When you finish a call with 10 things to remember, /call-summary turns it into action items and a follow-up email in 30 seconds. — Claude Skill
You finish a discovery call. The prospect mentioned three priorities, raised two concerns, and you agreed on next steps. You open CRM — 12 empty fields. By end of day, you've forgotten 64% of what was said. 79% of opportunity data from calls never makes it into CRM.
“If I'm spending 20 minutes after every call updating CRM fields and writing follow-ups, what's the point?”
— r/sales discussion (30+ comments) Source →Paste notes or transcript — get structured summary, action items with owners, and a ready-to-send follow-up email. Connected to CRM? It logs the activity and creates tasks automatically.
För vem
Turn every call into action items and a follow-up email in 30 seconds — capture what matters without scribbling during the conversation
Visa skills för denna rollYou own the number. These skills give you pipeline visibility, forecast accuracy, and team productivity — without chasing reps for CRM updates.
Visa skills för denna rollResearch done, emails drafted, meetings booked. These skills multiply your output without sacrificing personalization.
Visa skills för denna rollPipeline scored, risks flagged, before the 1:1 starts. These skills prep you for every coaching conversation.
Visa skills för denna rollCRM data quality, forecast accuracy, and process optimization. These skills automate the cleanup so your team focuses on strategy.
Visa skills för denna rollIndatametoder
Just paste whatever you have — bullet points, rough notes, stream of consciousness. The skill structures it.
Exempel
Marcus confirmed Q2 budget $50K, needs Jira integration POC. Looking at Monday.com too. Main concern: data migration from Google Sheets, 200 users. Wants to see POC by Apr 15. Next: I send Jira integration docs, schedule tech call with their eng lead Priya Shah.
Key Points: 1. Budget confirmed $50K, Q2 — allocated, not pending 2. Jira integration is the deciding factor 3. Competing with Monday.com 4. Data migration from Google Sheets (200 users) is a concern 5. POC deadline: April 15
| Owner | Action | Due | |-------|---------------------|---------| | You | Send Jira docs | Mar 29 | | You | Schedule tech call | Apr 1 | | Marcus| Confirm Priya avail | Mar 31 |
Move to Evaluation. Competitor = Monday.com.
Hi Marcus, Thanks for walking me through the Apex setup today. A few things I want to make sure I have right: - Jira integration is the key requirement - Data migration for 200 users — we'll cover in the tech call - Timeline: POC by April 15 I'll reach out to Priya to schedule the technical session. Best, [You]
Förbättrade mätvärden
Fungerar med
Drafts and sends follow-up emails directly after calls.
Triggers auto-prep before scheduled meetings from your calendar.
Creates Jira tickets from call action items with assignees and due dates.
Imports meeting recordings and cloud transcripts.
Logs activity, updates fields, creates tasks automatically after every call.
Posts call summaries and action items to deal channels.
Updates deals and creates activities in Pipedrive after calls.
Processes Teams meeting transcripts and recordings.
Sends follow-up emails directly from Outlook.
Pulls transcripts automatically — no paste needed. Extracts key moments.
Auto-pulls meeting transcripts for processing.
Logs call activity, updates deal properties and contact records.
Fungerar överallt
Paste your notes, transcript, or describe the call. Works immediately with whatever you have.
Gong/Fireflies: pull transcripts automatically. CRM: log activity, create tasks. Email: draft and send follow-up directly.
Redo att installera Call notes → summary?
Välj hur du vill komma igång.
Installera och kör denna plugin lokalt på din dator.
Öppna en terminal på din dator och klistra in detta kommando:
Besök GitHub-repot och följ installationsinstruktionerna i README.
Starta Claude Code och skriv kommandot: