sales-meeting-recap
mbfinottiTurn every sales call into clear, owned next steps.
sales follow-up
What it does
Creates a concise buyer-facing sales recap and, when justified, a mutual close plan grounded only in supplied notes.
When to use it
Use for sales-call recap emails, post-call follow-ups, next-steps emails, summaries, and mutual action plans.
How to use it
Give it sales-call notes; it interviews you one question per turn and returns text you can paste.
What you provide
- call notes, transcript, or description
Access · 6
This skill
email account
Saves or sends recap email (irreversible)
calendar account
Books the next meeting
CRM
Logs recap activity in CRM
call-recording platform
Pulls call recording transcripts
Good to know
- cannot be undone: email account
- edits its own instructions
What you need · 4
A humanizer skill is required before the draft is considered final.
An optional CRM connection enables transcript retrieval and logging the recap as an activity.
An optional call-recording platform connection enables pulling its transcript as input.
An optional AI notetaker connection enables pulling its transcript as input.
About this skill
- Visibility
- Public
- Repository
- mbfinotti/sales-skills
- Created
- Oct 9, 2026
- Updated
- Oct 9, 2026
- Files
- 4