If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
Summarize Call
Turn call notes or transcripts into structured summaries, action items with owners and due dates, and customer-facing follow-up emails. This skill works with whatever you paste; when you connect your tools, it can pull recordings, log activities, and draft in email.
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ SUMMARIZE CALL │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone) │
│ ✓ Paste call notes or transcript │
│ ✓ Extract key discussion points and decisions │
│ ✓ Identify action items with owners and due dates │
│ ✓ Surface objections, concerns, open questions │
│ ✓ Draft customer-facing follow-up email │
│ ✓ Generate internal summary for your team │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + ~~conversation intelligence~~: Pull recording/transcript automatically │
│ + ~~CRM~~: Update opportunity, log activity, create tasks, next steps │
│ + ~~email~~: Create draft or send follow-up directly │
│ + ~~calendar~~: Link to meeting, pull attendee context │
└─────────────────────────────────────────────────────────────────┘
Connectors (Optional)
| Connector |
What It Adds |
conversation intelligence |
Pull transcript automatically, key moments, search by call |
CRM |
Log call, update stage, create tasks, update next steps |
email |
Create draft follow-up or send directly |
calendar |
Link to meeting, pull attendee list and context |
Output Structure
- Internal summary: Attendees, call type, key discussion points, customer priorities, objections, competitive intel, action items table, next steps, deal impact.
- Customer follow-up email: Plain-text, concise; meeting recap, commitments, clear next step with timeline.
- When
CRM or conversation intelligence is connected, offer to log the call and update the opportunity.
Data Sources (per REFERENCE.md)
conversation intelligence (if connected): Transcript, key moments.CRM (if connected): Opportunity stage, contacts, next steps, activity log.email (if connected): Draft or send follow-up.calendar (if connected): Meeting and attendees.
If a tool is not connected, use only what the user provided (notes or transcript).
1---2name: summarize-call3description: Process call notes or transcripts into structured summaries, action items, and follow-up emails. Works standalone with pasted notes or transcript; supercharged when you connect ~~conversation intelligence~~, ~~CRM~~, ~~email~~, or ~~calendar~~. Trigger with "summarize this call", "extract action items from this transcript", or use the /summarize-call command.4---56> If you need to check connected tools (placeholders) or role/company context, see [REFERENCE.md](../../REFERENCE.md).78# Summarize Call910Turn call notes or transcripts into structured summaries, action items with owners and due dates, and customer-facing follow-up emails. This skill works with whatever you paste; when you connect your tools, it can pull recordings, log activities, and draft in ~~email~~.1112## How It Works1314```15┌─────────────────────────────────────────────────────────────────┐16│ SUMMARIZE CALL │17├─────────────────────────────────────────────────────────────────┤18│ ALWAYS (works standalone) │19│ ✓ Paste call notes or transcript │20│ ✓ Extract key discussion points and decisions │21│ ✓ Identify action items with owners and due dates │22│ ✓ Surface objections, concerns, open questions │23│ ✓ Draft customer-facing follow-up email │24│ ✓ Generate internal summary for your team │25├─────────────────────────────────────────────────────────────────┤26│ SUPERCHARGED (when you connect your tools) │27│ + ~~conversation intelligence~~: Pull recording/transcript automatically │28│ + ~~CRM~~: Update opportunity, log activity, create tasks, next steps │29│ + ~~email~~: Create draft or send follow-up directly │30│ + ~~calendar~~: Link to meeting, pull attendee context │31└─────────────────────────────────────────────────────────────────┘32```3334---3536## Connectors (Optional)3738| Connector | What It Adds |39|-----------|--------------|40| **~~conversation intelligence~~** | Pull transcript automatically, key moments, search by call |41| **~~CRM~~** | Log call, update stage, create tasks, update next steps |42| **~~email~~** | Create draft follow-up or send directly |43| **~~calendar~~** | Link to meeting, pull attendee list and context |4445---4647## Output Structure4849- **Internal summary:** Attendees, call type, key discussion points, customer priorities, objections, competitive intel, action items table, next steps, deal impact.50- **Customer follow-up email:** Plain-text, concise; meeting recap, commitments, clear next step with timeline.51- When ~~CRM~~ or ~~conversation intelligence~~ is connected, offer to log the call and update the opportunity.5253---5455## Data Sources (per REFERENCE.md)5657- **~~conversation intelligence~~** (if connected): Transcript, key moments.58- **~~CRM~~** (if connected): Opportunity stage, contacts, next steps, activity log.59- **~~email~~** (if connected): Draft or send follow-up.60- **~~calendar~~** (if connected): Meeting and attendees.6162If a tool is not connected, use only what the user provided (notes or transcript).
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