Skill v1.0.0
currentTrusted Publisher100/100version: "1.0.0" name: call-summary description: Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team. argument-hint: "<call notes or transcript>"
/call-summary
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
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
## Call Summary: [Company] — [Date]**Attendees:** [Names and titles]**Call Type:** [Discovery / Demo / Negotiation / Check-in]**Duration:** [If known]### Key Discussion Points1.[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:
- Be concise but informative — Get to the point quickly. Customers are busy.
- No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.
- Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.
- 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
- More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.
- Name the attendees — Helps me structure the summary and assign action items.
- Flag what matters — If something was important, tell me: "The big thing was..."
- Tell me the deal stage — Helps me tailor the follow-up tone and next steps.