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. — Claude Skill

Uno skill Claude per Claude Code di Anthropic — esegui /call-summary in Claude·Aggiornato il 10 apr 2026

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You 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 →
Con /call-summary

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.

1 Finish your call2 Paste whatever you have3 Get structured output4 Send and move on — 30 seconds, not 30 minutes

Per chi

Opzioni di input

Paste notes

Just paste whatever you have — bullet points, rough notes, stream of consciousness. The skill structures it.

Esempio

Your call notes (pasted)
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.
30 seconds later
Summary
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
Action Items
| Owner | Action              | Due     |
|-------|---------------------|---------|
| You   | Send Jira docs      | Mar 29  |
| You   | Schedule tech call  | Apr 1   |
| Marcus| Confirm Priya avail | Mar 31  |
Deal Impact
Move to Evaluation. Competitor = Monday.com.
Follow-up Email
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]

Metriche migliorate

CRM Data Capture Rate
Structured data enters CRM from conversations, not typing. Summary, action items, stage updates — all automatic.
Sales
Activity Logging Rate
Paste notes or transcript → structured summary, action items, and CRM activity created in 30 seconds.
Sales
Coaching Quality
See what actually happened on calls — objections, commitments, next steps — without being on the call.
Sales
Deal Velocity
Action items with due dates ensure every next step happens on time.
Sales
Close Rate
Never forget a commitment. Every action item tracked with owners and deadlines.
Sales
Selling Time
CRM updates, follow-up emails, and task creation happen in 30 seconds instead of 30 minutes per call.
Sales

Funziona con

Funziona ovunque

Autonomo
Nessuna configurazione

Paste your notes, transcript, or describe the call. Works immediately with whatever you have.

Connesso
CRM + strumenti integrati

Gong/Fireflies: pull transcripts automatically. CRM: log activity, create tasks. Email: draft and send follow-up directly.

⚖ Confronto affiancato
Confronta con 3 skill simili
Stesso dipartimento: Sales (39 skill in totale)
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