Agent skill
call-summary
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.
Install this agent skill to your Project
npx add-skill https://github.com/anthropics/knowledge-work-plugins/tree/main/sales/skills/call-summary
SKILL.md
/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 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:
- 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.
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