call-summary
Turn sales calls into ready-to-send follow-ups.
What it does
Creates a sales-call recap, customer follow-up draft, internal team summary, and evidence-backed CRM update proposals.
When to use it
Use after a discovery, demo, or negotiation call when the user wants a recap, follow-up, or captured objections and next steps.
How to use it
Give it a call reference, transcript, or notes; it returns a recap, customer and team follow-up drafts, and proposed CRM updates.
What you provide
- a call reference, transcript, or notes
Uses
Good to know
- cannot be undone: CRM; the rep's email account; the team chat channel
What you need · 2
Hands accepted opportunity updates to update-opportunity when applying CRM changes; an installation requirement is unstated, and files-only work returns a checklist instead.
Hands accepted activity logging to log-activity when applying CRM changes; an installation requirement is unstated, and files-only work returns a checklist instead.
Access · 6
This skill
CRM
Updates accepted CRM fields (irreversible)
the rep's email account
Drafts and sends customer follow-ups (irreversible)