// After a customer call (transcribed or hand-noted), file a structured summary to wiki/research/ and trigger extract-commitments. Use when founder finishes a call and says "@customer-success file this call" or similar.
| name | summarise-customer-call |
| description | After a customer call (transcribed or hand-noted), file a structured summary to wiki/research/ and trigger extract-commitments. Use when founder finishes a call and says "@customer-success file this call" or similar. |
Customer-call notes are gold: feature requests, churn signals, expansion opportunities, commitments. Every call should produce a structured entry in 2 minutes flat.
wiki/orgs/?entity_type=client entry; create if new## Summary
[2-3 sentence executive summary]
## What's working
- [specific positive signal — name the feature, name the impact]
## What's NOT working
- [specific friction — name the issue, name the workaround they tried]
## Asks
- [explicit feature request or commercial ask, with priority you'd assign]
## Commitments made
- [explicit "I/we will..." statements from our side, with deadlines]
## Next call: <date>
wiki/research/<date>-<org-slug>-<topic>.md with kind:customer-callwiki/orgs/<slug>/entity.md if it shiftedDrafts the monthly investor update — pulls metrics, surfaces wins + struggles, formats per the founder's voice. Use on the 1st of each month, or when boss asks for a draft, or when investor-relations fires a scheduled monthly routine.
After filing a meeting, customer call, investor call, or any conversation entry, scan the body for explicit commitments (I'll ship X by Y, send Z by Friday) and create structured commitment entries in wiki/commitments/. Use whenever a new meeting note lands; also use to retroactively scan an existing entry for missed commitments.
Compute current runway, burn trend, and forecast end-of-runway. Use when boss or bookkeeper is asked for runway, on a scheduled monthly check, or before any fundraising conversation.
Move a candidate through the hiring pipeline — sourced, contacted, first-call, case-study, offer, hired, passed. Captures notes per stage; never lets a candidate ghost-drift. Use when recruiter advances a candidate or the founder adds a new one.