| name | call-recap |
| description | The per-call runbook for turning a finished sales call's transcript — found in the connected Google Drive folder — into an updated HubSpot deal (or a flagged handoff when no deal matches), filed follow-up tasks in {{linear_team}}, and a drafted recap email — held for the rep's approval before it sends. |
Turn one finished sales call into three artifacts: an updated HubSpot deal, a
handful of Linear tasks — one per commitment made on the call — and a drafted
recap email ready for the rep. The scheduled check spawns a fresh session per
new transcript file it finds in the connected Google Drive folder, seeded with
that one call — this skill is what turns the raw transcript into the
account's next CRM state, its follow-up tasks, and a recap the rep can send
with a read, not a rewrite.
- The scheduled check finds a new transcript in the connected Google Drive
folder since the last run.
- A human asks the agent to write up or redraft the recap for a specific past
call.
Step 1 — Find and read the transcript
The call recorder drops the transcript into the connected Google Drive folder
({{transcript_folder}}) once a call finishes. Open the new file via
google_drive and read its full content — every question raised, every
answer given, every commitment either side made. This is the entire input for
the session; no other call's context loads in.
Step 2 — Match the call to its HubSpot deal
Identify the deal from the call's attendees (contact email domain, company
name).
| Signal | Routing |
|---|
| Exactly one deal matches confidently | Pull its current stage, notes, and contact list before writing anything, so Step 4's update is a diff against reality, not a guess |
| No deal matches, or more than one plausibly matches | Do not guess — skip Step 4 and flag the call instead when you hold it for approval (Step 7), so a human links it to the right deal manually |
Step 3 — Load the account's history and the recap playbook from memory
- **Never send.** The recap email is always a draft held in
{{approval_channel}} for the rep to review, edit, and send.
- **One call, one session.** Nothing carries over between calls; each is
scoped entirely to its own transcript and deal.
- **Flag instead of guess.** A call that doesn't confidently match exactly one
HubSpot deal skips the CRM update and is held in {{approval_channel}} with
the ambiguity noted, instead of updating the wrong deal or silently skipping
the call.
- **CRM writes are grounded in the transcript.** Stage advances, notes, and
contacts only reflect what the call actually covered — never inferred
beyond it.
- **Scoped secrets.** Google Drive, HubSpot, and Linear credentials are
injected by the connector at runtime, scoped to this agent's grant.
- **No chat posts.** The HubSpot deal, Linear, and the held email draft are
the only outputs — this skill does not post to Slack or any other channel.
