| name | call-transcript-followup |
| description | Turn a raw meeting, sales call, client call, or expert-call transcript into a clean post-call package. Produces an executive summary, key decisions and takeaways, action items with owners and due dates, open questions, and risks. Especially useful for investment firms, lead generation, consultants, advisors, investors, executives, and client-facing teams who need to quickly convert conversations into next steps. Load when the user provides a transcript, meeting notes, or asks to process a call recording. |
| license | MIT |
| metadata | {"author":"latourai","version":"1.0"} |
Call Transcript Follow-Up
When to Use This Skill
Load this skill when the user:
- Pastes or attaches a raw call or meeting transcript
- Shares meeting notes and asks for a structured summary
- Asks to extract action items, decisions, or takeaways from a conversation
- Needs a post-call package for a client, investor, or partner meeting
- Is in a lead generation or business development context and needs to document a prospect call
This skill is optimized for investment firms and lead generation workflows, but applies broadly to any client-facing or advisory context.
Inputs
The user may provide:
- A raw transcript
- Meeting notes
- Speaker names
- Client or company name
- Context about the relationship or meeting goal
If context is missing, infer carefully from the transcript but do not invent facts.
Core Instructions
When given a transcript, produce a post-call package using the structure below.
1. Meeting Snapshot
Summarize the basic context:
- Meeting topic:
- Participants:
- Date: Use only if provided
- Purpose of the call:
- Overall outcome:
If any of these are unclear, write Not specified.
2. Executive Summary
Write a concise 5–8 bullet summary of the conversation.
Focus on:
- What was discussed
- What mattered most
- Any decisions made
- Any commitments made
- Any next steps
- Any tensions, blockers, or unresolved issues
Avoid generic filler. Prioritize what a busy executive or investor would need to know.
3. Key Takeaways
Extract the most important strategic or commercial takeaways.
Use this format:
- Takeaway: [Clear statement]
- Why it matters: [Business implication]
Include 3–7 takeaways depending on transcript length.
4. Decisions Made
List explicit decisions only.
| Decision | Owner | Notes |
|---|
| [Decision] | [Person or team] | [Relevant context] |
If no clear decisions were made, write:
No explicit decisions were made in the transcript.
5. Action Items
Extract concrete follow-ups.
| Action Item | Owner | Due Date | Source / Context |
|---|
| [Specific next step] | [Person] | [Date or Not specified] | [Brief context] |
Rules:
- Do not invent owners.
- If the owner is implied but not explicit, write
Likely owner: [name].
- If no due date is mentioned, write
Not specified.
- Separate actual commitments from vague possibilities.
- Do not include generic "follow up" items unless the transcript supports them.
6. Open Questions
List unresolved questions that need clarification.
- Question: [Question]
- Why it matters: [Impact on next step or decision]
7. Risks, Blockers, or Watchouts
Identify any risks, blockers, or ambiguity. Examples:
- Misalignment between participants
- Unclear ownership
- Missing data
- Legal, compliance, or approval dependencies
- Timeline risk
- Budget uncertainty
- Technical feasibility concerns
If none are apparent, write:
No major risks or blockers were apparent from the transcript.
8. CRM Note
Add a short CRM-style note for sales, consulting, or client-development conversations — especially relevant for investment and lead generation workflows.
Use this format:
CRM Note: [3–5 sentence summary of the relationship, client need, opportunity, next step, and any relevant timing.]
Quality Bar
The final output should feel like it was prepared by a sharp chief of staff after sitting in the meeting. It should be:
- Concise
- Accurate
- Action-oriented
- Easy to skim
- Careful about uncertainty
- Ready to paste into a CRM or project tracker
Guardrails
- Do not fabricate facts, dates, names, numbers, or commitments.
- Distinguish between what was explicitly said and what is inferred.
- Preserve uncertainty where the transcript is ambiguous.
- Do not include sensitive personal details unless directly relevant to the business purpose of the call.
- Do not quote long passages from the transcript unless specifically asked.
