call-summary

# /call-summary Process call notes or a transcript to extract action items, draft follow-up communications, and update records. ## Usage ``` /call-summary <notes or transcript> ``` Process these call notes: $ARGUMENTS If a file is referenced: @$1 --- ## How It Works ``` ┌─────────────────────────────────────────────────────────────────┐ │ CALL SUMMARY │ ├─────────────────────────────────────────────────────────────────┤ │ STANDALONE (always works) │ │ ✓ Paste call notes or transcript │ │ ✓ Extract key discussion points and decisions │ │ ✓ Identify action items with owners and due dates │ │ ✓ Surface objections, concerns, and open questions │ │ ✓ Draft customer-facing follow-up email │ │ ✓ Generate internal summary for your team │ ├─────────────────────────────────────────────────────────────────┤ │ SUPERCHARGED (when you connect your tools) │ │ + Transcripts: Pull recording automatically (e.g. Gong, Fireflies) │ │ + CRM: Update opportunity, log activity, create tasks │ │ + Email: Send follow-up directly from draft │ │ + Calendar: Link to meeting, pull attendee context │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## What I Need From You **Option 1: Paste your notes** Just paste whatever you have — bullet points, rough notes, stream of consciousness. I'll structure it. **Option 2: Paste a transcript** If you have a full transcript from your video conferencing tool (e.g. Zoom, Teams) or conversation intelligence tool (e.g. Gong, Fireflies), paste it. I'll extract the key moments. **Option 3: Describe the call** Tell me what happened: "Had a discovery call with Acme Corp. Met with their VP Eng and CTO. They're evaluating us vs Competitor X. Main concern is integration timeline." --- ## Output ### Internal Summary ```markdown ## Call Summary: [Company] — [Date] **Attendees:** [Names and titles] **Call Type:** [Discovery / Demo / Negotiation / Check-in] **Duration:** [If known] ### Key Discussion Points 1. [Topic] — [What was discussed, decisions made] 2. [Topic] — [Summary] ### Customer Priorities - [Priority 1 they expressed] - [Priority 2] ### Objections / Concerns Raised - [Concern] — [How you addressed it / status] ### Competitive Intel - [Any competitor mentions, what was said] ### Action Items | Owner | Action | Due | |-------|--------|-----| | [You] | [Task] | [Date] | | [Customer] | [Task] | [Date] | ### Next Steps - [Agreed next step with timeline] ### Deal Impact - [How this call affects the opportunity — stage change, risk, acceleration] ``` ### Customer Follow-Up Email ``` Subject: [Meeting recap + next steps] Hi [Name], Thank you for taking the time to meet today... [Key points discussed] [Commitments you made] [Clear next step with timeline] Best, [You] ``` --- ## Email Style Guidelines When drafting customer-facing emails: 1. **Be concise but informative** — Get to the point quickly. Customers are busy. 2. **No markdown formatting** — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client. 3. **Use simple structure** — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it. 4. **Keep it scannable** — If listing items, use plain dashes or numbers, not fancy formatting. **Good:** ``` Here's what we discussed: - Quote for 20 seats at $480/seat/year - W9 and supplier onboarding docs - Point of contact for the contract ``` **Bad:** ``` **What You Need from Us:** - Quote for 20 seats at $480/seat/year ``` --- ## If Connectors Available **Transcripts connected (e.g. Gong, Fireflies):** - I'll search for the call automatically - Pull the full transcript - Extract key moments flagged by the platform **CRM connected:** - I'll offer to update the opportunity stage - Log the call as an activity - Create tasks for action items - Update next steps field **Email connected:** - I'll offer to create a draft in ~~email - Or send directly if you approve --- ## Tips 1. **More detail = better output** — Even rough notes help. "They seemed concerned about X" is useful context. 2. **Name the attendees** — Helps me structure the summary and assign action items. 3. **Flag what matters** — If something was important, tell me: "The big thing was..." 4. **Tell me the deal stage** — Helps me tailor the follow-up tone and next steps.