/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

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.