Call Summary

/call-summary

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 via Fireflies CLI                │
│  + 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:

1. Be concise but informative — Get to the point quickly. Customers are busy.
2. No markdown formatting — Don't use asterisks, bold, or other markdown syntax. Write in plain text that looks natural in any email client.
3. Use simple structure — Short paragraphs, line breaks between sections. No headers or bullet formatting unless the customer's email client will render it.
4. 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 (Fireflies via cli-copilot):

• If the user gives a transcript or meeting ID, run: copilot fireflies get <transcript_id> and parse the returned sentences array for speaker text and the summary field for action items and overview. If copilot is unavailable or the command errors, fall back to the standalone branch above — ask the user to paste the transcript directly.
• To find a transcript by meeting name or date, first run: copilot fireflies list --limit 25 and search the returned titles for a match, then fetch the ID.

CRM connected (NocoDB via cli-copilot):

• Run copilot crm clients list --search "<company>" to look up the account/client record.
• Offer to log the call as an activity row and update the opportunity stage.
• If copilot crm is unavailable, prompt the user to update their CRM manually.

Email connected:

• Offer to create a draft email from the follow-up template.
• Or send directly if the user approves.

Tips

1. More detail = better output — Even rough notes help. "They seemed concerned about X" is useful context.
2. Name the attendees — Helps me structure the summary and assign action items.
3. Flag what matters — If something was important, tell me: "The big thing was..."
4. Tell me the deal stage — Helps me tailor the follow-up tone and next steps.