| name | post-call-processor |
| description | Processes a call transcript or notes and produces: follow-up email draft, CRM update fields (stage, next step, decision maker, budget signal, timeline), and call quality score (1–10) with improvement notes. Run within 30 minutes of hanging up. |
Post-Call Processor
When to activate
Within 30 minutes of any call — cold, discovery, or follow-up.
When NOT to use
Not for demos (use a dedicated demo-debrief). Not for internal calls.
Input Formats Accepted
- Transcript paste: paste raw transcript, Claude extracts key moments
- Bullet notes: unstructured notes, Claude structures and fills gaps
- Gong/Chorus summary: paste the AI summary, Claude formats and scores it
Follow-Up Email Rules
Send within 2 hours. Reference 1 specific thing they said verbatim (shows you listened). Confirm next step with specific date. Max 100 words. Subject line format: "Next steps — [Company]" or "Following up on [specific topic they raised]".
CRM Update Fields
Output a structured block with: Stage, Next step + date, Economic buyer (name/title/confirmed yes/no), Budget signal (explicit dollar/implicit signal/none), Decision timeline, Technical fit (yes/no/unknown), Champion confidence (1–5 scale with reason).
Call Quality Score (10-point rubric)
- Discovery questions asked (3 pts): 3+ open questions = 3, 1–2 = 1, 0 = 0
- Objections handled with proof or story (2 pts): handled with example = 2, deflected = 1, missed = 0
- Next step confirmed with date (2 pts): yes = 2, vague = 1, no = 0
- Talked less than 50% of call (2 pts): yes = 2, 50–60% = 1, >60% = 0
- Trigger referenced by name (1 pt): yes = 1, no = 0
Red Flags to Surface
5 deal risk signals to escalate:
