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
YouToday
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 →With /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
Who this is for
Account Executive
Turn every call into action items and a follow-up email in 30 seconds — capture what matters without scribbling during the conversation
See skills for this roleVP Sales
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 roleSDR / BDR
Research done, emails drafted, meetings booked. These skills multiply your output without sacrificing personalization.
See skills for this roleSales Manager
Pipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.
See skills for this roleRevOps
CRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
See skills for this roleInput options
Paste notes
Just paste whatever you have — bullet points, rough notes, stream of consciousness. The skill structures it.
Example
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]
Metrics this improves
Activity Logging Rate
Paste notes or transcript → structured summary, action items, and CRM activity created in 30 seconds.
SalesClose Rate
Never forget a commitment. Every action item tracked with owners and deadlines.
SalesCoaching Quality
See what actually happened on calls — objections, commitments, next steps — without being on the call.
SalesCRM Data Capture Rate
Structured data enters CRM from conversations, not typing. Summary, action items, stage updates — all automatic.
SalesDeal Velocity
Action items with due dates ensure every next step happens on time.
SalesSelling Time
CRM updates, follow-up emails, and task creation happen in 30 seconds instead of 30 minutes per call.
SalesWorks with
Gmail
manualDrafts and sends follow-up emails directly after calls.
Google Calendar
manualTriggers auto-prep before scheduled meetings from your calendar.
Jira
manualCreates Jira tickets from call action items with assignees and due dates.
Zoom
manualImports meeting recordings and cloud transcripts.
Salesforce
manualLogs activity, updates fields, creates tasks automatically after every call.
Slack
manualPosts call summaries and action items to deal channels.
Pipedrive
manualUpdates deals and creates activities in Pipedrive after calls.
Microsoft Teams
manualProcesses Teams meeting transcripts and recordings.
Outlook
manualSends follow-up emails directly from Outlook.
Gong
manualPulls transcripts automatically — no paste needed. Extracts key moments.
Fireflies.ai
manualAuto-pulls meeting transcripts for processing.
HubSpot
manualLogs call activity, updates deal properties and contact records.
Works anywhere
Standalone
No setup required
Paste your notes, transcript, or describe the call. Works immediately with whatever you have.
Connected
CRM + tools integrated
Gong/Fireflies: pull transcripts automatically. CRM: log activity, create tasks. Email: draft and send follow-up directly.
Ready to install Call notes → summary?
Choose how to get started.
Run in Claude Code
Free. Open source.
Install and run this plugin locally on your computer.
1
Install Claude Code
Open a terminal on your computer and paste this command:
2
Install the plugin
Visit the GitHub repository and follow the installation instructions in the README.
3
Run it
Start Claude Code, then type the command:
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