wants to see POC by Apr 15. Next: I send Jira integration docs, schedule tech call with their eng lead Priya Shah.
Key Points: 1. Budget confirmed $50K, Q2 — allocated, not pending 2. Jira integration is the deciding factor 3. Competing with Monday.com 4. Data migration from Google Sheets (200 users) is a concern 5. POC deadline: April 15
| Owner | Action | Due | |-------|---------------------|---------| | You | Send Jira docs | Mar 29 | | You | Schedule tech call | Apr 1 | | Marcus| Confirm Priya avail | Mar 31 |
Move to Evaluation. Competitor = Monday.com.
Hi Marcus, Thanks for walking me through the Apex setup today. A few things I want to make sure I have right: - Jira integration is the key requirement - Data migration for 200 users — we'll cover in the tech call - Timeline: POC by April 15 I'll reach out to Priya to schedule the technical session. Best, [You]
Metrics this improves
Works with
Pulls transcripts automatically — no paste needed. Extracts key moments.
Auto-pulls meeting transcripts for processing.
Logs call activity, updates deal properties and contact records.
Drafts and sends follow-up emails directly after calls.
Triggers auto-prep before scheduled meetings from your calendar.
Creates Jira tickets from call action items with assignees and due dates.
Imports meeting recordings and cloud transcripts.
Logs activity, updates fields, creates tasks automatically after every call.
Posts call summaries and action items to deal channels.
Updates deals and creates activities in Pipedrive after calls.
Processes Teams meeting transcripts and recordings.
Sends follow-up emails directly from Outlook.
Works anywhere
Paste your notes, transcript, or describe the call. Works immediately with whatever you have.
Gong/Fireflies: pull transcripts automatically. CRM: log activity, create tasks. Email: draft and send follow-up directly.