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

Name: Call notes → summary
Author: Anthropic

Um Skill Claude para Claude Code por Anthropic✓ — executar /call-summary no Claude·Atualizado em 10 de abr. de 2026

Compatível comClaude

VocêHoje

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 →

Com /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

Para quem é

Account Executive

Turn every call into action items and a follow-up email in 30 seconds — capture what matters without scribbling during the conversation

Ver skills para este cargo

VP Sales

You own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.

Ver skills para este cargo

SDR / BDR

Research done, emails drafted, meetings booked. These skills multiply your output without sacrificing personalization.

Ver skills para este cargo

Sales Manager

Pipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.

Ver skills para este cargo

RevOps

CRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.

Ver skills para este cargo

Opções de entrada

Paste notes

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

Exemplo

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]

Métricas que melhora

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

Funciona com

Gmail

manual

Drafts and sends follow-up emails directly after calls.

Google Calendar

manual

Triggers auto-prep before scheduled meetings from your calendar.

Jira

manual

Creates Jira tickets from call action items with assignees and due dates.

Zoom

manual

Imports meeting recordings and cloud transcripts.

Salesforce

manual

Logs activity, updates fields, creates tasks automatically after every call.

Slack

manual

Posts call summaries and action items to deal channels.

Pipedrive

manual

Updates deals and creates activities in Pipedrive after calls.

Microsoft Teams

manual

Processes Teams meeting transcripts and recordings.

Outlook

manual

Sends follow-up emails directly from Outlook.

Gong

manual

Pulls transcripts automatically — no paste needed. Extracts key moments.

Fireflies.ai

manual

Auto-pulls meeting transcripts for processing.

HubSpot

manual

Logs call activity, updates deal properties and contact records.

Em qualquer lugar

Autônomo

Sem configuração necessária

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

Conectado

CRM + ferramentas integrados

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

Pronto para instalar Call notes → summary?

Escolha como começar.

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